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Category:Analysis & Reporting

Financial Analyst63852211246723120

Financial Analyst

Well, hello there 👋 Screencastify is a leading educational technology company dedicated to improving communication and learning outcomes with video. Our primary focus is on the K-12 educator sector as we are critical in helping scale a teacher and improve student outcomes. Screencastify is used by over 15M people, and as we scale our impact, we’re seeking a dynamic and impact-driven Financial Analyst to join our Squad. About the role As the Financial Analyst, you will partner closely with Finance leadership and cross-functional teams to deliver high-quality insights that drive business performance. You’ll play a pivotal role in budgeting, forecasting, and reporting, as well as supporting ad hoc initiatives. What you'll do: Drive the budgeting and forecasting process, including annual planning and ongoing reforecast cycles. Prepare and analyze KPI reports, focusing on SaaS metrics such as ARR, NRR, churn, and customer acquisition efficiency. Prepare month-end reporting packages and presentations, ensuring accuracy and timeliness of financial statements and management reports. Conduct variance analysis to identify performance drivers and provide actionable recommendations. Partner with cross-functional teams (Customer Success, Sales, Marketing, Product) to support financial insights and decision-making. Assist the Operations Finance team with customer account management during peak selling season. Support ad hoc projects, such as pricing analysis, investment decisions, and scenario modeling. Requirements You're perfect for this role if you: Hold a bachelor’s degree in Finance, Accounting, Economics, or a related field. Bring 2+ years of relevant experience in FP&A, corporate finance, or accounting (experience in SaaS or tech strongly preferred). Possess strong analytical skills and attention to detail, with the ability to distill complex data into clear insights. Thrive in a fast-paced environment and can shift focus as management priorities evolve. Are proficient in Excel/Google Sheets and financial modeling. Bring a “leave no stone unturned” mindset and a strong work ethic. Have excellent communication and presentation skills, both written and verbal. You'll stand out if you: Have experience with BI/reporting tools such as Looker, Tableau, or Power BI. Are familiar with SaaS metrics, subscription models, and ARR/NRR reporting best practices. This is a Chicago-based hybrid position with 3 days a week in the office. Working at Screencastify At Screencastify, we are results focused and here to improve education globally. This isn’t an easy feat but it is important for our future. We value accountability, commitment, and speed. We take our responsibility to our customers very seriously, so when we miss a deadline or slow down, it matters. We’re a competitive culture and strive for speed and innovation. We are problem solvers, don’t point fingers and rather enjoy working together to bring solutions to the forefront. We love a challenge and pushing the world forward with creativity, ingenuity and out of the box thinking. People are everything and we want to work in a company of deeply good people who treat their colleagues exceptionally well. Rule #1: Be a good person. Compensation The expected annual base salary for this role is anticipated to start at $70,000. Final compensation may vary based on experience and qualifications. Benefits Competitive Compensation. We take a data-driven approach to our compensation strategy so all employees are paid competitively and fairly. 401(k) & Annual Performance Bonus Opportunity. We want to invest in present you and future you, which is why we offer a 401(k) match + Annual Performance Bonus opportunity. Flexible Time Off (FTO) Policy. We recognize that time off to rest and recharge is important. The Flexible Time Off Policy (FTO) is designed for our employees to do just that -- balance work and life while maintaining well-being. Parental Leave. Generous paid time off for parents to bond with the newest addition to their family! Medical, Dental, & Vision Insurance. We offer comprehensive health benefits, including medical, dental, and vision insurance. Plus, all employees receive a free One Medical membership. Divvy Bike Membership. If you’re in Chicago, take advantage of an annual Divvy membership -- on us. At Screencastify, we foster an inclusive, supportive, fun, and challenging team environment. We value having a team that is made up of a diverse set of backgrounds and respect the healthy expression of diverse opinions. We embrace experimentation and the examination of all kinds of ideas through reasoning and testing. Come join us as we continue to change the world through video. Screencastify is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law.

Chicago, IL, USA

Junior Funding Analyst63851107779971121

Junior Funding Analyst

About Us YouLend is the preferred global embedded financing platform for many of the world’s leading e-commerce sites, tech companies and payment services providers such as Amazon, eBay, Shopify, Mollie, Dojo, Paysafe, Just Eat Takeaway and Takepayments. Our software platform and APIs enable our partners to offer flexible financing products, in their desired branding, to their merchant base. With YouLend's AI-driven credit risk assessment solutions, more merchants and SMEs than ever can receive fast, flexible and affordable funding. We operate in 9+ geographies across the UK, EU and the US. We believe that the future of financial services will be delivered by customer-oriented tech companies that embed financing in their customer journeys, and we are building the solutions that will power that future. The Role: We are seeking a highly detail-oriented and driven Funding Specialist to join our production team. In this role, you will be responsible for reviewing financial deals to ensure accuracy and compliance before initiating merchant financing. The ideal candidate will thrive in a fast-paced environment, possess strong interpersonal and communication skills, and maintain a positive, solutions-focused attitude. As a Junior Funding Analyst at YouLend, you will play a vital role in the production line serving thousands of merchants per month. Key Responsibilities: Carefully review and verify deal documentation and requirements prior to funding. Ensure all components of the deal are correctly set up and meet compliance standards. Coordinate with internal departments to clarify and resolve any discrepancies or missing information. Accurately set up merchant financing according to approved terms and conditions. Communicate clearly and effectively with stakeholders to facilitate a smooth funding process. Manage multiple tasks and deadlines under pressure while maintaining a high level of accuracy. Contribute to continuous improvement efforts by identifying process gaps and suggesting solutions. Requirements Strong attention to detail and accuracy is essential. Proven ability to work effectively under pressure and meet tight deadlines. Excellent interpersonal and communication skills (both written and verbal). Demonstrated problem-solving ability and initiative. Team-oriented with a collaborative approach to work. Positive attitude, reliability, and a strong work ethic. Proficient in Microsoft Office Suite; experience with financial systems or CRM tools is a plus. Previous experience in a funding, finance, or operations role is an advantage but not required. Benefits We offer comprehensive benefits package that includes: Health Care Coverage. YouLend covers 80%; employee contribution is 20% of the premium. Medical Plan (medical insurance and prescription drug coverage)- Choice of 5 different plans through United Healthcare. Dental plan coverage Vision plan coverage Benefits can be for: Employee only; Employee & Spouse; Employee & Child; Employee & Family Retirement - 401K match. Employee match $1 for $1 up to 5% of salary. Basic Life & AD&D Insurance. International travel insurance covered if traveling abroad for work purposes. Paid Time Off (PTO)- 20 working days (4 weeks) + US public holidays Paid Office Parking Why join YouLend? At YouLend, we are actively creating an equitable and inclusive environment for every YouLender to thrive. We champion diversity and embrace equal opportunity employment practices. Our hiring, transfer, and promotion process are exclusively based on qualifications, merit, and business requirements, free from any discrimination based on race, gender, age, disability, religion, nationality, or any other protected basis under applicable law. Salary: $50,000 to $50,000 + up to 20% annual Bonus

