Enter and organize client data in IncomeLab, Holistiplan, and HubSpot with high accuracy.
Run retirement projections, tax scenarios, and Roth conversion analysis to support advisor prep.
Work through detailed checklists and QA processes, moving from data setup to building full plans over time.
Peak Financial Planning is a fee-only RIA focused on retirement income planning, delivering $8,000 four-month engagements covering Social Security, tax-aware withdrawals, and Roth conversions. The firm is a small, remote-first team with a structured training system and a clear promotion path to Financial Planner.
Support underwriting of renewable energy project finance and review project documentation.
Assist in due diligence efforts and maintain organized data rooms for compliance.
Collaborate with cross-functional teams and stay updated on industry trends.
Maxwell Power is transforming how renewable energy projects are financed across the United States. Our team is committed to operational excellence and innovation, fostering a collaborative, fast-paced environment as we grow.
Maintain and scrub large financial records, ensuring data integrity across ledgers and reporting systems.
Perform daily and monthly reconciliations, investigating variances and discrepancies.
Support financial modeling, budget forecasting, and process improvement initiatives.
CertiK is the largest Web3 security platform, providing smart contract audits, penetration testing, and compliance solutions for digital asset ecosystems. Founded in 2017 and headquartered in New York City, it focuses on security and innovation in a fast-paced environment.