Prepare financial plans and participate in client meetings.
Handle day-to-day operational tasks and resolve client requests.
Collaborate with internal teams and maintain accurate client records.
Modern Wealth Management is a financial planning and investment advisory firm. They are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered.
Lead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance.
Drive change management initiatives through technology, standardized processes, and best practices.
Build and maintain trusted relationships with client executives by understanding their business goals.
Wipfli is a company where people are core to everything they do, creating exceptional impact and extraordinary results. They believe in flexibility, focus on relationships, and encourage individuals to follow their own path, offering a career-defining opportunity.
Leverage prior lender and mortgage broker relationships to build a new pipeline for Knock.
Own outbound business development within a defined territory, consistently exceeding monthly goals.
Partner with retail lending and mortgage broker teams to drive adoption of the Knock Bridge Loan.
Knock is redefining the home buying and selling experience. They are a passionate team of industry experts with a people-first mindset, honored as one of Inc.’s Best Workplaces six times in the past seven years.
Oversee all finance activities for the business unit, including annual operating plan development.
Conduct financial analysis and forecast, including headcount planning.
Identify medical cost trends and lead cost improvement initiatives.
The company's finance leadership drives strategic financial objectives, and ensures compliance across state requirements. They foster a culture of financial excellence and accountability, aligning financial operations with corporate goals.
Evaluate LLM models for areas of finance where models do not perform well.
Leverage your experience in finance to help AI learn about how to build models, conduct financial analyses, etc.
Create rubrics to assess model capabilities on specific areas of your finance expertise.
The client is one of the world's fastest-growing AI companies accelerating the advancement and deployment of powerful AI systems. They help customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies.
Partner strategically with cybersecurity clients on forward-looking finance.
Manage the entire Finance function for clients and build out robust processes and systems.
Lead client fundraising efforts, design the Finance function, and drive comprehensive reporting of financial performance, metrics, and KPIs.
Burkland Associates helps startups turn their dreams into reality and change the world. It is a remote-first company with over 180 team members and 800+ clients, committed to accelerating dreams and providing expert financial guidance to founders.
Perform oversight of the Fixed Income trading business.
Conduct research and analysis to stay updated on market developments.
Support the line of business with subject matter expertise in market risk.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Analyze, redesign, and execute a modern, data-driven collections and recovery strategy.
Serve as the primary architect and executor of a new approach rooted in personalization and AI/ML modeling.
Reduce reliance on phone outreach by expanding digital-first strategies across multiple channels.
Best Egg is a tech-enabled financial platform focused on helping people build financial confidence through installment lending solutions and financial health tools. They are committed to offering top-tier benefits and growth opportunities in a culture built on their core values.