Lead deal origination, senior client relationships, and revenue generation for the North American financial advisory practice.
Provide strategic advisory on M&A, capital raising, and complex financing structures across infrastructure sectors.
Oversee end-to-end deal execution and mentor junior bankers to meet performance objectives and client expectations.
Agentis Capital Advisors is a leading global financial advisor specializing in sell-side and buy-side transactions for infrastructure, renewable power, energy, digital, transportation, and public-private partnerships. The firm has evaluated over $125 billion in transactions and fosters an entrepreneurial culture with a defined path to partnership and a focus on direct mentorship.
Lead enterprise-wide budgeting, forecasting, and long-range planning, developing driver-based financial models to improve accuracy and visibility.
Own financial oversight and P&L management for assigned business areas, analyzing results and trends to deliver clear performance recommendations.
Enhance FP&A capabilities by driving automation, improving reporting infrastructure, and supporting strategic investments and international revenue analysis.
ISACA champions the global workforce advancing trust in technology through knowledge, credentials, and training in fields like information security, governance, and risk management. It empowers a community of over 195,000 members across 195+ countries, fostering growth in a secure digital world and expanding IT career pathways via the ISACA Foundation.
Act as a liaison between Disputes leadership and Finance teams to gather data, resolve issues, and recommend solutions.
Perform reconciliation of variances between projected versus actual dispute-related financial performance and create forecasts for dispute volumes and costs.
Monitor and report dispute performance against plans, evaluate new initiatives through financial modeling, and create presentations for leadership.
Velera is a premier payments credit union service organization and integrated fintech solutions provider serving thousands of financial institutions. They operate as a remote-first organization focused on fostering an inclusive, flexible culture where employees are valued and empowered.
Lead the planning and execution of complex, cross-functional risk reduction programs, establishing structure and ensuring alignment.
Forge strategic partnerships with stakeholders across privacy, legal, security, and policy teams to drive program outcomes.
Oversee program lifecycle from planning to post-launch measurement, using tools like Asana and Airtable for management.
The company uses a platform for hiring and recruitment processes. It is a growing organization with a team focused on operational efficiency and cross-functional collaboration in finance and risk management.
Own complex financial modeling and forecasting, including LTV/CAC, marketing efficiency, and fulfillment metrics.
Analyze paid media performance and customer acquisition to optimize marketing spend and improve paybacks.
Translate complex analysis into clear, actionable insights to support executive and board-level decision-making.
Grove Collaborative is a sustainability-focused consumer products company creating household and personal care essentials. It is a certified B Corp and Public Benefit Corporation with a mission to transform the CPG industry, focusing on carbon-neutral orders and plastic waste cleanup.
Play a major role in building and scaling the corporate finance function, implementing new processes and improving financial controls.
Own and drive financial planning and budgeting processes, developing and monitoring critical financial performance metrics and key corporate reporting.
Drive high-impact strategic and operational initiatives, delivering business analytics and insights to support decision making for company leadership.
Ethos is a leading life insurance technology company that democratizes access to life insurance and empowers agents through its three-sided platform. The company is a mission-driven startup with a fast-paced and impact-oriented culture, transforming how life insurance is bought, sold, and underwritten.
Collaborate with GTM leadership to provide financial visibility into marketing efficiency and customer retention trends.
Support annual budgeting and monthly forecasting for GTM functions, ensuring alignment with corporate financial targets.
Own the development, maintenance, and optimization of the company's pricing models and analyze revenue drivers.
Omnidian is a tech-enabled service company revolutionizing performance assurance for the distributed solar and energy storage industries. It is a fast-growing, certified B Corp headquartered in Seattle, WA, with a passionate, mission-driven team that values collaboration, mutual respect, and trust.
Own the financial planning function end-to-end, serving as a strategic advisor to functional leadership and leading cross-functional planning processes.
Lead all forecasting, budgeting, and KPI development, translating financial complexity into clear insights for executives and investors.
Build scalable FP&A processes, drive AI adoption on the finance team, and manage and develop junior FP&A talent as the company scales.
Roo is on a mission to empower animal healthcare professionals by connecting them with veterinary hospitals for relief and hiring work through its industry-leading staffing platform. The company has a diverse, mission-driven team and has built a network of over 20,000 professionals serving more than 9,000 hospitals.
Lead strategic financial planning, forecasting, and scenario planning for a complex, regulated manufacturing environment.
Deploy AI-driven demand sensing, forecasting models, and modern planning systems like Anaplan and Power BI to improve accuracy and insight.
Translate FDA, USP, DEA, and state regulatory requirements into financial models, risk scenarios, and capital plans to protect operational licenses.
Empower Pharmacy is a visionary healthcare company dedicated to making quality, affordable medication accessible to millions of patients nationwide. As a recognized, fast-growing private company, it operates as an advanced compounding pharmacy and FDA-registered outsourcing facility with a collaborative culture focused on the core values of People, Quality, Service, and Innovation.
Develop, maintain, and enhance financial models for budgeting, forecasting, and long-range planning, preparing reports on variances and KPIs.
Collaborate with cross-functional teams to gather data, support strategic initiatives, and provide actionable financial insights to senior management.
Participate in process improvements and system implementations while monitoring performance against targets to identify areas for enhancement.
Climate First Bank is a Florida-based FDIC-insured commercial bank and Certified B Corporation offering personal and business banking services with a focus on sustainable and ethical finance, such as solar and SBA loans. The bank, part of the Climate First Bancorp holding company, has a growing team committed to environmental and social causes, operating with a culture of goal-setters and changemakers in a fast-paced, purpose-driven environment.