Valuations - Analyst / Associate

We are seeking a detail-oriented and highly analytical Billing Analyst with strong Excel expertise to join our Finance team in the telecommunications industry. This role is responsible for analyzing financial data, developing advanced Excel models, and supporting key business decisions through data-driven insights. The ideal candidate will have a good understanding of financial analysis and extensive experience using Excel tools such as pivot tables, VLOOKUP, macros, and comparison utilities. The Telecom Billing Analyst will: Analyze and approve vendor/carrier invoice data for payment and pinpoint overbillings or under billings by applying general audit principles such as pattern recognition, data filtering, and cross-referencing multiple data sources. Maintain the expense allocation schedule for vendor/carrier expenses including advanced Excel models using pivot tables, VLOOKUP/XLOOKUP, Power Query, and comparison tools. Generate Purchase Orders and modifications thereto for vendors/carriers. Analyze vendor/carrier contracts, applicable tariffs, and Interconnection Agreements and research other sources of data. Analyze telecom-specific metrics such as service costs, usage trends, and customer profitability. Support month-end and year-end close activities with accurate data validation and reporting. Serve as the primary point of contact regarding vendor/carrier billings and track vendor/carrier overbillings to resolution. Work closely with internal project management teams to assist in reconciliation of issues with the vendors/carriers. Assist with special projects as delegated by the leadership team. Requirements 3+ years of experience in financial analysis or data analytics, preferably in the telecom industry. Detail-oriented with strong organizational and time management skills Advanced proficiency in Microsoft Excel, including pivot tables, VLOOKUP/XLOOKUP, macros, Power Query, and VBA. Experience with Microsoft Outlook & Word. Strong analytical, problem-solving, and data interpretation skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Bachelor’s degree in finance, Accounting, Economics, Statistics, Data Analytics, or related field. Must be able to pass a background check.   PREFERRED QUALIFICATIONS: Experience in telecommunications, managed services, or network infrastructure industries. Knowledge of BI tools such as Power BI or Tableau. Familiarity with Access, SQL or other data querying languages. Experience automating finance reports and processes. Benefits Health Care Plan (Medical, Dental & Vision) 401(k) savings plan Life Insurance (Basic, Voluntary & AD&D) Paid Time Off Public Holidays Family Leave (Maternity, Paternity) Short Term & Long Term Disability Work From Home

Job Overview: Our client is seeking an analytical and adaptable Finance Analyst to support financial modeling, reporting, and strategy for both the studio and its portfolio ventures. You’ll manage forecasting models, support investor reporting, and help shape financial processes in fast-moving environments. This is a highly cross-functional role where precision, agility, and business insight are equally important. Work Setup: On-site from Monday to Thursday; remote on Fridays. Key Responsibilities: Financial Modeling & Forecasting: Build and maintain dynamic financial models for new and existing ventures—including P&Ls, burn models, and cash flow forecasts. Studio Budgeting & Reporting: Assist with monthly financial reporting, variance analysis, and budgeting across InVitro’s core operations. Investor Reporting Support: Help prepare board decks, fundraising materials, and investor updates that tell a compelling financial story. Data Management & Tools: Own spreadsheets and dashboards that track financial KPIs, runway, revenue progress, and operational efficiency. Cross-Functional Collaboration: Partner with founders, operations, and executive leadership to translate strategic goals into measurable financial plans. Requirements Minimum Qualifications: 2–4 years of experience in FP&A, investment banking, private equity, or finance roles at high-growth startups. Advanced Excel/Google Sheets skills, with strong experience in financial modeling and scenario analysis. Understanding of accounting basics, unit economics, and SaaS or marketplace financial metrics. Clear communicator who can synthesize numbers into actionable insights. Comfortable working in a lean, fast-moving environment with changing priorities. Preferred Qualifications: Experience supporting early-stage startups or venture portfolios. Familiarity with tools like QuickBooks, Carta, Ramp, or Airtable. Exposure to financial planning for SaaS, healthcare, or operationally complex businesses. Bachelor’s degree in Finance, Economics, Business, or a related field. Benefits Why Join Our Client? Work on cutting-edge AI and B2B technologies: We are at the forefront of AI and B2B innovation. Our employees have the opportunity to work on the latest and greatest technologies, and to make a real impact on the world. Help build and grow successful startups: We are committed to helping our portfolio companies succeed. Our employees play a vital role in building and growing these companies. Work with some of the best minds in the industry: You will be part of a team of highly motivated and talented people who are passionate about making a difference. You will have the chance to learn from some of the best minds in the industry. Supportive and collaborative work environment: We believe in creating a supportive and collaborative work environment where our employees can thrive. Competitive salary and benefits package: We offer a base salary of $80,000 to $105,000 annually and our comprehensive benefits package includes: Paid holidays and vacation Medical, dental, and vision insurance 401(k) retirement plan