Atlanta, GA, USA

Financial Analyst (SaaS)63850684205315122

Financial Analyst (SaaS)

At Flosum, we’re building the #1 Salesforce-native DevOps and Security platform, trusted by some of the largest enterprises worldwide. As a fast-growing, bootstrapped SaaS company, we’re laser-focused on growth, discipline, and delivering real value to our customers. We’re now looking for our first Financial Analyst to join our team and take ownership of financial planning and analysis, SaaS metrics, and operational finance. This is a high-impact role where you’ll be the go-to finance partner for the business—working closely with leadership, sales, and marketing teams to ensure we’re running a disciplined and data-driven operation. As the Financial Analyst, you will: Financial Planning & Budgeting Build, manage, and maintain company budgets, including department-level budgets. Reconcile actual vs. target budgets and provide variance analysis. Partner with team leaders to review and approve budgets on a monthly basis. SaaS Metrics & Analytics Create, track, and report on core SaaS metrics (ARR, MRR, churn, retention, expansion, CAC, LTV, etc.). Provide monthly and quarterly dashboards that drive executive decision-making. Analyze pipeline, bookings, renewals, and customer trends to ensure sustainable growth. Cash Flow & Forecasting Build and maintain cash flow forecasts to ensure strong liquidity and predictability. Model financial scenarios to support executive and board-level decisions. Marketing ROI & Spend Alignment Work with the marketing team to track ROI across campaigns. Drive alignment between financial goals and marketing spend efficiency. Tools & Data Integrity Manage financial reporting through Salesforce, Excel, and Google Sheets. Ensure data cleanliness, accuracy, and alignment across systems. Operational Finance & Administration Support payroll, vendor invoices, accounts payable/receivable reconciliation. Assist with compliance, audits, and financial record-keeping. Own end-to-end reporting processes that keep leadership informed and accountable. Requirements 2–4 years of experience in Financial Planning & Analysis (FP&A), ideally in a SaaS or recurring revenue environment. Strong understanding of SaaS metrics (retention, churn, expansion, CAC, LTV, gross margin, Rule of 40, etc.). Experience creating budgets, forecasts, and financial models. Advanced proficiency in Excel and Google Sheets (formulas, pivot tables, modeling). Hands-on experience with Salesforce or similar CRM/ERP systems. Ability to work independently, stay organized, and thrive in a fast-paced environment. Excellent communication skills—you can explain financial insights clearly to non-finance teammates. High attention to detail, integrity, and accuracy. Benefits Be the first finance hire in a fast-growing SaaS company—make an outsized impact. Work directly with the CEO and leadership team to shape how we operate. Join a company that values discipline, growth, and empowerment. Competitive salary + benefits package. Opportunity for growth as the finance team scales.

San Ramon, CA, USA

Negotiable Salary

Manager, Analysis and Operations63850569771137123

Manager, Analysis and Operations

About Evidence Action At Evidence Action, we deliver data-driven interventions that transform lives at an unprecedented scale. We identify neglected global health issues and deploy proven solutions, forging healthier futures for generations. Our model operationalizes leading academic research (including from Nobel-winning economists). We measure progress and outcomes at every stage to ensure we’re making a real impact for people living in poverty and suffering from preventable or treatable health issues. Operating across 9 countries, our team of 800+ has reached over 500 million people, working closely with governments to scale these interventions. Our Deworm the World program has delivered over 2 billion treatments, significantly reducing worm prevalence and generating more than $23 billion in lifetime productivity gains. Through Safe Water Now, we’ve saved the lives of over 15,000 children. Our Accelerator explores untapped opportunities in global health, testing low-cost interventions with the greatest potential to save and improve lives. At Evidence Action, your colleagues are your greatest asset. You'll partner with high-caliber colleagues in an environment blending innovation, autonomy, and teamwork. Our team excels in disruptive thinking and believes in rolling up our sleeves to get things done. If you're looking to work flexibly and with purpose, join a team that delivers measurable change for millions. About the Program Finance Team Come join our team in an exceptional opportunity for you to drive financial strategy for our impactful and cost-effective health interventions. You'll be managing budgets and financial operations for our Safe Water Now program, which provides nearly 10 million people with access to safe water for less than $1.50 per person per year Safe Water Now, directly contributing to preventing over one million deaths annually from waterborne diseases. Evidence Action brings Safe Water to more than 9 million people worldwide via our Dispensers for Safe Water and In-Line Chlorination programs. Recent evidence highlights that water treatment may be among the most cost-effective interventions available to save young children's lives, reducing all-cause child mortality by about 25%. Here, you'll have the unique chance to see your financial expertise translate into measurable, life-saving impact across Kenya, Malawi, and Uganda. Reporting to our Associate Director, you'll join a collaborative and always-learning team where you can optimize resources that reach millions of people while building scalable systems that could expand this proven intervention to millions more people lacking access to safe water. Location This preferred base for this role is in Washington, DC, USA, however, we will support a remote environment within the US for the right candidate. You Will: Financial Strategic Thinking and Scenario Modeling Build directional budget models and scenario analyses to support long-term strategy for the Safe Water Africa portfolio. Conduct cost modeling for various program delivery approaches (e.g. standalone vs layered programs, technical assistance models) to inform decision-making. Apply structure, assumption-based analysis (e.g. BOTEC-style modeling) to estimate costs, evaluate tradeoffs, and inform program strategy in evolving contexts. Provide decision-oriented financial insights to program leads navigating complexity and scale. Financial Management and Analysis Lead budgeting processes for Safe Water programs in partnership with program teams, including developing grant proposal budgets, managing quarterly updates, and conducting variance analysis to optimize resource allocation and identify trends. Prepare accurate financial reports, donor submissions, and operational dashboards in collaboration with Finance and program teams, developing new tools as needed to enhance decision-making and ensure compliance with organizational and donor standards. Oversee vendor and contractor payments, ensuring compliance with contractual terms and organizational standards. Support the Associate Director and Grants team in donor financial close-outs, ensuring all expenses and allocations are correctly accounted for and documented. Relationship Building and Country Partnership Orientation Cultivate strong, trust-based relationships with country teams and program implementers. Proactively design financial tools, analyses, or processes that solve field-level pain points and improve decision making. Move beyond compliance checking by engaging as a thought partner, bringing value to program teams through financial insight and solution design. Program Operations Support Partner with operational and program teams to provide financial input for programmatic expansions and scaling efforts in new geographies. Develop and manage systems to track deliverables, timelines, and key operational processes, including procurement, contracting, and compliance for Safe Water programs. Document standard procedures and streamline financial and operational processes to drive efficiency across the Safe Water portfolio. Requirements You Have: Bachelor's degree with 5-7 years' experience as a professional who has demonstrated excellence with financial analysis and budgeting. You can translate financial and technical data into informative, decision-oriented reports. You have strong professional experiences using Excel (i.e. developing and maintaining complex spreadsheets). You can manage competing and evolving project deadlines. You have project and upward management skills, including proactively flagging deadlines and progress towards them. You have experience working collaboratively in a multicultural professional environment. You can synthesize large volumes of complex information and distill and convey themes for decision making. We are unable to sponsor or take over sponsorship of a U.S. employment visa at this time. Applicants must be legally authorized to work in the U.S. for roles based in the U.S. Benefits The expected role range for this US position is listed below. We consider multiple factors when determining the base salary for a role, including but not limited to: role scope, program budgets, internal equity, and a candidate’s qualifications and/or prior experience. Note: Pay and benefits will be commensurate with the role specifications, local statutory requirements, and the cost of labor in the markets where we operate. The expected pay range for this full-time role is $71,400 - $80,000 per year. For US based roles, Evidence Action provides comprehensive benefits including international health care, HSA/FSA options, life insurance, disability coverage, retirement plans with a matching component, generous and flexible leave options, as well as other employee perks on a reimbursement basis. For more information visit our careers page or ask our recruiting team! Evidence Action is an Equal Opportunity Employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply.

