Senior Finance Analyst jobs at DriveWealth

Epic Professional Billing certification required 100% remote up to $115k DOE The PB/HB Analyst is responsible to resolve technical and application issues and support ongoing workflow and optimization issues. This position oversees the design, configuration, testing and support of Epic Patient Billing. Responsibilities Design, build and test Epic Patient/Hospital Billing software, including current- and future-state workflows Troubleshoot and resolve issues, conforming to client change control and change management policies Work in a complex and quick-moving client environment, meeting all project timelines and critical path requirements. May be required to participate in 24-hour on-call rotations Participate in project planning and manage applicable responsibilities Facilitate and participate in team meetings and work groups Minimum Requirements BA with 5+ years' revenue cycle operational experience in healthcare setting 3+ years Epic HB/PB Analyst experience with current Epic certification

Why Mozilla? Mozilla Corporation is the non-profit-backed technology company that has shaped the internet for the better over the last 25 years. We make pioneering brands like Firefox, the privacy-minded web browser. Now, with more than 225 million people around the world using our products each month, we're shaping the next 25 years of technology and helping to reclaim an internet built for people, not companies. Our work focuses on diverse areas including AI, social media, security and more. And we're doing this while never losing our focus on our core mission - to make the internet better for people. The Mozilla Corporation is wholly owned by the non-profit 501(c) Mozilla Foundation. This means we aren't beholden to any shareholders - only to our mission. Along with thousands of volunteer contributors and collaborators all over the world, Mozillians design, build and distribute open-source software that enables people to enjoy the internet on their terms. About this team and role: Mozilla Finance is responsible for strategic resource allocation and oversees day-to-day financial operations as it scales its mission impact with new and existing products, technology, and business models to serve users better and advance an agenda for a healthier internet. We're seeking a results-oriented Corporate Financial Analyst to lead our core financial planning processes, reporting, and strategic analysis. This role will be responsible for consolidating forecasts, driving budget discipline, partnering across functions, and enhancing our reporting infrastructure through automation and tooling (Pigment, Looker, Netsuite etc.). This role reports to the Head of FP&A and works closely with finance partners and senior leaders across the organization. To succeed, you will need to proactively develop creative solutions to abstract problems, deliver your work in a compelling format, and balance big picture thinking with outstanding attention to detail. This position requires a results-oriented self-starter who can work comfortably with business partners within Finance and across the organization, take tasks from start to finish, and enjoy working in a fast-paced, results-oriented environment. What you'll do: Be an effective communicator and clear presenter, combining storytelling with content and delivery to persuade and encourage teams to take action and prioritize resources Lead the team through the monthly forecast cycle, including preparation and presentation of insights to Finance leadership Drive our consolidated planning process and maintain integrated financial models (e.g., near/long-range forecasts, scenario planning, variance analysis) Develop executive-level reporting, including monthly dashboards, management packages, and Board materials Improve and automate existing reporting processes in Pigment, Looker, and related tools Translate business strategies into financial impact through investment evaluation, sensitivity modeling, and ROI analyses Support transformation of legacy reporting processes to scalable, forward-looking tools and frameworks that deliver accurate and insightful information to the management team with speed and reliability Partner with accounting during close cycles to ensure accuracy in reported financials and alignment between actuals and forecasts Contribute to the development and maintenance of three-statement models and scenario-based forecasts What you'll bring: 3+ years experience of independently managing budgets and forecasting 5+ years of experience in Corporate FP&A, preferably with experience in a high-growth or tech-enabled environment Bachelor degree in a quantitative field, such as Finance, Statistics, Economics, or Business Deep experience using planning tools (Pigment, Adaptive, etc.) required Experience with Netsuite highly preferred, Workday a plus Must exhibit ability to create compelling visualizations and presentations Experience with with Looker or other BI tools a plus Previous involvement with month-end close and a strong understanding of financial and accounting principles Deep understanding of 3 statement financial modeling and accounting concepts Flexibility (open to change) and ability to learn on the fly Candidates must possess experience with financial modeling and advanced spreadsheet and data modeling skills (including VBA, array functions, Power Pivots, etc) - to develop sophisticated and scalable models Ability to tackle, and succeed with, a diverse array of projects that require varying skills a plus, including Python, R, or SQL Strong attention to detail; analytical and inquisitive nature An appetite to take on increased responsibility and grow your career Excellent written and verbal communication skills Strong interpersonal skills with the ability to influence through creating fellowship Success Factors You will likely be happy and productive in this role if you… Get things done and can move quickly and smartly to set goals and then develop plans to deliver and achieve them Are analytical. You know how to crunch data in Excel and build compelling presentations Have a strong builder mentality and can bring order to uncertainty, especially without direction Passionate about continuous improvement. Are able to effectively challenge the status quo and plan forward-looking roadmaps What you'll get: Generous performance-based bonus plans to all eligible employees - we share in our success as one team Rich medical, dental, and vision coverage Generous retirement contributions with 100% immediate vesting (regardless of whether you contribute) Quarterly all-company wellness days where everyone takes a pause together Country specific holidays plus a day off for your birthday One-time home office stipend Annual professional development budget Quarterly well-being stipend Considerable paid parental leave Employee referral bonus program Other benefits (life/AD&D, disability, EAP, etc. - varies by country) About Mozilla Mozilla exists to build the Internet as a public resource accessible to all because we believe that open and free is better than closed and controlled. When you work at Mozilla, you give yourself a chance to make a difference in the lives of Web users everywhere. And you give us a chance to make a difference in your life every single day. Join us to work on the Web as the platform and help create more opportunity and innovation for everyone online. Commitment to diversity, equity, inclusion, and belonging Mozilla understands that valuing diverse creative practices and forms of knowledge are crucial to and enrich the company's core mission. We encourage applications from everyone, including members of all equity-seeking communities, such as (but certainly not limited to) women, racialized and Indigenous persons, persons with disabilities, persons of all sexual orientations, gender identities, and expressions. We will ensure that qualified individuals with disabilities are provided reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment, as appropriate. Please contact us at hiringaccommodation@mozilla.com to request accommodation. We are an equal opportunity employer. We do not discriminate on the basis of race (including hairstyle and texture), religion (including religious grooming and dress practices), gender, gender identity, gender expression, color, national origin, pregnancy, ancestry, domestic partner status, disability, sexual orientation, age, genetic predisposition, medical condition, marital status, citizenship status, military or veteran status, or any other basis covered by applicable laws. Mozilla will not tolerate discrimination or harassment based on any of these characteristics or any other unlawful behavior, conduct, or purpose. Group: C #LI-REMOTE Req ID: R2831 Hiring Ranges: Canada Tier 1 Locations$93,000-$124,000 CADCanada Tier 2 Locations$84,000-$112,000 CAD