The primary role is to support day-to-day wholesale power trading operations, which involves forecasting power prices for the next day and developing bids and offers around these forecasts. The Trading Analyst will perform analytical work in support of our trading efforts each day. Initially, this role will also help our data team improve our data quality and ensure data integrity. Over time, you may be given more responsibility as the primary trader for a particular geography. Our core values of humility, resilience, continuous improvement, balance, and teamwork, when they are lived out in our daily interactions, help to create a culture where individuals and teams can grow and thrive. It is important that you are enthusiastic about joining an entrepreneurial company. You will need to be flexible, comfortable wearing multiple hats, and able to work well with others. Responsibilities Assist with daily trade operations, using our tools to provide quantitative analysis and support Document market activity and hypotheses for fundamental drivers of prices in different locations on different days Perform analytical work to improve our forecasts and to suggest possible strategy improvements Assist data team with the implementation of new data sources, mappings between data sources, and ensuring data integrity for our day to day trading efforts This position is based in our Birmingham, AL office. Requirements Skills and Qualifications Strong work ethic and good time management Attention to detail Ability to synthesize a lot of information from multiple sources Ability to make decisions that are quantitatively informed Ability to make quick analytical judgments and balance risk vs. reward Comfort level making decisions under time pressure and with incomplete information Strong problem solving ability Ability to work collaboratively as part of a team and across teams Good verbal and written communication Ability to quickly learn new concepts and subject matter -- power markets are highly specialized and complex Ability to quickly learn how to use new tools and software, as needed, both proprietary and off-the- shelf (i.e. Excel, R, Python, MySQL, PowerWorld) Proficiency in Excel is preferred, but not required Benefits Tios Capital will provide a competitive base salary, with eligibility for bonuses based on individual and company performance. Three weeks of paid vacation, 401(k), dental, vision, and health insurance are also included.

The Supervisor is responsible for leading our team of Data Insight Analysts, serving as the intermediary between the Manager, Client Reporting + Analytics and the Data Insight Analysts. The Supervisor will be responsible for providing guidance, support, and mentorship to the Data Insight Analysts, ensuring the timely and accurate delivery of operational reports, as well as facilitating communication and coordination with cross-functional teams and stakeholders. Requirements Key Responsibilities | · Supervise and support a team of Data Insight Analysts, providing guidance, mentorship, and performance feedback to ensure high-quality deliverables and professional growth. · Collaborate closely with the Manager, Client Reporting + Analytics to align team priorities, goals, and deliverables with organizational objectives and stakeholder requirements. · Oversee the development and delivery of operational reports and data insights, ensuring accuracy, relevance, and alignment with client needs and expectations. · Serve as a liaison between the Data Insight Analysts and cross-functional teams, facilitating communication, coordination, and collaboration to address client requirements and project deliverables. · Monitor team performance and productivity, identifying opportunities for process improvement and optimization to enhance efficiency and effectiveness. · Support the Manager, Client Reporting + Analytics in driving continuous improvement initiatives, implementing best practices, and fostering a culture of excellence within the team. · Assist in recruitment, onboarding, and training of new team members, ensuring alignment with team goals, values, and standards. · Stay abreast of industry trends, best practices, and emerging technologies in operational reporting and data analytics, incorporating new tools and methodologies as appropriate. Qualifications | · Bachelor’s degree in business administration, Information Systems, Statistics, or a related field or equivalent work experience · Proven experience in data analysis, reporting, and management, with at least 2 years of experience in a leadership or supervisory role. · Proficiency in SQL, with demonstrated ability to extract and analyze complex datasets to drive product development decisions. · Experience using Tableau to develop enriching insights and facilitating data-driven decision-making through product development and launch strategies. · Excellent leadership and communication skills, with the ability to inspire and motivate team members, as well as collaborate effectively with cross-functional stakeholders. · Analytical mindset and attention to detail, with a passion for solving complex problems and driving continuous improvement. · Experience in the healthcare or pharmaceutical industry is a plus. Benefits Supportive, progressive, fast-paced environment Competitive pay structure Matching 401(k) with immediate vesting Medical, dental, vision, life, & short-term disability insurance AssistRx, Inc. is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, religion, color, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or other non-merit based factors, or any other protected categories protected by federal, state, or local laws. All offers of employment with AssistRx are conditional based on the successful completion of a pre-employment background check. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Sponsorship and/or work authorization is not available for this position. AssistRx does not accept unsolicited resumes from search firms or any other vendor services. Any unsolicited resumes will be considered property of AssistRx and no fee will be paid in the event of a hire

