Engage clients in meaningful financial conversations.
Encourage action through strategic financial advice.
Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.
Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. They're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets and are continuing to grow.
Execute the end-to-end migration of customers from legacy ISOs and third-party gateways to our integrated payments product.
Partner with clients to understand their current payment workflows and design tailored migration plans that minimize downtime.
Act as the primary bridge between the client and our internal product, engineering, and customer success teams to ensure alignment.
Storable redefines property management for specialty real estate, integrating management software with various services. They empower owners and operators, fostering a “Win More” culture committed to customer value and employee growth.
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.
Understand the role of demand response and other distributed energy resources.
Communicate effectively across teams about complex processes.
Develop analytical tools to support the customer-facing needs of our Sales and Marketing efforts.
Voltus is the leading virtual power plant operator of distributed energy resources. They pay energy users to reduce or shift electricity use in response to grid stress, high prices, and high emissions and are building the decarbonized, distributed, decentralized, and digitized energy system of the future.
Direct the Company’s operating plan and forecasting cycles.
Oversee the global FP&A calendar.
Lead and coordinate complex financial requests from executive leadership.
Hilb Group is a Top 25 middle-market independent insurance broker. They offer expertise in property & casualty, employee benefits, human resources consulting, and retirement services to businesses and individuals throughout the nation.
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.
Manage grant reporting and budget, provide context for budget variances.
Coordinate input from various teams, translate progress into funder-ready narratives.
Maintain reporting calendar, track budget, flag early risks, and propose modifications.
DataKind is a non-profit that partners data scientists with social change organizations to tackle complex challenges. They are an equal opportunity employer that values diversity.
Review and structure deals to balance growth, profitability, and risk.
Refine the end-to-end deal process removing friction and simplifying approvals.
Act as a trusted advisor to Sales leadership and executives on commercial structure and execution.
Doxel brings computer vision and AI to construction, giving teams real-time visibility into progress, risk, and execution. Their platform is trusted by industry leaders including Shell, Genentech, HCA Healthcare, Kaiser, Turner, and Layton.
Manage day-to-day invoicing, payment tracking, payments adjustments, and review processes.
Serve as the primary contact for customer inquiries related to billing, payments, adjustments, penalties, and discrepancies.
Provide support to Billing and Collections Manager for daily invoicing, collection efforts, payments adjustments and audits.
Automatiq is the leading all-in-one software platform in the live event ticketing world, serving resellers of all sizes. We are data-driven and customer-obsessed as we work to solve interesting and complicated challenges in a fast-growing global market.
Provide financial management expertise for studies and analysis tasks.
Conduct financial analysis for manpower requirements.
Support financial aspects of Studies & Analysis tasks.
Apogee provides contractor site reachback for the M-Code Aviation Receivers Joint Program Office (MAR JPO). They specialize in finance support, manpower analysis, and acquisition support.