Serve as the go-to financial authority on percentage-of-completion accounting across the portfolio.
Actively use AI tools as operating infrastructure to accelerate financial analysis, automate routine modeling, and surface insights at the pace of the business.
Serve as the financial operating voice on every deal the team pursues; contribute a grounded operating perspective to investment committee discussions pre-close.
Cobalt Service Partners is building the leading commercial access and security integration business in North America. Backed by Alpine Investors, a private equity firm specializing in middle-market companies in the services and software industries with $15B+ in AUM, Cobalt has scaled rapidly since launch.
Build detailed financial models and analyses to enable business planning and strategic decision making.
Analyze trends and distill actionable insights to guide long-term strategy and day-to-day execution.
Support corporate finance workstreams including annual planning, forecasting, and board materials.
Velora is a unified company formed by Aplos, Raisely, and Keela, with the mission to help nonprofit organizations thrive. They offer a suite of tools for fundraising, donor management, financial tracking, and communications. They are a remote-first company.
Develop and review financial models for CLOs and related transactions.
Configure models based on documentation specifications and stress test them.
Maintain automated processes that streamline functionality and enhance performance.
UMB is a financial services company that provides banking, wealth management, and institutional investment management services. They are committed to creating a workplace where associates are valued and encouraged to support causes they care about.
Support execution of construction, bridge, mezzanine, and development financing transactions.
Build and maintain project-level underwriting and capital stack models.
Prepare executive summaries, lender memos, and internal strategy materials.
Sanctuary builds nature-led, wellness-centered communities designed to feel alive. They are a global team of designers, architects, engineers, and dreamers building spaces that restore and inspire.
Manage quarterly Fund financial statements and monthly Corporate financial statements, maintaining workbooks and schedules.
Coordinate and manage Fund audits, tax returns, and K-1 preparations, supporting Corporate audit and tax processes.
Create financial models, assist with financial planning, and collaborate on accounting and tax-related matters with internal teams.
Berkadia is a mortgage banking platform that is consistently ranked among the top lenders for Fannie Mae, Freddie Mac, and HUD, integrating with investment sales and servicing platforms to provide superior client service. The company has a nationwide network of industry professionals and fosters a culture of innovation and excellence in commercial real estate.
Canals is a fully remote, profitable startup transforming the industrial supply chain ($10T industry) with AI. They are a 100 person team (60 in engineering) distributed across North and South America with a talent dense team and diverse backgrounds.
Supporting global income tax accounting and compliance processes.
Preparing working papers and tax provisions for quarterly financial reporting.
Assisting with transfer pricing documentation and related-party charge calculations.
Kinaxis is a global leader in modern supply chain orchestration, powering complex global supply chains and supporting the people who manage them. They have grown to become a global organization with over 2000 employees around the world and are winners of several Top Employer awards globally.
Own and maintain detailed project-level financial models for capital projects across Oklo's Power, Fuel, and Isotopes business units.
Prepare presentation materials for executive leadership and the board of directors to inform capital allocation and investment decisions.
Support the corporate long-range financial model by ensuring project-level inputs are current and accurately reflected at the enterprise level.
Oklo Inc. is developing fast fission power plants to deliver clean, reliable, and affordable energy at scale. They are also establishing a domestic supply chain for critical radioisotopes and advancing nuclear fuel recycling. Oklo values collaboration, humility, ownership, and pathfinding.
Building financial models from a blank spreadsheet.
Structuring assumptions, drivers, and logic.
Linking full model flows (cash flow, debt, returns, scenarios)
They are a U.S.-based technology company building advanced AI systems focused on financial modeling and decision-making. Their goal is to train AI to think like real financial professionals — how models are built from scratch, how assumptions are structured, and how decisions are made using financial models.
Hire, train and lead a team of investor service generalists.
Handle escalations and improve customer satisfaction.
Review team deliverables for accuracy.
Juniper Square unifies technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. They have 1,000+ employees and their culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates.
