Finance leader jobs in Colonie, NY

**Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Kyndryl Consult is the fastest growing business within the organization and instrumental to the company's strategic growth objectives. You will play a key leadership role across multi-disciplinary teams, guiding them through complex consulting engagements and be responsible for creating and positioning strategic change agendas within Kyndryl's largest accounts across the C-suite, spanning the intersection between complex Business and IT customer solutions, transformations that impact across the entire customer Eco-system. This role is focused on delivering digital modernization through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee experience, workforce agility, collaboration, and overall digital experience. As a Consult Partner, you will have a pivotal role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a strong presence, industry expertise, and the ability to cultivate relationships with CXO-level clients. Your leadership will be critical in fostering talent development and innovation within the organization. This role will also be leading the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. **Contribute to Profitable Growth:** + Drive significant financial outcomes through signings and revenue targets + Ensure sustained growth and profitability, managing margin expectations and backlog growth + Support the identification, pursuit and conversion of a pipeline of business development opportunities + Undertake scoping and fee negotiation on engagements, while enduring profitability and understanding and containing risk + Apply consultative judgment to accurately scope work, negotiate fees, and draft Statements of Work (SOWs) that align with client needs and enable rapid delivery. + Leverage a proven track record of consulting and selling digital workplace services, managing large client portfolios and driving revenue growth. **Client Engagement:** + Consult, advise, and deliver technology-centric DWS consulting engagements with new and existing Kyndryl clientele, focusing on enhancing client HR, IT service management, collaboration, contact center, and employee experience functions across the enterprise. + Build and maintain deep relationships with client CXOs, becoming the 'go-to' trusted advisor to senior executives and opening doors with existing relationships to accelerate sales cycles. + Lead C-level client interactions and consulting initiatives, deliverables, and outputs of deal engagements, demonstrating credibility and expertise. + Demonstrate a deep understanding of discovery, design, and deployment processes to guide clients through digital workplace transformations. + Anticipate and articulate future challenges in digital workplace services, including those driven by Copilot, agentic AI, and evolving office models, to position Kyndryl as a strategic partner. + Bring consulting experience-preferably in the Banking and Financial Services space-to tailor engagements that resonate with industry-specific needs and priorities. + Enhance client satisfaction, as measured by Net Promoter Score (NPS) and new relationship development; secure client references. **Operational Excellence:** + Achieve individual and team utilization targets + Lead the design of complex engagements and take responsibility for oversight of delivery, ensuring high performance and customer satisfaction **Leadership, Management, People:** + Lead by example; Fostering a culture of continuous personal and professional development and challenging our people to be curious and innovative and supportive for each other. At the same time ensuring that all outcomes are commercially focused, value adding and effectively executed **Strategic Contribution:** + Drive Kyndryl's delivery capability with new and existing clients by leading DWS-focused transformation programs, services and implementations centered on Collaboration, Virtualization, Contact Center, Employee Experience, and related DWS offerings. + Utilize industry and technology expertise to shape and drive the company's strategic initiatives. + Align with Kyndryl's strategic vision and contribute to its execution. + Drive external eminence and innovation, establishing a strong personal and organizational brand in the industry. + Proactively develop thought leadership and intellectual capital Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** Who You Are You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills and Experience** + Candidates with consultative expertise to articulate Digital Workplace challenges and advise on strategies addressing trends like Copilot, Agentic AI, and the future of work are strongly encouraged to apply + Experience in discovery, design, and deployment of Digital Workplace solutions using technologies including, but not limited to Microsoft M365, Intune, AVD, Copilot, Viva, ServiceNow ITSM, Amazon Connect, and Google Suite strongly preferred. + Extensive experience in client engagement and relationship management at the CXO level + Demonstrable ability to build and commercialize relationships with senior executives + Proven track record of leading and executing complex projects with multi-disciplinary teams in a consulting, corporate or public sector environment + Expertise in mergers and acquisitions (M&A) integration within the Digital Workplace context would be a plus + Effective financial acumen with experience in driving revenue growth and managing margins + Experience of managing or supporting high-value business development activities with senior stakeholders + Sound personal brand and eminence in the Banking and Financial services industry preferred + Demonstrated ability to innovate and drive change **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule. Your actual compensation may vary depending on your geography, job-related skills and experience. For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City: $191,040 to $343,920** **Washington: $175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off. Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl 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, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

It's rare that a new asset class is born. Nevertheless, we're witnessing exactly that with the rise of crypto. Over just the last few years, since Bitwise was founded, crypto has evolved from an embryonic $50B market to a growing $3T+ juggernaut. At Bitwise, we believe that crypto has reached a turning point, and is headed north of $10T over the next few years. This is an exciting moment for Bitwise as a firm. For eight years, we have established a track record of excellence managing a broad suite of index and active solutions across ETFs, separately managed accounts, private funds, institutional staking, and hedge fund strategies. This year, we crossed $15B in client assets and are growing quickly. Thousands of financial advisors, family offices, and institutional investors partner with Bitwise to understand and access the opportunities in crypto. We are known for providing unparalleled client support through expert research and commentary, a nationwide client team of crypto specialists, and deep access to the crypto ecosystem. Currently, Bitwise is a close-knit team of 100+ global professionals. Think of us as a mix of an asset manager and a tech start-up. We're backed by some of the most accomplished investors in venture capital and veterans of the financial services world. We love working together, we love what we do, and we're excited about what's ahead. This position will report to the Principal Financial Officer - Asset Management Products, Head of Fund Administration. The ideal candidate will have at least ten to fifteen years of experience in Fund Accounting and Administration, Audit or Financial Statement review and a strong appetite to learn more about crypto assets. The Financial Reporting Lead must be a reliable self-starter, possess excellent communication and problem-solving skills and be comfortable dealing with various internal and external service providers. This position also requires an organized, efficient, results-oriented individual with robust critical thinking skills and a strong proficiency in Excel. Primary Responsibilities: Leading the Financial Reporting Team within the Bitwise Fund Administration Team The production and review of all Bitwise Fund financial statements, including registered 40' Act Products, 33' Act Products, Hedge Fund products and private Funds Helping to coordinate the financial statement process and interfacing with legal and Fund auditors to answer questions and resolve issues Preparing and review of regulatory filings such as SEC Forms 10-Q, 10-K, 8-K and ADV and NFA filings Daily oversight of NAV calculation and fund accounting activities for the Bitwise suite of products Reviewing daily, monthly and ad hoc requests for fund information Calculating and facilitating payment of monthly management fees and performance fees and helping to prepare summary reports and budgets for Senior Management Assisting in the preparation of monthly Fund Performance Reports Helping to improve our current review process (in excel) and implementing new operational efficiencies Special projects as needed, with a focus on automation and efficiency Role Requirements: 10+ years of fund accounting, audit and/or administration experience Prior management experience with a proven ability to coach and develop team members to deliver results, while encouraging full ownership of projects and commitments Deep working knowledge of the regulatory reporting requirements for registered investment products (e.g., '40 Act, '33 Act) Bachelor's degree in Accounting or Finance; CPA or MS in Accounting preferred Proficient with Microsoft Office applications (e.g. Excel, Word, PowerPoint) with very strong Excel skills Excellent communication (oral and written) and interpersonal skills Proven ability to independently initiate and drive projects from concept to completion, consistently delivering high-quality, measurable results in a fast-paced environment Ability to work independently and also as part of a team Strong analytical and critical thinking skills Prior crypto experience, preferably experience with crypto financial reporting, fund accounting or valuation of crypto assets strongly preferred Private Fund, ETF, or Hedge Fund experience preferred but not required What We Offer: Compensation: $180,000-$250,000 salary Equity compensation as a component of all offers Health insurance, including dental and vision plans Health, Dependent Care, and Commuter Flexible Spending Accounts Paid Parental Leave Life insurance; short- and long-term disability plans Company funded 401(k) plan, no matching required Unlimited PTO 10 paid company-wide holidays Office spaces in San Francisco and New York Meals and snacks provided in the office Paid company cell phone Bitwise “Buddy” program (30-day new-hire success program) Annual birthday and anniversary gifts Company-wide events including the annual holiday party Internal Women of Bitwise group with fun events Bitwise is an equal opportunity employer. We are committed to building a team of people with a variety of backgrounds, perspectives, and skills. It is the policy of Bitwise to ensure equal opportunity. All candidates are considered without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, marital status, ancestry, physical or mental disability, veteran status, or any other legally protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Job Title: Financial ControllerLocation: In office - Coxsackie, NYSalary: $120000 -$150000 Skills: Controller, Finance, Account Management, Banking About Company / OpportunityWe seek an experienced and detail -oriented Accounting Manager to support the SVP/Chief Financial Officer in overseeing the daily financial operations and ensuring the smooth functioning of our accounting department. This role is critical to maintaining accurate financial reporting, budgeting, and regulatory compliance, all while aligning with the bank's policies and procedures.Key Responsibilities: - Accounting Department Leadership: Support the CFO in managing and supervising daily accounting operations, including cash management, accounts payable, and general ledger activities. - Financial Operations & Reporting: Oversee month -end, quarter -end, and year -end close processes, ensuring accuracy in all general ledger reconciliations across loans, deposits, investments, taxes, and fixed assets. - Budgeting & Planning: Manage the budgeting and financial planning processes, preparing financial reports, board presentations, and projections for liquidity and capital. - Regulatory Compliance: Prepare and review regulatory reports such as the FDIC Call Report, FRY9, and FRY6. Stay up -to -date with new accounting guidelines and implement necessary policy changes. - Asset Liability Management: Contribute to interest rate risk projections, manage inputs and assumptions for asset -liability modeling, and prepare ALCO packages.Must -Have Skills:1.) 5+ years of experience as a Controller2.) 3+ years of experience in Banking3.) Expert with Excel4.) Bachelor's degree in accounting, finance, or a related field.Nice To Have Skills:1.) CPA2.) Regulatory Knowledge: Strong understanding of call reports and OCC/FED/FRB regulations.

