Conduct ongoing financial and credit reviews on third parties to determine their financial health and the bank's exposure.
Assist in standing up exposure reporting, periodic metric monitoring, and partner reserve management.
Control test financial risk assessments and gather data from enterprise systems.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They celebrate differences and embrace a HUMBLE*HUNGRY*SMART approach.
Oversee financial performance of assigned government contracts, including budgets, forecasts, expenditures, and variance analysis.
Ensure compliance with FAR, DFARS, CAS, and contract-specific requirements across FFP and T&M contracts.
Partner with Program Managers, Contracts, Accounting, Billing, Procurement, and HR to support project setup, funding, billing, and subcontractor administration.
LINK is a fast-growing Woman Owned Small Business (WOSB) that leverages human-centered design to support strategy, innovation, communication, change, and branding within the federal government and adjacent industry partners. We partner with engineers, futurists, and thought leaders to untangle complexity, discover opportunity, and communicate clearly with visual stories.
Develop and execute pricing and packaging strategies aligned with product positioning and business goals.
Conduct market research and build financial models to inform monetization decisions and track KPIs.
Collaborate with Product, Marketing, Sales, RevOps, and Finance to operationalize pricing and enable sales teams.
PointClickCare is a health tech company providing a platform for long-term and post-acute care, serving over 30,000 provider organizations with a large dataset and 400+ integrated partners. The company is founder-led, privately held, and recognized for its culture and innovation, reinvesting significantly in R&D.
Review borrower scope of work and conduct due diligence via photos and third-party inspections.
Analyze construction plans, permits, timelines, budgets, and scoping to assess project feasibility.
Collaborate with Valuation, Underwriting, and Risk teams and communicate with clients as a brand ambassador.
Kiavi is one of the nation's largest private lenders to residential real estate investors, using data and technology to provide faster access to capital. The company has grown to over 450 employees and has won numerous awards including Forbes Fintech 50 and Fast Company's Most Innovative Companies.
Manage and build revenue forecasting models across multiple products, incorporating stakeholder inputs and operating drivers.
Own labor and non-labor forecasts, quarterly forecast cycles, and three-statement modeling while improving management reporting.
Define data requirements, coordinate with cross-functional teams, and investigate product margin performance to support strategic initiatives.
The company operates an internationally distributed e-commerce business, shipping roughly 500,000 products per month and managing tax, duty, and logistics across shipping lanes. Its culture emphasizes curiosity, collaboration, and self-direction, with a finance team scaling through analyst support.
Architect and shape advanced pricing and packaging strategies that drive incremental revenue and margin.
Partner with product leadership to align product roadmaps with monetization frameworks and competitor insights.
Lead end-to-end delivery of complex, cross-functional monetization projects with measurable business impact.
Twilio delivers innovative solutions to hundreds of thousands of businesses and empowers millions of developers worldwide to craft personalized customer experiences. We are a remote-first company with a strong culture of connection and global inclusion, making a global impact each day.
Design and manage implementation of risk management processes, including complex risk assessments and variance trend analysis.
Ensure compliance with risk policies, facilitate independent assessments, and develop reports for different audiences.
Monitor, review, and escalate issues while acting as a subject matter expert in a designated risk discipline.
Pathward is a financial empowerment company that removes barriers to financial access and promotes economic mobility. The culture celebrates diverse perspectives through a HUMBLE*HUNGRY*SMART approach and values employee, customer, partner, and community voices.
Lead financial and accounting operations, including FP&A, automation, budgeting, and data analysis.
Build and scale a high-performing finance team and drive strategic decision support for leadership.
Ensure GAAP compliance, treasury and cash management, and exit/M&A readiness.
Playbook provides an operating platform for managing office properties using its proprietary Playbook OS. The company is a national, values-driven organization committed to inclusivity, transparency, and building teams with varied backgrounds and perspectives.
Lead buy-side and sell-side financial due diligence engagements, including Quality of Earnings and working capital analysis.
Serve as a trusted advisor to private equity investors, investment bankers, and lenders while identifying deal value risks.
Drive practice growth through business development and manage engagement teams to meet deadlines.
Sax Advisory Group is a multi-disciplinary accounting, tax, and advisory firm serving closely held companies, family-owned businesses, not-for-profits, government, and high-net-worth individuals. The firm offers a team member-driven culture focused on growth, stability, and advancement opportunities.
Own the end-to-end GTM P&L across Sales, Marketing, and Customer Success, including revenue, gross margin, and opex.
Drive unit economics, growth funnel models, and ARR forecasting with account-level evidence and root-cause variance analysis.
Champion AI-enabled finance workflows and build the GTM finance team as Customer.io scales past $250M+ ARR.
Customer.io helps over 9,000 companies send billions of emails, push notifications, in-app messages, and SMS using real-time behavioral data. The company values transparency, empathy, and an AI-forward culture as it scales from $100M+ to $1B+ ARR.