About Us: YipitData is the leading market research and analytics firm for the disruptive economy, and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments. Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers-ranging from the world's top investment funds to Fortune 500 companies-depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence. We operate globally with offices in the US (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Shanghai, Beijing, Guangzhou, Singapore), and India. Our award-winning, people-centric culture-recognized by Inc. as a Best Workplace for three consecutive years-emphasizes transparency, ownership, and continuous mastery. What It's Like to Work at YipitData: YipitData isn't a place for coasting-it's a launchpad for ambitious, impact-driven professionals. From day one, you'll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers. Why Top Talent Chooses YipitData: * Ownership That Matters: You'll lead high-impact projects with real business outcomes * Rapid Growth: We compress years of learning into months * Merit Over Titles: Trust and responsibility are earned through execution, not tenure * Velocity with Purpose: We move fast, support each other, and aim high-always with purpose and intention If your ambition is matched by your work ethic-and you're hungry for a place where growth, impact, and ownership are the norm-YipitData might be the opportunity you've been waiting for. About The Role: YipitData's Corporate team collaborates directly with organizations like Summer Fridays, FanDuel, Uber, and Harbor Freight to help them make sense of the vast amounts of external data available. We source, clean, organize, and contextualize data to support our clients in answering their key business questions. We are expanding our Insights team within the Corporate practice by welcoming an Insights Associate to develop and deliver data-driven insights for prospective clients. This is a fantastic opportunity for someone with 3-5+ years of experience who wants to enhance their data analysis skills, gain exposure to executives, have a meaningful impact on the businesses we support, and get in on the ground floor of a rapidly growing team at YipitData. Insights Analysts will collaborate closely with Marketing, Sales, and Data Product teams to create and communicate data-driven insights, leveraging a variety of data sources to inform prospective client decision-making. You could be a good fit if you are comfortable with understanding, manipulating, visualizing, and articulating data to tell compelling business stories with immediately actionable recommendations. This is a remote-friendly opportunity that can sit in NYC (where our headquarters is located), or anywhere in the US. As an Insights Analyst, you'll gain experience in: * Product & Service Delivery: Data and product delivery for corporate accounts. Responsible for quality assuring data products, engaging with clients on technical/product oriented questions, and fulfilling ad hoc solution requests. Our team collaborates closely with our central data team to refine and improve our data when issues are identified with the data or when ad-hoc prompts the need for new data features. * Customer Engagement & Impact: At the end of the day, all our efforts aim to provide actionable insights with a measurable positive impact on our customer's business. Solutions team members consult with the client to uncover business opportunities and provide actionable insights that guide decision-making. Driving towards and documenting impact stories ensures stickiness and ROI. * Product Innovation: Developing dynamic and scalable products to onboard and launch new clients and contribute to the enhancement, expansion and design of our core products for brands and retailers. We encourage experimentation and, through the evolution of new analytic techniques to serve customer business needs you'll help grow customer value. You Are Likely To Succeed If You Have: * 3-5+ years of experience in business analytics or consulting * Experience working for or collaborating with brand manufacturers and/or retailers, with a strong understanding of their business needs * A passion for data-driven storytelling * A passion for data analysis; SQL and/or Python experience is preferred, but not necessary; must have a willingness to learn * Ability to work collaboratively in an innovative, entrepreneurial, and dynamic environment What We Offer: Our compensation package includes comprehensive benefits and perks, equity, and a competitive salary: * We care about your personal life, and we mean it. We offer flexible work hours, unlimited vacation, a generous 401K match, parental leave, team events, a wellness and work-from-home budget, learning reimbursement, and more! * Your growth at YipitData is determined by the impact that you make, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to self-improve and master their skills in an environment focused on ownership, respect, and trust. * The annual base salary for this position is anticipated to be $125K. The final offer may be determined by a number of factors, including, but not limited to, the applicant's experience, knowledge, skills, and abilities, as well as internal team benchmarks. The compensation package also includes equity. * Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship. This role may be performed fully remotely within the United States. Please note that our US headquarters are located in NYC. We also have office hubs in Austin, Miami, and Mountain View. If the remote work is performed outside of these offices, income may be subject to New York State tax withholding. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.

Placer.ai is transforming how organizations understand the physical world. Our location analytics platform provides unprecedented visibility into locations, markets, and consumer behavior. Placer empowers thousands of customers-from Fortune 500 companies, to local governments and nonprofits- to make smarter, data-driven decisions. What sets us apart? We've built the most advanced location intelligence platform in the market while maintaining an uncompromising commitment to privacy, proving that powerful analytics and responsible data practices can coexist. Our growth reflects the market's demand: we reached $100M in annual recurring revenue within just 6 years of launching, achieved unicorn status with a $1B+ valuation in 2022, and continue to expand rapidly as one of North America's fastest-growing tech companies. We're creating a $100B+ market opportunity, and we're just getting started. Named one of Forbes America's Best Startup Employers and a Deloitte Technology Fast 500 company, we're building a culture where innovation thrives, collaboration is the norm, and every team member contributes to reshaping how the world understands location. SUMMARY: We are looking to hire an Finance Operations Analyst to join the G&A team. This is a high-impact role at the forefront of Placer's transformation into an AI-first organization. Reporting directly to the Senior Director of Finance Operations, this role blends AI productivity leadership with finance operations. This individual will partner across departments to identify, plan, help implement, and track AI-driven solutions that enhance efficiency, output quality, and decision-making. At the same time, they will also support our core Finance Operations responsibilities, which include reporting, research, presentations, project management, spend analysis, and executive support. This is a hands-on, highly visible role for a proactive problem-solver eager to learn the full scope of our business and drive measurable results. RESPONSIBILITIES: Finance Operations & Reporting: Support financial reporting, spend analytics, and other ad-hoc analysis. Conduct research to inform vendor, market, and strategic finance decisions. Assist with contract tracking, usage audits, and cost-optimization initiatives. Develop and maintain executive-ready reports and dashboards. Drive continuous improvement in Finance Operations workflows and tooling, including intake of requests, approvals, renewals, and compliance. Serve as a trusted partner to the Senior Director, Finance Ops on cross-functional projects. Support Executive priorities with analysis, presentations, and follow-through. Anticipate needs and proactively drive tasks to completion with high quality. AI Transformation: Identify, prioritize, and drive automation opportunities across functions using AI. Support the CTO's team and others building scalable workflows, templates, and playbooks that embed AI into daily operations. Partner with department leaders to ensure their teams maximize AI for quality and efficiency. Track and report on AI-driven impact (adoption, savings, time reduction, output improvements). REQUIREMENTS: Proficient in Excel or Google sheets. Ability to provide analysis of complex data. You are a Go-getter! You've proven that you can learn new skills, you are proactive, and you achieve positive results. Ability to effectively manage multiple priorities and projects from start to finish. Demonstrates strong attention to detail and understands prioritization. Proven experience thriving in fast-paced business environments, particularly within the tech industry. Proficient in English. Nice to have: Hands-on experience with AI productivity or adjacent tools such as: Familiarity with workflow automation and AI integration platforms (e.g., n8n, Zapier, AirTable, or equivalent). You've built workflows that drive efficiency. Ability to design, test, and document repeatable AI-driven processes, templates, and playbooks. EDUCATION & EXPERIENCE: 2-6 years of professional experience in procurement, finance operations, sourcing, or related areas - preferably in a high-growth tech/SaaS company. Proven track record of delivering financial results and driving strategic transformation. Familiarity with AI-driven workflow and analytics tools is a must. Plus: Bachelor's / Master's degree in Business, Finance, Supply Chain, or related field. WHY JOIN PLACER.AI? Join a rocketship! We are pioneers of a new market that we are creating Take a central and critical role at Placer.ai Work with, and learn from, top-notch talent Competitive compensation Fully remote NOTEWORTHY LINKS TO LEARN MORE ABOUT PLACER Placer.ai's $100M round C funding (unicorn valuation!) See our data in action at The Anchor Placer.ai in the news Video: About Placer for Commercial Real Estate Video Playlist: Placer Solutions for Other Industries Placer.ai is committed to maintaining a drug-free workplace and promoting a safe, healthy working environment for all employees. Placer.ai is an equal opportunity employer and has a global remote workforce. Placer.ai's applicants are considered solely based on their qualifications, without regard to an applicant's disability or need for accommodation. Any Placer.ai applicant who requires reasonable accommodations during the application process should contact Placer.ai's Human Resources Department to make the need for an accommodation known.

