Asset Management Analyst

As a Financial Analyst, you will play a crucial role within the Product and Tech Finance Team, supporting the Engage business segment. In this role you will be responsible for solving complex business problems spanning a wide range of cross-functional business activities, including deep analytics and business recommendations. This position will have a heavy focus on gross profit and the identification of key drivers to assist senior management in the decision-making process. The ideal candidate will exhibit outstanding analytical abilities, critical thinking, a steadfast and intellectual curiosity, as well as exceptional interpersonal skills. This is an exciting opportunity to influence, develop, and grow your role within Sinch while reporting directly to the Email & Applications Finance Manager.  Sinch is a global leader in the growing market for Communication Platforms as a Service (CPaaS) and mobile customer engagement. We specialize in allowing businesses to reach everyone on the planet in seconds or less through mobile messaging, email, voice, and video. With a presence in over 50 countries, whether you know us or not, you’ve definitely used our technology. We facilitate over 147 billion conversations every year.  At Sinch, our core values are Make it Happen, Dream Big, Keep it Simple, and Win Together. These values define how our global organization operates and inspire our more than 3,000 employees across 55 different countries.  Key Responsibilities:  Analyze SaaS metrics including MRR, ARR, churn rates, CAC, LTV, and expansion revenue.  Own and improve sophisticated financial models for revenue/GP forecasting, unit economics, and scenario planning.  Use market information and cross-functional input to enhance forecasting accuracy and provide greater insight into GP drivers.   Participate in monthly closing, forecasting, and budgeting processes as well as providing analysis on customer pricing scenarios. Streamline profitability reporting on a per-customer basis for top customers.  Act as a valued business partner to the Engage Product team by providing informed, proactive analysis and business insights to enable effective decision-making and efficient resource utilization.  Collaborate with peers to complete special projects while effectively managing multiple priorities and tight deadlines.  Requirements  5-7 years of experience in a financial analyst role, preferably SaaS or subscription business.  Proficiency in Excel and strong skills in PowerPoint.  Excellent communication, analytical, and financial skills with a data-driven focus.  Experience with Tableau, Netsuite, Anaplan and/or Salesforce is a plus.  Proven ability to visualize data and tell a compelling story.  Strong “customer service” focus and ability to create value for stakeholders.  Humble, personable, and a collaborative team player. Pragmatic, solution-oriented mindset with a proactive approach.  Benefits STAY HEALTHY: We offer comprehensive market competitive medical, dental, and vision plans. A variety of supplemental plans are also provided to meet your individual needs including access to telehealth for all participants.   CARE FOR YOURSELF: Take advantage of our free virtual counseling resources through our global Employee Assistance Program. Your mental health is as important as your physical health.   SECURE YOUR FUTURE: Plan for your future with our Roth and Pre-tax 401(k) options including an employer match for all participants.   TAKE A BREAK: Enjoy a generous paid time off program. We value balance and understand that performance at work requires time to rest at home and/or rejuvenate on vacation.   PUT FAMILY FIRST: We know that families can be built in a variety of ways; therefore, we offer paid parental leave and family planning support.   WORK WHEREVER: Our flexible remote work offerings allow you to work wherever you are the most productive and successful. It is what you do, not where you work, that matters.   MAKE AN IMPACT: Support betterment in your community and beyond by taking paid time off to support a volunteer program of your choice.  The annual starting salary for this position is between $80,000.00 - $110,000.00. Factors which may affect starting pay within this range may include geography/market, skills, education, experience, and other qualifications.  This position is also eligible for bonus. This role will be accepting applications until 9/15/2025 at a minimum. Please note that the application timeline may be flexible to accommodate a comprehensive candidate evaluation.

Are you interested in a career in tax preparation? Can you talk to anyone and make people feel welcome? We are seeking motivated individuals to join our team of tax professionals. No experience is necessary, we will train you*! JOIN FOR OPEN HOUSE ON OCT 7th. Why Join Us? - Liberty Tax is a great place for a flexible career, or even better as a long-term home. We offer continual training for skill development, and a place you can give back to your community. - We are CTEC-certified to offer the 60-hour course required to become a licensed tax preparer in California. - You can enroll in our *Tuition-Free* tax course and get started right away. If we teach you, we guarantee you an interview with our hiring team. Experienced preparers are always welcome. - We are flexible. Classes are held twice a week, covering everything you need to know to become a certified, paid tax preparer. What You’ll Gain: - Comprehensive training from experienced professionals. - Support in obtaining your CTEC certification and PTIN. - Hands-on experience with tax preparation. - The opportunity to start a rewarding career in a growing industry. Requirements: - High school diploma or equivalent. - Strong attention to detail and a willingness to learn. - Availability to attend our 60-hour course, held three times a week. - Interest in tax preparation and customer service. -Sales and/or retail experience a plus. -Bilingual skills are a plus. Details: Tuition: FREE Books: $0 Hybrid Class: 2 days in person, and 1 day from home each week. Classes begin October 16th, and will be held every T, W, and Th until 11/25. Thursday class will be completed remotely from home. Location: 219 Jackson Street Hayward, CA 94544 (Morning Class) Class will be held Tuesday & Wednesday. 2 classes each week. Thursday is study from home. LIBERTY TAX SERVICE-HAYWARD 219 JACKSON ST HAYWARD CA 94544 510-885-1040 LIBERTY TAX SERVICE-SAN LEANDRO 16396 E.14TH STREET SAN LEANDRO, CA 94578 510-481-2040 If you're ready to jumpstart your career as a tax preparer, apply today! We are excited to help you on your journey to becoming a certified professional. *Tuition-Free Tax Course. Small fee for books & Supplies. CTEC registration fees and PTIN fees will apply but may be eligible for reimbursement post-employment. *Liberty Tax is approved by the California Tax Education Council to offer qualifying and continuing education courses that count as credit towards the annual requirements imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org. *Tuition-Free Tax Course. Small fee for books & Supplies. CTEC registration fees and PTIN fees may still apply. *Start your career with us! Apply now.

