Identify and cultivate relationships with borrowers to drive consistent deal flow.
Lead the full placement process: structuring capital stacks and negotiating term sheets.
Translate real-time capital markets conditions into actionable guidance for clients.
WelcomeLend is a rapidly growing middle market capital markets advisory firm. We combine experienced capital markets experts with technology to deliver efficient deal execution; they have closed over $3B in transactions and are growing quickly.
Support execution of construction, bridge, mezzanine, and development financing transactions.
Build and maintain project-level underwriting and capital stack models.
Prepare executive summaries, lender memos, and internal strategy materials.
Sanctuary builds nature-led, wellness-centered communities designed to feel alive. They are a global team of designers, architects, engineers, and dreamers building spaces that restore and inspire.
Own daily global cash positioning, liquidity management, and short-term cash forecasting.
Execute domestic and international payments and manage global banking relationships.
Support debt compliance, capital markets activities, and corporate insurance renewals.
AlphaSense is a market intelligence and search platform built on AI, assisting companies in decision-making. With over 2,000 employees globally and offices in multiple countries, they foster a supportive and respectful work environment.
Build detailed financial models and analyses to enable business planning and strategic decision making.
Analyze trends and distill actionable insights to guide long-term strategy and day-to-day execution.
Support corporate finance workstreams including annual planning, forecasting, and board materials.
Velora is a unified company formed by Aplos, Raisely, and Keela, with the mission to help nonprofit organizations thrive. They offer a suite of tools for fundraising, donor management, financial tracking, and communications. They are a remote-first company.
Canals is a fully remote, profitable startup transforming the industrial supply chain ($10T industry) with AI. They are a 100 person team (60 in engineering) distributed across North and South America with a talent dense team and diverse backgrounds.
Support the building, maintenance, and auditing of financial models for tax equity transactions.
Assist in the preparation of investment materials for Investment Committee, including transaction economics, sensitivities, and risk analyses.
Work closely with Senior Managers, Principals, and the Senior Principal on transaction structuring, execution, and deal coordination.
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Their team of 95+ is composed of experts in energy, tax, finance, government, and technology with a remote-first operating model and a high-growth culture.
Maintain existing, and develop and close net new customers for prospective B2B, B2B2B, and B2B2C customers.
Leverage your existing deep network to identify, source, and close new revenue-generating customers with global cross-border payment and USD account needs.
Collaborate with the Sales and Business Development team, ensuring a smooth handoff and alignment on high-value opportunities.
Caliza's mission is to eliminate geography as a barrier to economic opportunity. They enable businesses around the world to instantly settle cross-border transactions and access dollar-denominated products. Caliza is a global team with experience from Visa, Nubank, and Mercado Libre.
Drive technical delivery excellence by overseeing financial modeling, due diligence, and transaction execution
Lead transaction teams to successfully execute financial advisory mandates
Mentor, develop, and manage junior team members
Agentis Capital Advisors is a leading global financial advisor known for delivering value and advice to clients. They act as sell-side and buy-side advisors on global transactions including renewable power, energy, digital, transportation, and public-private partnerships.
Build and iterate on complex financial models that support expansion.
Write SQL queries to pull raw data to ground financial projections.
Prepare quantitative and presentation materials to support strategic analyses.
Tia is transforming healthcare for women by increasing access to and improving the experience of key preventive healthcare services. They integrate services across primary care, mental health, gynecology, dermatology and wellness. Tia is a Series D, venture-backed company with more than 120,000 women who trust Tia for their care, across four markets.
Partner with the Strategy team on initiatives, including De Novo Growth and Strategic Real Estate projects.
Build financial models and decision-support tools that guide business priorities and capital allocation.
Conduct market and competitive analysis to identify trends, opportunities, and risks.
Alliance Animal Health is a fast-growing veterinary services organization in the United States, with a network of 260+ partner hospitals across the country. We partner with veterinarians and practice owners to deliver business, operational, marketing, recruiting, and real-estate support.
Lead Life360’s enterprise planning, consolidated reporting, and board-level financial materials, ensuring the CFO, executive team, and board have what they need to make decisions.