About Us: YipitData is the leading market research and analytics firm for the disruptive economy, and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments. Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers-ranging from the world's top investment funds to Fortune 500 companies-depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence. We operate globally with offices in the US (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Shanghai, Beijing, Guangzhou, Singapore), and India. Our award-winning, people-centric culture-recognized by Inc. as a Best Workplace for three consecutive years-emphasizes transparency, ownership, and continuous mastery. What It's Like to Work at YipitData: YipitData isn't a place for coasting-it's a launchpad for ambitious, impact-driven professionals. From day one, you'll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers. Why Top Talent Chooses YipitData: Ownership That Matters: You'll lead high-impact projects with real business outcomes Rapid Growth: We compress years of learning into months Merit Over Titles: Trust and responsibility are earned through execution, not tenure Velocity with Purpose: We move fast, support each other, and aim high-always with purpose and intention If your ambition is matched by your work ethic-and you're hungry for a place where growth, impact, and ownership are the norm-YipitData might be the opportunity you've been waiting for. About The Role: YipitData's Corporate team collaborates directly with organizations like Summer Fridays, FanDuel, Uber, and Harbor Freight to help them make sense of the vast amounts of external data available. We source, clean, organize, and contextualize data to support our clients in answering their key business questions. We are expanding our Insights team within the Corporate practice by welcoming an Insights Associate to develop and deliver data-driven insights for prospective clients. This is a fantastic opportunity for someone with 3-5+ years of experience who wants to enhance their data analysis skills, gain exposure to executives, have a meaningful impact on the businesses we support, and get in on the ground floor of a rapidly growing team at YipitData. Insights Analysts will collaborate closely with Marketing, Sales, and Data Product teams to create and communicate data-driven insights, leveraging a variety of data sources to inform prospective client decision-making. You could be a good fit if you are comfortable with understanding, manipulating, visualizing, and articulating data to tell compelling business stories with immediately actionable recommendations. This is a remote-friendly opportunity that can sit in NYC (where our headquarters is located), or anywhere in the US. As an Insights Analyst, you'll gain experience in: Product & Service Delivery: Data and product delivery for corporate accounts. Responsible for quality assuring data products, engaging with clients on technical/product oriented questions, and fulfilling ad hoc solution requests. Our team collaborates closely with our central data team to refine and improve our data when issues are identified with the data or when ad-hoc prompts the need for new data features. Customer Engagement & Impact: At the end of the day, all our efforts aim to provide actionable insights with a measurable positive impact on our customer's business. Solutions team members consult with the client to uncover business opportunities and provide actionable insights that guide decision-making. Driving towards and documenting impact stories ensures stickiness and ROI. Product Innovation: Developing dynamic and scalable products to onboard and launch new clients and contribute to the enhancement, expansion and design of our core products for brands and retailers. We encourage experimentation and, through the evolution of new analytic techniques to serve customer business needs you'll help grow customer value. You Are Likely To Succeed If You Have: 3-5+ years of experience in business analytics or consulting Experience working for or collaborating with brand manufacturers and/or retailers, with a strong understanding of their business needs A passion for data-driven storytelling A passion for data analysis; SQL and/or Python experience is preferred, but not necessary; must have a willingness to learn Ability to work collaboratively in an innovative, entrepreneurial, and dynamic environment What We Offer: Our compensation package includes comprehensive benefits and perks, equity, and a competitive salary: We care about your personal life, and we mean it. We offer flexible work hours, unlimited vacation, a generous 401K match, parental leave, team events, a wellness and work-from-home budget, learning reimbursement, and more! Your growth at YipitData is determined by the impact that you make, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to self-improve and master their skills in an environment focused on ownership, respect, and trust. The annual base salary for this position is anticipated to be $125K. The final offer may be determined by a number of factors, including, but not limited to, the applicant's experience, knowledge, skills, and abilities, as well as internal team benchmarks. The compensation package also includes equity. Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship. This role may be performed fully remotely within the United States. Please note that our US headquarters are located in NYC. We also have office hubs in Austin, Miami, and Mountain View. If the remote work is performed outside of these offices, income may be subject to New York State tax withholding. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.

Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. About the Role We are seeking a highly skilled and experienced Director of Technical Accounting to lead our technical accounting and financial reporting functions. This role will be pivotal in ensuring compliance with U.S. GAAP, SEC regulations, resolving complex accounting issues, and supporting strategic initiatives across the organization. The Director will report directly to the Controller and work closely with various departments to ensure accurate financial results and proper accounting treatment. Responsibilities Technical Accounting Guidance: Be the primary technical accounting resource ensuring proper accounting treatment for all company activities. Leadership & Development: Act as a subject matter expert, working with the business partners in accounting and other functions (e.g., legal, corporate development, stock administration) to identify financial risks associated with new or contemplated transactions and resolve complex accounting issues. Financial Reporting: Own internal and external financial reporting processes including the preparation of financial statements, disclosures, supporting schedules in accordance with U.S. GAAP, as well as external/regulatory reporting requirements Policy Initiatives: Lead all policy initiatives, including the implementation of new accounting standards. Ensure internal accounting policies are maintained and up to date. Strategic Initiatives: Support cross-functional strategic initiatives, including product launches, new revenue models, or structural reorganizations, ensuring accounting impacts are proactively addressed. Internal Control: Own the internal controls over financial reporting process maintaining control narratives and proposing solutions for identified segregation of duties and control gaps Audit Committee Participation: Participate in audit committee meetings, including the presentation of required communications. External Auditor Management: Manage the relationship with external auditors and act as the key point of contact between the auditors and internal finance teams. M&A Support: Support due diligence and the integration of M&A deals. Lead the purchase price and opening balance sheet accounting. System implementation: Implement tools for financial statement reporting (ie., Workiva) Special Projects: Represent reporting and technical accounting in special projects such as finance transformation and automation initiatives. Qualifications 15+ years of total experience with increasing levels of responsibility, including people management. Extensive knowledge of US GAAP, IFRS, and SEC reporting (10-Q, 10-K) requirements. Expert in technical accounting issues and public company readiness initiatives. Exceptional technical accounting memo writing skills. Demonstrated strong leadership skills, high energy, and initiative - with a proven ability to manage significant initiatives across the organization, as well as develop and motivate staff. Ability to work cross-functionally to obtain all relevant facts, understand the business requirements, articulate the accounting requirements and communicate the conclusions reached. Highly developed written and verbal communication skills, excellent soft-skills, and ability to motivate and influence all levels of management. Bachelor's degree in Accounting or Finance, CPA or equivalent required. Experience with M&A due diligence and purchase accounting preferred. Prior working experience in a similar industry (Banking, Broker-Dealer, etc.) and ideally exposure to trading. Digital asset experience is highly preferred. Experience with muiti-national and multi-currency accounting and with complex business structures. Nice to Haves: Big 4 audit or advisory experience Experience with SEC reporting requirements and public company readiness initiatives Familiarity with SOX compliance. Experience with ERP systems (e.g., Netsuite). Basic knowledge of SQL and experience with analytics tools Experience or knowledge in cryptocurrency is a bonus but not required. Additional Information Flexibility to work across different time zones during crucial periods such as month-end closes. Ability to thrive under pressure in a fast-paced, dynamic environment. Commitment to continuous improvement and operational excellence. The base pay for this role is expected to be between $230,000 - $311,000 for a Director level in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired. Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.

Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. About the Role We are seeking a highly skilled and experienced Director of Technical Accounting to lead our technical accounting and financial reporting functions. This role will be pivotal in ensuring compliance with U.S. GAAP, SEC regulations, resolving complex accounting issues, and supporting strategic initiatives across the organization. The Director will report directly to the Controller and work closely with various departments to ensure accurate financial results and proper accounting treatment. Responsibilities Technical Accounting Guidance: Be the primary technical accounting resource ensuring proper accounting treatment for all company activities. Leadership & Development: Act as a subject matter expert, working with the business partners in accounting and other functions (e.g., legal, corporate development, stock administration) to identify financial risks associated with new or contemplated transactions and resolve complex accounting issues. Financial Reporting: Own internal and external financial reporting processes including the preparation of financial statements, disclosures, supporting schedules in accordance with U.S. GAAP, as well as external/regulatory reporting requirements Policy Initiatives: Lead all policy initiatives, including the implementation of new accounting standards. Ensure internal accounting policies are maintained and up to date. Strategic Initiatives: Support cross-functional strategic initiatives, including product launches, new revenue models, or structural reorganizations, ensuring accounting impacts are proactively addressed. Internal Control: Own the internal controls over financial reporting process maintaining control narratives and proposing solutions for identified segregation of duties and control gaps Audit Committee Participation: Participate in audit committee meetings, including the presentation of required communications. External Auditor Management: Manage the relationship with external auditors and act as the key point of contact between the auditors and internal finance teams. M&A Support: Support due diligence and the integration of M&A deals. Lead the purchase price and opening balance sheet accounting. System implementation: Implement tools for financial statement reporting (ie., Workiva) Special Projects: Represent reporting and technical accounting in special projects such as finance transformation and automation initiatives. Qualifications 15+ years of total experience with increasing levels of responsibility, including people management. Extensive knowledge of US GAAP, IFRS, and SEC reporting (10-Q, 10-K) requirements. Expert in technical accounting issues and public company readiness initiatives. Exceptional technical accounting memo writing skills. Demonstrated strong leadership skills, high energy, and initiative - with a proven ability to manage significant initiatives across the organization, as well as develop and motivate staff. Ability to work cross-functionally to obtain all relevant facts, understand the business requirements, articulate the accounting requirements and communicate the conclusions reached. Highly developed written and verbal communication skills, excellent soft-skills, and ability to motivate and influence all levels of management. Bachelor's degree in Accounting or Finance, CPA or equivalent required. Experience with M&A due diligence and purchase accounting preferred. Prior working experience in a similar industry (Banking, Broker-Dealer, etc.) and ideally exposure to trading. Digital asset experience is highly preferred. Experience with muiti-national and multi-currency accounting and with complex business structures. Nice to Haves: Big 4 audit or advisory experience Experience with SEC reporting requirements and public company readiness initiatives Familiarity with SOX compliance. Experience with ERP systems (e.g., Netsuite). Basic knowledge of SQL and experience with analytics tools Experience or knowledge in cryptocurrency is a bonus but not required. Additional Information Flexibility to work across different time zones during crucial periods such as month-end closes. Ability to thrive under pressure in a fast-paced, dynamic environment. Commitment to continuous improvement and operational excellence. The base pay for this role is expected to be between $230,000 - $311,000 for a Director level in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired. Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.

Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. Location: New York City (Hybrid) Impact Your expertise in financial management will directly impact the Swap Dealer's ability to navigate the evolving landscape of cryptocurrency markets, optimize our financial performance, and maintain our reputation as a trusted and reliable partner in the industry. You will play a critical role in ensuring the financial stability, efficiency, and compliance of our operations. Responsibilities Financial Reporting: Ensure accurate and timely financial reporting, including daily, monthly, quarterly, and annual financial statements. Provide detailed analysis and commentary on financial results. Financial Strategy Development: Collaborate with senior management to develop and implement financial strategies that align with the Swap Dealer's goals and objectives. Budgeting and Forecasting: Oversee the preparation of budgets, forecasts, and financial plans. Monitor financial performance against these plans and provide insights to improve financial outcomes. Liquidity Management: Manage the firm's liquidity to ensure sufficient funds are available for operational needs and strategic initiatives. Optimize cash flow and working capital management. Timely Audits: Work with external auditors to ensure audited financial statements are available in a timely manner Regulatory Compliance: Ensure compliance with all relevant financial regulations and standards. Maintain relationships with regulatory bodies, auditors, and other external stakeholders. Investment Analysis: Evaluate investment opportunities and provide recommendations based on financial analysis and market conditions. Cross-functional Collaboration: Work closely with business units to support new product development and other strategic initiatives. Provide financial insights and guidance to support decision-making. Industry Trends and Best Practices: Stay updated on industry trends, regulatory changes, and emerging financial practices. Adapt strategies to ensure the firm remains competitive and compliant. Required Qualifications Education: Bachelor's degree in finance, accounting, or a related field required; master's degree or relevant certifications. Strong preference for licensed CPA, CFA, etc. Experience: 10+ years in financial management from a regulated entity such as the CFTC, NFA, etc. Prior experience in a Swap Dealer firm is highly preferred. Financial Expertise: Proven track record in developing and implementing financial strategies, managing budgets, and optimizing financial performance. Experience with financial reporting and analysis is essential. Regulatory Knowledge: Knowledge of relevant regulatory frameworks and experience in managing relationships with regulators is a must-have. Analytical and Problem-solving Skills: Can comprehend complex financial situations, identify improvements them, and develop effective financial plans. Strong attention to detail and critical thinking under pressure. Strong Communication and Leadership Skills: Exemplary verbal and written communication; able to present financial information to senior management and external stakeholders. Proven ability to lead and collaborate with cross-functional teams. Technical Proficiency: Proficiency in financial software and tools, such as Excel, ERP systems, and financial modeling software. Curiosity and Learning: Prior cryptocurrency experience is not required; however, a general curiosity and desire to learn are a must. Compensation: This is a full-time position with an expected annual compensation of $176,000 - $286,000. The actual compensation for a successful candidate may vary based on factors such as skill set, relevant experience, qualifications, and other relevant factors. This position also offers other forms of compensation and benefits consisting of overtime compensation ( when applicable ), relocation assistance ( if applicable ), performance-linked bonus, paid time off (including sick time) benefits, paid Company holidays, participation in the Company's equity and 401k retirement plan, competitive employee health, dental, and vision benefits each subject to the terms and conditions of the governing plan documents and Company policies. Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.

Impact Your expertise in financial management will directly impact the Swap Dealer's ability to navigate the evolving landscape of cryptocurrency markets, optimize our financial performance, and maintain our reputation as a trusted and reliable partner in the industry. You will play a critical role in ensuring the financial stability, efficiency, and compliance of our operations. Responsibilities * Financial Reporting: Ensure accurate and timely financial reporting, including daily, monthly, quarterly, and annual financial statements. Provide detailed analysis and commentary on financial results. * Financial Strategy Development: Collaborate with senior management to develop and implement financial strategies that align with the Swap Dealer's goals and objectives. * Budgeting and Forecasting: Oversee the preparation of budgets, forecasts, and financial plans. Monitor financial performance against these plans and provide insights to improve financial outcomes. * Liquidity Management: Manage the firm's liquidity to ensure sufficient funds are available for operational needs and strategic initiatives. Optimize cash flow and working capital management. * Timely Audits: Work with external auditors to ensure audited financial statements are available in a timely manner * Regulatory Compliance: Ensure compliance with all relevant financial regulations and standards. Maintain relationships with regulatory bodies, auditors, and other external stakeholders. * Investment Analysis: Evaluate investment opportunities and provide recommendations based on financial analysis and market conditions. * Cross-functional Collaboration: Work closely with business units to support new product development and other strategic initiatives. Provide financial insights and guidance to support decision-making. * Industry Trends and Best Practices: Stay updated on industry trends, regulatory changes, and emerging financial practices. Adapt strategies to ensure the firm remains competitive and compliant. Required Qualifications * Education: Bachelor's degree in finance, accounting, or a related field required; master's degree or relevant certifications. Strong preference for licensed CPA, CFA, etc. * Experience: 10+ years in financial management from a regulated entity such as the CFTC, NFA, etc. Prior experience in a Swap Dealer firm is highly preferred. * Financial Expertise: Proven track record in developing and implementing financial strategies, managing budgets, and optimizing financial performance. Experience with financial reporting and analysis is essential. * Regulatory Knowledge: Knowledge of relevant regulatory frameworks and experience in managing relationships with regulators is a must-have. * Analytical and Problem-solving Skills: Can comprehend complex financial situations, identify improvements them, and develop effective financial plans. Strong attention to detail and critical thinking under pressure. * Strong Communication and Leadership Skills: Exemplary verbal and written communication; able to present financial information to senior management and external stakeholders. Proven ability to lead and collaborate with cross-functional teams. * Technical Proficiency: Proficiency in financial software and tools, such as Excel, ERP systems, and financial modeling software. * Curiosity and Learning: Prior cryptocurrency experience is not required; however, a general curiosity and desire to learn are a must. Compensation: This is a full-time position with an expected annual compensation of $176,000 - $286,000. The actual compensation for a successful candidate may vary based on factors such as skill set, relevant experience, qualifications, and other relevant factors. This position also offers other forms of compensation and benefits consisting of overtime compensation (when applicable), relocation assistance (if applicable), performance-linked bonus, paid time off (including sick time) benefits, paid Company holidays, participation in the Company's equity and 401k retirement plan, competitive employee health, dental, and vision benefits each subject to the terms and conditions of the governing plan documents and Company policies.

Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking, and investments. Offering Consumer Services, Business Services, and Institutional Trading, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries. Uphold strips away the complexity and lack of transparency to open up Web3 finance for everyone. To learn more about Uphold, please visit ******************* The opportunity Uphold is looking for a Senior FinOps Analyst to join our Finance team. This is an incredibly exciting opportunity where you'll get to be responsible for recommending, implementing and executing policies and programs to keep all recurring financial operations inline with company strategy while overseeing their continuous innovation and communication to both your Finance and other business partners. You'll be using existing tools and procedures to monitor and perform daily finance operations and participating in the ongoing initiatives to improve and automate the current technological stack. What you'll be doing primarily * Responsible for working with data source providers and technology teams to ensure that key decision data is accurate and financial processes are adjusted accordingly. * Maintain databases by entering, verifying, and backing up data. * Reconcile transactions by comparing and correcting data. * Oversee and execute main procedures to complete all weekly and monthly financial close activities and reporting models. * Work closely with Engineering to automate manual processes, ensure compliance with international regulations, and reduce overhead. * Work with Compliance, Business and Product teams to provide the best possible service and support to customers. * Oversee financial risk assessment processes. * Advise development teams on financial setup for ongoing initiatives by performing essential due diligence on financial impact associated with platform changes. * Create and maintain internal documentation on FinOps processes. * Research and propose new approaches to work, new tools, and new best practices for the team. * Support the team as required via on-call schedule rotation. * Protect operations by keeping financial information confidential. Required qualifications * Degree in mathematics, economics, engineering or other quantitative field. * Solid understanding with demonstrable experience of accounting and financial reporting. * Solid experience in working with data analysis and data models. * Excellent communication skills and a team player with an ability to work with * Cross-functional teams. * Confident in decision making and the ability to drive improvement * Exceptional interpersonal skills and communication * Broad knowledge of financial markets. * Exhibit our core cultural values: clear communication, positive energy, continuous learning, and efficient execution. * Fluent written and oral English skills. Bonus if you have * Strong mathematical foundation. * Experience with cryptocurrencies, blockchain technologies and other FinTech state-of-the-art platforms. * Experience with programming languages such as Javascript, SQL or Python. * In-depth knowledge of banking frameworks and payment methods. * Community talks, certifications, and/or blog posts on your interests and research. What we have to offer you * An amazing work environment in a company that continues to grow, driven by extraordinary and passionate people that keep up innovating and challenging more each day. * An international team, in a cutting edge field, working on the most fascinating projects. * Growth and career opportunities, and the chance to be proactive and creative. * A flexible and enthusiastic work environment that offers you snacks, a lot of coffee and other great benefits. * Open and transparent culture - we get together on a weekly basis to share updates, strategic plans, and engage with each other informally over food and drinks. * Interesting events that keep you connected with the team and celebrate our success. Salary: $90,000 - $114,000 Be part of a great company that is revolutionising financial services. Apply now! If this job isn't exactly what you are looking for, visit our careers page to check out all our exciting opportunities. EEOC Employer We're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes. Difference makes us stronger and better - together.

Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. We are looking for a results-driven, high-performing manager to join our newly formed Technical Accounting and Financial Reporting team. Initially, you will play a critical role in supporting the ongoing external audit activities for multiple entities, to ensure timely and high quality financial reporting along with well researched technical accounting opinions. Longer term, you will implement industry best practice financial reporting processes and own all financial reporting for multiple entities. The Manager will interface with external auditors, acting as a central coordinator in support of the VP of Accounting to deliver on time executions of audits. To be successful in this role you'll need to have highly tuned skills in financial reporting, be able to build strong relationships with internal and external stakeholders, and bring in relevant audit and accounting expertise to support FalconX in its growth trajectory. Responsibilities Lead the preparation of all FalconX financial reporting including statements of cash flows, footnote disclosures etc. Design and implement industry leading practices around financial reporting and ensure a high level of internal controls to drive accuracy and timeliness of reporting. Partner with the FP&A team to bridge seamlessly between management reporting and US GAAP reporting and be able to discuss the differences with senior management Perform technical research and prepare technical accounting memos for new products as well as existing portfolio and businesses Work closely with product and trading teams and be prepared to defend accounting positions with senior management Be a value add partner to the accounting team, communicating the details of new products and where applicable provide training on the accounting treatment Serve as the primary point of contact for external financial statement auditors, coordinating all aspects of the audit process and discussing complex accounting issues Work closely with cross-functional teams, such as operations, legal, and engineering to gather information and address audit-related inquiries as needed Lead process improvement initiatives, including leveraging AI technology tools to eliminate redundancies and improve the efficiency of the reporting process Success Short terms goals are focussed on supporting the ongoing external audits and Bring in your experience as a prior auditor to anticipate requests and issues Over the course of time, build SME knowledge (from accounting, reporting, regulatory perspectives) of the environment the firm operates in Ability to multitask, work effectively under pressure, prioritize, and manage workload to meet internal needs Work closely with the global accounting team, including our team based in India, to ensure consistency and accuracy in financial reporting Required Qualifications Active Certified Public Accountant Big 4 accounting firm audit experience Experience of 5+ years auditing a similar industry (Financial Services, Broker-Dealer etc.) and ideally exposure to trading. Digital asset experience is highly preferred Broad technical accounting experience, expert knowledge of US GAAP reporting standards and its application; IFRS experience is a plus Understanding of E2E trade flow & related dynamics (settlement, market-making etc.), ideally in a broker-dealer business model Enthusiastic, self-starter, and detail-oriented with excellent organization & problem-solving capabilities and strong verbal and written communication skills Location: New York or Bay Area The base pay for this role is expected to be between $157,000-213,000 USD for a Manager level in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired. Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.

We are looking for a results-driven, high-performing manager to join our newly formed Technical Accounting and Financial Reporting team. Initially, you will play a critical role in supporting the ongoing external audit activities for multiple entities, to ensure timely and high quality financial reporting along with well researched technical accounting opinions. Longer term, you will implement industry best practice financial reporting processes and own all financial reporting for multiple entities. The Manager will interface with external auditors, acting as a central coordinator in support of the VP of Accounting to deliver on time executions of audits. To be successful in this role you'll need to have highly tuned skills in financial reporting, be able to build strong relationships with internal and external stakeholders, and bring in relevant audit and accounting expertise to support FalconX in its growth trajectory. Responsibilities * Lead the preparation of all FalconX financial reporting including statements of cash flows, footnote disclosures etc. * Design and implement industry leading practices around financial reporting and ensure a high level of internal controls to drive accuracy and timeliness of reporting. * Partner with the FP&A team to bridge seamlessly between management reporting and US GAAP reporting and be able to discuss the differences with senior management * Perform technical research and prepare technical accounting memos for new products as well as existing portfolio and businesses * Work closely with product and trading teams and be prepared to defend accounting positions with senior management * Be a value add partner to the accounting team, communicating the details of new products and where applicable provide training on the accounting treatment * Serve as the primary point of contact for external financial statement auditors, coordinating all aspects of the audit process and discussing complex accounting issues * Work closely with cross-functional teams, such as operations, legal, and engineering to gather information and address audit-related inquiries as needed * Lead process improvement initiatives, including leveraging AI technology tools to eliminate redundancies and improve the efficiency of the reporting process Success * Short terms goals are focussed on supporting the ongoing external audits and * Bring in your experience as a prior auditor to anticipate requests and issues * Over the course of time, build SME knowledge (from accounting, reporting, regulatory perspectives) of the environment the firm operates in * Ability to multitask, work effectively under pressure, prioritize, and manage workload to meet internal needs * Work closely with the global accounting team, including our team based in India, to ensure consistency and accuracy in financial reporting Required Qualifications * Active Certified Public Accountant * Big 4 accounting firm audit experience * Experience of 5+ years auditing a similar industry (Financial Services, Broker-Dealer etc.) and ideally exposure to trading. Digital asset experience is highly preferred * Broad technical accounting experience, expert knowledge of US GAAP reporting standards and its application; IFRS experience is a plus * Understanding of E2E trade flow & related dynamics (settlement, market-making etc.), ideally in a broker-dealer business model * Enthusiastic, self-starter, and detail-oriented with excellent organization & problem-solving capabilities and strong verbal and written communication skills Location: New York or Bay Area The base pay for this role is expected to be between $157,000-213,000 USD for a Manager level in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired.