Our Corporate Finance group is seeking an experienced professional for the role of Portfolio Manager - Corporate Finance & Structured Investor Solutions. The Portfolio Manager will be responsible for underwriting and managing a portfolio of leveraged finance (cash flow) loans and investor facilities (such as NAV, Secondaries, and Participations). This role requires a high level of financial analysis skills, underwriting, and financial modeling. Experience with corporate finance and syndicated lending is preferred. WHAT YOU’LL DO AT CELTIC BANK Lead the credit analysis and underwriting process of leveraged finance loans, including due diligence, risk evaluation, and deal structuring for cash flow-based loan opportunities. The candidate will be responsible for preparing credit approval requests. Manage a portfolio of leveraged finance loans, ensuring optimal performance and risk management. This will include monitoring reporting requirements and compliance with covenants, identifying trends and reporting any potential credit deterioration. Collaborate with partners in operations (documentation/closing and servicing) to ensure consistency with the approved terms & conditions – acts as the first level escalation for issues with documentation/closing and servicing. Maintain strong relationships with clients and stakeholders, providing excellent customer service and resolving any issues in a timely manner. Collaborate with internal teams to streamline processes and improve portfolio performance. Stay updated with market trends and regulatory changes to ensure the portfolio's alignment with industry standards and compliance. Requirements WHAT YOU’LL NEED TO DO IT Bachelor's degree in Finance, Economics, or a related field. An MBA or equivalent is preferred. Demonstrated experience underwriting leverage finance cash flow-based loan structures. Strong understanding of financial statements, accounting principles, and credit analysis. Completion of a formal credit training program is preferred. Minimum of 3 years of relevant experience in banking, specifically in underwriting and portfolio management of leveraged finance loans. Title may be Associate, AVP, or VP, commensurate with experience. Strong knowledge of financial analysis, risk management, and loan structuring. Excellent leadership and team management skills. Strong communication and interpersonal skills. Proficiency in financial modeling and related software. Benefits HOW YOU'LL BENEFIT Medical, dental, vision 401(k) with employer match Life and long-term disability coverage HSA and FSA plans Holidays and paid time off requests Robust wellness program (we’re talking catered meals three times a week, lunch and learns, and onsite gym!) Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2024! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans. Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws. Physical and Other Requirements This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc. Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English. Work Model: The employee in this position will work either a fully Onsite, or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions. Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office – department and job requirements will determine eligibility.

Overview We're an established CPA firm with over 15 years of experience serving a wide range of small business clients. We're looking for an honest, kind, and detail-oriented Bookkeeper/Accounting Associate to join our team. We are a friendly small office where you can enjoy professional growth and long-term stability with loyal clients. Key Responsibilities: • Bookkeeping, payroll, and sales tax for business clients • Assist in tax preparation as needed Qualifications • 2+ years of accounting experience • Proficient in QuickBooks • Strong understanding of core accounting principles • Highly organized and detail-oriented • Excellent communication with a proactive attitude, integrity and professionalism • Associate or Bachelor’s degree in accounting, finance, or related field, or equivalent work experience Pay rates: $24.00 - $35.00 depending on background and experience. Full benefits include retirement plan match, health insurance, paid holidays, paid vacation, etc. Application Questions: - List top 3 things you are looking for in your next job - Please provide your LinkedIn Page Work Location: In person

