Direct and manage all phases of workstreams supporting capital raises, strategic investments, and partnerships.
Synthesize complex financial and operational data to architect compelling, executive-ready narratives for board, investor, and strategic presentations.
Orchestrate collaboration across Legal, Finance, Product, Technology, Operations, Compliance, and People & Culture as strategic initiatives progress.
Financial ModelingStrategic FinancePrivate EquityConsultingCorporate Development
Support annual budgeting and multi-year planning by prioritizing investments that directly support our most aggressive strategic bets.
Conduct high-stakes, data-driven analyses for insights that dictate how we pivot or double down.
Build detailed financial models to evaluate new products, markets, M&A targets, and complex partnerships.
Dutchie is a technology platform powering dispensary operations, providing consumers with safe and easy access to cannabis. They power thousands of dispensaries across the US and Canada and are backed by notable investors.
Drive enterprise-level financial strategy, long-range planning, capital allocation, and performance management.
Translate business strategy into financial frameworks that accelerate growth and optimize returns.
Lead corporate FP&A, enterprise modeling, and strategic initiatives.
Tala is a global financial infrastructure company that aims to unleash the economic power of the global majority by providing a platform that combines credit bureau intelligence, payments execution, and relationship expertise. They operate with a remote-first approach and have office hubs in various countries.
Manage annual financial budgeting and forecasting processes, ensuring the annual plan reflects company strategic objectives
Diligence target companies’ financials, analyze transaction structures, close acquisitions, and integrate businesses with a focus on improving EBITDA
Civitech is a public benefit corporation dedicated to creating a fairer and more equitable democracy by building the tools and infrastructure needed to increase civic participation, empower Democratic candidates to win, and support the success of progressive causes. Since its founding in 2019, over 500 partners -- a range of nonprofit organizations, national political committees, and individual campaigns -- have utilized Civitech’s tools to reach tens of millions of voters to help create a more equitable and progressive democracy.
Own the end-to-end monthly forecasting and reporting process for headcount, equity, and SBC
Serve as the centralized owner of workforce financials, ensuring accuracy, rigor, and alignment with company priorities
Partner cross-functionally with Legal, Finance, Operations, Engineering, and other stakeholders to develop actionable hiring and expense targets
Hims & Hers is a health and wellness platform, aiming to improve people's well-being by offering accessible and personalized healthcare. They are a public company traded on the NYSE, focusing on normalizing health challenges and innovating solutions.
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.
Lead and execute valuation deal models across all types of transactions.
Identify, evaluate, and execute strategic partnerships and key transactions.
Develop and maintain a pipeline of strategic opportunities aligned with long-term objectives.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. The AI system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Casago is a vacation rental company focused on creating exceptional experiences. They have grown into an industry leader through advanced technology, high standards, and a culture of trust and support.
Own the company’s integrated financial model, annual operating plan, and multi-year forecast.
Establish a disciplined capital allocation framework tied to long-term value creation.
Build scalable dashboards, reporting systems, and analytical tools that improve visibility into business performance
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Their team of 95+ experts in energy, tax, finance, government, and technology, reflects a culture of high growth and ownership.
Develop standardized financial infrastructure and processes.
Assess and evaluate the financial performance of long-term operational goals.
Build a world-class finance organization by hiring, inspiring, and leading a strong team.
Atlas Oncology Partners provides oncology practices with the staff, contracts, and toolkit they need to deliver whole person care to their cancer patients. Their value-based approach aligns incentives, offering better outcomes for patients, guaranteed reduction in medical expense for payors, and greater financial independence for provider partners.
Financial Modeling and Forecasting: build, improve, and own the company's three-statement financial model.
Budgeting & Planning: lead the annual budgeting and quarterly forecasting process, collaborating with department heads.
Key Metric Reporting: monitor and communicate key performance indicators to executives across the company.
Socure is building the identity trust infrastructure for the digital economy — verifying 100% of good identities in real time and stopping fraud before it starts. They hire people who want that level of responsibility and move fast.
Partner with the CEO and Executive Leadership Team (ELT) to drive enterprise strategy formulation, long-range planning, and annual operating planning.
Build and maintain complex financial and operational models (e.g., growth scenarios, capital allocation, M&A cases, pricing strategy).
Lead high-impact, cross-functional initiatives on behalf of the CEO.
Kinaxis is a global leader in modern supply chain orchestration, powering complex global supply chains and supporting the people who manage them. They are a global organization with over 2000 employees around the world with a "serious about culture" and innovative environment.
Define and drive Kraken’s global M&A and strategic investment strategy.
Lead, manage, and grow our existing Corporate development team.
Own the entire deal process including sourcing, due diligence, contract negotiation, closing, and integration
Kraken is building the future of crypto, driven by a desire to unlock the potential of crypto and blockchain technology. As a fully remote company with Krakenites in 70+ countries, it is expanding across multiple dimensions due to M&A and strategic investments.
Identify, develop, and close strategic partnerships.
Build business cases and executive relationships.
Develop partnership strategies that expand patient access.
Midi Health is dedicated to transforming care for women in midlife. We are building a best-in-class team while working with smart, purpose-driven people.
Source, evaluate, and acquire sites for new data center developments.
Prepare materials for executive stakeholders and analyze supply and demand dynamics.
Coordinate due diligence activities and integrate findings into financial models.
Colovore is the leader in ultra-high-density, liquid-cooled AI colocation data centers for the deployment of AI inference, SuperPod , and AI factory applications and solutions. Acquired by King Street in 2024, Colovore has secured $925 million funding to accelerate its national expansion.
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.
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.
Provide strategic insights and recommendations through financial analysis.
Oversee the property level month-end and year-end close processes.
Mentor and develop a high-performing finance team.
Kasa is a tech-enabled hotel and apartment hotel brand, managing properties and delivering a digital hospitality experience. They partner with property owners to offer stylish accommodations and prioritize automation and data-driven decision-making. The company is fast-growing and innovative.
Own financial planning and modeling: Build and maintain the company’s financial models.
Drive resource allocation decisions: Develop frameworks that help leadership evaluate trade-offs across investments.
Evaluate unit economics: Analyze the economics of established and emerging business lines.
Wrapbook is a smart, intuitive platform that makes production payroll and accounting easier, faster, and more secure. Our growing team of 250+ people across the USA and Canada includes entertainment and technology experts from SAG-AFTRA, DGA, IATSE, Teamsters, Amazon, Microsoft, Facebook, and more.
Drive financial planning processes, ensuring resource allocation stays within budget.
Support the company-wide operating model, linking inputs to growth and profitability.
Perform financial analysis on results and KPIs, identifying underlying trends.
Headway is building a new mental healthcare system that everyone can access by making it easy for therapists to accept insurance and scale their practice. They are a Series D company with over $325m in funding and a diverse, national network of over 60,000 mental healthcare providers across all 50 states.