Conduct client interviews to gather financial information.
Recommend customized financial plans based on client goals.
Maintain a commitment to delivering excellent results.
Focus Partners Wealth provides wealth, asset, and business management resources with a focus on innovation and partnership. They support clients at every stage of life, managing their financial future with research-backed strategies and personalized wealth planning solutions in all 50 states, with over $180 billion in regulatory assets under management.
Lead a regional team of Financial Analysts and Billing specialists to manage budgeting, forecasting, invoicing, and financial reporting.
Drive the development of annual budgets, oversee accurate invoice processing, and ensure strong financial governance through auditing and error prevention.
Analyze complex financial and operational data to support strategic decision-making and identify opportunities for continuous process improvement.
Securitas Security Services is a security company providing guarding services to clients. They are a dynamic and dedicated team that provides management and support for a $600M+ budget for a global guarding services account across 30+ countries.
Manage annual financial budgeting and forecasting processes, ensuring the annual plan reflects company strategic objectives
Diligence target companies’ financials, analyze transaction structures, close acquisitions, and integrate businesses with a focus on improving EBITDA
Civitech is a public benefit corporation dedicated to creating a fairer and more equitable democracy by building the tools and infrastructure needed to increase civic participation, empower Democratic candidates to win, and support the success of progressive causes. Since its founding in 2019, over 500 partners -- a range of nonprofit organizations, national political committees, and individual campaigns -- have utilized Civitech’s tools to reach tens of millions of voters to help create a more equitable and progressive democracy.
Partner with the CFO to formulate, communicate, and drive Xapo's financial strategy.
Lead the core financial planning processes, including forecasting, scenario modeling, and long-range strategic planning.
Design and own the executive-level reporting frameworks to monitor business performance.
Xapo Bank is committed to changing the way things are done in economic freedom and wealth protection, no matter where you live. We’re a fully distributed team of over 130 Xapiens that work remotely from 30+ countries around the world.
Enhance and maintain reports, models, and data integrations within Adaptive Planning.
Support month-end reporting activities, including preparation of actuals, cost trend analysis, and variance analysis.
Collaborate across G&A functional teams to compile budgets, forecasts, and long-range plans.
Apogee Therapeutics, founded in 2022, is a clinical-stage biotechnology company. They are advancing novel biologics with potential for differentiated efficacy and dosing. Apogee is a fast-paced company committed to building an exceptional culture, founded on their C.O.R.E. values.