Ensure accurate financial reporting across all entities and properties
Deliver predictable close and owner reporting cycles
Elevate the depth and value of financial reporting, including balance sheet, cash flow, and KPI segmentation
Kasa is a tech-enabled hotel and apartment hotel brand and manager. They have built a hospitality operating system that improves profitability while delivering a quality experience to guests. They partner with owners of multifamily and boutique hospitality properties.
Develop and maintain financial models and KPI reporting, sharing insights about risks and opportunities.
Drive budgeting/forecasting cycles, working collaboratively with internal business partners and leadership.
Partner with Accounting to ensure month end results are accurate and reflect all accruals, reversals, and reclasses.
LifeLabs Learning provides science-backed training for managers and teams, focusing on skills such as coaching, feedback, and inclusion. As a diverse team of experts, they help organizations build these skills into their culture and systems.
Own Pine’s monthly financial cadence, including consolidation, reporting, and executive reviews
Deliver clear, actionable financial analysis highlighting trends, risks, and opportunities
Support executive decision-making with concise, well-structured financial narratives
Pine Services Group is a long-term holding company within Evergreen Services Group, focused on partnering with leading ERP and technology-enabled services businesses. They acquire and support strong companies, helping them grow while preserving the legacy, culture, and customer focus that made them successful.
Provide insights to drive decision making based on financial data.
Partner with the business to ensure financial health and unlock sustainable growth.
Take ownership of reporting and analysis while driving cross-functional collaboration across the company.
n8n is the open workflow orchestration platform built for the new era of AI, giving technical teams the freedom of code with the speed of no-code. They have a diverse team of over 220, working across Europe and the US, connected by a shared builder spirit and with their centre of gravity in Berlin.
Provide internal and external reporting of Property financial results.
Prepare monthly financial statement packages, which include an in-depth review of general ledger and income statement, bank statement reconciliations, balance sheet reconciliations, creating and posting journal entries recorded to the general ledger, fixed asset depreciation and amortization, and property manager variance comment review.
Cash management of Projects; Ensure critical, timely payment of utilities, taxes, mortgages, and owner distributions.
Stream Realty Partners is a commercial real estate firm founded in 1996, operating in core markets coast to coast. They specialize in office, industrial, retail, healthcare, land, and data center properties. They have a team of talented individuals and a culture summarized by being smart, honest, nice, and passionate.
Strengthen the connection between Accounting and cross‑functional business partners.
Own routine monthly reporting and executive‑ready presentations.
Support ad hoc analysis that drives decision‑making across the business.
Wellbeam Consumer Health is creating the leading ecommerce-focused consumer wellness business, delivering value-added products that help people thrive. They are focused on dramatically accelerating existing brands as well as adding select, new digitally-native consumer wellness brands and is backed by American Pacific Group.
Support rolling forecasts and monthly financial close materials.
Develop and maintain dashboards and reporting tools the broader team can leverage.
Own balance sheet account reconciliations.
Alta Vista, a Pine portfolio company, is looking for a driven and analytically minded Senior Financial Analyst to join their team. They seem to have a lean, entrepreneurial environment.
Enhance and maintain reports, models, and data integrations within Adaptive Planning.
Support month-end reporting activities, including preparation of actuals, cost trend analysis, and variance analysis.
Collaborate across G&A functional teams to compile budgets, forecasts, and long-range plans.
Apogee Therapeutics, founded in 2022, is a clinical-stage biotechnology company. They are advancing novel biologics with potential for differentiated efficacy and dosing. Apogee is a fast-paced company committed to building an exceptional culture, founded on their C.O.R.E. values.
Partner with stakeholders on financial visibility and business priorities.
Create and structure financial models to scale core offerings.
Validate capital deployment across Sales, Operations, Tech, and Product.
Caribou is dedicated to giving people financial freedom. They build technology to pair customers with community banks and credit unions, helping them reduce their monthly auto expenses.