Washington, DC, USA

Portfolio Manager - Corporate Finance63850261780611124

Portfolio Manager - Corporate Finance

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.

Salt Lake City, UT, USA

Negotiable Salary

Summer Analyst - Mergers & Acquisitions63850159256705125

Summer Analyst - Mergers & Acquisitions

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.

McLean, VA, USA

Negotiable Salary

Business Financial Analyst (ARPA-H)63849731515777126

Business Financial Analyst (ARPA-H)

Are you a creative financial problem-solver who can think critically under pressure? Do you have experience supporting ARPA or similar government programs? Ripple Effect is looking for a highly skilled and dedicated Business Financial Analyst with at least 6 years of programmatic financial operations experience to support our client’s mission. This role is integral to ensuring the financial health of ARPA-H's innovative health research programs. The Business Finance Analyst will analyze and prepare the organization’s budget and analyze financial data, policies, and procedures to ensure compliance, identify risks, and support financial planning. If this position sounds of interest, there’s a place for you here at Ripple Effect! We offer a diverse and engaging work environment, with a multitude of incentives and flexible work options that work for you and your lifestyle. General Information Job Code: PRO-FN-04T Location: Ripple Effect Headquarters – Rockville, MD Employee Type: Exempt, Full-Time Regular (Ask our recruiters about flexible work arrangements) Telework: Partial or Full Time Travel Required: Ad hoc to local client site Clearance: Public Trust Citizenship: N/A Number of Openings: 3 Salary Range: $96,534.00 - $111,014.00 per year (how we pay and promote) Responsibilities Support programmatic, financial, and administrative support to ARPA-H's PHO programs, including but not limited to: financial tracking, data entry and recordkeeping, analysis and reporting, budget preparation, and management of project-specific budgets. Monitor and report on variances, implementing corrective actions as needed to ensure financial sustainability. Reviews the quality of budget and financial data to identify data quality issues, identify data gaps, ensure compliance with financial policies and reconcile budget balances. Contribute to the development and implementation of recommendations to conform with budgetary policies and achieve financial objectives. Compiles budget and other financial data in the preparation of budgets, forecasts, and other financial reports and analyses to develop meaningful and useful reports for stakeholders both on a periodic and ad-hoc basis. Develops briefing materials for senior executives by utilizing financial modeling and data analytic tools to analyze data and produce financial summaries. Contributes to solicitation preparation and management, tracking of deliverables and milestones, maintaining schedule and calendar, meeting support, preparation of correspondence, and maintaining files. Support relationship management with client, senior executives, and both internal and external stakeholders (e.g., other departments, consultants, vendors, etc.). Provides recommendations on technical approaches to accomplish project objectives for complex or large programs including meeting cadence, budgeting or financial approaches, project timelines, resource needs, communication strategies, and data management. May contribute to selection or implementation of technologies that support financial and budgeting activities, developing automated forecasting and reporting tools to increase productivity. Requirements Minimum Education and Experience Bachelor's degree in Accounting, Finance, Business or related field, Masters degree preferred 6 years of relevant experience Basic Requirements Previous experience supporting a Government Research agency (ARPA-H, DARPA, ONR, R&E, AFRL, etc.) in government program financial and administrative support. Advanced knowledge of financial modeling and data analytic tools, as well as relevant systems for financial, accounting, property management, reporting, and other related systems. Strong knowledge of financial principles, practices, and federal regulations. Demonstrated knowledge of organizational policies and regulations that may impact budgeting and financial compliance. Experience in developing, organizing, forecasting, and maintaining financial budgets and tracking technical and financial milestones. Experience in creating and coordinating budget and acquisition funding documents and has knowledge/competence in analysis is required. Advanced experience with Microsoft Excel and familiarity with other MS Office products. Excellent organizational and communication skills, strong attention to detail, and the ability to handle a wide variety of tasks, including briefing support and general administration. To be successful at Ripple Effect, you must be able to pay attention to details, clearly communicate, work independently, and have an eagerness to learn. Learn more about what makes Ripple so great check out our capabilities. Skills That Set You Apart Master's degree or professional certification (e.g., CPA, CFA) Proven experience as a Business Finance Analyst or similar role within a government or research-focused organization. Demonstrated experience in organizing and facilitating small meetings. Can operate well in a group dynamic, think creatively and critically, and has a fundamental understanding of government budgeting and a fundamental understanding of government contracting. Can produce work products that are accurate in presentation, context, and can remain focused in in stressful and fluctuating situations. If you don’t have all of the skills above, don’t be discouraged—no resume paints a complete picture of a person. There’s a good chance you’re more wonderful than you think, so please apply! About Ripple Effect Ripple Effect is an award-winning women-owned small business providing professional consulting and exceptional talent for federal, private, and non-profit clients. We deliver multi-disciplinary solutions across Communications & Outreach, Research & Evaluation, Program Management & Policy, Digital Transformation, and Technical & Scientific Support solutions with a focus on science, research, and healthcare domains. Hiring Process | Life at Ripple Benefits Ripple Effect rewards our employees for their contributions to our mission in many ways, from competitive pay and exceptional benefits to a range of work/life programs based on your employment classification and personalized preferences. ----------------------------------------------------------------------- Ripple Effect is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of to race, color, religion, sex, national origin, age (40 or older), disability, or genetic information. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation during the hiring process, please let us know by contacting our HR department at HR@rippleeffect.com or your recruiter. Eligibility for employment will be verified using E-verify.

