Drive coordination across multiple workstreams, ensuring alignment on goals, timelines, deliverables, and dependencies
Facilitate program meetings, cross-functional touchpoints, stakeholder reviews, and enablement sessions
Maintain core program documentation (roadmaps, risks, decisions) and produce clear, concise status reports and stakeholder readouts
Del Oro Consulting is a trusted consulting partner with 20 plus years of experience supporting top-tier technology clients. They focus on finding the right talent for their clients.
Act as the primary advisor to Sales for complex multi-product and multi-year deals.
Help establish and enforce the global Approval Matrix.
Serve as the bridge between Sales, Legal, Finance, Operations to ensure seamless deal execution and revenue recognition.
DataDirect Networks (DDN) is a global market leader renowned for powering many of the world's most demanding AI data centers, in industries ranging from life sciences and healthcare to financial services, autonomous cars, Government, academia, research and manufacturing. Our success is driven by an unwavering commitment to innovation, customer-centricity, and a team of passionate professionals who bring their expertise and dedication to every project.
Independently query data from large data sets and generate ad hoc analysis.
Leverage historical claims data and provide reprice reporting for assessment and risk management.
Assist in preparing deliverables for sales that illustrate the company’s value.
SmithRx is a rapidly growing Health-Tech company disrupting the Pharmacy Benefit Management (PBM) sector with technology and customer service. They have onboarded hundreds of thousands of members since 2016 and boast a mission-driven and collaborative culture.
Define and evolve the collections and recoveries strategy roadmap.
Identify and prioritize high-impact performance levers.
Lead complex initiatives across Operations, Risk, Legal, Product, Technology, and Analytics.
OppFi is a tech-enabled digital finance platform working with banks to provide financial products and services. They are a collaborative team of caring, innovative, and inclusive individuals delivering exceptional customer service who welcome individuals who want to make an impact in the financial system.
Own the company-wide annual budget process and rolling monthly and quarterly forecasts
Partner with department heads to build bottoms-up budgets and maintain accountability against plan
Prepare monthly and quarterly financial reporting packages for the CFO/COO, CEO, and the board
Tradeify is a proprietary trading firm and fintech platform empowering traders with capital, cutting-edge tools, and a high-performance ecosystem. With over 60,000 traders globally across futures and crypto, they combine trading technology, education, and community with a fully remote team operating across 16 countries.
Own and enhance forecasting models across bookings, revenue, and key SaaS metrics.
Serve as the business systems owner for finance-related systems.
Build dashboards and reporting frameworks that provide visibility into bookings, pricing trends, and sales efficiency.
Vivun delivers Hero®, an AI Sales Teammate that helps sellers win the moments that decide deals — before, during, and after every conversation. They are building technology that changes how people work, collaborate, and succeed together.
Support the creation and growth of our CDB funding book from the ground up
Monitor market conditions to identify the best timing and strategies for CDB issuance
Analyze data to support decision-making on pricing, funding, and allocation
CloudWalk is building the future of financial services with technology at the core. Their Financial team plays a key role in shaping how they fund, scale, and optimize products with a data-driven mindset and a strong connection to the market.
Manage and enhance the company’s consolidated financial model, maintaining a dynamic, multi-year P&L, cash flow, and balance sheet forecast.
Lead the company’s financial planning and forecasting cadence, including monthly forecasts, quarterly updates, and the annual operating plan.
Prepare high-quality presentations and analyses for the Board of Directors, and other executive audiences.
HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. With over 1,500 team members across 15+ countries, they operate in a global, remote-first environment and are building a global community rooted in creativity, collaboration, and impact.
Manage the day-to-day credit and underwriting process.
Review and manage credit escalations and referrals.
Own underwriting decisions for clients not captured by our auto-underwriting process (up to an agreed limit, based on experience).
Octopus Electric Vehicles is building an in-house underwriting team. They aim to become an industry leader in providing quick credit line decisions to both B2B and consumer clients and will invest in technology to help achieve that goal.
Leads preparation of revenue budgets and forecasts, financial reporting, and analysis.
Builds and maintains models that identify trends and enhance the company’s ability to predict results.
Contributes to the preparation of management and board-level reporting packages and presentations.
HealthEquity's mission is to save and improve lives by empowering healthcare consumers. They envision making HSAs as widespread as retirement accounts by 2030 and value their employees, ensuring equal opportunity and a welcoming, inclusive environment.