Source Job

• Create deal packages by consolidating data for approval submissions.
• Support deal reviews for accuracy and compliance.
• Use AI to optimize workstreams and advance the Deal Desk practice.

RealPage is a SaaS company redefining Property Tech through Agentic AI. They foster a collaborative environment where team members take ownership and drive outcomes.

• Manage mortgage trade lifecycle from confirmation to settlement, including TBA and specified pool trades.
• Coordinate settlement operations, GNMA pooling, and bulk bidding with investors and broker-dealers.
• Collaborate cross-functionally with Capital Markets, Operations, and Accounting to ensure efficient loan delivery.

eLEND is a mortgage solutions company that maximizes loan value through secondary market execution. They offer a collaborative, high-performing remote team environment with growth opportunities.

• Analyze insurance portfolio performance and competitor products to drive business decisions.
• Develop recommendations for product, pricing, and underwriting improvements based on data insights.
• Create reporting tools, dashboards, and ROI calculators to support stakeholder decision-making.

RealPage is a property management software company that provides solutions for rental housing. It is a large, data-driven organization with a culture focused on innovation and analytical insights.

• Ensure timely and accurate monthly reporting and assist with audit processes.
• Oversee property accounting activities, financial reporting, and check runs.
• Coordinate integration of new properties and train new accountants.

Colliers is a leading real estate services and investment management company providing expert advice to property occupiers, owners, and investors globally. The company has a nimble, decentralized culture with a focus on accelerating success for clients, people, and communities.

• Prepare and edit lease abstracts and verify data accuracy in database systems.
• Maintain lease files and ensure accurate records, processing client-specific reporting.
• Communicate with property managers, clients, landlords, and vendors to manage lease administration.

Lincoln Property Company is one of the largest private real estate firms in the United States, offering a fully integrated platform of real estate services. With a portfolio of over 680 million square feet, the company fosters an entrepreneurial culture with opportunities for training and mentorship.

• Assist with monthly financial statement variance analyses comparing actual results to budgets, forecasts, and historical trends.
• Contribute to rolling forecasts, annual operating plan, and long-range projections, analyzing key SaaS metrics like ARR and churn.
• Calculate incentive compensation and execute key month- and quarter-end close activities for internal and external reporting.

Subsplash is The Ultimate Engagement Platform for churches, Christian ministries, non-profits, and businesses worldwide, serving over 14,000 clients. Our team of 280+ mission-driven people is committed to humility, innovation, and excellence, and has been voted one of Seattle and Austin's best places to work.

• Build and maintain financial models for revenue, expenses, provider compensation, and cash flow to support FP&A and strategic planning.
• Partner with department leaders to manage budgets, analyze costs, and investigate operational variances to recommend corrective actions.
• Leverage AI tools to automate repetitive finance tasks and enhance reporting efficiency while maintaining data integrity.

Heartbeat Health is a healthtech company on a mission to transform cardiovascular care through technology, data, and innovative care models. It is a fast-growing, remote-first company with a collaborative culture focused on improving healthcare at scale.

• Lead enterprise-wide reporting initiatives to drive strategic decision-making and business transformation.
• Partner with executive leadership and cross-functional teams to deliver actionable insights and establish reporting standards.
• Translate complex financial and operational data into clear business recommendations using advanced analytics and BI tools.

Theoria Medical provides multispecialty physician services to skilled nursing facilities across the US, combining medical excellence with technological advancement. They prioritize innovation, compassion, and transparency, operating without ego and focusing on patient outcomes.

• Prepare and improve recurring financial reporting and variance analysis for the German business.
• Support budgeting and forecasting processes by owning and improving the forecasting model.
• Analyze commercial and operational KPIs such as revenue, margin, marketing spend, and customer economics.

Redcare Pharmacy is Europe's No.1 e-pharmacy, powered by passionate teams and cutting-edge innovation, striving for a vision of universal health. The company fosters a collaborative work environment where employees feel valued and inspired.

• Develop and execute marketing plans and strategies for assigned portfolio of properties.
• Analyze leasing and marketing performance data to drive decision-making and recommendations.
• Collaborate with operational leadership and provide training to onsite teams on marketing best practices.

Asset Living is a third-party property management firm that fosters thriving communities nationwide. The company is fast-growing, diverse, and has been recognized as one of the nation's Best and Brightest Places to Work.

• Own end-to-end ARR reporting, forecasting, and variance analysis to drive financial insights.
• Partner cross-functionally with Sales Ops, RevOps, and Accounting to ensure data accuracy.
• Deliver high-quality reporting packages for executive leadership and private equity partners.

A globally recognized leader in risk management software, providing GRC and compliance solutions. They have a global footprint across continents and a remote-first collaborative culture.

• Support quarterly earnings by drafting releases, scripts, and Q&A prep documents.
• Utilize AI tools to streamline market research, sentiment analysis, and drafting of IR materials.
• Maintain consensus models, track shareholder ownership, and monitor market intelligence.

Securitize is a leader in tokenizing real-world assets, partnering with top asset managers like Apollo, BlackRock, and KKR to bring the world on-chain. A global, fully remote team of top talent from blockchain and finance, we have raised $170M and been recognized as a 2025 Forbes Top 50 Fintech company.

• Build and analyze financial models and pricing scenarios for standard and non-standard agreements, evaluating critical variables including pricing, discounting, term length, usage commitments, and gross margin impact.
• Partner with Sales to structure commercially sound deals by analyzing tradeoffs across price, volume, and risk, ensuring all structures align with Twilio's financial guardrails.
• Own the end-to-end Deal Desk operational workflow in Salesforce/CPQ, from quote building to opportunity closure, ensuring 100% data integrity and policy compliance.

Twilio shapes the future of communications, delivering innovative solutions to hundreds of thousands of businesses and empowering millions of developers to craft personalized customer experiences. The company is dedicated to remote-first work and a strong culture of connection and global inclusion, making you part of a vibrant, diverse team.

• Responsible for the organization's overall liquidity management and enterprise corporate cash forecast.
• Enhance cash forecast model effectiveness by integrating data from financial systems and forecasting sources and uses of cash.
• Perform back-testing of forecast to identify and implement improvement opportunities.

Oportun is a mission-driven financial services company that provides affordable credit and financial tools to underserved communities. With over $21.3 billion in credit provided and more than 2,000 employees, it fosters an inclusive culture with employee resource groups.