Rockville, MD, USA

$96,534-111,014/year

FP&A Finance Business Partner63849421211009127

FP&A Finance Business Partner

About FP&A at Clinigen: Clinigen is a rapidly growing global specialty pharmaceutical and services company with a unique combination of businesses. Our divisions operate in a complex global regulatory environment and ensure that vital medicines are delivered securely on time and wherever they are needed in the world. The FP&A Manager will direct all commercial Finance and management reporting activities across the business unit. The successful candidate will lead and drive the CSM commercial Finance Team responsible for generating key activities of budgeting, forecasting, internal reporting, P&L, Balance Sheet, and Cash Flow management all performed to the highest quality and service standards. **Must live within 60 miles from Malvern, PA, USA.** Requirements To be successful in this role you should have: 2-3 years experience in a FP&A role Fully-qualified chartered accountant (CIMA, ACA, CPA or equivalent) preferable Demonstrable experience in a similar position Prior experience of clinical supplies management preferable Business Partnering experience required Must be in the Malvern, PA area Your role at Clinigen: Ensure financial control, drive consistency and robust financial planning for the CSM division owning the provision of Monthly management accounts and relevant KPIs for the business unit Manage the consolidation of global CSM results to generate clear and accurate monthly Business review packs , rolling forecasts and own the Annual budget and long range processes & timetable Take ownership of reviewing the Sales commission plans and payout calculation for the division to ensure a strong financial governance and review of commission payments made each quarter Provide financial input on specific Business or Investment projects, e.g. ERP, Regulatory changes, M&A, licensing deals, and divestments Support the sales leadership with financial review of new Business opportunities & RFI responses Take an active role in reviewing the existing systems and processes to ensure joined-up approach across the business unit and drive continuous improvements in business processes along with the integration of local EU and US processes to be aligned with the Global finance strategy We’re excited about you if you have: Demonstrable strong business and commercial awareness Experience of a multi-site/international team with exposure to tax and international accounting Ensure effective and open communication of key messages to the divisional and Group teams to provide timely and reliable updates around any performance of business changes that arise Benefits While at Clinigen, you’ll enjoy: The culture. Thanks to our diverse opportunities for engagement and involvement, every colleague’s Clinigen experience can be a bit different, and we’re proud of that. We work hard to ensure our company culture is inclusive to people from all backgrounds and social styles. The transparency with leadership. All colleagues can share anonymous feedback with leadership on a weekly basis through our employee engagement platform. We use this feedback to inform our actions and decisions. We’ve been able to take steps to continuously improve how we do things at Clinigen. The benefits. We take pride in having a broad range of activities, systems, and programs that provide a competitive benefit offering and build a culture of celebrating success. EEO. Clinigen is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable law.

Malvern, PA 19355, USA

Negotiable Salary

Pricing Analyst63849420539137128

Pricing Analyst

Who we are: Access Analytix is a technology-driven investment and trading firm. Through technology and operational excellence, we implement innovative investment strategies in secondary ticket markets. As a member of our Investment & Trading team, you will be part of a firm that’s reimagining investment in secondary markets. Job Description: As a Pricing Analyst at Access Analytix, you'll play a crucial role in optimizing profitability across our portfolio of event tickets. This position is ideal for individuals who thrive in fast-paced environments and are passionate about trading, investment strategy, and market dynamics. Responsibilities: Market Analysis: Dive into market research and trends to make timely and accurate pricing decisions, keeping our inventory competitive and in high demand. Strategic Exposure: Ensure optimal marketing and exposure of our inventory to boost sales, contributing to the success of our business. Time-sensitive Management: Take charge of time-sensitive inventory tasks, including pricing adjustments, exposure management, and additional ad hoc projects. Effective Decision-Making: Respond swiftly to the dynamics of volatile markets, showcasing your ability to adapt to any situation, anytime, anywhere. End-to-End Oversight: Manage all aspects of incoming acquisitions and outgoing sales, ensuring inventory overviews. Portfolio Insight: Stay on top of the trends daily, keeping us ahead of the curve in market understanding and volatility. Effective Communication: Foster strong internal communication channels by engaging with various departments and company leaders, ensuring seamless collaboration and information flow. Adaptive Collaboration: Contribute to ad hoc projects as assigned, showcasing your adaptability and willingness to take on new challenges. Requirements Who we are looking for: Educational Background: Hold a Bachelor’s degree in Finance, Economics, Accounting, Statistics, Actuarial Sciences, or a related field. Experience: Bring a minimum of 1 year of work experience in a fast-paced environment, with a focus on pricing. Tech Savvy: Display strong efficiency in computer-related tasks, particularly in Microsoft Office Products (Excel, Word). Flexibility: Possess a flexible schedule that accommodates working evenings and weekends during busy times. Organized and Detail-Oriented: Demonstrate exceptional organizational skills and attention to detail, coupled with the ability to prioritize tasks in a fast-paced environment. Working Schedule: Tuesday-Saturday Benefits Access Analytix values its team members and offers competitive compensation, individual bonus opportunities, dynamic role advancement potential, and various workplace perks. Salary: $60,000.00 - $70,000.00 per year + variable performance bonus Benefits: Health, vision, dental insurance, Paid time off, 401(k)

Chicago, IL, USA

$60,000-70,000/year

Financial Analyst63849312743171129

Financial Analyst

We are seeking a high-performing Commercial Project Manager to lead financial oversight and commercial execution across a portfolio of service and digitalization projects. This role is pivotal in ensuring project profitability, compliance, and strategic alignment with business goals. The ideal candidate will bring deep expertise in cost control, revenue recognition, forecasting, and risk mitigation, along with strong leadership and analytical capabilities. Requirements Key Responsibilities Support cost controlling activities for various Controls projects, ensuring adherence to budget and financial targets. Lead financial project setup including WBS structure, performance planning, and SAP configuration Manage revenue recognition processes: monitor actual vs. planned, degree of completion, cost to complete, and ensure compliance with US-GAAP / IFRS Drive financial planning, forecasting, and deviation analysis throughout the project lifecycle Collaborate with Project Managers to ensure quality, scope alignment, and achievement of financial goals (revenue, margin, SG&A, cash flow) Evaluate and mitigate commercial risks, including tax implications, export regulations, and contractual obligations Oversee invoicing, cash flow management, and account receivables to maintain strong financial health Support change management and claim processes to optimize project profitability Required Qualifications Bachelor’s degree in Finance, Accounting, Business Administration, or related field. 5–10 years of experience in financial analysis or commercial project management, preferably in the energy or industrial sector Proficiency in SAP (Billing and Project modules), Microsoft Excel, and financial reporting tools Strong understanding of revenue recognition principles, cost control, and budgeting. Excellent problem-solving, communication, and stakeholder management skills. Experience with risk assessment and compliance frameworks (e.g., Sarbanes-Oxley, export control) Preferred Skills Experience with Salesforce, Tableau, and Power Automate are a plus. Familiarity with Energy products, services, and internal processes. Certification in project management (PMI, IPMA) is a plus.

