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.
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.
Evaluate and underwrite new business and renewal submissions.
Negotiate pricing and terms and conditions.
Manage an assigned book of business.
Crum & Forster (C&F) provides specialty and standard commercial lines insurance products through their admitted and surplus lines insurance companies. They have more than 2000 employees and a focus on diversity, equity and Inclusion.
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.
Improve reporting, forecasting accuracy, and planning processes.
Support expense management and improve cost visibility across teams.
Build models to evaluate ROI, payback, and investment decisions.
Automatiq is the leading all-in-one software platform in the live event ticketing world, serving resellers of all sizes. They are data-driven and customer-obsessed as they work to solve interesting and complicated challenges in a fast-growing global market.
Assist in renewal strategies and reporting support for Medical Dental and Vision Insurance across multiple national carriers.
Serve as a subject matter expert and provide direction to underwriting staff, sales teams, and other departments.
Drive achievement of business goals through articulation and application of sophisticated underwriting policies.
Justworks provides a welcoming environment with great benefits, wellness programs, and company retreats. They are helping businesses get off the ground by enabling them to focus on running their business and being data-driven.
Help build AI training data that captures how private equity professionals evaluate investments.
Value companies, structure transactions, manage portfolio companies, and drive returns.
Cover the full investment lifecycle from sourcing to exit.
Mentis AI, founded by ex-Lazard and Partners Group professionals, is headquartered in London and San Francisco. We bring real-world expertise from finance into AI model training, bridging the gap between human and artificial intelligence.
Review and analyze data to assess validity of data and clinical risk.
Act as a strategic partner to underwriting by applying evidence-based criteria and sound clinical judgment to evaluate complex clinical and claims data.
Develop, maintain, and manage strong relationships with internal and external clients, Third-Party Administrators (TPAs), and vendors.
Crum & Forster’s Accident & Health division offers specialty insurance and reinsurance products. They focus on product development, creative distribution methods, client service and support and recorded $741M in gross premium written at year-end 2023.
Build technical tools that help founders and executives make critical business decisions.
Focus on hands-on build of integrated models, valuations, and forecasting dashboards.
Turn business goals into reliable, bulletproof financial products.
Gratia aims to transform talent's potential into global careers, providing professional development and tech-enabled platforms. They bridge the gap between ambitious companies and hands-on experts, maintaining an 88.2 Net Promoter Score, focusing on execution.
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.
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.
Improve AI reasoning across investment banking and capital markets.
Contribute deal experience to a structured research project.
Evaluate, generate, and refine content reflecting senior IB professionals' thinking.
Mentis AI, founded by ex-Lazard and Partners Group professionals, brings real-world expertise from finance into AI model training. Headquartered in London and San Francisco, they bridge the gap between human and artificial intelligence.
Develop and maintain pricing and risk models with limited supervision, ensuring accuracy, transparency, and scalability
Analyze product profitability, loss trends, competitive positioning, and risk segmentation to inform pricing decisions
Conduct competitive intelligence analysis, including familiarity with tools such as InsureQuote and market benchmarking sources
Kin simplifies homeowners' lives with affordable insurance, especially in high-risk areas. They leverage data and technology to provide transparent, fair products, fostering customer confidence and are a remote-first employer with Kinfolk across more than 35 states, serving customers in 13 states.
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.
Ensuring Partner underwritten loans conform with Partner program credit guidelines in a timely manner
Collaborate closely with the Partner Development Executive with assigned partner to provide a consultative/value-added credit perspective, both prior to proposal issuance and thereafter
Review and analyze Partner underwriting packages for content and completeness
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives make the company stronger.
Lead and improve the strategic finance partnership across the Revenue and Marketing organizations.
Develop financial frameworks that connect sales capacity, marketing spend, conversion, and retention to ARR growth.
Build robust operational and financial models for major initiatives, including ROI, LTV/CAC, and payback analysis.
HighLevel is an AI-powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. They have over 1,500 team members across 15+ countries and operate in a global, remote-first environment.
Develop and iterate realistic prompts to test the relevance and quality of AI-generated insights.
Evaluate divergence between professional advisory judgment and AI outputs.
Translate practitioner approaches into problems that push the limits of AI reasoning.
Mentis AI operates at the intersection of institutional investment expertise and frontier AI systems, collaborating with leading AI labs to improve how models reason and make decisions in high-stakes financial contexts. Their team combines asset management experience with machine learning and applied AI research, operating across London and San Francisco.
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.
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.
Lumeris is a healthcare transformation company that believes primary care is the foundation of a better healthcare system. They are scaling their AI-enabled platform, Tom, as a standalone growth engine, and entering a pivotal phase of enterprise expansion.