Job Requirements Alkegen brings together two of the world's leading specialty materials companies to create one new, innovation-driven leader focused on battery technologies, filtration media, and specialty insulation and sealing materials. Through global reach and breakthrough inventions, we are delivering products that enable the world to breathe easier, live greener, and go further than ever before. With over 60 manufacturing facilities with a global workforce of over 9,000 of the industry's most experienced talent, including insulation and filtration experts, Alkegen is uniquely positioned to help customers impact the environment in meaningful ways. Alkegen offers a range of dynamic career opportunities with a global reach. From production operators to engineers, technicians to specialists, sales to leadership, we are always looking for top talent ready to bring their best. Come grow with us! Your Role: Finance Partner Driving Strategy & Performance As a key member of our finance team, you'll play a vital role in delivering accurate financial insights and strategic support to drive decision-making and business performance. This role combines core financial reporting responsibilities with a strong emphasis on forecasting, analysis, and cross-functional collaboration. Key Responsibilities: Financial Reporting & Analysis Prepare timely, accurate financial reports and forecasts. Deliver variance analysis and insights that support strategic business decisions. Compiles, manages and presents on monthly reporting, analytics and KPI metrics to business leadership Oversees North America ITM Site monthly/quarterly forecasting and annual budget Identifies opportunities to improve efficiency in the plant processes and drives execution Forecasting & Budgeting Support the development and execution of the annual budgeting and rolling forecast processes. Ensure alignment with company goals and maintain financial discipline across functions. Oversees North America ITM Site monthly/quarterly forecasting and annual budget Business partner to Finance & Business Leadership on long term initiatives, capex and ad-hoc analytics Month-End & Year-End Close Assist with monthly and year-end close processes. Ensure accuracy, completeness, and compliance with accounting standards. Manage the site-level external audit process. Internal Controls & Compliance Develop and monitor internal control systems to ensure integrity in financial reporting. Enforce adherence to GAAP/IFRS and company financial policies. Strategic Projects & Business Support Collaborate on special initiatives, such as ERP implementations, cost optimization, and quoting analysis. Provide financial support to senior leadership and cross-functional teams. Education Bachelor's degree in Accounting, Finance, or related field required. CPA or advanced degree (MBA, MSF) strongly preferred. Experience Minimum 5 years in financial analysis, accounting, or similar roles, ideally in a manufacturing or industrial environment. Proven ability to manage multiple priorities and deadlines in a fast-paced setting. Skills & Competencies Advanced Excel skills and experience with financial software and ERP systems. Strong understanding of GAAP/IFRS and financial reporting standards. Excellent communication and interpersonal skills for effective cross-functional collaboration. Analytical mindset with exceptional attention to detail and a proactive problem-solving approach. Salary range: $170,000 - $185,000 At Alkegen, we strive every day to help people - ALL PEOPLE - breathe easier, live greener and go further than ever before. We believe that diversity and inclusion is central to this mission and to our impact. Our diverse and inclusive culture drives our growth & innovation and we nurture it by actively embracing our differences and using our varied perspectives to solve the complex challenges facing our changing and diverse world. Employment selection and related decisions are made without regard to sex, race, ethnicity, nation of origin, religion, color, gender identity and expression, age, disability, education, opinions, culture, languages spoken, veteran's status, or any other protected class.

FirstLight is a leading telecommunications company dedicated to providing cutting-edge communication solutions to our customers. We are committed to innovation, reliability, and customer satisfaction. As we continue to grow and expand our services, we are seeking a talented Director, Corporate Finance, to join the team. Job Summary: The Director, Corporate Finance, will lead financial planning and capital strategy efforts for the company, with a focus on debt management, banking relationships, and strategic transactions. This role is central to supporting the company's capital-intensive fiber network expansion and M&A activity, ensuring financial resources are effectively deployed to maximize growth and shareholder value. The Director plays a key role in the CFO department and will partner closely with Sales, Operations, and Accounting teams. Key Responsibilities: * Lead development and maintenance of detailed financial and banking models to evaluate debt structures, financing arrangements, and capital deployment strategies. * Assist on relationships with banks, credit facilities, and lenders; oversee compliance with debt covenants and reporting requirements. * Provide strategic financial analysis for acquisitions, joint ventures, partnerships, and other corporate transactions. * Partner with FP&A to incorporate financing and capital markets assumptions into budgets, forecasts, and long-range plans. * Drive scenario and sensitivity analyses to assess liquidity, leverage, and capital structure under varying market conditions. * Support debt and equity capital raises, refinancing activities, and negotiations with financial institutions. * Monitor industry trends, market benchmarks, and competitive activity to inform corporate finance strategy. * Serve as a senior finance advisor on ROI and payback analyses for fiber builds, network expansion, and new market entry. Qualifications: * Bachelor's degree in Finance, Accounting, Economics, or related field; MBA, CFA, or CPA strongly preferred. * 8-12 years of progressive experience in corporate finance, investment banking, infrastructure/telecom finance, or private equity. * Expertise in financial modeling, valuation, and capital structure analysis (DCF, IRR, ROI, payback, leverage metrics). * Strong knowledge of debt instruments, credit facilities, and capital markets transactions. * Demonstrated experience in M&A evaluation and execution. * Excellent communication skills with the ability to present to senior executives, boards, and external stakeholders. * Proven ability to manage multiple priorities in a fast-paced, growth-oriented environment. Skills: * Experience in the telecom, fiber, utilities, or infrastructure sectors. * Familiarity with key telecom metrics such as ARPU, churn, and network build economics. * Track record of leading lender presentations, due diligence processes, and capital market transactions. * Strong relationships with banking, infrastructure, or PE communities a plus. Benefits and Compensation: FirstLight offers a competitive benefits package including a comprehensive medical benefit, tuition reimbursement, paid time off, 401(k) and flexible work arrangements. Join us in shaping the future of our dynamic telecommunications company and making a difference in the world through telecommunications. Your expertise and leadership can help us achieve our goals and empower our employees to thrive. About FirstLight: FirstLight, headquartered in Albany, New York, provides fiber-optic data, Internet, data center, cloud and voice services to enterprise and carrier customers throughout the Northeast connecting more than 13,000 locations in service with more than 125,000 locations serviceable by our more than 25,000-route mile network. FirstLight offers a robust suite of advanced telecommunications products featuring a comprehensive portfolio of high bandwidth connectivity solutions including Ethernet, wavelength, and dark fiber services as well as dedicated Internet access solutions, data center, cloud and voice services. FirstLight's clientele includes national cellular providers and wireline carriers and many leading enterprises, spanning high tech manufacturing and research, hospitals and healthcare, banking and financial, secondary education, colleges and universities, and local and state governments. FirstLight Fiber is an equal opportunity employer. In accordance with state and federal laws, FirstLight's equal opportunity policy is that all applicants and employees are treated equally by the company with respect to employment opportunities, regardless of race, color, religion, sex, sexual orientation, disability, or veteran status or veteran disability.