Alpharetta, GA, USA

Negotiable Salary

Valuation Analyst638489894480671210

Valuation Analyst

The McLean Group is seeking a highly motivated and detail-oriented Valuation Analyst to join its Valuation Advisory team in Tysons Corner, VA. The analyst will play an instrumental role in delivering comprehensive valuation support to a diverse client base across a diverse range of industries. This includes valuing companies, complex securities, and intangible assets for purposes such as financial reporting, tax compliance, equity incentive plans, transaction advisory, and litigation support. This position offers the opportunity to gain extensive experience in complex financial analysis and valuation methodologies, directly impacting strategic decision-making for clients and contributing to the success of the firm. Responsibilities: Perform In-Depth Valuation Analyses: Execute comprehensive valuations utilizing diverse financial models and approaches, including, but not limited to, discounted cash flow (DCF), market multiple analyses (public company and precedent transactions), and option-pricing models. Conduct Thorough Research: Lead in-depth research and analysis of companies, industries, competitors, and market data to inform valuation assumptions and conclusions. Develop Valuation Reports: Prepare valuation reports and presentations that effectively communicate methodologies, assumptions, and findings to internal and external stakeholders. Client Engagement: Interact directly with C-level executives and key stakeholders throughout the engagement lifecycle, including conducting client site visits. Contribute to Thought Leadership: Analyze valuation-related topics and trends, preparing reports or publications to share insights with clients and the broader market. Requirements Education: Bachelor's degree in Finance, Accounting, Economics, or a related field with a strong analytical foundation. Experience: 1-2 years of relevant experience in finance, accounting, or a related analytical role is preferred, but not required Technical Skills: Proven proficiency in financial modeling and data analysis, with strong command of Microsoft Excel, PowerPoint, and Word. Analytical & Problem-Solving Skills: Strong analytical, problem-solving, and critical thinking skills, with the ability to effectively summarize complex information. Communication Skills: Clear, concise, and professional verbal and written communication skills for interacting with team members and clients. Work Ethic: Ability to thrive in a fast-paced environment, manage multiple tasks, prioritize effectively, meet fluctuating deadlines, and work both independently and collaboratively within a team setting. Benefits Health, Dental, and Vision Insurance Flexible Spending Account (FSA) 401(k) Retirement Plan Paid Time Off (PTO) and Holidays Flexible Work Environment

McLean, VA, USA

Negotiable Salary

Accounts Receivable Manager638487728748831211

Accounts Receivable Manager

Pelican Ice is seeking a detail-oriented and experienced Accounts Receivable Manager to join our growing finance team. In this role, you will be responsible for managing the accounts receivable process, ensuring timely collection of payments, and maintaining healthy customer relationships. If you have a strong background in accounting and a passion for driving financial success, we would love to hear from you! Key Responsibilities Oversee the accounts receivable process, including invoicing, payment tracking, and collections. Develop and maintain strong relationships with customers to facilitate timely payment and resolve any billing issues. Prepare and maintain accurate accounts receivable reports and metrics. Collaborate with the sales team to ensure customer accounts are up-to-date and accurate. Implement and enforce best practices for credit control and risk assessment. Manage a small team, providing training and support to staff as needed. Work closely with the accounting team to align on financial reporting and audits. Requirements Minimum of 2 years of experience in accounts receivable or related finance roles. Strong understanding of accounting principles and practices. Proficiency in accounting software as MS Excel and Quick Books a plus Excellent communication and interpersonal skills to effectively liaise with customers and team members. Strong analytical and problem-solving abilities. Leadership experience is preferred Benefits CompetitiveSalary Opportunity for Advancement

Kenner, LA, USA

Negotiable Salary

Finance Manager638486687156511212

Finance Manager

As Finance Manager for the U.S. operations of our international consulting firm, you will own the full financial cycle of a 35-person subsidiary while shaping processes that connect seamlessly with our global group of 250 colleagues. You’ll combine hands-on accounting execution with strategic financial insights, directly impacting the way we grow, invest, and make decisions in the U.S. market. If you thrive at the intersection of precision and strategy, and enjoy building strong cross-functional partnerships, this role will put you at the heart of our business. Our Values in Action People – Build trust through empathy, collaboration, and open communication. Passion – Approach challenges with dedication, inspiring those around you. Innovation – Translate financial data into forward-looking insights that drive smarter decisions. Excellence – Deliver accuracy, integrity, and rigor in every detail. What You’ll Do Finance & Accounting Lead full-cycle accounting (AP/AR, general ledger, month/year-end close, reconciliations). Prepare and analyze P&L, balance sheets, and cash-flow reports. Ensure accurate and timely tax filings across multiple U.S. states. Partner with Group Finance on revenue recognition, billing, invoicing, and collections. Oversee payroll accounting and serve as backup for benefits administration. Manage intercompany transactions and global consolidation. Act as a connector across U.S. offices, aligning financial objectives with business priorities. Financial Planning & Analysis (FP&A) Build and manage budgeting and forecasting models. Update dashboards and KPIs on revenue, margin, headcount, and key metrics. Deliver strategic insights to guide leadership decisions. Conduct trend, pricing, and cost analyses to inform investment planning. Champion collaboration and best-practice sharing across teams. Audit, Controls & Compliance Design and enforce robust internal controls, policies, and procedures. Ensure compliance with GAAP, SOX, and local state regulations. Prepare audit schedules and serve as point of contact for auditors. Impact You’ll Drive Month-end close completed on-time and accurately. 100% compliance on audit requests and intercompany submissions. Reliable financials that enable confident decision-making. Reduced risk of compliance and audit issues. Requirements Bachelor’s degree in Accounting, Finance, or related field. 5+ years of progressive finance/accounting experience (multi-entity preferred). Proven expertise in full-cycle accounting and financial close. Strong proficiency with ERP/accounting systems (Odoo a plus). Advanced Excel and experience with data visualization tools. Exceptional analytical, problem-solving, and communication skills. International exposure and ability to thrive in a cross-cultural environment. Adaptable self-starter who thrives in a fast-paced, dynamic setting. Life Science industry experience is an advantage Business services (consulting, media, recruitment, management) industry experience