Prizeout is a leading New York city based fintech company where innovation meets financial empowerment. We provide rewards and loyalty solutions to partners that revolutionize the way their customers engage and maximize their financial potential. We're seeking passionate individuals to drive our mission forward and transform the landscape of advertising and financial technology. We have built a team that values humility and innovation and we believe that embracing challenges makes us better. We hire people we trust, who will live these values and who are able to find a way to navigate through obstacles, embody an entrepreneurial spirit, and maintain a spirit of optimism. If that's you, please read on and apply today! About This Role Prizeout is seeking a Finance & Operations Analyst to join our growing Finance team. If you're early in your finance career and eager to go beyond spreadsheets into real strategic and operational impact, this role is for you. You'll work closely with our VP Strategic Finance & Revenue Operations across a wide range of initiatives-from managing the cash mechanics of our fintech products, supporting financial forecasting, analyzing sales performance, and helping shape materials for investors and the board. This isn't a siloed finance role; it's a chance to embed yourself in the core of how our business runs and scales. We're looking for someone who's analytical, curious, and excited to take on a cross-functional role that blends finance, operations, and strategy. You'll gain insight into how decisions are made at every level, collaborate with teams company-wide, and have the opportunity to grow with a company that's redefining how consumers engage with financial institutions.What You'll Do: Take ownership of cashflow operations tied directly to product usage-overseeing the movement of hundreds of millions of dollars each year through reconciliation, cash sweeps, and real-time financial execution Contribute to company-wide forecasting of revenue, expenses, and cash runway with sensitivity to business drivers Collaborate on investor and board materials, helping craft data-driven narratives around company performance and strategy Analyze sales pipeline and conversion data to identify growth opportunities and improve forecasting accuracy Help drive monthly and quarterly business reviews, planning cycles, and performance deep dives Support KPI development and performance tracking across sales teams, translating data into insights that drive revenue Partner on cross-functional initiatives across sales, operations, and finance to inform strategy and optimize execution Help refine and scale internal financial systems and processes to support growth What You'll Bring: Background in investment banking, corporate finance, private equity, or strategic finance, as shown by work experience, internship, or other training. Strong understanding of financial statements, especially cashflow and working capital Exposure to financial modeling and valuation frameworks Excellent Excel skills (SQL is a bonus) Strong communicator with an eye for detail Interest in operating within a startup environment-flexible, scrappy, and proactive A strategic mindset and desire to work across finance and operations Bachelor's degree in Finance, Economics, or experience in related field The expected salary range for this position is $80,000-$90,000, plus an equity component WHAT IS PRIZEOUT? Prizeout is an advertising and financial technology company that helps put money back into people's pockets. Through Prizeout's technology, brand-funded offers are available to all partners, including financial institutions, gaming companies, gig economy startups, and more, giving them access to instant cashback from national and local brands when they shop with digital gift cards. The company was founded in 2019 and is headquartered in New York City. Prizeout is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Crusoe's mission is to accelerate the abundance of energy and intelligence. We're crafting the engine that powers a world where people can create ambitiously with AI - without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that's setting the pace for responsible, transformative cloud infrastructure. About This Role: Join Crusoe's Finance team, playing a key role in supporting our dynamic, growing digital infrastructure business unit. You will support forecasting, budgeting, and performance measurement, with a specific focus on AI-driven data center infrastructure. This role will also provide crucial support on the Digital Infrastructure deal side. We're seeking a results-driven professional with 3+ years of experience in finance, with experience in real estate or infrastructure development projects and strong financial modeling skills. This is a full-time position. What You'll Be Working On: Financial Modeling and Analysis: Create and maintain short and long-term data center project models, including functionalities of project finance and equity joint venture modeling. Perform sensitivity analysis and scenario analysis to support financial decisions, from deal structuring, capital budgeting, liquidity planning to profitability analysis. Budgeting & Forecasting: Partner with Finance and stakeholders across construction, data center operations & strategy, project controls, and accounting to create capital budgets for data center projects. Prepare the annual budget and monthly forecasts, ensuring timely tracking, performance analysis, and communications. Project Finance & Due Diligence: Create and maintain the relevant models for debt and equity partners and support the due diligence process for transactions. Executive Reporting: Create and support the broader Finance team in delivering monthly and quarterly executive reports, board materials, and investor updates. Capital Raise Support & Ad hoc Analysis: Support the strategic finance team with the creation of models, presentations, and diligence materials for fundraising events. What You'll Bring to the Team: Experience & Education: 3-4 years of finance experience across real estate, industrial, energy, or infrastructure, with 2+ years of experience in project finance, investment banking, or private equity. Bachelor's Degree is required. Financial Expertise: Advanced skills in financial modeling & analyses, forecasting, budgeting, scenario analyses, and calculating return metrics such as IRR and MOIC. Deal Support: Proven experience in supporting complex financial deals. Process Improvement: Proven ability to drive process enhancements and improve reporting accuracy. Work Ethic: Capable of managing multiple priorities in a fast-paced environment, while maintaining high-quality output under pressure. Personal Attributes: Self-driven, proactive, and committed to excellence. High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines. Collaboration: Exceptional communication and collaboration skills across teams and departments. Company Values: Embody the Company values. (Implied by the requirement to be self-driven, proactive, and committed to excellence.) Bonus Points: Strong sector experience or knowledge within Data Centers, Energy, and/or Real Estate is highly preferred. Benefits: Industry competitive pay Restricted Stock Units in a fast growing, technology company 401(k) with a 100% match up to 4% of salary Employer contributions to HSA accounts Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents Paid Parental Leave Paid life insurance, short-term and long-term disability Teladoc Paid time off and holiday schedule Cell phone reimbursement Tuition reimbursement Subscription to the Calm app MetLife Legal Company paid Commuter FSA benefit of $300 per month Compensation: Compensation will be paid in the range of up to $125,000-$175,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicant's knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.

Crusoe's mission is to accelerate the abundance of energy and intelligence. We're crafting the engine that powers a world where people can create ambitiously with AI - without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that's setting the pace for responsible, transformative cloud infrastructure. About This Role: Join Crusoe's Finance team, playing a key role in supporting our dynamic, growing digital infrastructure business unit. You will support forecasting, budgeting, and performance measurement, with a specific focus on AI-driven data center infrastructure. This role will also provide crucial support on the Digital Infrastructure deal side. We're seeking a results-driven professional with 3+ years of experience in finance, with experience in real estate or infrastructure development projects and strong financial modeling skills. This is a full-time position. What You'll Be Working On: * Financial Modeling and Analysis: Create and maintain short and long-term data center project models, including functionalities of project finance and equity joint venture modeling. Perform sensitivity analysis and scenario analysis to support financial decisions, from deal structuring, capital budgeting, liquidity planning to profitability analysis. * Budgeting & Forecasting: Partner with Finance and stakeholders across construction, data center operations & strategy, project controls, and accounting to create capital budgets for data center projects. Prepare the annual budget and monthly forecasts, ensuring timely tracking, performance analysis, and communications. * Project Finance & Due Diligence: Create and maintain the relevant models for debt and equity partners and support the due diligence process for transactions. * Executive Reporting: Create and support the broader Finance team in delivering monthly and quarterly executive reports, board materials, and investor updates. * Capital Raise Support & Ad hoc Analysis: Support the strategic finance team with the creation of models, presentations, and diligence materials for fundraising events. What You'll Bring to the Team: * Experience & Education: 3-4 years of finance experience across real estate, industrial, energy, or infrastructure, with 2+ years of experience in project finance, investment banking, or private equity. Bachelor's Degree is required. * Financial Expertise: Advanced skills in financial modeling & analyses, forecasting, budgeting, scenario analyses, and calculating return metrics such as IRR and MOIC. * Deal Support: Proven experience in supporting complex financial deals. * Process Improvement: Proven ability to drive process enhancements and improve reporting accuracy. * Work Ethic: Capable of managing multiple priorities in a fast-paced environment, while maintaining high-quality output under pressure. * Personal Attributes: Self-driven, proactive, and committed to excellence. High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines. * Collaboration: Exceptional communication and collaboration skills across teams and departments. * Company Values: Embody the Company values. (Implied by the requirement to be self-driven, proactive, and committed to excellence.) Bonus Points: * Strong sector experience or knowledge within Data Centers, Energy, and/or Real Estate is highly preferred. Benefits: * Industry competitive pay * Restricted Stock Units in a fast growing, technology company * 401(k) with a 100% match up to 4% of salary * Employer contributions to HSA accounts * Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents * Paid Parental Leave * Paid life insurance, short-term and long-term disability * Teladoc * Paid time off and holiday schedule * Cell phone reimbursement * Tuition reimbursement * Subscription to the Calm app * MetLife Legal * Company paid Commuter FSA benefit of $300 per month Compensation: Compensation will be paid in the range of up to $110,000 - $133,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicant's knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.

