Determines cost of operations by establishing standard costs and collecting operational data.
Identifies financial status by comparing and analyzing actual results with plans and forecasts.
Improves financial status by analyzing results, monitoring variances, identifying trends, and recommending actions to management.
Oportun is a mission-driven financial services company focused on putting its members' financial goals within reach. They empower members with intelligent borrowing, savings, and budgeting capabilities. Oportun fosters a diverse, equitable, and inclusive culture where team members feel a sense of belonging and are encouraged to share their perspectives.
Oversee financial and accounting services and provide direction to Charter Impact Teams.
Prepare annual budgets and monthly forecasts for clients while providing valuable insight as to their financial condition.
Develop and maintain long-term relationships with client leadership and staff.
Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. They are a remote first company growing on a national scale. Ideal candidates will be highly motivated professionals who are committed to supporting the team in an environment of growth and change.
Collaborate with the Controller to design and implement management reporting frameworks.
Analyze trends, identify risks and opportunities, and contribute recommendations to leadership.
Leverage AI-driven tools to assist in transforming raw data into actionable management insights.
Presence is the leading provider of teletherapy solutions for children with diverse needs. With a growing network of over 2,000 clinicians and more than 7 million teletherapy sessions delivered, they’re dedicated to ensuring every child has access to the support they need.
Help individuals, families, or business owners with their financial goals.
Create financial roadmaps through our financial solutions, products and services.
Provide guidance on retirement planning, wealth accumulation, and investments.
Traction Forge Financial prioritizes families' financial needs in decision-making. The company educates people from all backgrounds about finances and partners with top Fortune 500 companies to offer complimentary financial plans.
Process internal departments’ requests for information and research from clients and customers
Collaborate with internal teams on behalf of the Default Operations team
Research issues and questions by contacting law firms, county offices, and supporting vendors to obtain information for resolution
LoanCare is a leading full-service mortgage loan subservicer, delivering excellence to banks, credit unions, independent mortgage companies, investors, and homeowners. They subservice over 1.8 million loans and have a seasoned loan servicing team with senior managers averaging nearly 30 years of experience.
Drive the company’s approach to long term financial planning.
Oversee research initiatives on industry trends to inform financial strategy decisions.
Develop and lead the capital allocation process.
SiriusPoint is a specialty underwriter providing solutions to clients and brokers around the world. They are headquartered in Bermuda with offices in New York, London, and Stockholm and are listed on the New York Stock Exchange (SPNT). Their culture is one of performance, diversity, and collaboration.
Analyze sales and policy performance across key dimensions including distribution channels, agent performance, and customer segments
Perform deep-dive analysis to evaluate the impact of strategic initiatives, distribution changes, and market conditions
Develop and maintain forecasting and performance models to support planning and strategic initiatives
Branch aims to make insurance more accessible. With a focus on data, tech, and automation, they simplify the insurance process. Branch is remote-first with headquarters in Columbus, Ohio, with office spaces in Columbia and Concordia, Missouri, and Forreston, Illinois.
Engage clients in meaningful financial conversations.
Encourage action through strategic financial advice.
Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.
Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. They're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets and are continuing to grow.
Understand the role of demand response and other distributed energy resources.
Communicate effectively across teams about complex processes.
Develop analytical tools to support the customer-facing needs of our Sales and Marketing efforts.
Voltus is the leading virtual power plant operator of distributed energy resources. They pay energy users to reduce or shift electricity use in response to grid stress, high prices, and high emissions and are building the decarbonized, distributed, decentralized, and digitized energy system of the future.
Work with CFO to create pricing strategy for the bid.
Collaborate with the Operations team to gather data that may impact pricing.
Create Bid pricing framework, customized to specific bid and tied to final bid pricing matrix from customer.
Scandinavian Building Services is a Canadian leader in retail and commercial cleaning for the last 60 years. The company started as a small family owned and operated business in Edmonton Alberta in 1982 and now offers full service janitorial and building maintenance across Canada.