Lead key workstreams of the quarterly earnings process, including messaging, scripts, Q&A, and data synthesis.
Own relationships with sell-side analysts and the investment community, monitoring forecasts and flagging risks.
Prepare executives for investor meetings and roadshows, and draft shareholder letters and IR content.
GitLab is a DevSecOps platform that helps organizations deliver software faster and transform digitally. Used by over 50 million users and half the Fortune 100, it has a remote-first, high-performance culture rooted in transparency and AI.
Write realistic PowerPoint tasks based on your own IR or FP&A reporting cycle, including building decks and rolling them forward.
Complete each task yourself to establish a correct answer and create a precise yes/no grading checklist.
Define what a correct deck looks like with enough detail for AI graders to evaluate attempts.
Aptura is a London-based company focused on understanding how AI is transforming professional work, with a close look at finance and advisory roles. Founded by former Lazard, McKinsey, and Partners Group professionals, it operates as a lean, expert-driven team.
Lead financial strategy and serve as a strategic partner to the CEO and executive team.
Direct financial planning, forecasting, capital allocation, and business performance analysis.
Manage fundraising, investor relations, and finance organization development.
This company is a rapidly growing, technology-driven business in the high-growth tech sector. It offers a high-ownership culture with collaboration and innovation as core values.
Own the planning and performance cycle, driving driver-based forecasting, monthly reviews, and a single source of truth.
Lead strategic finance and value creation, including M&A evaluation, scenario testing, and partnership with Capital Markets.
Deliver executive, board, and investor reporting with KPI frameworks, covenant tracking, and support for audit and valuation.
Achieve is a digital personal finance company helping people move from struggling to thriving with innovative, personalized financial solutions. With over 3,000 employees and $57B in enrollments, it's a top U.S. fintech unicorn with a people-first culture.
Serve as primary financial partner to the CEO on strategic initiatives including market expansion, M&A, and long-range planning.
Own end-to-end M&A analysis, market sizing, pricing analytics, and dynamic financial modeling across the SaaS product portfolio.
Collaborate with senior leadership and PE sponsors to quantify strategic investments and drive high-priority growth initiatives.
GHX is a healthcare business and data automation company that enables better patient care and billions in savings through cloud-based supply chain technology. Privately owned and operating in the US, Canada, and Europe, it employs more than 1000 people worldwide with a focus on operational efficiency and collaboration.
Lead a team of five investor relations associates, setting weekly priorities and coaching in real time.
Own results across mandate calls, activations, pitches, founder calls, and referrals.
Run senior mandate calls and maintain the standard, plus hiring and onboarding as the team grows.
Pairs is a vetted private capital network connecting founders with family offices, VCs, and strategic investors through investor relations work. The small, founder-led team has a high-standard culture focused on coaching and direct feedback.
Create realistic PowerPoint tasks based on investor relations, FP&A, and financial reporting cycles.
Develop clear expected outcomes and yes-or-no evaluation criteria for AI-generated presentations.
Work independently in a fully remote contract role applying corporate finance expertise to AI evaluation.
Jobgether is an AI-powered job matching platform that connects candidates with partner companies through objective, data-driven shortlisting. The company focuses on efficient, transparent hiring processes while leveraging human judgment for final decisions.
You lead the IR team of six direct reports, owning hiring, onboarding, coaching, and performance.
You strengthen the investor network and ensure every introduction reflects a high quality bar.
You run senior mandate calls and report weekly numbers directly to the co-founders.
Pairs is a vetted private capital network connecting breakout founders with family offices, VCs, and strategic investors. It is a small, senior, profitable, self-funded team.
Track and analyze key FinTech sectors, companies, and major M&A and capital-raising transactions.
Conduct comprehensive company profiling and tracking of major developments in the focused industry.
Research global M&A activity, IPOs, and financing transactions, and manage proprietary databases.
FT Partners is a boutique investment bank specializing in the financial technology sector, providing M&A, private capital raising, and capital markets advisory. It is a 250+ person global firm with a collegial, energetic culture where every member contributes to the firm's success.
Lead strategic financial planning for near and long-term growth, identifying key drivers of growth, efficiency, and cash.
Partner with the Executive Team and CFO to shape the financial narrative and provide actionable recommendations.
Build and scale the FP&A team and operating model, incorporating AI-driven forecasting and controls.
Huntress provides enterprise-grade cybersecurity to businesses of all sizes, founded by former NSA cyber operators. The remote-first team secures over 5 million endpoints and 16 million identities, and is committed to a culture of inclusivity and high performance.