Boston, MA, USA

Negotiable Salary

Junior Private Markets Research Associate638484566832671213

Junior Private Markets Research Associate

Ace Management Partners LLC is seeking a motivated and detail-oriented Junior Private Markets Research Associate to join our dynamic team. This entry-level position is an excellent opportunity for someone looking to kickstart their career in investment research and analysis within the private markets sector. The Junior Private Markets Research Associate will play a crucial role in supporting our investment decision-making process by conducting in-depth research, analyzing market trends, and producing comprehensive reports. The ideal candidate will possess a strong analytical mindset, exceptional attention to detail, and a genuine interest in private equity, venture capital, and other forms of private investments. You will work closely with senior research associates and investment professionals to gather data, assess the performance of current investments, and identify potential new opportunities for our clients. Our firm values teamwork, innovation, and a commitment to excellence, and we are looking for someone who shares these values and is eager to learn and grow in a collaborative environment. If you are passionate about finance, driven to succeed, and ready to make a meaningful contribution to our team, we invite you to apply for this exciting role. Responsibilities Conduct comprehensive research on private market investments including private equity, venture capital, and real estate. Analyze financial statements, forecasts, and performance metrics of portfolio companies and potential investments. Prepare detailed reports and presentations summarizing research findings and investment opportunities. Assist senior research associates in developing valuation models and conducting peer analysis. Monitor industry trends, news, and market developments relevant to private markets. Collaborate with cross-functional teams to gather insights and data for investment analysis. Support the investment team in the due diligence process for potential investments. Requirements Bachelor's degree in Finance, Economics, Business, or a related field. Strong analytical skills with the ability to interpret complex financial data and metrics. Proficiency in Microsoft Excel, PowerPoint, and financial modeling tools. Excellent written and verbal communication skills, with the ability to present findings clearly. Ability to work both independently and collaboratively in a fast-paced environment. Demonstrated interest in private markets, investing, and financial analysis. Strong organizational skills and attention to detail with the ability to manage multiple tasks. Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Work From Home Free Food & Snacks Wellness Resources Engage closely with experienced professionals in the private markets sector. Enjoy substantial growth opportunities as a member of a newly established department with long-term prospects. Gain access to prestigious investment opportunities and innovative research processes. Be part of a collaborative and purpose-driven culture dedicated to transparency for investors and outstanding performance.

Melville, NY, USA

Negotiable Salary

Senior Analyst/Associate - Real Estate Credit and Portfolio Management638480580578591214

Senior Analyst/Associate - Real Estate Credit and Portfolio Management

Bluecrest Residential (“Bluecrest”) is a vertically integrated multifamily operator with over 60 years of combined multifamily investment experience throughout market cycles focusing on niche strategies and superior relative value. Since 2004, the principals have acquired approximately 20,000 units and have invested in the development of over 6,000 units. Since 2018, Bluecrest principals have been investing preferred equity in multifamily assets on behalf of large institutional investors. In 2022, Bluecrest principals were the largest seller of multifamily in the US and has consistently delivered exceptional results, with deal level IRRs exceeding 30% annually since inception. Going forward, Bluecrest is looking to acquire high-quality multifamily assets across the Sunbelt and continue to invest preferred equity in multifamily development projects. Bluecrest Residential is seeking a Senior Analyst or Associate to support underwriting and active portfolio management for the stretch senior and preferred equity platforms. This person will run asset level and portfolio level analysis, track loan covenants, evaluate construction progress and delays, review draw requests, and produce clear recommendations to leadership. The Senior Analyst sits at the center of credit, asset management, construction risk, and capital markets. Responsibilities Underwrite new loans and preferred equity investments including sponsor diligence, market analysis, budget and schedule reviews, and base case and downside scenarios DSCR, debt yield, LTV, exit metrics. Build and maintain cash flow and waterfall models for A note and B note structures and for preferred equity with full return waterfalls and sensitivity tables. Prepare investment memos with clear thesis, risks, mitigants, and covenant packages. Lead post closing monitoring for assigned assets monthly operating reviews, DSCR and debt yield tests, construction progress and contingency burn, schedule variance, change order logs, and cost to complete. Manage construction draw reviews pay app tie outs, lien waivers, retainage, and reconciliation to budget and schedule. Track and enforce covenants and triggers coverage tests, net worth and liquidity tests, completion tests, and reporting deliverables. Partner with bank counterparties on whole loan structures intercreditor administration for A note and B note, consents, waivers, and remedies. Coordinate third party reports and diligence appraisals, cost reviews, environmental, surveys, PCAs, and insurance compliance. Maintain high quality data rooms and portfolio dashboards update monthly KPIs, covenant calendars, and risk ratings. Support amendments, extensions, and restructurings including term sheets, scenario analysis, and negotiation materials. Contribute to quarterly investor reporting and portfolio reviews concise commentary on performance, risk, and outlook. Requirements Bachelor's Degree in Finance, Economics, Real Estate, Business or related field. You have two-seven years of relevant experience depending from a commercial bank construction lending group, a real estate debt fund, a life company lender, or a credit focused sponsor. You have strong financial modeling skills in Excel with comfort building from a blank sheet and auditing existing models. You have working knowledge of construction lending and development risk GMP contracts, change orders, payment applications, retainage, lien waivers, completion guarantees, and cost to complete. You have familiarity with intercreditor agreements, A note and B note structures, UCC remedies, and preferred equity waterfalls. You are able to read and summarize loan documents and covenants and translate into actionable monitoring tools. You have excellent interpersonal, written and communication skills. You have strong organization skills and follow through with attention to detail and deadlines. Benefits Competitive Salary- The salary for this position will be determined based on the candidate's total relevant experience. Relevant experience would total years of experience as an Analyst ina commercial bank construction lending group, a real estate debt fund, a life company lender, or a credit focused sponsor. Performance Bonuses- Our corporate team participates in performance-based bonuses. Paid Time Off- Unlimited DTO starting upon hire. Mentorship- Work with an experienced team of multifamily investment professionals. Holiday Pay- 10 full paid holiday. Paid Volunteer Hours- 8 hours of paid volunteer time you can use throughout the year. Housing Discounts- 25% off rent available for all employees off any unit. Comprehensive Insurance Benefits- Medical PPO, HDHP, FSA, HSA with employer match Dental, Vision, STD, & LTD. Retirement Plan- 401K with a 25% company match up to 6%. Travel & Personal Discounts- Company rate National/Enterprise rental cars for leisure travel, plus additional discounts with Verizon (18% discount) and Expedia (10% discount). Certification Reimbursement- Full reimbursement for approved industry related certifications, including CAM, CPO, EPA, and more! Tech Forward & Transparent Culture- Innovative internal software to make your job easier! Cultural Appeal- We run on transparency and healthy debate (No Fear of Conflict); you are encouraged to appeal and share what is not working well. Your voice truly matters! EOE

