Develop compelling, compliant grant proposals and supporting documents, using AI tools for research and drafting.
Manage the grant application process, coordinating with clients and ensuring deadlines are met.
Communicate effectively with clients, provide updates, and maintain accurate records of all submissions.
Zero To One Strategic is a specialized consultancy that helps clients maximize revenues from Canadian R&D and Innovation programs. They work with businesses across various sectors, providing expert guidance on securing non-dilutive funding through grants, subsidies, and tax credits.
Conduct financial planning conversations with individuals, families, and business owners.
Help clients create a roadmap to achieve short-term and long-term financial goals.
Utilize provided training to learn about retirement planning, wealth accumulation, college planning, investments, and insurance.
Traction Forge Financial partners with top Fortune 500 companies to provide complimentary financial planning services. They offer an entry-level training program for financial professionals with potential for management roles.
Develop and execute financial strategies, budgeting, and forecasting.
Provide strategic analysis and decision support to executive leadership.
Partner with department heads to track performance and optimize growth.
AffirmedRx is a pharmacy benefit management company focused on improving healthcare outcomes through clarity and trust. Their culture emphasizes doing what's right and leveraging clinical approaches and technology.
Lead cost proposal development and financial support, ensuring compliance and optimizing profitability.
Monitor project budgets, analyze forecasts, and recommend corrective actions for financial alignment.
Collaborate cross-functionally with program managers, procurement, and HR to optimize resource allocation.
Concurrent Technologies Corporation specializes in transforming cutting-edge technologies into real-world solutions for complex challenges. It is a company that values innovation and collaboration, with a focus on mission-critical projects.
Manage end-to-end payroll processing across the APAC region, ensuring compliance with country-specific statutory requirements.
Maintain payroll workflows for employee changes, multi-country processing, and reconciliation with vendors like CloudPay.
Partner cross-functionally with HR, Finance, Legal, and Benefits teams to support accurate and timely payroll delivery.
Turnitin is a recognized innovator in global education, partnering with educators and institutions to develop learning integrity solutions that value critical thinking. With over 16,000 academic institutions and a remote-first culture, they have team members in over 35 countries, united by a shared desire to make a difference in education.
Build and maintain driver-based ARR and revenue forecast models for a high-growth SaaS company.
Perform variance analysis and provide narrative commentary for executive and board audiences.
Leverage AI tools as a core part of daily workflow to improve speed and quality of financial analysis.
Nylas specializes in APIs that make it easier for developers to add email, calendar, and contact management features into applications. We support over 100,000 developers and collaborate with more than 900 companies globally, fostering a culture of dedication, analytical thinking, and results-driven performance.
Lead and monitor the bank's CRA program to ensure ongoing regulatory compliance and performance.
Partner with leadership to evaluate community development investments and coordinate regulatory examinations.
Provide guidance and training to business units on lending compliance requirements and regulatory expectations.
Ocean Bank is a financial institution focused on community development and regulatory compliance. The bank values a collaborative culture and regulatory excellence, with a team that balances compliance with meaningful community impact.
Supports quarterly forecasting and annual planning processes for the Finance organization, including credit card fees and charge-offs.
Develops ad hoc financial forecasts and models to assist leadership in decision-making and effectively communicates trends.
Partners with stakeholders to incorporate key trends into forecasts, identifies opportunities to close gaps to expense targets, and drives incremental savings.
Liberty Mutual is an insurance company that aims to create an inclusive workplace where everyone can thrive. They offer comprehensive benefits, workplace flexibility, and professional development opportunities, with a focus on employee resource groups and community impact.
Drive financial excellence by coordinating between Finance and Wellbeing leadership to enhance operational efficiency and oversee financial planning.
Lead strategic initiatives by tracking unit cost metrics, identifying cost drivers, and managing performance improvement investments.
Support business development through financial modeling for RFPs, renewals, and client proposals, and optimize vendor relationships.
Personify Health created the first personalized health platform, combining health plan administration, wellbeing solutions, and care navigation. The company serves employers and health plans with data-driven solutions and fosters a diverse, inclusive community with flexible opportunities.
Monitor merchant processing activity to identify suspicious transactions and potential fraud.
Investigate alerts and review reports to mitigate company losses and ensure compliance.
Collaborate with cross-functional teams to design risk strategies and maintain SOPs.
Xplor provides cloud-based technology solutions for small and medium-sized businesses to manage payments and operations, processing over $47 billion annually for 130,000+ businesses in 72+ countries. The company is backed by investors Advent International, Battery Ventures, and Silver Lake, and fosters a culture guided by values of simplicity, purpose, community, and people-first.