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.
Partner with Marketing and GTM leaders on annual planning, rolling forecasts, and in-quarter execution.
Monitor spend vs. forecast and provide clear variance analysis and recommendations.
Assist in the development of business cases for new projects and investments, including cost-benefit analysis.
ExtraHop is dedicated to protecting and empowering the connected enterprise by revealing infrastructure happenings. Their mission is fueled by a social and moral responsibility. Their values are rooted in leading with purpose, acting with integrity, finding a way, innovating, and sharing success.
Partner with Sales and Marketing leaders to provide financial insights and support strategic decision-making
Develop and maintain financial models across key SaaS metrics including bookings, churn, renewals, and revenue
Analyze functional spend, including headcount and operating expenses, to identify trends and opportunities
Employ is transforming how hiring gets done with three ATS solutions and AI Companions. They are a fast-moving, remote-first team of builders and innovators with flexible work scheduling, comprehensive benefits, and career development opportunities.
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.
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.
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.
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.
Support clients across the US, Europe, and Asia, ensuring a consistent and high-quality experience.
Manage and maintain portfolio information for clients, ensuring data accuracy and accessibility through the Termgrid platform.
Work with Account Managers on client inquiries and issues related to Termgrid’s Portfolio product, ensuring timely resolution and proactive communication.
TermGrid is rewriting the rules of private capital markets by building the category-defining operating system for deal professionals. They are the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage their financing workflows.
Gathers, analyzes, prepares, and summarizes recommendations for financial plans.
Performs economic research and studies in the areas of rates of return.
Runs and enhances reporting systems to facilitate the production of information.
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 them stronger and well-positioned for success.
Own revenue forecasting and planning for the GTM organization.
Partner with GTM leadership to drive annual planning and performance analysis.
Influence hiring, territory design, and channel investment decisions.
Recharge is the subscription platform for the world’s fastest-growing and most innovative brands. As Shopify’s premier subscription solution, it is on a mission to build the future of commerce around customer retention.
Be a strategic finance partner to executives and functional leaders.
Lead a high performing finance team that drives outcomes.
Provide financial reporting, analysis and KPI metrics to the business teams.
Included Health delivers integrated virtual care and navigation, striving to raise healthcare standards. The company breaks down barriers to provide high-quality care for every person, offering guidance, advocacy, and personalized virtual and in-person care.
Translate investor needs into product and data innovations.
Recruit and inspire exceptional research and data talent.
YipitData is a market research and analytics firm for the disruptive economy, analyzing billions of alternative data points to uncover actionable insights across sectors. They are a global team with offices across the US, APAC, and India, and they've been recognized as a Best Workplace by Inc. for three years.
Serve as a compensation advisor supporting assigned client groups, providing analytical insights and recommendations under guidance.
Partner with HR Talent Business Advisors to address day‑to‑day compensation needs in alignment with enterprise philosophy.
Analyze compensation topics such as market competitiveness, internal equity, and pay decisions, applying established frameworks, tools, and guidelines.
Liberty Mutual strives to create a workplace where everyone feels valued and supported. They build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of their culture and reflected in everyday interactions.
Taking a lead role in sourcing, screening, and analyzing private credit secondary transactions and select co-investments and primaries
Providing thorough qualitative research and financial statement analysis
Conducting financial modelling, valuation, structuring and sensitivity analyses to support the evaluation and pricing of secondary opportunities
Aksia is an alternative assets specialist, providing investment solutions for institutional investors globally. They advise on over $362bn and manages $33bn of client capital, working with over 100 institutional clients including pension plans, insurance companies, government-related institutions, endowments, foundations, and superannuation funds.
Partner with the sales team as a finance advisor, translating revenue data into guidance that informs deal decisions and revenue projections
Deliver clear, well-informed analysis that helps leaders understand revenue performance and business impact
Be the primary contact for revenue-related questions from commercial teams and EPS finance leadership
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and their corporate headquarters are in Dublin, Ireland.
Support company growth through strategic initiatives.
Conduct valuation analyses using DCF and precedent transactions.
Coordinate stakeholders in due diligence and integration planning.
Oklo Inc. is developing fast fission power plants to deliver clean, reliable, and affordable energy at scale, establishing a domestic supply chain for critical radioisotopes, and advancing nuclear fuel recycling to convert nuclear waste into clean energy. Oklo is a startup and values team players.
Manage annual financial budgeting and forecasting processes, ensuring the annual plan reflects company strategic objectives
Diligence target companies’ financials, analyze transaction structures, close acquisitions, and integrate businesses with a focus on improving EBITDA
Civitech is a public benefit corporation dedicated to creating a fairer and more equitable democracy by building the tools and infrastructure needed to increase civic participation, empower Democratic candidates to win, and support the success of progressive causes. Since its founding in 2019, over 500 partners -- a range of nonprofit organizations, national political committees, and individual campaigns -- have utilized Civitech’s tools to reach tens of millions of voters to help create a more equitable and progressive democracy.
Assist in month-end process and analysis of base-level data.
Prepare and present financial reports to senior management.
Conduct in-depth financial analysis, including monthly forecasting, budgeting, and variance analysis.
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