About The Orchard The Orchard is a leading full-service music distribution company operating in 48 markets worldwide and servicing top global independent artists and labels. With cutting-edge operations and an unparalleled global team, The Orchard partners with clients to provide full scale solutions across a variety of verticals. Championed by an exceptional community of music lovers and experts, The Orchard empowers creators to grow and evolve in the dynamic, global industry. The Orchard focuses on providing a comfortable, social, and engaging environment to encourage productivity and creativity. As Director, Finance & Accounting, you will play a key role in providing key accounting, reporting, and analytical support across the company's various labels. This role combines financial analysis with technical accounting to ensure accurate and timely financial reporting, helping management make strategic business decisions. What You'll Do Financial Reporting & Analysis: Collaborate with finance teams of priority labels to review and understand monthly financial reporting results, including new deals, investments, acquisitions, and significant P&L fluctuations against forecasts, budgets, and historical data. Support Sony Music Global Finance with reporting and financial analysis requests related to label activities (touring, merchandise sales, publishing, etc.). Prepare P&L commentaries and present monthly results to the team and management. Accounting Process & Compliance: Collaborate with labels' finance teams to understand their daily accounting processes and policies. Identify areas for improvement and ensure alignment with IFRS and Orchard/Sony Music policies. Review contracts to identify factors impacting accounting treatments (e.g., principal vs. agent, revenue sources for artist royalty recoupment, contingent vs. non-contingent commitments). Participate in the month-end close process by recording labels' monthly financial results in the Orchard ERP system, including management adjustments to comply with IFRS and Orchard/Sony Music accounting policies. Prepare journal entries, balance sheet reconciliations, and balance sheet disclosure schedules. Integration: Participate in new integration efforts for newly acquired companies and/or investments requiring financial consolidation accounting treatments. Work Environment: This is an office-first role, requiring 4 days a week in the office. Monthly travel to meet with labels' finance teams is required. Who You Are Bachelor's degree in accounting with 5-7 years of experience in financial accounting, audit, and internal controls. CPA preferred. Strong proficiency in MS Excel, including the ability to write complex formulas (intermediate to advanced level). Proficiency in SAP and Quickbooks required. Professional working proficiency in Spanish is preferred but not required, as the role involves reading Spanish contracts and collaborating with the label finance team. An excellent communicator and enthusiastic collaborator who works well with team members, external partners, and management You are open minded with a passion for learning. You are curious, ask questions and get excited about new projects. A thoughtful, organized and results-oriented professional You are thorough and thoughtful in your approach to problem solving Able to adapt quickly to a changing environment with minimal disruption What We Give You You join an inclusive, collaborative and global community where you have the opportunity to channel your passion every day A modern office environment designed to foster productivity, creativity, and teamwork empowering you to bring your best Opportunities to connect with our valuable resources, such as our Counsel of Equity & Progressive Action (CEPA), a group created by our employees tasked with developing and implementing innovative solutions to advance a globally-shared goal of ensuring fair and inclusive spaces for all An attractive and comprehensive benefits package including medical, dental, vision, life & disability coverage, and 401K + employer matching Voluntary benefits like company-paid identity theft protection and resources for pets, mental health and meditation resources, industry-leading fertility coverage, fully paid leave for childbirth or bonding, fully paid leave for caregivers, programs for loved ones with developmental disabilities and neurodiversity, subsidized back-up child and elder care, and reimbursement for adoption, surrogacy, tuition, and student loans Investment in your professional growth and development enabling you to thrive in our vibrant community. The space to accelerate progress, positively disrupt, and create what happens next Time off for a winter recess The Orchard is committed to providing equal employment opportunity for all persons regardless of age, disability, national origin, race, color, religion, sex, sexual orientation, gender, gender identity or expression, pregnancy, veteran or military status, marital and civil partnership/union status, alienage or citizenship status, creed, genetic information or any other status protected by applicable federal, state, or local law. The anticipated annual base salary does not include any other compensation components or other benefits that an individual may be eligible for. The actual base salary offered depends on a variety of factors, which may include as applicable, the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job.New York Pay Range$140,000-$150,000 USD