Drive technical delivery excellence by overseeing financial modeling, due diligence, and transaction execution
Lead transaction teams to successfully execute financial advisory mandates
Mentor, develop, and manage junior team members
Agentis Capital Advisors is a leading global financial advisor known for delivering value and advice to clients. They act as sell-side and buy-side advisors on global transactions including renewable power, energy, digital, transportation, and public-private partnerships.
Develop foundational skills for credit research, including industry analysis.
Spend time learning from our Analysts, Traders, and Portfolio Managers.
Complete several group and independent projects, including a capstone credit pitch.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. We provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. The firm has a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Lead the structuring, execution, and delivery of cross-functional analyses spanning all revenue streams.
Serve as the senior FP&A point of contact for the Data Office, analytics teams, and platform owners.
Support the evolution of Lightspeed's forecasting methodology and the framework used to assess forecasting accuracy.
Lightspeed's one-stop commerce platform helps merchants innovate to simplify, scale, and provide exceptional customer experiences. Founded in Montréal, Canada in 2005, Lightspeed is dual-listed on the New York Stock Exchange (NYSE: LSPD) and Toronto Stock Exchange (TSX: LSPD).
Lead financial modeling and investment analysis to support pricing strategy and fiber network expansion.
Conduct scenario and sensitivity analysis to assess investment risk and business performance outcomes.
Partner cross-functionally to align financial plans with operational execution and business priorities.
Brightspeed provides fast, reliable internet connections and customer experience in twenty states throughout the Midwest and South. They are backed by funds managed by Apollo Global Management and aspire to accelerate the upgrade of copper to fiber optic technologies. Recognized as a Top Workplace by the Charlotte Observer.
Own the tax product lifecycle to ensure accuracy, compliance, and on-time delivery across all tax obligations.
Drive the product roadmap for IRS reporting and state-level requirements, ensuring on-time and accurate filings.
Manage relationships with tax technology vendors and ensure upstream data ingestion is architected correctly.
Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure provider for various financial instruments. They serve hundreds of financial institutions across 40 countries with institutional-grade APIs, with a global team of 380+ members.
Own and execute the operational workflows that move SPVs and venture funds from submission, through launch, to first deployment, and throughout the fund lifecycle.
Execute end-to-end subscription workflows for LPs investing via IRAs, including LP onboarding, subscription document processing, and investor support.
Identify process improvement opportunities and implement no-code, low-code, or AI automations to reduce manual work and strengthen controls.
Belltower Fund Group empowers world-changing fund investments by providing fund administration services to the venture space. Since 2019, Belltower has supported 29k+ funds representing over $23B in assets under administration, leveraging AngelList’s fund admin software.
Lead the structuring, negotiation, and execution of debt facilities.
Manage relationships with existing lenders and develop materials for ongoing communication.
Conduct market research to benchmark Clara's debt terms against industry peers.
Clara is the fastest-growing company in Latin America and has built the leading solution for companies to make and manage all their payments. They help over 20,000 large and growing businesses operate with agility and financial clarity. They are certified as a Great Place to Work and have a product-led, high-talent-density culture — designed for builders who raise the bar.
Own daily global cash positioning, liquidity management, and short-term cash forecasting.
Execute domestic and international payments and manage global banking relationships.
Support debt compliance, capital markets activities, and corporate insurance renewals.
AlphaSense is a market intelligence and search platform built on AI, assisting companies in decision-making. With over 2,000 employees globally and offices in multiple countries, they foster a supportive and respectful work environment.
Build forecasts vs. actuals for real estate assets
Build and improve workflows using Claude Code
Automate recurring finance and reporting tasks
We use AI to review applications ensuring fairness and objectivity, focusing on skills, certifications, and experience. Our goal is to create a more objective, consistent, and equal opportunity hiring process for all applicants.
Execute federal and state R&D tax credit claims under Manager supervision; own assigned workstreams end-to-end.
Conduct client interviews to identify qualifying activities and expenses; document the four-part test.
Collect, format, and analyze large datasets; build §41 calculation models (Regular Credit, ASC, §280C).
Exactera is a FinTech SaaS start-up founded in 2016, standing at the intersection of human and machine intelligence. They create corporate tax solutions powered by AI and cloud-based technologies, serving customers worldwide and have over $100 million in funding.