Review and verify application details, assess lender requirements, and determine appropriate deal placement.
Manage submissions, financial records, and approvals using Salesforce and digital tools.
Collaborate with loan officers and underwriters to support accurate and timely funding processes.
The company is a partner firm specializing in business financing solutions. They operate remotely with a focus on efficient processing and funding of small business loans.
Prepare suitability reports across a wide range of advice types, financial products, and investment solutions.
Support financial planners with client meetings, including cashflow modelling and technical research.
Manage your own workload to meet targets while complying with FCA guidelines.
Evelyn Partners is a UK leader in wealth management, providing personalised investment management and financial planning advice. They are a team of passionate professionals guided by purpose, with a diverse and inclusive culture.
Own the accuracy, automation, and visual presentation of GTM-facing financial dashboards and reporting.
Provide direct decision support to GTM leadership by translating financial data into actionable insights.
Partner with the Senior Director, FP&A to improve financial models and track revenue retention metrics.
Morning Consult is a global decision intelligence company that helps modern leaders make smarter, faster, better decisions by pairing high-frequency data with applied AI. The company has three office locations and a remote-friendly culture.
Own day-to-day pricing support on individual deals, including quote strategy, deal history, and communicating with stakeholders.
Build and maintain dynamic pricing models based on supply and demand by therapeutic area.
Serve as the subject-matter expert for the DealHub CPQ platform, owning administration, configuration, and user training.
Impiricus is an AI-powered HCP Engagement Engine connecting life sciences companies with healthcare professionals. Founded by a physician and pharma executive, they are the #1 fastest-growing company in North America per Deloitte's 2025 Fast 500 and are guided by a council of 2000+ HCP advisors.
Lead monthly and quarterly expense variance analysis and close package compilation for certain departments.
Own expense-side forecasting for specific departments and partner with functions for headcount planning.
Collaborate with accounting and executives on ad-hoc finance projects and reporting.
Hirevue is where hiring happens – transforming the way organizations discover, engage, and hire the best talent. The company has hosted more than 70 million video interviews and 200 million chat-based candidate engagements for over 1200 customers globally.
Review and process credit applications, pulling reports, references, and financials to manage risk and support sales.
Communicate with customers and internal teams to negotiate credit solutions and provide guidance.
Monitor customer accounts, maintain records, and report on specific segments to mitigate risk.
SanMar is a apparel and accessories company that provides products and services to the promotional products industry. With a large workforce, the company fosters a collaborative culture with a focus on teamwork and professional growth.
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.
Develop, prepare, and present financial data that is timely, accurate, and reliable.
Support quarterly forecasting and annual budgeting processes for functional groups.
Prepare monthly management reporting deliverables that clearly communicate actual performance vs. budget.
Kinaxis is a global leader in supply chain orchestration, providing an AI-infused platform that offers transparency and visibility across end-to-end supply chains. With over 2,000 employees worldwide, we foster a culture of innovation, collaboration, and social responsibility, and have been recognized with top employer awards.
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.