About Us The human brain is the most complex object in the universe, yet society has accepted one-size-fits all approaches to cognition. The “solutions” (think coffee, energy drinks, and even a friend's rx) were mediocre at best and frankly, made no sense to us. So, we created Thesis, the world's first customized nootropics company. If you've never heard that word before, it's just a fancy way of saying brain supplements. In five years, most will be taking nootropics on the daily and chances are, they'll be ours. With an exceptional efficacy rate, the world has taken notice - we've raised over $13M in venture capital, garnered interest from leading neuroscientists and athletes, and established ourselves as the industry's leading brand. Now, we're looking for incredible people to help us share the gift of enhanced cognitive function with the world. If you're looking to be a part of a movement - one that involves both immense self-growth and an ambitious mission to pioneer an industry - we'd love to have you on the team. About the Role We're looking for a Director of Strategic Finance - a sharp, proactive operator who can blend analytical depth with strategic intuition. Reporting to the VP, Chief of Staff, you'll be a key business partner to leadership, steering financial planning, modeling, and decision-making as we scale. This isn't a back-office role. You'll be hands-on in shaping company strategy, owning the models that drive our growth decisions, and working cross-functionally to turn insights into impact. You'll have significant autonomy and visibility - influencing how we allocate resources, evaluate opportunities, and evolve as a business. If you thrive in fast-paced, high-growth environments and love connecting numbers to narrative, you'll feel right at home here. How You'll Make an Impact: Drive strategic planning: Own financial forecasting, long-term modeling, and scenario planning to guide Thesis's next stage of growth. Be the connective tissue: Partner with the Chief of Staff and exec team to align resources with company priorities, OKRs, and expansion plans. Translate data into strategy: Build actionable insights that connect financial outcomes to key drivers like CAC, LTV, and contribution margin. Evaluate new opportunities: Assess new channels, partnerships, and products with rigorous, ROI-focused scenario analysis. Own the metrics: Drive external and internal Communications via investor decks, board materials, and internal updates that tie data to our strategic narrative. Build scalable systems: Design dashboards and analytical frameworks that make financial performance transparent across teams. Improve profitability: Identify and pull levers that enhance margins, unit economics, and operational efficiency. Collaborate and help drive decisions cross-functionally: Work closely with Marketing, Growth, Ops, Product and HR to ensure accountability and financial clarity. Lead key initiatives: Support special projects like pricing optimization, fundraising prep, or retail expansion. Uplevel finance operations: Streamline reporting cadences, month-end close, and data integrity across our tools and systems. Partner externally: Manage relationships with accountants, tax advisors, and finance vendors to keep us compliant and agile. Partner with our external bookkeeper to facilitate a timely, efficient and accurate month-end close. Collaborate with external tax accountants to manage Thesis's federal and state tax obligations. We're Excited About Your: 5-7+ years of experience in strategic finance, FP&A, investment banking, private equity, or consulting - ideally with exposure to DTC, consumer, or healthcare / medtech. Proven ability to build and maintain complex models that drive clarity and confidence in decision-making. Deep understanding of unit economics, cohort analysis, and customer lifetime value dynamics. Exceptional analytical and communication skills - you can turn data into a compelling story that drives action. A bias toward action: You don't wait for direction; you identify problems, propose solutions, and execute. Comfort operating in fast-paced, ambiguous environments where things change - and you help bring order to the chaos. Proficiency with modern finance and analytics tools (Looker, SQL, Brex, BILL.com, NetSuite, or similar). Above all - you're curious, driven, and motivated by impact. Pay Transparency: We can't quantify everything we think you'll love about working at Thesis, from the exciting projects you'll work on, to the smart and humble team you'll get to work with, and our supportive and inclusive culture. That said, our salary ranges are based on paying competitively for our size and industry, and are one part of our total rewards package, which also includes comprehensive benefits and equity. The base salary hiring range for this position is $150,000 - $180,000, but the final compensation offer will ultimately be based on the candidate's location, skill level and experience. A Few of Our Perks and Benefits: 💵 Competitive compensation with an exceptionally generous equity package 🩺 Competitive Health, dental, and vision plans (including a 100% covered premium plan for all 3!) 🚆 HSA, FSA and pre-tax commuter benefits for parking and transit 🚀 Ancillary benefits through Talkspace, One Medical, Kindbody, Teladoc, Classpass and more! 📈 401k to help you plan for the future 🏖 Flexible PTO because we respect the need for work/life harmony 🏋️ $100 monthly wellness stipend for your wellbeing (e.g. massage, cryotherapy, psychedelic therapy, etc.) 💊 Unlimited (yes, unlimited) Thesis nootropics 🎓A strong emphasis on promoting from within and personal development 🐕 A dog-friendly office located in the heart of Flatiron steps from Union Square and Madison Square Park 🏢 Hybrid work model Our Values: Meet Your Potential: At Thesis, we create opportunities for personal and professional growth. We reward hard work, dedication, and an entrepreneurial spirit. We believe in open and honest feedback to help us continually learn and improve. In return, we are committed to providing the resources, support, and guidance for our team to achieve their ambitions and meet their potential. Own Outcomes: We are driven by achieving meaningful results, both for our customers and our business. We're proactive, conscientious, and take responsibility equally in times of triumph and challenge. We also operate with a sense of urgency because we want to seize the opportunity to create a new category and bring nootropics to everyone who needs them. Lead with Science and Data: We are obsessed with data to understand our impact, and always seek the truth through objective metrics that help us make informed decisions. Science and evidence underpin everything we do, from product formulation to marketing claims. We're committed to making the highest quality nootropics on the market and measuring our efficacy. Create Exceptional Experiences: We are committed to creating a work environment that fosters a unique culture and deep sense of belonging. We create exceptional experiences by showing up for each other, giving each other the benefit of the doubt, and building an inclusive and warm environment-in and outside of the office. We're equally committed to showing up for our customers by delivering a thoughtful and impactful experience for anyone who tries one of our products.

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! This position will have responsibility for performing day-to-day operational activities of the Warehouse Financing business and its clients. Customer relations focus with SitusAMC business partners and their clients. Essential Job Functions: + Manage and monitor the day-to-day execution of client and lending partner needs, including uploading data tapes, determining loan eligibility, identifying errors, execution of fundings, margin calls, servicing updates and loan settlements, + Provide direct operational support with the use of technical and operational solutions for external clients and lending partners + Develop and maintain relationships with clients and their lending partners. + Create, participate, and provide feedback in prospective client presentations + Performing tasks and reporting related to warehouse financing in ProMerit + Professional and timely communication with clients via conference calls, zooms and email + Coordinate meetings, send out meeting planners and take notes on calls + Analyze and process client requests in a timely manner and meet deadlines + Recommend process improvements to streamline operations and enhance efficiency + Liaise with offshore resources to ensure seamless coverage of all client requirements + Collaborate with marketing team to prepare materials for external distribution + Support ad-hoc projects and other activities as may be assigned by your manager Qualifications/ Requirements: + Bachelor's degree or equivalent from four-year College or technical school or equivalent combination of education and experience + Entry level professional with 0-2 years of industry and/or relevant experience, typically at an Analyst level role or external equivalent. + 2 plus years related industry experience and/or training preferred, highly regulated + Knowledge of the Warehouse Financing Solutions line of business; including use and support of the ProMerit technology platform, warehouse financing operational activities, client services, presentation skills & ability to take on other strategic initiatives + Familiarity with residential and commercial mortgage warehouse facility structure through business term sheet interpretation + Proficient skills and working knowledge in MS Excel (e.g. calculations, vlookup, pivot tables, etc.) PowerPoint, Word, WLS and ProMerit, ADO + Self-motivated, adapts to changes in the work environment, manages time with competing demands, able to deal with frequent change, delays, or unexpected events + Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops creative or alternative solutions; demonstrates attention to detail; works well in group problem solving situations; uses reason even when dealing with emotional topics + Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; ability to think critically; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively; adapts to new technologies + Effectively expresses ideas and thoughts verbally and in written form; exhibits good listening and comprehension; communicates changes and progress; keeps others adequately informed; selects and uses appropriate communication methods; manages difficult or emotional situations + Ability to work in a highly regulated industry with adherence to internal and external compliance requirements related to AML, funds transfer policies, client confidentiality and data security. \#LI-MS1 #LI-REMOTE Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $50,000.00 - $80,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision (****************************************************************************************************** SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal (***********************************************************************************************

Job Summary & Objectives The Manager of Financial Analysis plays a key role in supporting Senior Management by leading and developing a global team of financial analysts. In this role, the Manager will ensure the smooth operation of financial processes, oversee daily operations, and offer expertise in all areas of financial analytics. They play a vital part in delivering financial analytics, including profitability analyses, projections, client performance analytics, headcount/FTE analysis, and client/matter modeling associated with budgeting and strategic planning. The Manager will also collaborate with Senior Management by contributing to the development and execution of financial strategies that align with the Firm's broader business objectives. Essential Job Duties & Responsibilities Lead and develop a team of Financial Analysts (currently located primarily in New York and London); manage their daily operations to ensure accurate and timely work product; manage resourcing by assigning tasks and projects to the team; monitor ongoing work and provide guidance and solutions for issues as appropriate. Conduct interviews and make hiring recommendations; set performance goals and evaluate employee performance. Oversee monthly and quarterly processes, which encompasses management reports, profitability and cost rate development, along with various Firmwide initiatives, including revenue projections, attorney promotion review processes and the annual business planning process. Contribute to the Firm's business development efforts by delivering insights into our clients' financial performance, identifying trends, and uncovering opportunities to help formulate our client teams' growth strategy. Develop strong relationships with Partners and business leaders to ensure appropriate support of strategic initiatives. Build and maintain complex financial models. Prepare monthly and ad-hoc client and matter profitability analyses to support business decision-making. Lead various special projects related to profitability, client analysis, reporting enhancements, and process simplification for the department, as assigned. Ensure compliance with the Firm's procedures, policies and guidelines. Education Required Bachelor's degree required Preferred Degree in Finance or Accounting or related preferred Skills and Experience Required Minimum of 5 years of Financial Analysis and/or legal billing experience in legal or related field required Minimum of 2 years of management experience required Ability to lead, direct, train and manage professional staff Ability to organize, prioritize, plan and multi-task work activities in a high-pressure environment with minimal supervision Strong analytical, problem-solving, and critical-thinking abilities Strong verbal and writing communication skills Demonstrate flexibility and initiative with respect to handling multiple projects and shifting priorities Working knowledge of MS Excel; proficiency in MS Word and MS PowerPoint Preferred Experience with Elite or other legal billing system preferred Salary Information NY Only: The estimated base salary range for this position is $160,000 to $190,000 at the time of posting. The actual salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. This role is exempt meaning it is not overtime pay eligible. Simpson Thacher will not sponsor applicants for work visas for this position. Privacy Notice For information about how Simpson Thacher & Bartlett LLP collects and processes your personal information, please refer to our Privacy Notice available at ******************************************** Simpson Thacher & Bartlett is committed to a collegial work environment in which all individuals are treated with respect and dignity. The Firm prohibits discrimination or harassment based upon race, color, religion, gender, gender identity or expression, age, national origin, citizenship status, disability, marital or partnership status, sexual orientation, veteran's status or any other legally protected status. This Policy pertains to every aspect of an individual's relationship with the Firm, including but not limited to recruitment, hiring, compensation, benefits, training and development, promotion, transfer, discipline, termination, and all other privileges, terms and conditions of employment. #LI-Hybrid

