Oversee regulatory capital, net capital compliance, and FINOP functions.
Lead financial reporting, budgeting, and forecasting.
Securitize is a leader in tokenizing real-world assets with over $3.7B AUM. They partner with top-tier asset managers and is backed by finance and technology leaders, recognized as a Forbes Top 50 Fintech company in 2025.
Lead strategic decisions regarding team buildout and operational policies and procedures.
Lead efforts in developing and improving fund administration workflows, applying best practices and process efficiencies.
Identify product development opportunities, routing technical, product feedback to the product development teams.
Juniper Square's mission is to unlock the full potential of private markets. They are digitizing these markets, bringing efficiency, transparency, and access to the financial ecosystem. They offer employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of their physical offices.
Assist with budgeting, forecasting, and cash flow modeling.
Provide technical accounting assistance to clients and internal engagement teams.
Wipfli is a company where people count and strives to create exceptional impact and extraordinary results. They are focused on relationships and encourages each individual to follow their own path, offering a career-defining opportunity.
Lead and manage the day-to-day operations of the Investor Services team, overseeing the entire investor lifecycle.
Serve as the primary escalation point for client inquiries, issues, and requests, providing timely, practical, and client-focused resolutions.
Lead, mentor, and develop a team with a focus on accountability, client service excellence, and continuous improvement.
Juniper Square's mission is to unlock the full potential of private markets by digitizing them, bringing efficiency, transparency, and access. It is a values-driven organization that invests heavily in digital-first operations, with physical offices in San Francisco, New York City, Mumbai and Bangalore.
Coordination of all aspects of finalizing the loan closing process.
Communicate with clients, borrowers, attorneys, internal staff, and outside agencies.
Facilitate all closing issues in a timely manner.
Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. They have an entrepreneurial mindset and are driven and committed to their cultural values called “The 5C’s”.
Generational wealth strategy and long-term family planning.
Estate and trust structure optimization and tax efficiency research.
Portfolio construction and after-tax return analysis across diversified assets.
Schonfeld Family Office provides research-driven thought partnership across all aspects of the Principal’s business and personal activities, and long-term strategic initiatives. They value individuals who are highly organized, thoughtful, and structured.
Financial Analysis & Pricing: Working with CEO and Safi AI GM on commercial pricing strategy.
Accounting & Treasury Management: Accountability over financial control processes and cashflow forecasting.
Tax Management: Ensure timely and accurate submission of all tax returns and manage R&D tax credit claims.
Safi operates the recycling industry’s first digital B2B marketplace, underpinned by AI-enhanced material quality control. They combine technology and deep industry expertise to simplify every step of the trading experience and count 400+ forward-thinking recycling facilities as customers.
Provide insights to drive decision making based on financial data.
Partner with the business to ensure financial health and unlock sustainable growth.
Take ownership of reporting and analysis while driving cross-functional collaboration across the company.
n8n is the open workflow orchestration platform built for the new era of AI, giving technical teams the freedom of code with the speed of no-code. They have a diverse team of over 220, working across Europe and the US, connected by a shared builder spirit and with their centre of gravity in Berlin.
Partner with business leaders as a trusted finance advisor.
Own end-to-end financial planning and forecasting for assigned business areas.
Drive preparation of executive-level financial reviews.
Sandisk delivers solutions that enable today’s data needs. With innovations in Flash and advanced memory technologies, their solutions have become the heart of the digital world powering next big ideas. They have global reach and are committed to an inclusive environment.