Build a repeatable financial operating model for complex, compliance-heavy projects.
Partner with our Quality Assurance team to deliver accurate, timely, audit-ready financials.
Lead monthly close and quarterly reporting activities, creating predictable outcomes.
Career TEAM is a leading workforce development organization with a mission to transform lives. They blend cutting-edge technology with compassionate, high-touch services to drive real, measurable outcomes for job seekers.
Maintain and improve Cartwheel's core financial model.
Lead the annual budgeting cycle.
Build forward-looking forecasts to support runway planning and board communication.
Cartwheel builds a new kind of mental health program for kids that puts schools at the center. They are backed by top investors including A Street Ventures, Menlo Ventures, Reach Capital, General Catalyst, BoxGroup, and Able Partners, and they're looking for mission-driven teammates to join their team.
Play a key role in long‑range planning and performance management.
Bring strong financial modeling skills and cross-functional impact.
Imagine Pediatrics is a tech-enabled, pediatrician-led medical group reimagining care for children with special health care needs. They deliver 24/7 virtual-first and in-home medical, behavioral, and social care, working alongside families, providers, and health plans.
Architect defensible business cases with comprehensive financial models.
Partner with customer stakeholders to quantify strategic value and key value levers.
Drive consultative discovery to align solutions with executive business priorities.
Everpure is in the data storage industry. They are reshaping it with innovative thinking and aiming to be the smartest team in the industry, offering endless opportunities for growth.
Support the month-end close process and preparation of monthly management results.
Partner with cross-functional teams including Operations, Sales, and Product to translate financial data into actionable insights.
Oversee day-to-day accounting operations, particularly the order-to-cash cycle.
Atomi is on a mission to unlock human potential by transforming the way students learn and teachers teach. Their platform combines cutting-edge technology with a creative, human-first approach. They are driven by curiosity, humility, and a relentless focus on quality and innovation.
Lead analysis across revenue, pricing, and margin performance, helping the business understand what’s driving results.
Support the NPD process, ensuring financial implications of innovation proposals are fully understood.
Work with the Demand Planning team to test assumptions and translate demand plans into financial outcomes.
Valeo Foods UK brings together a family of much-loved UK food brands supported by the scale and ambition of a global investment partner. They are on a journey of transformation, strengthening operations, driving quality and investing in their people.
Serve as a strategic thought partner, translating data into actionable insights.
Lead financial planning and modeling efforts, managing the budget.
Proactively identify risks and opportunities to optimize investments.
NerdWallet aims to bring clarity to all of life’s financial decisions. They've built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself. They invest in your well-being, development, and ability to make an impact.
Oversee the collection and review of Club financial results including budget, projections and annual results.
Conduct a thorough examination of each team and stadium P&L and in-depth analysis of all Club business functions.
Partner with internal stakeholders and Clubs to analyze the financial implications of the League’s new competition calendar.
MLS (Major League Soccer) is a professional soccer league consisting of clubs throughout the United States and Canada. They focus on growing the sport by coordinating and promoting the league, setting standards, and working with clubs to improve their business and operations.
Own and drive the key components of the Annual Operating Plan (AOP) and rolling forecasts.
Lead the financial narrative for executive leadership, including preparation of materials and insights.
Lead, mentor, and develop a team of analysts and improve financial processes and models.
Trace3 provides technology solutions and consulting services to its clients. They empower IT executives and their organizations to achieve competitive advantage. The company has over 1,200 employees and has a startup culture with the advantage of a scalable business.
Own the operating model, annual plan, quarterly forecasts, and long-range financial outlook.
Build and maintain the headcount plan with functional leaders, tying hiring decisions to business outcomes and ROI.
Provide the analytical backbone for pricing decisions, contract structures, and GTM strategy.
Allium is building the system of record for onchain finance. They ingest, verify, and standardize data across 140+ blockchains and 30+ petabytes of history, serving finance, accounting, risk, engineering, product, strategy, research, and executive teams.