Sr. Credit Risk Review Analyst - Commercial Lending Cleveland, OH Join our highly skilled Credit Risk Review (CRR) team as a Senior Credit Risk Review Analyst specializing in Commercial Lending. CRR's primary objective is to provide timely and independent assessments of credit exposures and credit risk, with results reported directly to senior management and the Risk Committee of the Board of Directors. In this hybrid role (3 days in-office, 2 days remote), you'll provide independent, expert assessments of Commercial credit exposures. You may also take on the responsibility of Reviewer in Charge, leading review engagements, managing reviewers, conducting portfolio analysis, and summarizing findings from credit file samples. Your deep understanding of commercial lending and credit risk practices will be crucial in providing valuable insights and recommendations to enhance our credit risk management. Responsibilities Execute Complex Reviews: Independently assess complex credit and credit-related transactions, including facility structures and underwriting processes, leveraging your expert knowledge of credit policies and procedures. Understand inherent risk and the materiality of risk for credit transactions. Validate and Ensure Accuracy: Validate scorecard risk ratings and borrower credit administration. Ensure a thorough understanding of portfolio issues, trends, and root causes to effectively manage credit portfolios. Independent Reporting & Communication: Independently complete work papers, track issues, compile supporting documentation, and follow up on exam findings with business leaders. Act as a Second Level Reviewer and effectively communicate credit risk review objectives, outcomes, and recommendations for issue remediation. Risk Analysis & Monitoring: Analyze risk in assigned credit portfolios by reviewing relevant reports and assessing trends. Provide expert analytical insights, identify risk concentrations, systemic trends, or issues, and participate in continuous monitoring for assigned portfolios. Leadership & Expertise: Oversee file review activities of other reviewers as the Reviewer in Charge for assigned business segment(s). Perform assessments of file review results and findings to determine final ratings and draft review reports. Serve as an expert resource to the team. Market Acumen: Demonstrate an expert understanding of the credit cycle and the impact of economic indicators on key driving metrics. Possess expert knowledge of how and where to leverage industry and economic research tools into the review process. Requirements Qualifications Extensive Credit Expertise: Robust credit knowledge and strong experience in Commercial credit extension and management. Experience with Complex Transactions: 10+ years of Credit Risk or Credit Underwriting experience, specifically with larger, more complex transactions in Commercial, CRE, Corporate Banking, Leveraged Lending, Middle Market, etc. Communication Skills: Strong verbal and written communication skills, with the ability to navigate and handle difficult conversations effectively with stakeholders. Banking Experience: Experience at larger banks (asset size $80B+). Deal Size Exposure: Experience with average deal sizes of $50MM. Underwriting Background: Experience in underwriting for ABL, Business Banking, Corporate Banking/Mid-Market, or Lower Mid-Market commercial segments.   Benefits $125,000 to $175,000+ Full benefits package Bonus + Paid Relocation Assistance

XMSTART is looking to add an experienced and strategic full-time Budget Analyst to our team, in Chantilly, VA. This position is 100% onsite in support of the NRO’s/ (Directorate), Budget and Financial Management team. Requirements Responsibilities: Work side-by-side with the client to execute funding actions Assist in the commitment and obligations of funds, oversee the execution of funds on various contract types, and organize cost estimates to outline budgetary needs Develop, update, and maintain funding lines that outline costs for existing requirements/contracts, plan for future financial requirements, and ensure accounting lines are updated consistently with OMB/IC directives all within the agency's financial management system Prioritize new funding requests for government approval and ensure funding needs are consistent with the program’s priorities and total budget request Lead the program’s analysis team that advises budget execution and provides analysis that provides insights into contract spending, identify funding risks (overrun/underrun of baseline costs), develop spend plans (the outlining of obligations and expenditures), and advises on the best use of program funds Support daily interaction with customers and supporting contractors is required, necessitating business consultation, meeting coordination, and preparation/support for contract briefings Develop plans and execute tasks to generate estimates, reports, and briefings for government review and acceptance Review contractor-provided deliverables, as required, for both accuracy and quality Qualifications: Requires 5+ years of Budget Formulation/Financial Management experience Future Years Defense Program (FYDP), Intel Program Budget Submission (IPBS), and Congressional Budget Justification Book (CBJB) experience Strong analytical and critical thinking skills Strong interpersonal and communication skills Desired/Preferred Qualifications: Excellent negotiation, oral, and written communication skills Experience in contract risk management and negotiation Strong written correspondence skills Ability to synthesize complex financial contractual requirements Ability to communicate to internal/external collaborators with different backgrounds and disciplines Ability to work independently with minimal supervision Strong organizational skill and ability to handle a fluctuating workload and multiple priorities Deliver on commitments be reliable, highly organized and structured, risk sensitive, agile and creative Education: Bachelor or Master degrees in any business focus (preferred) Security Clearance Requirements: Active TS/SCI clearance with CI Poly Reinvestigation date within 7 years if not an active NRO employee