This role is with EY. EY uses RippleMatch to find top talent. USA - Consulting - Financial Services - Quantitative Advisory Services - Senior At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Will you shape the future or will the future shape you? The opportunity At EY Consulting, we are building a better working world by transforming businesses through the power of people, technology, and innovation. Our clients are at the heart of what we do. We're focused on solving the key issues of our client buyers, building deeper relationships, and generating lasting value with significant impact. Our firm sets the standard for consulting services, fostering an environment that encourages career ownership at every stage. As a part of our team, you'll be at the forefront of this dynamic service line, driving change and delivering solutions that revolutionize business operations. You'll help our clients in transformation and innovation efforts: driving growth, reducing costs, and managing risks proactively. In our Financial Services team, we build a better working world by rallying together to solve the most complex challenges. We accomplish this by building trusted relationships, keeping an open mind, going all in, being bold and courageous, and taking risks worth taking. We help build a financial services industry in which financial institutions are trusted, customers' financial goals are attainable, and the global economy is growing and secure. In today's complex business environment, that means understanding the relationship between risk, the regulatory environment, and performance improvement, and applying our knowledge to help clients achieve their business objectives. Your key responsibilities In our Financial Services Organization (FSO), the Quantitative Advisory Services (QAS) group operates as an integral component of a broader team that provides comprehensive quantitative risk management services to help identify, measure, manage and monitor the market, credit, operational and liquidity risks , asset-liability management, capital management, and other business activities of our clients across the Banking & Capital Markets, Insurance and Wealth & Asset Management sectors. The QAS team is specifically dedicated to projects focused on development, implementation, testing, validation and other quantitative services of analytic models, which are utilized in, but not limited to: risk management including market risk, credit risk (including counterparty credit risk, wholesale, and retail), liquidity / treasury risk, operational risk, compliance risk (including Financial Crime risk), and climate risk regulatory capital analytics including Basel III / Fundamental Review of the Trading Book (FRTB), and Comprehensive Capital Analysis and Review (CCAR) front office derivative pricing across various asset classes (e.g., interest rate, foreign exchange, equity, credit, commodity and structured products) banking book credit analytics, including loss forecasting, reserves/CECL, and PPNR (Pre-Provision Net Revenue) balance sheet management wealth and asset management The QAS team also adeptly leverages advanced analytics applications, featuring Artificial Intelligence / Machine Learning (AI / ML), including Generative AI (GenAI), and Natural Language Processing (NLP) capabilities empowering the delivery of unparalleled insights and solutions to the clients. This is a highly collaborative area, where you'll always have the support of your team while working on multiple high-profile projects. It's a challenging specialist area, so we won't expect you to hit the ground running - you'll learn as you go. That doesn't mean you won't have your own responsibilities though, so if you're naturally curious, are genuinely interested in this area and are ready to engage with our clients, there's no limit to how far you can go here. Skills and attributes for success To qualify for the role, you must have Educational Background: A strong academic record; currently pursuing a PhD in Computational / Quantitative Finance, Mathematics, Engineering, Statistics, Economics, Physics, Computer Science, or a related field; OR a Master's degree in the same fields with 2+ years of relevant full-time quantitative analytical work experience in mature financial markets. Programming Proficiency: Capability to effectively program computer routines using one or more languages such as C++, Java, Python, VBA, SAS, R, and SQL, with a focus on developing algorithms and computational models to solve complex problems. Collaborative Teamwork: The ability to work collaboratively in a team environment, demonstrate inclusivity, and embrace diverse perspectives, particularly in cross-functional teams focused on credit modeling and risk management. Communication Skills: Excellent presentation skills and the ability to communicate complex concepts effectively to all audiences, including the documentation of risks and models in compliance with regulatory standards. Analytical Mindset: Intellectual curiosity, the ability to take initiative and drive execution, with advanced analytical and problem-solving skills within a dynamic and evolving business landscape, particularly in the context of credit risk and model risk management. Agile and Growth-Oriented: Exhibits an agile and growth-oriented mindset, with a willingness to adapt to new methodologies and industry practices related to credit and risk modeling. Access to reliable transportation to/from the EY office and client sites. A driver's license is strongly recommended as ride share and public transportation options may not be available in all locations. The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs. Ideally, you will have experience in one or more of the following areas Credit Modeling Expertise: Proficiency in credit markets, regulations, and accounting standards related to credit risk, with the ability to develop, apply, build, and calibrate tools and methods associated with credit models that support lending decisions. Model Risk Management Knowledge: Familiarity with model risk frameworks, model life cycles, and relevant regulations, along with the ability to document risks and models effectively. Quantitative Financial Modeling Skills: Knowledge of and ability to apply advanced statistics and mathematics to financial modeling, risk assessment, and capital management, informed by business domain knowledge. Computational Thinking: Understanding of computational models, tools, and techniques to interpret data and formulate solutions, with an emphasis on coding modules and algorithms. Risk Modeling Acumen: Knowledge of enterprise risk management, including ESG considerations, operational risk, KYC, AML, fraud, and trade surveillance, with the ability to apply relevant modeling techniques and data sources. Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot. Are you ready to shape your future with confidence? Apply today. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $135,000 - $150,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. We value your application To make the most of your application experience, please limit yourself to two applications within a six-month period. Applications to EY are reviewed by a dedicated member of our early careers team. You may receive outreach from an EY Recruiter to discuss your application and interests. Are you ready to shape your future with confidence? Apply today. To learn more about our anticipated application deadlines, please visit this link. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.

This role is with EY. EY uses RippleMatch to find top talent. USA - Consulting - Financial Services - Quantitative Advisory Services - Staff At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Will you shape the future or will the future shape you? The opportunity At EY Consulting, we are building a better working world by transforming businesses through the power of people, technology, and innovation. Our clients are at the heart of what we do. We're focused on solving the key issues of our client buyers, building deeper relationships, and generating lasting value with significant impact. Our firm sets the standard for consulting services, fostering an environment that encourages career ownership at every stage. As a part of our team, you'll be at the forefront of this dynamic service line, driving change and delivering solutions that revolutionize business operations. You'll help our clients in transformation and innovation efforts: driving growth, reducing costs, and managing risks proactively. In our Financial Services team, we build a better working world by rallying together to solve the most complex challenges. We accomplish this by building trusted relationships, keeping an open mind, going all in, being bold and courageous, and taking risks worth taking. We help build a financial services industry in which financial institutions are trusted, customers' financial goals are attainable, and the global economy is growing and secure. In today's complex business environment, that means understanding the relationship between risk, the regulatory environment, and performance improvement, and applying our knowledge to help clients achieve their business objectives. Your key responsibilities In our Financial Services Organization (FSO), the Quantitative Advisory Services (QAS) group operates as an integral component of a broader team that provides comprehensive quantitative risk management services to help identify, measure, manage and monitor the market, credit, operational and liquidity risks, asset-liability management, capital management, and other business activities of our clients across the Banking & Capital Markets, Insurance and Wealth & Asset Management sectors. The QAS team is specifically dedicated to projects focused on development, implementation, testing, validation and other quantitative services of analytic models, which are utilized in, but not limited to: risk management including market risk, credit risk (including counterparty credit risk, wholesale / retail), liquidity / treasury risk, operational risk, compliance risk (including Financial Crime risk), climate risk, etc regulatory capital analytics including Basel III / Fundamental Review of the Trading Book (FRTB), and Comprehensive Capital Analysis and Review (CCAR) front office derivative pricing across various asset classes (e.g., interest rate, foreign exchange, equity, credit, commodity and structured products) banking book credit analytics, including loss forecasting, reserves/CECL, and PPNR (Pre-Provision Net Revenue) balance sheet management wealth and asset management The QAS team also adeptly leverages advanced analytics applications, featuring Artificial Intelligence / Machine Learning (AI / ML), including Generative AI (GenAI) capabilities empowering the delivery of unparalleled insights and solutions to the clients. This is a highly collaborative area, where you'll always have the support of your team while working on multiple high-profile projects. It's a challenging specialist area, so we won't expect you to hit the ground running - you'll learn as you go. That doesn't mean you won't have your own responsibilities though, so if you're naturally curious, are genuinely interested in this area and are ready to engage with our clients, there's no limit to how far you can go here. Skills and attributes for success To qualify for the role, you must have A strong academic record with Master's degree in Computational / Quantitative Finance, Mathematics, Physics, Engineering, Statistics, Economics, Computer Science etc. Capability to effectively program computer routines using one or more languages such as C++, Java, Python, VBA, SAS, R, and SQL The ability to work collaboratively in a team environment, demonstrate inclusivity, and embrace diverse perspectives Excellent presentation skills and the ability to communicate complex concepts effectively to all audiences Intellectual curiosity, the ability to take initiative and drive execution, with advanced analytical and problem-solving skills within a dynamic and evolving business landscape Exhibits an agile and growth-oriented mindset Access to reliable transportation to/from the EY office and client sites. A driver's license is strongly recommended as ride share and public transportation options may not be available in all locations. The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs. Ideally, you will have Proficiency in statistical and numerical techniques, and stochastic calculus Familiarity with trading and banking products and services, along with the applicable methodologies and financial risk analytics, including an understanding of the key concepts of derivative instrument pricing, risk measurement and credit assessment Enthusiasm to develop and integrate quantitative skills in the design and execution of business services Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot. Are you ready to shape your future with confidence? Apply today. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $90,000 - $100,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. We value your application To make the most of your application experience, please limit yourself to two applications within a six-month period. Applications to EY are reviewed by a dedicated member of our early careers team. You may receive outreach from an EY Recruiter to discuss your application and interests. Are you ready to shape your future with confidence? Apply today. To learn more about our anticipated application deadlines, please visit this link. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.

