Lead buy-side and sell-side financial due diligence engagements, including Quality of Earnings and working capital analysis.
Serve as a trusted advisor to private equity investors, investment bankers, and lenders while identifying deal value risks.
Drive practice growth through business development and manage engagement teams to meet deadlines.
Sax Advisory Group is a multi-disciplinary accounting, tax, and advisory firm serving closely held companies, family-owned businesses, not-for-profits, government, and high-net-worth individuals. The firm offers a team member-driven culture focused on growth, stability, and advancement opportunities.
Own the end-to-end GTM P&L across Sales, Marketing, and Customer Success, including revenue, gross margin, and opex.
Drive unit economics, growth funnel models, and ARR forecasting with account-level evidence and root-cause variance analysis.
Champion AI-enabled finance workflows and build the GTM finance team as Customer.io scales past $250M+ ARR.
Customer.io helps over 9,000 companies send billions of emails, push notifications, in-app messages, and SMS using real-time behavioral data. The company values transparency, empathy, and an AI-forward culture as it scales from $100M+ to $1B+ ARR.
Manage post-award financial and administrative activities for sponsored grants and contracts.
Oversee award budgets, reconciliations, financial reporting, compliance, and closeout.
Support faculty and principal investigators with financial management of sponsored awards.
Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. It is a large, equal opportunity employer with a diverse academic community committed to diversity and inclusion.
Build business cases for capex and new initiatives through investment and ROI analysis.
Drive competitive and market analysis to inform pricing and investor narratives.
Use AI to accelerate finance and IR processes while supporting cash forecasting and KPI insights.
Bright Machines is a next-generation, AI-enabled manufacturer focused on data center infrastructure production. We're a team of innovators and experts building the Bright Factory model to reshape manufacturing, recognized by Forbes AI 50 and the World Economic Forum.
Own core planning and forecasting, turning data into clear insights and recommendations.
Work directly with leaders across the business to improve decisions and execution.
Drive automation and AI to build an insightful, efficient FP&A function.
Reachdesk is an end-to-end global gifting and swag platform that helps B2B companies build meaningful connections and drive measurable ROI. It is trusted by recognized tech and SaaS names and powered by a world-class team with hubs in New York, London, and Lisbon.
Prepare monthly P&L statements, analyze trends, and explain variances for Field Service operations.
Develop financial KPIs, budgets, forecasts, and long-term capital expenditure plans.
Partner cross-functionally to improve reporting, cost efficiency, and ad-hoc financial analyses.
IEM designs and manufactures innovative electrical distribution systems for complex power needs. With 75 years of industry experience, the company fosters a collaborative culture of engineers, makers, and problem-solvers.
Build and maintain financial models, forecasts, and the annual budget process.
Own the month-end close, journal entries, reconciliations, and financial reporting.
Partner with leaders across clinical, operations, revenue cycle, and go-to-market on analysis.
Daybreak Health provides mental health services to school districts, with revenue from contracts and insurance reimbursement. It is a fully remote, high-growth company with a collaborative finance team.
Own monthly financial reporting packages, including P&L, balance sheet, and KPIs, with insightful commentary.
Lead forecasting, budgeting, and financial modeling for revenue, margin, and operating expenses.
Analyze profitability by client and project, and drive continuous improvement in reporting tools and processes.
Inizio is a global partner with over 10,500 experts in more than 50 countries, supporting health and life science companies by turning science into strategy. They focus on executing across the product and patient journey, with an inclusive and dynamic work environment.
Analyze hospital claims to identify discrepancies between expected and actual insurance reimbursements.
Investigate underpayments and payment variances by examining coding errors, billing discrepancies, and payer policies.
Collaborate with insurance carriers and internal stakeholders to resolve billing issues and improve revenue recovery outcomes.
This partner company specializes in healthcare revenue integrity, helping hospitals recover appropriate reimbursement for services. The team fosters a collaborative, inclusive culture focused on continuous improvement and professional development.
Oversee integrated project scheduling, cost baselines, progress measurement, and performance reporting for a biopharmaceutical capital project.
Manage cost baselines, forecasting, change control, and risk mitigation while coordinating with contractors, vendors, and client project teams.
Provide executive-level reporting and earned value management to support data-driven decisions and maintain project alignment.
This organization supports complex biopharmaceutical manufacturing capital projects, focusing on rigorous project controls and financial management. The culture emphasizes precision, accountability, and collaboration in a highly regulated, technically demanding environment.