Newport Beach, CA, USA

Negotiable Salary

Business Financial Manager (ARPA-H)638473777338911215

Business Financial Manager (ARPA-H)

Are you a creative problem-solver who can think critically under pressure? Do you have experience supporting ARPA or similar government programs? Ripple Effect is looking for a highly skilled and dedicated Business Financial Manager with at least 9 years of relevant budget experience to support our client’s mission. This role is integral to managing ARPA-H's innovative health program's financial operations. The Business Finance Manager will oversee financial planning and analysis, budget management, and financial compliance to support the agency's mission-driven initiatives and projects. If this position sounds of interest, there’s a place for you here at Ripple Effect! We offer a diverse and engaging work environment, with a multitude of incentives and flexible work options that work for you and your lifestyle. General Information Job Code: PRO-FN-05M Location: Employee Type: Exempt, Full-Time Regular (Ask our recruiters about flexible work arrangements) Telework: Partial or Full-Time Travel Required: Clearance: Public Trust Citizenship: Not Required Manager: Yes Number of Openings: 3 Salary Range: $115,841.00 - $133,217.00 per year (how we pay and promote) Responsibilities Provides comprehensive programmatic, financial, and administrative support to ARPA-H's PHO programs, including but not limited to: financial tracking, analysis and reporting, budget preparation and management of project-specific budgets. Monitors and reports on variances, implementing corrective actions as needed to ensure financial sustainability. Ensures the accuracy and quality of budget and financial data by resolving data gaps and data quality issues and ensure compliance with financial policies. Compiles budget and other financial data in the preparation of budgets, forecasts and other financial reports and analyses both on a periodic and ad-hoc basis. Solicitation preparation and management, tracking of deliverables and milestones, maintaining schedule and calendar, meeting support, preparation of correspondence, and maintaining files. Supervises team members and ensures activities are delivered on-time, and staff complies with organizational financial, budgetary and other policies and procedures. Manages the relationship with client, senior executives, and both internal and external stakeholders (e.g., other departments, consultants, vendors, etc.). Develops and implements recommendations to conform with budgetary policies and achieve financial objectives. Provides advice on technical approaches to accomplish project objectives for complex or large programs including meeting cadence, budgeting or financial approaches, project timelines, resource needs, communication strategies, and data management. May contribute to selection or implementation of technologies that support financial and budgeting activities. Performs other job-related duties as assigned. Requirements Minimum Education and Experience Bachelor's degree in Finance, Accounting, Business Administration, or a related field 9 years of relevant experience 4 years of project or team management experience 2 years of supervisory experience Basic Requirements Previous SETA experience supporting a Government Research agency (ARPA-H, DARPA, ONR, R&E, AFRL, etc.) Experience in government program financial and administrative support. Strong knowledge of financial modeling and data analytic tools, as well as relevant financial, accounting, property management, reporting and other related systems. Experience in developing, organizing, forecasting, and maintaining financial budgets and tracking technical and financial milestones. Experience in creating and coordinating budget and acquisition funding documents and has knowledge/competence in analysis is required. Working knowledge of Microsoft Office (Excel, PowerPoint, and Word required) Excellent organizational and communication skills, strong attention to detail, and the ability to handle a wide variety of tasks, including briefing support and general administration. Strong knowledge of financial principles, practices, and federal regulations. To be successful at Ripple Effect, you must be able to pay attention to details, clearly communicate, work independently, and have an eagerness to learn. Learn more about what makes Ripple so great check out our capabilities. Skills That Set You Apart Master's degree or professional certification (e.g., CPA, CFA) Proven experience as a Business Finance Manager or similar role within a government or research-focused organization. Demonstrated experience in organizing and facilitating small meetings. Can operate well in a group dynamic, think creatively and critically, and has a fundamental understanding of government budgeting and a fundamental understanding of government contracting. Can produce work products that are accurate in presentation, context and can remain focused in in stressful and fluctuating situations. If you don’t have all of the skills above, don’t be discouraged—no resume paints a complete picture of a person. There’s a good chance you’re more wonderful than you think, so please apply! About Ripple Effect Ripple Effect is an award-winning women-owned small business providing professional consulting and exceptional talent for federal, private, and non-profit clients. We deliver multi-disciplinary solutions across Communications & Outreach, Research & Evaluation, Program Management & Policy, Digital Transformation, and Technical & Scientific Support solutions with a focus on science, research, and healthcare domains. Hiring Process | Life at Ripple Benefits Ripple Effect rewards our employees for their contributions to our mission in many ways, from competitive pay and exceptional benefits to a range of work/life programs based on your employment classification and personalized preferences. ----------------------------------------------------------------------- Ripple Effect is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of to race, color, religion, sex, national origin, age (40 or older), disability, or genetic information. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation during the hiring process, please let us know by contacting our HR department at HR@rippleeffect.com or your recruiter. Eligibility for employment will be verified using E-verify.

Rockville, MD, USA

$115,841-133,217/year

Financial Analyst638470696193291216

Financial Analyst

Job Title: Financial Analyst Location: Richardson, TX (In-Office Only) Employment Type: Full-Time About Xite Xite is a leading healthcare M&A advisory and practice brokerage firm specializing in sell-side representation for high-performing dental, medical, plastic surgery, urgent care, ER, and related healthcare practices. With a deep understanding of private equity, buyer dynamics, and practice-level financial performance, we deliver strategic outcomes for healthcare entrepreneurs nationwide. We’re growing rapidly and seeking a Financial Analyst to join our team in our Richardson, TX headquarters. Position Overview As a Financial Analyst at Xite, you will play a critical role in supporting our M&A advisory, practice brokerage, and valuation efforts. You will be responsible for analyzing the financial health of healthcare practices, preparing marketing and diligence materials for buyers and investors, and helping identify trends, risks, and opportunities. Responsibilities Analyze and recast practice financial statements (P&Ls, balance sheets, tax returns, production reports, etc.) Develop and maintain valuation models, including EBITDA normalization, pro forma projections, and scenario analyses Support the creation of Confidential Information Memoranda (CIMs), teasers, and financial exhibits for deals Participate in the due diligence process, managing data rooms and responding to buyer requests Conduct market research and benchmark financials against comparable practices and transactions Support brokers and managing directors with deal structuring insights, pricing strategies, and negotiation prep Track financial performance of deals post-closing for reporting and investor communications Requirements Bachelor’s degree in Finance, Accounting, Economics, or a related field 1–3 years of experience working for a DSO or MSO Advanced Excel and financial modeling skills Familiarity with EBITDA, valuation multiples, and M&A terminology Strong written and verbal communication skills Detail-oriented, organized, and capable of managing multiple projects in a fast-paced environment Previous experience with Salesforce, Dentrix, Open Dental, EagleSoft, EZDerm, and numerous other EMR and Practice Management Software. How to Apply Email your resume and a brief cover letter to cweightman@xiteco.com with the subject line: Financial Analyst Application – Christa Weightman. Benefits This position is based out of our Richardson headquarters. Base salary plus benefits are commensurate with experience.