As a Summer M&A Analyst, you will gain first-hand exposure to the fast-paced world of middle-market mergers and acquisitions. The program provides a rigorous and immersive experience, designed to mirror the responsibilities of a full-time Analyst. Summer Analysts are actively involved in live deal execution across multiple industries. Responsibilities include building detailed financial models, performing valuation analyses, preparing confidential information memoranda (CIMs), drafting management presentations, and conducting company, industry, and buyer/seller research. Analysts also support due diligence efforts, data room management, and direct communication with clients, investors, and counterparties. The internship is structured to offer end-to-end transaction experience, from early-stage pitch development to final negotiations and closings. You will collaborate closely with Analysts, Associates, and senior bankers, gaining practical insight into how strategic and financial buyers evaluate investment opportunities and how transactions are executed in real time. In addition to technical training, Summer Analysts develop critical soft skills by participating in client calls, management meetings, and deal team discussions. The role provides a strong foundation for a career in investment banking, private equity, or corporate development, while offering a unique opportunity to contribute directly to high-impact M&A transactions. Requirements Must be a rising college senior or entering the final year of a graduate program Full-time, in-office commitment required; the program runs Monday through Friday, June 1 – July 31 Strong academic performance in finance, accounting, economics, business, or related fields Solid understanding of corporate finance, valuation methods, and financial statement analysis Proficiency in Microsoft Excel and PowerPoint; prior experience with financial modeling preferred Excellent research, analytical, and quantitative skills Strong written and verbal communication abilities Demonstrated ability to manage multiple projects in a fast-paced environment High attention to detail and commitment to accuracy Team-oriented mindset with strong interpersonal skills Prior internship or relevant work experience in finance, consulting, or related field is a plus Benefits Hands-On Deal Exposure – Direct involvement in live M&A transactions, giving interns practical skills that extend beyond the classroom. Mentorship and Training – Guidance from experienced investment bankers through structured training sessions, one-on-one coaching, and regular feedback. Professional Development – Opportunities to build technical skills in financial modeling, valuation, and strategic analysis. Networking Opportunities – Exposure to senior bankers, clients, and industry professionals that can help shape future career paths. Career Advancement – Strong performers may be considered for full-time Analyst or Associate opportunities upon graduation. Competitive Stipend – Participants receive a stipend for the duration of the internship, providing financial support while gaining valuable experience.

𝐀𝐛𝐨𝐮𝐭 𝐔𝐬 We are a modern bookkeeping & advisory firm using tech-enabled processes to support small businesses. Our lean, growth-focused practice helps entrepreneurs keep clean books, strengthen cash flow, and stay tax-ready. We’re looking for a U.S.-based professional to help build the foundation and grow with us. 𝐑𝐨𝐥𝐞 (𝐏𝐚𝐫𝐭-𝐓𝐢𝐦𝐞 𝐂𝐨𝐧𝐭𝐫𝐚𝐜𝐭𝐨𝐫 𝐭𝐨 𝐒𝐭𝐚𝐫𝐭) You’ll handle early client work (bookkeeping, payroll, tax prep support) and help design workflows for scale. You’ll be the credible voice on client calls and collaborate with offshore support as we expand. 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮’𝐥𝐥 𝐃𝐨 Monthly bookkeeping: QBO/Xero, reconciliations, AR/AP, month-end close Clean-ups & catch-ups; COA design and process fixes Payroll coordination (Gusto/QBO/ADP) and sales-tax filings Assist with business & individual tax prep (Schedule C/1120-S/1065) alongside CPA/EA partners Prep year-end packages; maintain compliance readiness Document SOPs; supervise offshore bookkeepers as team expands Join client onboarding calls; set expectations & reporting cadence 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭𝐬 U.S.-based applicants only (client-facing work) 3+ years bookkeeping/accounting (SMB focus) QuickBooks Online Certification required Clear, professional communication skills Payroll & sales tax knowledge; tax exposure preferred Bonus: experience with Dext/Hubdoc, Gusto, or multi-entity accounting 𝐂𝐨𝐦𝐩𝐞𝐧𝐬𝐚𝐭𝐢𝐨𝐧 1099 contractor: $28–$38/hr DOE (CPA/EA track up to $55/hr) Hours: start at 10–20 hrs/week, grow with client load Incentives: $150 per new recurring client onboarded; bonuses for large clean-ups Path: expand hours or convert to W-2 Client Manager role as MRR grows 𝐏𝐞𝐫𝐤𝐬 Remote flexibility – Remote-Friendly Bookkeeper / Accountant (Part-Time, Flexible) Modern systems, no chaos Chance to help build a firm from the ground up Growth into advisory & tax support work Advancement potential as we expand 𝐓𝐨 𝐀𝐩𝐩𝐥𝐲 Send: 𝟏. Resume/LinkedIn 𝟐. A short intro 𝟑. Brief answers: (a) 𝐘𝐨𝐮𝐫 𝐐𝐁𝐎 𝐬𝐭𝐚𝐜𝐤 (𝐚𝐩𝐩𝐬/𝐭𝐨𝐨𝐥𝐬 𝐮𝐬𝐞𝐝)? (b) 𝐓𝐨𝐮𝐠𝐡𝐞𝐬𝐭 𝐜𝐥𝐞𝐚𝐧-𝐮𝐩 𝐲𝐨𝐮 𝐬𝐨𝐥𝐯𝐞𝐝? (c) 𝐘𝐨𝐮𝐫 𝐦𝐨𝐧𝐭𝐡-𝐞𝐧𝐝 𝐜𝐡𝐞𝐜𝐤𝐥𝐢𝐬𝐭 𝐬𝐭𝐞𝐩𝐬?