Founded in 2015 by Melinda French Gates, Pivotal expands opportunity and equality for all people through high-impact investments, philanthropy, and advocacy. We accelerate social progress by removing barriers that hold people back. Our impatience with the status quo is fueled by an optimism that progress is always possible. Inspired by our founder, we reach across communities and sectors to bring together changemakers who can scale up proven ideas and catalyze new ones. We learn from their experiences, amplify their resources, then step back so they can lead. We strive to be creative and innovative in our work and flexible in the approach we take to solving problems. ROLE DESCRIPTION The Interim Senior Analyst will be a key member of the organization's investment team, contributing to the sourcing, diligence, execution, and oversight of impact investments. The position will balance executional responsibilities with opportunities to take on ownership of end-to-end investment processes, requiring strong project management and relationship building skills. The Interim Senior Analyst will work closely with internal teams, external advisors, and portfolio partners to advance the organization's mission of catalyzing social impact and empowering women and girls worldwide. This role is expected to have a duration of 12 months. This means that, absent some change, the position will end within that timeframe as defined in the offer letter. ROLE RESPONSIBILITIES Investment Sourcing & Diligence. Collaborate with team to cultivate and manage pipeline of opportunities aligned with the Investment team's strategy. Assist in all aspects of due diligence process and lead when appropriate. Conduct quantitative and qualitative analysis and diligence, including market research, competitive landscape mapping, financial structuring and financial modeling. Participate in management team meetings, reference calls, and stakeholder interviews to assess investment opportunities. Draft high-quality investment memos and presentations for senior leadership and the Investment Committee. Lead thematic and sector research that informs investment strategy. Portfolio Management & Reporting Support relationships with portfolio of investees, including regular communication with fund managers, contractors and other partners. Review and analyze fund and/or portfolio company performance reports, tracking key performance indicators. Create and maintain portfolio dashboards, ensuring data accuracy and timely updates. Support and coordinate quarterly and annual portfolio reviews and reporting with internal and external partners. Internal Collaboration & Process Improvement Align with Program Strategy, Communications, and Legal teams on investment activities tied to organizational priorities. Support in creating educational materials and internal touchpoints on impact investing. Improve investment processes, tools, and reporting systems, including CRM, pipeline tracking and workflow optimization. Perform other job-related duties as assigned. CORE COMPETENCIES To perform this role successfully, individuals must demonstrate the qualities and behaviors aligned with our core competencies that define what success looks like across all roles. These core competencies reflect the expectations for how we work together, lead, grow, and deliver impact-regardless of function or level. Core competencies apply to all employees. Build and Maintain Trust Act with integrity and foster an inclusive and collaborative work environment. Is Inclusive - Advance a culture of equity and belonging. Act with Integrity - Tell the truth, take responsibility for your actions, meet your commitments, and act ethically. Collaborate - Build trusting relationships and treat people with dignity and respect. Drive Impact Deliver high-quality work that is aligned with Pivotal Strategic Initiatives. Solve Problems - Identify issues and seek diverse perspectives to develop potential solutions. Propel Work Forward - Take initiative, prioritize work appropriately, and complete work on time. Center Stewardship - Use resources responsibly, consider and manage risk, and follow Pivotal policies and procedures. Learn and Grow Demonstrate a commitment to continuous individual and organizational development. Contribute Constructively - Participate in advancing individual, team, and organization-wide well-being and resilience. Occupy Growth-Mindset - Embrace challenges, learn from mistakes, and focus on improvement. Share Knowledge - Document work appropriately, assess outcomes, and share explicit and tacit learning. REQUIRED QUALIFICATIONS Minimum 5-7 years of professional investment experience in venture capital, private equity, investment banking, consulting, asset management, or impact investing or an equivalent combination of advanced training and experience Strong analytical and critical thinking skills with demonstrated experience in financial modeling and valuation. Excellent writing and communication abilities, with skill in presenting complex ideas clearly. Highly organized, with the ability to manage multiple priorities and meet timelines under pressure. Experienced in building and fostering relationships with investment and portfolio partners. Enthusiasm and passion for investing and personal commitment to the important role that women and girls can play in transforming the world. Proficiency using Microsoft 365 (Outlook, Word, Excel, PowerPoint, OneNote, and SharePoint). Fluency in use of systems necessary to role (e.g., Salesforce, Workday). PREFERRED QUALIFICATIONS Strong proficiency in financial analysis and Excel-based modeling. Experience with CRM and reporting tools. Experience working with diverse stakeholders, both internal and external. EMPLOYMENT DETAILS Applications will be accepted through December 12th, 2025. Pivotal reserves the right to begin interviews and make a hiring decision before that date. The annual base compensation range for this role is $170,000- $179,100. This position is based in Pivotal's Washington, D.C. or Seattle offices. Remote may be considered for exceptionally qualified candidates in New York or San Francisco who are willing to travel. Benefits will be provided by your employer of record and currently include medical, dental, vision, life, disability, and long-term care insurance, fertility benefit, caregiving support, 144 hours of vacation, 96 hours of sick leave, 401k, HSA, FSA, and more. Eligibility for and the amount of benefits provided are governed by the terms of the applicable plan documents. To perform this job successfully, an individual must be able to perform each essential function satisfactorily. Please note this job description is not designed to cover or contain a comprehensive list of duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, in Pivotal's discretion, with or without notice. Pivotal values diversity and is strongly committed to providing equal employment opportunity for all employees and all applicants seeking employment. All employment decisions at Pivotal are based on the candidate's or employee's capabilities and qualifications without regard to race (including traits associated with race, including hair texture and protective hairstyles such as afros, braids, locks, and twists), color, creed, religion, sex, gender, sexual orientation, gender expression or identity, pregnancy, childbirth, breastfeeding, age, national origin, ancestry, citizenship or immigration status, caste, veteran or military status, marital, parental, or familial status, disability (including sensory, physical, or mental disability), medical condition, genetic information or predisposing genetic characteristics, domestic violence victim status, political ideology, or any other status or characteristic protected by applicable law. Pivotal complies with federal, state, and local equal opportunity and disability laws and makes reasonable accommodation consistent with those laws for applicants and employees with disabilities. Please contact ************************************ for assistance and/or reasonable accommodation due to a disability during the application or recruiting process. Applications may be submitted via the Pivotal Ventures Careers page.