Where Conviviality is at work. Pernod Ricard is a global premium spirits and wine company. We're the team behind leading brands such as ABSOLUT Vodka, Jameson Irish Whiskey, Malibu , Kahlúa Liqueur, The Glenlivet Gin, and Skrewball™ whiskey, as well as many more superior wines and exquisite champagnes! Working at Pernod Ricard is all about igniting conviviality in all that we do. Derived from the French word, convivialité…it means human connection, authenticity, friendly, and jovial. Conviviality is energy and spirit with a splash of je ne sais quoi and is a core philosophy around how we live and work at Pernod Ricard. Guided by our 4 core values: (1) grounded in the real; (2) fiercely authentic; (3) passion for challenge; and (4) connected beyond borders; we are team players, dream makers, trailblazers, movers and (cocktail) shakers. We have a passion for living life to the fullest, making new friends every day, and realizing our potential as people and as a business! The salary range for this role, based in New York , is $112,320.00 to $140,400.00 . The range may vary if the role outside of this location. Base salaries are determined during our interview process, by assessing a candidate's experience, skills against internal peers and against the scope and responsibilities of the position. Job Summary: The Finance Manager, Agave, is a core role within the brand finance section of the PRUSA - Portfolio Finance team. This position is the primary finance business partner for the Marketing Team who is responsible for building the Tequila and Mezcal brand plans in the US. This role reports to the Finance Director - NADL & Agave and is responsible for the planning and performance analysis and cycles of these brands, as well as any financial modeling required on workstreams & forecasts. As part of the Business Performance team, this role will routinely bring performance insights (data based) to support stakeholders in their decision-making helping. The purpose of this role is to be an enabler and support to all functions so that the Agave brands are positioned to grow while maximizing their profit contribution to the portfolio (and the Company). Stakeholders include the direct counterparts on the Marketing team for these brands; the wider Portfolio Finance team; the BP&A team (as it relates to any financial close and forecast), and Commercial Finance partners (as it relates to execution and market performance). Who will love this job: Somone who is a great problem solver and passionate about delivering insights and recommendations for key business decisions. Someone with an analytical background and comfortable leveraging data to inform and communicate the “What, Why, and Proposed Action” of an analysis. Someone who is curious and driven to continue their growth and development within their role and the spirit industry. Someone who embraces and is flexible to a quick paced environment and can stay prioritized on key objectives. What you'll do: Ownership of Agave depletion & shipment P&Ls, monthly forecasting and long-range planning. Monthly performance analysis and commentary inclusive of internal and external trends (i.e. depletions, Nielsen, NABCA) prepared as support for senior management presentations. Bringing insights and knowledge of brand performance and context to each Quarterly Re-Forecasting cycle. Support on workstreams such as channel analysis, pricing studies/pilots, innovations, dashboards, BAM/CODI reporting… Oversight of brands' pricing strategies highlighting any implementation issues/opportunities to the Commercial Finance RGM CoE. Understand and provide insights to stakeholders on KPI & performance analysis for decision-making. Preparation of financial sections of BrandCo support decks for performance reviews of TopToTop meetings. Tracking and management of brand Advertising & Promotion (A&P) budgets, in conjunction with Marketing team. Presenting performance overviews and other Finance topics on these brands to relevant stakeholders (varying levels of seniority). Special projects and assignments as required. What's in it for me? Being part of an inclusive and diverse company where professional development and internal career mobility is front-and-center to our talent strategy. This means your career at Pernod Ricard has many possibilities. You'll be part of a culture that celebrates the rich diversity of our people across the globe and be part of our long-standing commitment to making exceptional products, giving back to our communities, and honoring our responsibility to preserve the environment. Required qualifications: Bachelor's degree required (Finance, Accounting, or Economics preferred). Minimum 4 years of experience in FP&A or a commercially focused business analytics role. Demonstrated experience in planning, budgeting, forecasting, financial modeling, and financial analysis. Strong analytical skills with the ability to interpret diverse KPIs and large data sets to produce clear recommendations. Collaborative team player with the ability to build strong partnerships across brand and cross-functional teams. Experience working with non-finance stakeholders and tailoring financial insights to their needs. Ability to bring structure and clarity to complex situations to support decision-making. Demonstrated ability to challenge and influence business assumptions using data and insights. Understanding of market and category dynamics, with the ability to articulate strategic priorities from financial and commercial perspectives. Comfortable analyzing, managing, and modeling profitability at the sub-brand or product-line level. Experience developing business cases, including modeling sensitivities and key assumptions. High attention to detail with a track record of producing accurate work. Ability to manage multiple workstreams simultaneously and meet tight deadlines. When you join Pernod Ricard, you'll experience a workplace that is rich in heritage, driven by our iconic brands and a long-standing commitment to sustainability, safety, and giving back to the people and communities where we work. We know that happiness at work starts with that feeling of belonging you get from an inclusive culture where being uniquely you is celebrated. Our values are lived, they drive our behaviors, and it's what brings our culture to life. Our work philosophy celebrates the magic of human connection with the flexibility needed to provide one's most meaningful contribution. We offer a flexible work policy, with most of our positions offering a a hybrid option with flexibility to work remotely 2 days a week. As a global employer, we understand that not everyone's working hours are the same, and we empower our employees to work the hours that make the most sense for them and their team's schedules. We offer employees great benefits and perks to toast to a life filled with support. Check out PRUSABenefits.com for details. This recruitment process uses artificial intelligence (AI) tools to match applicant skills with role requirements and qualifications. Pernod Ricard USA is an Equal Opportunity Employer. It employs qualified individuals based solely on ability, training, and experience, and does not and will not, discriminate for or against any employee or applicant for employment or promotion based upon actual or perceived race, color, religion, sex, age, disability, national origin, citizenship, marital status, sexual orientation, gender identity, genetic information, military service or any other classification protected by law. Offers will be subject to United States local terms. Pernod Ricard USA is committed to the full inclusion of all qualified individuals. As part of this commitment, Pernod Ricard USA will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. To request reasonable accommodation during the application process, contact us at PR_NA_***********************************. Job Posting End Date: Target Hire Date: 2026-02-23 Target End Date:

