Act as primary client contact, manage service enquiries, and build strong client relationships via phone, email, and virtual meetings.
Prepare and implement financial plans using eMoney, manage client accounts on the Charles Schwab platform, and maintain CRM records.
Coordinate with the Financial Advisor to ensure outstanding service, handle planning tasks independently, and streamline internal processes.
Assist World is an outsourcing company that connects global talent with US-based firms. They offer a fully remote work culture with a focus on trust and performance.
Assist in preparation of monthly group management reports and financial analysis.
Conduct detailed variance analysis by business unit and department.
Act as a business partner to senior management for strategic financial insights.
QIMA provides smart solutions for quality and compliance in consumer products, food, and life sciences industries. With 5,000 employees worldwide, the company fosters a unique culture of innovation, support, and ownership.
Oversee global cash management and liquidity planning.
Develop short- and long-term cash flow forecasts.
Manage banking relationships and optimize banking structures.
Yuno builds payment infrastructure enabling global market participation. Founded by payment and IT experts, the company offers a high-performance payment orchestrator for seamless integrations.
Own the annual planning and quarterly forecasting process end-to-end, driving alignment across GTM, EPD, and G&A.
Serve as the primary financial business partner to the executive team, delivering board-ready financial packages and investment frameworks.
Build and maintain the company's long-range financial model, tracking ARR, NRR, CAC/LTV, and unit economics across all customer segments.
Vanta provides a Trust Management Platform that helps companies build, maintain, and demonstrate trust through continuous security monitoring. The company has thousands of customers and fosters a kind, inclusive culture with a diverse team.
Develop and execute a comprehensive investor relations strategy and create compelling investor materials.
Build and maintain relationships with institutional and strategic investors, serving as a primary point of contact.
Partner with finance to distill complex metrics into narratives and lay groundwork for IPO readiness.
Cohere is a security-first enterprise AI company building cutting-edge foundation models and products for real-world business problems. They are a global team of researchers, engineers, and designers with offices in Toronto, San Francisco, London, New York, and more.
Analyze and assess personal financial scenarios to ensure accurate AI evaluation.
Design realistic financial advising prompts and develop structured rubrics for AI output.
Provide detailed feedback on AI-generated recommendations to improve financial reasoning.
Our client is a rapidly growing, venture-backed AI company building next-generation intelligent systems. Backed by over $40 million in funding and a global network of experts, they provide human intelligence infrastructure for the AI economy.
Lead a team of Product Compliance and Payroll Strategy specialists to define and drive global payroll compliance strategy.
Translate complex employment, tax, and payroll regulations into scalable product requirements and governance frameworks.
Partner cross-functionally with Product, Engineering, Legal, and Operations to embed compliance-by-design across all systems.
Jobgether is a platform that uses AI-powered matching to connect job seekers with hiring companies. They operate with a fully remote, globally distributed team and focus on efficient, objective candidate evaluation.
Deliver personalized financial planning to UK expats and other globally mobile clients.
Advise on retirement income strategies, savings/investments, legacy planning, and portable protection solutions.
Build long-term client relationships across borders and contribute to shaping our service model.
We are a boutique independent advisory practice preparing for launch, dedicated to providing genuine human financial advice for UK expats and globally mobile professionals. We are a small founding team aiming to build a trust-based firm, not a mass-market operation.
Act as finance business partner to departmental heads, providing financial guardrails and identifying savings opportunities.
Lead annual budgeting and quarterly forecast processes for business departments, ensuring alignment with corporate targets.
Deliver monthly and quarterly financial performance reviews with qualified commentary, focusing on "why" and "what do we do next."
Logitech designs award-winning products that enhance performance in gaming, work, creativity, and connectivity, extending human potential while being good for people and the planet. They have offices in over 30+ countries, products sold in over 100 countries, and foster an inclusive, collaborative culture.
Drive revenue growth and institutional adoption of the Prime Financing platform by structuring and pricing bespoke credit facilities.
Collaborate with sales and risk teams to convert pipeline, manage credit exposure, and deliver capital-efficient financing solutions for crypto-native and TradFi institutions.
Negotiate and close legal contracts, create detailed memos, and regularly analyze risk levels and market trends to optimize funding and credit operations.
Anchorage Digital is a crypto platform enabling institutions to participate in digital assets through custody, staking, trading, governance, and security. With over 600 employees and a valuation over $3 billion, the company is funded by leading institutions and fosters an inclusive Village culture.