Set the planning cadence for the function, define the reporting standards the other groups work against, and be the key driver behind Life360’s investor relations materials.
Manage two direct reports and represent Corporate Finance in meetings, build the team and processes into something stronger, and adopt AI tools to work smarter.
Life360's mission is to keep people close to the ones they love by offering a mobile app, Tile tracking devices, and pet GPS trackers. It is used by approximately 95.8 million monthly active users across more than 180 countries and has more than 500 remote-first employees.
Proactively outreach to accredited investors via phone, email, and other channels.
Qualify investor interest and educate prospects on StartEngine’s private market offerings.
Book discovery calls and meetings for Private Equity Associates.
StartEngine is a FinTech powerhouse driving the future of fundraising and alternative investing. They have helped over 550 companies raise more than $1.5B from retail investors, with investments starting at as little as $100.
Generate revenue growth and manage your client relationships in a named account environment.
Act as a strategic partner and primary contact, helping clients utilize data, analytics, software, and technology solutions.
Uncover new opportunities by developing relationships with new partners across the financial services industry.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange, they have a team of 22,500 people across 32 countries and our corporate headquarters are in Dublin, Ireland. Experian's culture and people are important differentiators and we take our people agenda very seriously.
Building financial models from a blank spreadsheet.
Structuring assumptions, drivers, and logic.
Linking full model flows (cash flow, debt, returns, scenarios)
They are a U.S.-based technology company building advanced AI systems focused on financial modeling and decision-making. Their goal is to train AI to think like real financial professionals — how models are built from scratch, how assumptions are structured, and how decisions are made using financial models.
Collaborate closely with the Merchant Risk team to identify, assess, and mitigate compliance risks associated with merchant and platform partners.
Review and approve financial services marketing materials to ensure they comply with regulations and industry standards.
Work cross-functionally with departments such as Compliance, Legal, Risk, and Revenue to complete reviews and address compliance issues and their root causes.
Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. They are a remote-first company, with a dedicated group of professionals committed to helping Affirm scale, innovate, and provide outstanding products.
Lead the structuring, execution, and delivery of cross-functional analyses spanning all revenue streams.
Serve as the senior FP&A point of contact for the Data Office, analytics teams, and platform owners.
Support the evolution of Lightspeed's forecasting methodology and the framework used to assess forecasting accuracy.
Lightspeed's one-stop commerce platform helps merchants innovate to simplify, scale, and provide exceptional customer experiences. Founded in Montréal, Canada in 2005, Lightspeed is dual-listed on the New York Stock Exchange (NYSE: LSPD) and Toronto Stock Exchange (TSX: LSPD).
Respond to inbound client requests with accurate feasibility and pricing.
Partner with internal teams to assess audience availability, timelines, and project viability.
Build clear, professional client communications that reflect strong ownership and accountability.
Konovo is a global healthcare intelligence company on a mission to transform research through technology- enabling faster, better, connected insights. With over 300 employees across 5 countries: India, Bosnia and Herzegovina, the United Kingdom, Mexico, and the United States, they collaborate to support some of the most prominent names in healthcare.
Own cash management, treasury, and build the annual budget while leading pricing and unit economics analysis.
Support leadership decision-making with data-backed financial recommendations and model organizational growth scenarios.
Oversee financial operations, manage external partners, and build/scale the internal finance function to ensure timely reporting.
The Uncommon Business is the world's fastest-growing AI-first education company focused on helping business leaders build intelligent systems that scale without burnout. It is a high-performance, EOS-driven company built for high performers who thrive in fast-paced, high-accountability environments.
Lead financial modeling and investment analysis to support pricing strategy and fiber network expansion.
Conduct scenario and sensitivity analysis to assess investment risk and business performance outcomes.
Partner cross-functionally to align financial plans with operational execution and business priorities.
Brightspeed provides fast, reliable internet connections and customer experience in twenty states throughout the Midwest and South. They are backed by funds managed by Apollo Global Management and aspire to accelerate the upgrade of copper to fiber optic technologies. Recognized as a Top Workplace by the Charlotte Observer.