Build a repeatable financial operating model for complex, compliance-heavy projects.
Partner with our Quality Assurance team to deliver accurate, timely, audit-ready financials.
Lead monthly close and quarterly reporting activities, creating predictable outcomes.
Career TEAM is a leading workforce development organization with a mission to transform lives. They blend cutting-edge technology with compassionate, high-touch services to drive real, measurable outcomes for job seekers.
Acts as a strategic business partner to senior executive leadership team and AMH Board
Creates and establishes yearly financial budget and objectives that align with AMH’s plan for growth and expansion
Assesses and evaluates financial performance of AMH with regard to operational goals and budgets
Aligned Modern Health is the largest evidence-based holistic healthcare practice in the Midwest, operating 16 clinics across Chicago with a rapidly expanding telehealth practice that is currently serving patients in 20+ states and growing. Their collaborative team of over 100 doctors, nurse practitioners, and clinicians provide personalized care for men, women and children.
Own company-wide FP&A including budgeting, forecasting, and multi-year planning
Partner with the CEO on strategy, scenario modeling, and capital allocation
Lead Revenue Operations including forecasting, territory planning, and GTM analytics
TurnKey Lender is a global SaaS platform that enables financial institutions and lenders to automate and scale their lending operations through AI-driven decisioning, workflow automation, and advanced analytics. As they continue to grow globally, they are building a modern go-to-market engine to support scalable pipeline generation, product adoption, and market expansion.
Serve as a strategic right hand to the CFO and a core business and strategic partner to the Executive Leadership Team.
Own enterprise planning, long range forecasting, performance management, capital allocation and financial rigor across the organization.
Elevate executive storytelling, strengthen accountability, and ensure we operate with the discipline required for long term scale and IPO readiness.
1Password is building the foundation for a safe, productive digital future. They innovated the market-leading enterprise password manager and pioneered Extended Access Management, a new cybersecurity category built for the way people and AI agents work today. Over 180,000 businesses trust 1Password to help their teams securely adopt the SaaS and AI tools they need to do their best work.
Lead the MANSCAPED internal and external financial reporting functions, budgeting and forecasting processes, and lead Finance support for corporate operating expenses.
Lead the development and automation of internal and external reporting, and KPI’s to help the company maximize its operational and financial performance.
Consolidate company P&L, balance sheet and cash flow reporting and forecasting responsibilities
MANSCAPED is a leading men’s grooming and lifestyle consumer brand with a mission to introduce and elevate a whole new self-care routine for men. It began as the category creator of below-the-waist grooming, and has quickly evolved into a global omnichannel powerhouse. As a people-centric employer brand, they are deeply committed to fostering the growth, happiness, and holistic well-being of each individual on their team.
Lead and evolve the FP&A function in alignment with organizational priorities.
Partner closely with the CFO and executive team to deliver strategic financial insights.
Oversee budgeting, forecasting, and scenario planning processes.
MRO is a company that focuses on offering services related to information. They are dedicated to strengthening their FP&A organization and elevating capabilities to support company-wide decision-making.
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.
Evaluate potential opportunities for growth and development, including: partnerships, acquisitions and investments
Lead engagements on financial and operational due diligence, including acquiring financial data from practice management systems to develop models and analyses
Develop financial forecast models during due diligence, including critical value proposition for partners, based on robust analyses of market growth potential, revenue / cost drivers and synergies
Privia Health is a technology-driven, national physician enablement company. They collaborate with medical groups, health plans, and health systems to optimize physician practices and improve patient experiences. Privia Health's platform consists of scalable operations and end-to-end, cloud-based technology.
Own the finance function end-to-end and build it into something that scales.
Report to the COO and serve as the company’s financial conscience.
Build the finance processes we’ll need at 100 people before we get there.
Wand makes gaming magical through game customization and guidance. They build tools that help players have more fun in their favorite games and want to build the future of game assistance.
Partner with the Head of M&A to execute SSA’s acquisition strategy across core and adjacent verticals.
Drive end-to-end deal execution including target evaluation, financial modeling, diligence management and deal documentation.
Develop repeatable diligence checklists, playbooks, and internal governance processes.
Scientific Safety Alliance (SSA) aims to accelerate science by removing operational friction for pharmaceutical, biotech, hospital, and research facilities. SSA is growing rapidly and has created over $300M in enterprise value through disciplined growth and 21 acquisitions.
Analyze income statements of acquired companies to identify leakage and drive EBITDA improvements.
Wellhub is revolutionizing workplace wellness. Their platform connects employees worldwide to the best partners for fitness, mindfulness, therapy, nutrition, and sleep—all in one simple subscription. They are headquartered in NYC with team members in Europe, North America and South America, and are on a mission to make every company a wellness company.
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.
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.
Partner with Marketing on lead management, attribution, and funnel optimization.
Identify and remove bottlenecks that impact revenue attainment.
Build reporting and dashboards for executives, managers, and reps.
Magna Legal Services provides end-to-end legal support services to law firms, corporations, and governmental agencies throughout the nation. As an end-to-end service provider, they can provide strategic advantages to their clients by offering legal support services at every stage of their legal proceedings.
Partner with Senior Leadership to develop and monitor key performance indicators across the organization
Work closely with department owners to translate key operational metrics into actionable guidance that assists with decision-making
Create and operate key financial forecasting tools and operating models, partnering with teams across the business to maximize predictability
Peek is the operating system powering the experiences industry. With over $7B in bookings, their AI-powered platform has helped thousands of merchants to increase revenues, save time, and deliver seamless guest experiences. Recognized as one of America's Best Startup Employers, they are a global team of "Peeksters".
Provide direction and oversight to outsourced accounting partners to ensure timely, accurate, and well-controlled month-end closes across all entities
Translate financial data into straightforward insights that help business leaders prioritize near- and mid-term decisions
Ensure the integrity of both cash- and accrual-based financials to support operational visibility, planning, and decision-making
Windsor Path is a fast-growing ecosystem of premier accounting and tax firms across the United States. They are a family office-backed platform designed to provide a long-term home for the industry’s most respected firms. At Windsor Path, you’ll join a collaborative, high-energy team grounded in servant leadership and focused on reimagining how accounting firms innovate and thrive in a digital-first world.
Serve as a strategic thought partner, translating data into actionable insights.
Lead financial planning and modeling efforts, managing the budget.
Proactively identify risks and opportunities to optimize investments.
NerdWallet aims to bring clarity to all of life’s financial decisions. They've built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself. They invest in your well-being, development, and ability to make an impact.
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.
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.
Prepare budget vs. actual reports and ensure data integrity.
Support variance analysis and maintain financial models.
Maintain workflows and improve reporting processes through automation.
Securitize is a leader in tokenizing real-world assets, managing over $3.7B AUM. They are bringing the world on-chain through tokenized funds, partnering with top-tier asset managers and is a global, fully remote team.