Lead M&A and corporate development workstreams including valuation, due diligence, and integration.
Prepare investor and Board materials, and own the annual budget, forecasts, and financial models.
Implement AI-assisted workflows and drive improvements to financial processes and systems.
Musixmatch is the leading music metadata company, featuring the world's largest lyrics catalog and a community of over 80 million contributors. It partners with major platforms and music publishers, and fosters a creative, collaborative culture.
Lead buy-side and sell-side financial due diligence engagements, including Quality of Earnings and working capital analysis.
Serve as a trusted advisor to private equity investors, investment bankers, and lenders while identifying deal value risks.
Drive practice growth through business development and manage engagement teams to meet deadlines.
Sax Advisory Group is a multi-disciplinary accounting, tax, and advisory firm serving closely held companies, family-owned businesses, not-for-profits, government, and high-net-worth individuals. The firm offers a team member-driven culture focused on growth, stability, and advancement opportunities.
Map fragmented industrial markets and build a prioritized acquisition pipeline.
Develop valuations, financial models, and acquisition scenarios for leadership decisions.
Support due diligence across finance, legal, technical, and operational teams.
Ohr makes mission-critical molecules, including energetics, propellants, and rare-earth extractants, and builds a chemical prime through breakthrough chemistry and strategic acquisitions. The team is made up of builders, scientists, and operators who value collaboration, high ownership, and direct involvement in high-impact work.
Own Field Nation's M&A function end to end, from pipeline building to deal execution and post-close integration.
Develop market theses and acquisition criteria, build financial models, and lead due diligence and negotiations.
Partner with executives and the board to present decision-ready materials and drive integrated, performing businesses.
Field Nation operates a two-sided B2B labor marketplace connecting enterprise and MSP buyers with independent field service technicians across the U.S. They are a remote-first company that values work-life balance, professional growth, and using AI to operate efficiently.
Manage Quality of Earnings analysis, financial due diligence, and post-acquisition integration for B2B SaaS acquisitions.
Develop standardized procedures for financial data collection and reporting to improve efficiency across deals.
Translate due diligence findings into integration tasks and ensure accurate handover between teams.
Savvital provides diversified services to small and medium-sized businesses, enabling them to build their future through customized solutions. Their team of educated experts is motivated to handle tasks that add real capacity to clients' workdays.
Lead M&A transactions from LOI to closing, including drafting, reviewing, and negotiating transaction agreements.
Manage due diligence, oversee closings, and coordinate with paralegals and support staff.
Evaluate potential acquisitions and partnerships with strong analytical and organizational skills.
Teamshares is a tech-enabled acquiror of high-quality businesses, aiming to be a permanent home for companies and help employees earn stock. Founded in 2019, it operates subsidiaries with over $400 million in consolidated revenue across 40 industries and 30 states, with a culture emphasizing work-life balance and growth.
M&A and strategic investments: own pipeline tracking, target sourcing, and diligence.
Investor relations: drive board materials, investor updates, and fundraising materials.
Strategic projects: shape company direction through cross-functional collaboration.
Mercury builds the financial stack for ambitious companies, from banking to bill pay to forecasting. It is a profitable, growth-stage fintech with a flat, high-agency culture and AI-native tools, fostering strategic growth and collaboration.
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.
Build financial models for acquisitions, forecasts, and new business decisions, owning integration into the FP&A system.
Support the Head of IR with daily market research, sell-side monitoring, and executive materials like conference prep packets.
Create AI-enabled automations, dashboards, and reporting including revenue bridges, unit economics, and KPI analysis.
Securitize is a leader in tokenizing real-world assets with $5B+ AUM, partnering with top asset managers like BlackRock and Apollo. It is a global, fully remote team of blockchain and financial services experts, backed by major investors and recognized as a 2025 Forbes Top 50 Fintech company.
Lead deal finance end-to-end for M&A: valuation, deal terms, quality of earnings, diligence, and close.
Underwrite growth, expansion, and repair and maintenance projects; own capital allocation framework.
Support budgeting, forecasting, and performance tracking for newly acquired centers.
Destination Pet operates pet resorts and veterinary practices across the United States. They are a national network of pet-obsessed professionals dedicated to elevating the lives of pet families through integrated pet care.
Analyze financial performance and develop insights to support critical business decisions and client optimization initiatives.
Collaborate with leadership, business development, and operations teams to evaluate opportunities and improve financial outcomes.
Conduct financial modeling, quantitative analysis, and data mining to evaluate business performance and identify improvement opportunities.
This organization is a dynamic healthcare company transforming radiology through innovation and operational excellence. It offers a collaborative environment focused on professional development and meaningful contributions to healthcare.
Partner with divisional leadership as the embedded finance partner to a division's CEO and leadership team.
Drive consistency across divisions by translating corporate FP&A reporting standards into division-specific execution.
Lead forecasting, variance analysis, and M&A synergy tracking to support operational improvement.
Mitratech builds world-class products that simplify operations in legal, risk, compliance, and HR functions. The company serves 20,000 client companies globally, including 30% of the Fortune 500, with a diverse and inclusive culture.
Build and maintain financial models, forecasts, and the annual budget process.
Own the month-end close, journal entries, reconciliations, and financial reporting.
Partner with leaders across clinical, operations, revenue cycle, and go-to-market on analysis.
Daybreak Health provides mental health services to school districts, with revenue from contracts and insurance reimbursement. It is a fully remote, high-growth company with a collaborative finance team.
Support consolidated financial reporting, budgeting, and forecasting, including P&L, balance sheet, and cash flow analysis.
Manage global cash and liquidity, including cash positioning, banking operations, and cash flow forecasting.
Use tools like Excel, Power Query, and Power BI to automate treasury processes and build dashboards.
JD Power leverages proprietary data, advanced analytics, and industry expertise to help clients in the automotive industry make better decisions. As a virtual-first company with a diverse workforce and a culture centered on collaboration and execution, JD Power operates across North America, Europe, and Australia.
Manage cross-functional workstreams for M&A deal integration, including project plans, timelines, and budgets.
Lead business development projects from initial assessment through due diligence and post-deal integration, including diligence calls.
Create playbooks, processes, and outreach campaigns to support future M&A and partnerships.
Privia Health is a technology-driven national physician enablement company that collaborates with medical groups, health plans, and health systems to optimize physician practices and improve patient experiences. It is led by top industry talent and exceptional physician leadership, focused on scalable operations and cloud-based technology.
Own data integrity and record maintenance for financial ledgers
Perform reconciliations, variance analysis, and month-end close support
Drive process improvement through automation and financial modeling
CertiK is a Web3 security platform born from research at Columbia and Yale, providing smart contract audits, penetration testing, and compliance solutions for the digital asset ecosystem. Founded in 2017 and headquartered in New York City, it has grown into the largest platform of its kind with a fast-paced finance team.
Partner with cross-functional leaders to develop budgets, forecasts, and monthly reports.
Support product and marketing teams with custom financial modeling and market insights.
Own planning processes and support investor relations and corporate development.
Greenlight is a family technology company helping families raise financially smart kids through products like a debit card, app, and safety trackers. With over 6.5 million family members, the company fosters a bold, collaborative culture focused on making a real impact.
Drive decision making on unit economics, operations, and new opportunities using business judgment and financial insights.
Develop financial and operational plans, including revenue, cost, and headcount targets.
Collaborate with Product, Marketing, and Operations teams to improve growth speed and efficiency.
Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. As a publicly traded company with a robust three-sided technology platform, Ethos fosters a fast-paced, analytically rigorous, and impact-oriented culture.