TITLE: Financial Analyst REPORTS TO: Vice President - Financial Planning & Reporting CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 55 ($60,405 - $85,000 per year) AVAILABILITY: Monday - Friday 8:30am - 5:00pm Position Summary: Responsible for performing a variety of financial reporting and accounting tasks, this position is primarily focused on the preparation of various financial and regulatory reports, including quarterly and annual SEC filings, as well as support various accounting functions as part of the broader accounting team. Key Responsibilities: Collaborates in the preparation of SEC filings, including forms 10-K, 10-Q , 11-K, 8-K, and proxy statement for Pioneer Bancorp, Inc. Assists in the preparation of earnings release, financial statement, and management discussion and analysis disclosures. Assist in the preparation of internal and external reports, including financial analysis and presentation materials. Collaborate with the broader accounting team to assist in the monthly, quarterly and annual accounting close activities. Responsible for the preparation of the allowance for credit losses estimates including maintaining adequate documentation in line with US GAAP and Pioneer's policy. Assist with the documentation and maintenance of accounting and reporting policies and procedures. Assist in researching and the application of US GAAP and SEC reporting requirements. Assist in maintaining a strong internal control environment and ensuring proper documentation of the internal control process over financial reporting. Assist with providing audit support documentation to internal and external auditors. Collaborate in the development of financial forecasts and budgets and assist in researching and reporting on financial results and business trends. Contribute to various projects including process improvement initiatives and merger & acquisition financial integration and reporting. Performs other duties as may be requested, including ad hoc requests and special projects. Qualifications & Competencies: Education & Experience Bachelor's degree Accounting or Finance required. Two or more years of recent accounting experience preferred. Certified Public Accountant license preferred. Knowledge of principles of accounting and finance required. Core Skills & Attributes Excellent oral and written communication skills (in the English language). Strong interpersonal skills with the ability to collaborate effectively in a team environment. Ability to professionally represent Pioneer to outside business and/or customer contacts. Strong administrative, organizational and time management skills to be able to manage multiple priorities. Must be an enthusiastic, positive leader and a productive team player. Strong analytical, program-solving, and decision-making skills. Proficiency in software such as Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

Why Wells Fargo Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. Join us! About this role: Wells Fargo is seeking a Vice President to assist in key strategic risk initiatives within the CIB (Corporate and Investment Banking) businesses. Learn more about our career areas and lines of business at wellsfargojobs.com. The Corporate & Investment Banking Control organization serves as the front line of risk management and is accountable for assessing and effectively managing all associated risks for their groups. This team works to ensure internal controls, processes, and procedures are adequate and effective, and executive management understands the risks, exposures, and trends that impact the business. The group also collaborates on projects and initiatives by providing support and awareness of risks and mitigating control solutions. The Vice President of Trade Surveillance Governance sits within the Trade Surveillance Team and will be responsible for overseeing processes and procedures that span across all Trade Surveillance related activities. This position requires knowledge of Surveillance processes as well as strategic thinking and stakeholder management. Coordination and collaboration is crucial to this role. The successful candidate will work with Business Heads as well as with COOs, Business Control Managers and partner functions (e.g., Compliance, Risk, Operations, Technology, and Legal). In this role, you will: Policy, Procedure and Framework Oversight Drafting, updating, and maintaining governance procedures for Trade Surveillance. Ensuring procedures align with internal, legal and regulatory requirements. Regularly review and update surveillance governance frameworks to reflect changes in trading practices and regulations Risk Management Support Assisting in identifying and mitigating governance-related risks as defined within our Team Procedures and Operating Model. Supporting High Priority Regulatory Initiatives. Data Analysis and Metrics Analyzing Trade Surveillance data to identify trends or areas for improvement. Developing key performance indicators (KPIs) for governance effectiveness. Reporting and Documentation Preparing Trade Surveillance reports for senior management. Provide regular reporting on the effectiveness and findings of the surveillance program. Maintaining accurate records of governance activities and decisions. Stakeholder Engagement Coordinating with internal departments (legal, compliance, audit) to ensure governance alignment. Work with compliance, legal, and IT teams to ensure effective surveillance coverage. Attend team meetings and contribute to discussions on risk and compliance strategy. Trade Surveillance Awareness Promoting a culture of accountability and transparency. Regulatory Research Keeping up to date with changes in laws and regulations that impact Trade Surveillance. Advising on implications of regulatory changes. This role demands a strong sense of urgency, passion for results, and personal accountability for achievement. The successful candidate will demonstrate leadership, integrity, and credibility, and will be recognized for their ability to influence, communicate effectively, and deliver measurable outcomes Required Qualifications: 5+ years of Risk Management or Control Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Demonstrated direct or indirect experience with Trade Surveillance in either First Line or Second Line roles. Experience with Market Conduct, Market abuse controls and Supervisory review processes. Experience in leading governance and senior risk committee for potential disciplinary or conduct issues. Prior experience at Market Oversight including any regulatory or government agencies. Prior experience in process improvement, automation of control processes. Understanding of Corporate and Investment Banking business operations, processes, products and customer interactions and associated risk manifestation. Working knowledge of the Risk Management Framework (RMF) concepts and policies across risk types (regulatory, financial crimes, credit, operational, etc.). Excellent communication skills (verbal, written and interpersonal); ability to concisely articulate complex concepts in a clear manner. Professionalism, adaptability and strong collaboration skills. Ability to proactively resolve conflict and maintain objectivity. Demonstrated capacity to proactively and independently analyze and solve problems and address risks. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $100,000.00 - $196,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 25 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Navan is revolutionizing global travel and expense management, and we're looking for a highly motivated Treasury Manager to join our rapidly expanding team. The Treasury Manager will play a critical role in overseeing treasury operations and shaping the company's capital structure, liquidity and cash management policies, and financial risk framework. This cross-functional role sits at the intersection of capital markets, corporate finance, and treasury operations-supporting long-term growth by ensuring access to capital, optimizing balance sheet efficiency, and building scalable forecasting and risk management capabilities. This role is ideal for someone with a proven background in treasury operations, cash management, or corporate finance, who is eager to further develop expertise in managing liquidity, optimizing cash flow, and supporting capital markets activities. What You'll Do: Treasury Operations & Forecasting Build and maintain cash flow and free cash flow forecasts to support liquidity planning and decision-making. Assist in balance sheet forecasting and capital planning tied to warehouse activity and business growth. Help prepare regular and ad-hoc reporting for senior management and the Board. Establish and implement policies and controls relating to cash movement, banking, and treasury operations to support business needs and mitigate financial risk. Experience in managing banking structure and bank accounts globally, maintaining and tracking bank register and other ad-hoc regulational requirements Capital Markets Support Support the administration of existing debt facilities (warehouses, asset-based lines, term loans), including reporting, covenant tracking, forecasting, and lender communications. Contribute to analyses for potential new funding structures or amendments. Assist in evaluating capital structure alternatives and cost-of-capital initiatives. Risk Management Help develop and maintain risk frameworks across foreign exchange, interest rate, liquidity, and counterparty exposure. Participate in monitoring FX exposures and contribute to hedging recommendations. Assist in assessing the creditworthiness of banking and investment counterparties. Investments & Insurance Support oversight of the company's investment portfolio, ensuring alignment with liquidity needs and risk guidelines. Help coordinate corporate insurance programs and annual renewals. Cross-Functional Collaboration Work with FP&A, Accounting, Legal, Credit, and Product to support treasury-related projects and strategic initiatives. Contribute to building and improving treasury policies, processes, and controls. What We're Looking For: 5+ years of experience in treasury, corporate finance, FP&A, investment banking, or another analytical role. Strong financial modeling and data analysis skills, with the desire to expand into advanced treasury concepts. A proactive, detail-oriented problem solver with strong business judgment. Excellent communication skills and the ability to collaborate across teams. Eagerness to learn, take ownership, and grow within a high-growth, evolving environment. Adaptable and can adjust to changing responsibilities and an eagerness to learn in a constantly evolving environment. Bachelor's degree in Finance, Economics, or a related field. The posted pay range represents the anticipated low and high end of the compensation for this position and is subject to change based on business need. To determine a successful candidate's starting pay, we carefully consider a variety of factors, including primary work location, an evaluation of the candidate's skills and experience, market demands, and internal parity. For roles with on-target-earnings (OTE), the pay range includes both base salary and target incentive compensation. Target incentive compensation for some roles may include a ramping draw period. Compensation is higher for those who exceed targets. Candidates may receive more information from the recruiter.Pay Range$105,000-$190,000 USD

Finance Project ManagerEmployment Type: Full-Time, ExperiencedDepartment: Project Management CGS is seeking an experienced Finance Project Manager to provide oversight of financial and procurement services for a large Federal agency initiative. CGS brings motivated, highly skilled, and creative people together to solve the government's most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- The Project Manager will be responsible for overseeing processing workflows ( in the Office of Financial and Procurement Services).- Performs and oversees financial / procurements services.- The Project Manager will have frequent contact with the Government Case Managers, and other DOJ agency staff- Ensure processes and procedures are followed.- Overseeing a small team of financial analysts- Performs an active quality assurance role to ensure high quality work delivered on time. - Trains staff on entering and updating data in proprietary databases. Qualifications:- At least four years of progressively more responsible supervisory and management experience in financial systems. - Must have proven capabilities and communication skills to successfully interact with clients and attorneys. - Demonstrated ability to manage numerous complex and time‐critical support activities simultaneously. - Requires expert knowledge of Finance Systems including SAS; outstanding writing skills; excellent oral communication skills; and excellent management skills. - Requires knowledge of the Government's data processing environment in which the work is to be performed, including office automation networks, PC‐based databases and other applications, and internet and server‐based databases and other applications. - Must be a US Citizen - Must be able to obtain a Public Trust security clearance. - Must have an undergraduate degree - Law Degree desirable. Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client's specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we've been growing our government-contracting portfolio, and along the way, we've created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of government innovation! Explore additional job opportunities with CGS on our Job Board:**************************************** more information about CGS please visit: ************************** or contact:Email: ******************* #CJ

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry. Job Description Ares Management Corporation (“Ares” or “the firm”) is looking for a professional to join the Ares Charitable Foundation (the “Ares Foundation) in New York, Los Angeles or Denver. The Ares Foundation is a 501(c)(3) qualifying organization of Ares that aims to accelerate economic equity and equality globally through strategic investments in career preparation and reskilling, entrepreneurship and personal finance. Established in 2021, the Ares Foundation executes philanthropy with the same rigor, discipline and entrepreneurial spirit that the firm brings to its investment activities and business operations. The Ares Foundation acts in accord with the firm's core values-to be collaborative, responsible, entrepreneurial, self-aware and trustworthy-by engaging in grantmaking and mission-aligned initiatives that strengthen the communities where Ares stakeholders live and work, and where the firm does business. Ares seeks a Controller to maintain the Ares Foundation's accounting policies, procedures and financial controls. This individual will lead and direct the Ares Foundation's accounting and financial reporting activities. They will maintain oversight and tracking of the Ares Foundation's general ledger, accounting, billing and accounts payable. In addition, the individual will monitor and document revenues generated through individual and institutional donations to the Ares Foundation and lead audits as well as external and internal financial reporting. They will report to the President of the Ares Foundation. The successful candidate will have demonstrated experience in a nonprofit accounting and financial management, preferably as an Assistant Controller or a more senior position. They will possess excellent project management skills, including the abilities to manage and prioritize multiple assignments as well as meet deadlines. They will be detail-oriented, accuracy-focused, flexible and collaborative, and possess a process-improvement mindset. Ares Philanthropy 2023 Annual Report Primary Functions and Essential Responsibilities Specific responsibilities include, but are not limited to: Oversee all operational accounting activities of the Ares Foundation, including general ledger, cash and banking, expense and revenue accounting, billing and accounts payable, in a timely and accurate manner. Read, interpret and summarize each contribution and grant agreement for conditional provisions and restrictions. Ensure compliance with GAAP standards and regulatory requirements. Direct internal financial reporting activities, including to support quarterly presentations to the Ares Foundation Board of Directors. Direct external financial reporting activities, including to ensure dissemination of financial reports, e.g., financial statements, Form 990 and annual audits. Oversee billing to ensure the accurate and timely management of all accounts payable aging components to help manage cash flow, identify outstanding invoices, improve vendor relationships and increase organizational efficiencies. Support development activities, including donor solicitation, stewardship and retention activities, to facilitate regular, up-to-date reports on revenue generation. Identify, recommend, implement and maintain policies and robust internal controls and safeguards for all financial operation and reporting activities to continuously drive improvement. Support annual budget development and quarterly reforecast activities to ensure appropriate resource allocation and inform decision-making. Other duties as assigned. Qualifications Education: Bachelor's Degree, Master's Degree, or equivalent work experience Experience Required: At least 10 years of progressive, relevant professional experience, preferably as a nonprofit Assistant Controller or higher. A track record of success in nonprofit accounting and financial management. Strong problem-solving, analytical and critical thinking skills, with the abilities to design and implement practical solutions to help drive toward desired results. Excellent interpersonal skills, including the ability to work collaboratively and cooperatively with colleagues as well as internal and external stakeholders. Outstanding presentation and facilitation skills, with the ability to confidently interact with professionals at all levels within an organization. Demonstrated proficiency with Microsoft Office products. Proven ability to thrive in a fast-paced environment and manage multiple and competing priorities with high attention to details. Self-motivated, with the ability to execute projects and produce deliverables in accord with the Ares Foundation's proven commitment to, and reputation, for high-quality work. Ability to work independently with minimal supervision and maximum collaboration in a team environment. High emotional intelligence and excellent judgement as well as the abilities to adapt and be flexible as necessary. Ability to exercise discretion and confidentiality. General Requirements: Excellent (verbal and written) communication, planning and organizational skills and the ability to manage competing priorities. Proven ability to solve problems resourcefully and creatively with the flexibility to adapt to evolving situations. Ability to build and maintain dynamic and strategic internal and external stakeholder relationships. Dependable self-starter who can manage their workload and support the team by taking on ad-hoc projects as required. Demonstrated proficiency and knowledge to utilize various technology and digital platforms. Sound judgment and decision-making as well as the ability to handle confidential information appropriately. Ability to be flexible in terms of hours to coordinate with team members across various time zones. Ability to safely lift 35lbs. Reporting Relationships Managing Director and President of the Ares Charitable Foundation Compensation The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role. $150,000 - $175,000 The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit. Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

Welcome to Fi. We're a passionate team from Square, Google, TikTok, Peloton, Uber, and more working to transform the human-pet relationship. Our mission? Develop cutting-edge technology to revolutionize what it means to be a pet parent. The pet industry remains firmly stuck in the past and we are here to change that. Fi is leveraging our team's talent and expertise to improve the lives of millions of pets in the U.S. Real-time location tracking, activity, sleep and behavior monitoring - and that's just the beginning. The most exciting aspect of our work? Bridging the communication gap between pets and humans. Imagine a world where everyone knows how their pet feels in real time and how to keep their best friend in good shape. That's the future we're building at Fi. If you're someone who thrives in innovative, collaborative work environments and feels strongly about helping pets live longer, better lives, Fi could be the perfect fit. Join us in our pursuit of the “impossible,” or as we call it here “let me find a way,” to redefine the future of pet ownership together. Fi is looking for a Director of Strategic Finance! Fi is looking for a Director of Strategic Finance to lead and elevate our high-performing, data-driven Strategic Finance team. This is a unique opportunity to shape how Fi scales - building the financial clarity, systems, and strategy that power our next phase of growth. As Fi expands into new products and markets, you'll play a pivotal role in guiding how we invest, plan, and operate. Reporting to the COO, you'll serve as a strategic partner to executive leadership, and ensure decisions are grounded in insight, precision, and long-term impact. You'll combine hands-on financial excellence with visionary leadership, and drive an ambitious team to shape initiatives that will define Fi's future. If you're passionate about building scalable financial frameworks, partnering across teams to drive strategic decisions, and developing talent in a fast-growing company, this role is for you. What You'll Do: Lead Strategic Finance and FP&A - Build scalable models and processes that drive clarity and accountability. Lead forecasting, budgeting, and scenario planning as Fi's product ecosystem grows. Establish and track key metrics to guide performance. Lead and Develop the Team - Mentor a high-performing team of finance professionals responsible for reporting, forecasting, and partnering with Fi's executive team to drive growth Shape Commercial Strategy - Partner with leadership on go to market and pricing strategy to ensure the business has a clear, data-backed view of what's working and what's next. Collaborate with various departments to translate financial insights into actionable strategies and measurable outcomes. Modernize and Scale Financial Intelligence - Elevate and automate financial reporting and dashboards to make insights sharper, faster, and more forward-looking. Build systems to scale efficiently as the company grows in complexity. Support Investor Relations and Financing - Prepare Board and investor materials that tell a concise story of Fi's performance and growth trajectory What You'll Bring: 10+ years of experience in strategic finance, FP&A, investment banking, private equity, venture capital, or high-growth technology companies Ability to step into a breadth of Finance functions, from sales operations, pricing strategy, business performance reporting, financing, FP&A, and long range planning Deep expertise in building and managing financial planning, forecasting, budgeting, and variance analysis processes Ability to zoom in and out of business goals and financial details, translate complex models into clear narratives, and provide strategic recommendations to senior leadership Familiarity with GAAP, financial planning tools, BI tools, ERP systems Experience leading small, high-impact teams and collaborating cross-functionally with executives. Highly efficient, self-motivated, and collaborative team player who thrives in fast-paced, scaling environments Exceptional organizational and communication skills. Why You'll Love Us: Time to Recharge: Enjoy flexible PTO to take the breaks you need. Top-Notch Health Coverage: We've got your back (and teeth and eyes) with full medical, dental, and vision insurance. Wellness Perks: Free access to One Medical, Kindbody, and Talkspace to keep you feeling your best. Dog-Friendly Office: Bring your pup to work - they're part of the team, too. Give Back to the Pups: Make tails wag with a $500 annual donation to a dog charity of your choice through our BarkBack Program. Free Fi Membership: Your furry best friend(s) get all the benefits of a Fi collar, on us! Love for Friends + Family: Share the Fi magic with loved ones through our gifting program. Fi is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Fi makes hiring decisions based solely on qualifications, merit, and our needs at the time.

xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. About the Role The Revenue Financial Analyst II will play a critical role in supporting X and xAI's revenue performance by analyzing financial data, forecasting revenue trends, and providing actionable insights to optimize business performance. This role requires strong analytical skills, attention to detail, and the ability to collaborate cross-functionally to support strategic decisions as we grow into a hybrid ad + AI monetization business. Responsibilities Analyze advertising revenue trends to uncover growth opportunities, diagnose business challenges, and evaluate factors such as industry trends, quadrennial events, and product performance. Develop and maintain quarterly and annual revenue forecasting models to support budgeting, planning, and strategic initiatives. Partner with sales, marketing, product, and operations teams to align financial strategies with business objectives. Provide data-driven insights to support the financial impact of business decisions. Identify and implement enhancements to financial processes, systems, and tools to boost efficiency, deepen Grok integration, and improve revenue reporting accuracy. Conduct special projects and ad-hoc financial analyses to support leadership in evaluating new business opportunities and operational efficiencies. Demonstrate the ability to effectively navigate and thrive in ambiguous situations, adapting quickly to changing priorities and evolving business needs. Required Qualifications Bachelor's degree in Finance, Accounting, Economics, or a related field. 3-5 years of experience preferably in corporate finance, investment banking, strategic finance, management consulting. Advanced Excel and financial modeling expertise required. SQL/Tableau familiarity preferred. Strong ability to analyze complex datasets, identify trends, and translate findings into actionable business recommendations. Excellent verbal and written communication skills, with the ability to present complex financial information to non-financial stakeholders. Preferred Qualifications Thrives in a fast-paced, dynamic environment and can manage multiple priorities with tight deadlines. Collaborative mindset with a proactive approach to problem-solving and cross-functional partnership. Prior experience working in a technology or AI-driven company. Interview Process After submitting your application, our team will review your CV and statement of exceptional work. If your application advances, you will be invited to a 15-minute phone interview to discuss basic qualifications. Successful candidates will proceed to the main process, which includes: Technical deep-dive: Discussing your experience with revenue recognition and accounting processes. A take-home challenge focused on revenue recognition or financial analysis. A meet-and-greet with the wider team. Our goal is to complete the main interview process within one week. Annual Salary Range $110,000 - $144,000 USD Benefits Base salary is just one part of our total rewards package at xAI, which also includes equity, comprehensive medical, vision, and dental coverage, access to a 401(k) retirement plan, short & long-term disability insurance, life insurance, and various other discounts and perks. xAI is an equal opportunity employer. California Consumer Privacy Act (CCPA) Notice

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Treasury & Portfolio Finance Analyst Location: Palm Beach Gardens, FL or New York, NY SS&C, through our partnership with Lighthouse Investment Partners, LLC is seeking a highly motivated and experienced Treasury & Portfolio Finance Analyst to join our Portfolio Finance team. This individual will play a critical role in managing daily treasury operations, engaging with counterparties, and supporting the firm's funding and securities lending activities across our managed account portfolios. Why You Will Love It Here! Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What you Will Get to Do: Oversee daily treasury functions, including margin, financing, and cash management across managed accounts. Serve as the primary point of contact with Prime Brokers, FCMs, and counterparties for margin and funding discussions. Coordinate with internal Lighthouse teams on fund set-up and capital deployment requirements. Lead the development and implementation of an internal securities lending infrastructure for PMs. What You Will Bring: 5-8 years of experience in a Prime Brokerage, Clearing firm, or hedge fund environment. Strong background in margin, financing, securities lending, and client service. Experience supporting hedge fund launches and fund onboarding. Solid understanding of margin and funding mechanics across asset classes. Demonstrated collaborative approach and ability to work effectively across teams Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ *********************** #LI-HW1 #LI-HYBRID Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws. Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.NY: Salary range for the position: 60000 USD to 130000 USD.

Why Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection-between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role As a Finance Analyst / Associate, you will have the unique opportunity to support Charlie Health's rapid growth and most important financial and operational decisions with analytical insights and strategic recommendations. Reporting to the Director of FP&A, you will be a key financial thought partner to Charlie Health's department leaders throughout the organization as you support the Revenue and OpEx budgeting, forecasting, and reporting processes. This is a high impact, highly visible role on the Strategic Finance team, which plays a critical role in shaping Charlie Health's long-term business strategy, planning, and execution. Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way. Responsibilities Contribute to month end close as a key stakeholder to ensure accurate allocation of expenses to departments and timely delivery of financial statements. Create budgets, forecasts, and projections supporting individual departments and the overall company. Develop reports to track budget vs. actuals and provide visibility to cross-functional business partners and company leadership. Apply business judgment and financial models to assist with strategic decision-making related to new initiatives, products, and business opportunities in a fast paced, dynamic environment. Support special projects to continuously improve, automate, and scale revenue and cost forecasting and reporting tools, processes, and methodologies. Develop automations for operational aspects of the financial planning & analysis processes. Support any various other financial activities including M&A, creation of board of directors meeting materials, and other investor reporting materials. Requirements Bachelor's degree in Business, Accounting, Finance, Economics, or a similar subject area preferred. At least 1-4+ years of professional experience, ideally in a mix of professional services (e.g., Financial or Management Consulting, Investment Banking, Private Equity) and highly analytical roles at a high growth venture backed company (e.g., Sales or Revenue Operations, Strategic Finance, Strategy, Operations) Highly proficient in Excel / Google sheets and PowerPoint / Google slides. Experience in building insights from scratch including sourcing, transforming, analyzing, and presenting complex financial and operational data in a simple, easily understandable way. Driven self-starter who enjoys rolling up their sleeves and building complex financial models in Excel or similar tools. Deep understanding of the 3 main financial statements and how they tie together. Excited by the chance to join a high-growth company with the ability to make an immediate impact in a fast-paced, dynamic working environment. Good sense of humor. You enjoy the work you do and the people who work with you. Work authorized in the United States and native or bilingual English proficiency. Located within a 45-minute commute of New York City and able to work 4 days a week out of our New York City office Benefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. #LI-HYBRID Our Values Connection: Care deeply & inspire hope. Congruence: Stay curious & heed the evidence. Commitment: Act with urgency & don't give up. Please do not call our public clinical admissions line in regard to this or any other job posting. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: ******************************************************* Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent *********************** email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.