Richardson, TX, USA

Negotiable Salary

Budget Analyst SME - Execution638467663951391217

Budget Analyst SME - Execution

Budget Analyst SME - Execution Job Description: The pivotal role of the Financial Services Budget Execution Analyst is indispensable in driving the success of the Intelligence Planning, Programming, Budget, and Execution Process. Tasked with the intricate responsibility of developing, executing, and meticulously monitoring budgets, the candidate will play a crucial role in ensuring the optimal allocation of financial resources. This involves a multifaceted approach, including conducting detailed analysis of financial data to identify trends, monitor spend plans, and provide insights, thereby contributing significantly to strategic decision-making. At the heart of this role lies the core responsibility of overseeing the development, execution, and vigilant monitoring of budgets, spend plans, contracts, and financial commitments. These efforts are dedicated to meeting the diverse needs of a directorate/component/office's financial operations. Success in this position hinges on a comprehensive understanding of the Intelligence Community's (IC) financial execution process, coupled with an adept handling of intricate details related to financial management, expenditure forecasting, and fiscal oversight. Beyond foundational budget execution tasks, the Financial Services Budget Execution Analyst is charged with navigating complex financial landscapes to optimize both financial and resource utilization. This involves conducting thorough analyses, identifying areas for improvement, and implementing strategies that enhance fiscal efficiency and accountability. Moreover, the Financial Services Budget Execution Analyst assumes a crucial role as a key liaison between various government stakeholders, fostering clear communication and collaboration to ensure the alignment of financial plans with organizational priorities. This collaborative approach extends to engaging with internal components and offices to streamline processes, address challenges, and cultivate a culture of transparency and accountability. This comprehensive and multifaceted position presents a unique opportunity for a qualified Budget Execution Analyst to contribute to the financial resilience and success of their customer within the dynamic landscape of the Intelligence Community. If you are a seasoned financial professional with a passion for optimizing financial processes and possess adeptness in navigating the complexities of budget execution, we invite you to apply to our team. Key Responsibilities: Provide expert insights to support and contribute to the analysis and reporting of a component’s financial activities and budget. Assist in crafting comprehensive spend plans and closely monitor financial execution activities. Record and track interagency agreements for facilitating Economy Act and other financial transactions. Document financial commitments, obligations, and expenses with precision and accuracy. Ensure meticulous preparation and processing of transactions, verifying and certifying payments. Collaborate with stakeholders to execute budgets effectively, ensuring alignment with programmatic goals and optimal resource utilization. Generate detailed budget reports encompassing funding and activity summaries for various stakeholders, including the customer's offices, component, and NIP programs. Assist in the development of budget submissions, ensuring alignment with strategic goals. Contribute to the creation of fiscal guidance and implantation schedules for each budget phase, subject to customer review and acceptance. Support adherence to Intelligence Planning, Programming, Budget, and Execution (IPPBE) deadlines and milestones, facilitating customer participation in necessary processes. Contribute to the enhancement of operational procedures by recommending and implementing process improvements. Maintain a meticulous record and tracking system for interagency agreements, facilitating seamless financial transactions. Resolve outstanding financial obligations and undelivered orders proficiently. Provide dedicated support to COTRs and the Chief of Staff, aiding in the execution of their requirements and addressing process-related inquiries. Assist the Sponsor in drafting and refining ODNI acquisition policies and instructions. Engage in developing insightful budget analysis, participating in financial data calls, and conducting portfolio reviews. Collaborate with the customer in the development and evaluation of fiscal program builds for both internal components and IC-wide Programs. Devise effective methods to track spending, execution, commitments, obligations, and expenses for the component. Develop strategic program briefs to effectively communicate critical information. Conduct comprehensive assessments of the budget, ensuring balance across various functions and disciplines. Contribute to and generate various communication materials, such as talking points, briefs, and reports pertaining to budgets, for dissemination through interagency forums and working groups. Collaborate closely with USG and IC partners in large interagency forums and working groups, fostering effective communication and collaboration. Requirements Required Qualifications: Current and active TS/SCI Clearance w/Polygraph. Hold a Bachelor’s degree in a pertinent field, such as Finance, Accounting, or Economics; demonstrating a strong academic foundation relevant to the position and 12–15 years of prior relevant experience or Masters with 10–13 years of prior relevant experience. A minimum of 7-10 years working in government budgeting of which 3-5 years must be within the Intelligence Community. Proven expertise of government budget execution activities and adept familiarity with the intricacies of the Intelligence Planning, Programming, Budget, and Execution Process (IPPBE). CONDITIONS OF EMPLOYMENT: TS/SCI w/Poly Required U.S. Citizenship Required Federal Employment Suitability E-Verify Eligibility Required* ASG is an equal-opportunity employer (EEO) *ASG participates in the USCIS Electronic Employment Eligibility Verification Program (E-Verify). E-Verify helps employers determine the employment eligibility of new hires and the validity of their social security numbers. Benefits Health Insurance Open Leave Dental insurance 401(k) Vision insurance Tuition reimbursement Life insurance 401(k) matching Disability insurance Retirement plan Referral program Health savings account Flexible spending account

Bethesda, MD, USA

Negotiable Salary

Asset Management Analyst638467659034891218

Asset Management Analyst

Financial Analysis & Reporting · Perform financial analyses to evaluate impacts of strategic decisions, such as refinancings and recapitalizations, on returns, yields, and financing covenants across the LV portfolio. · Review financial reporting packages, identify key performance drivers and shortfalls, and produce investment reports for internal leadership and capital partners. · Lead ad hoc financial analyses, market comps, and internal process improvements to support Asset Management and cross-functional initiatives. · Work with LV’s operations and property accounting teams, as well as other key internal stakeholders to meet deadlines for internal and external reporting. · Collaborate with LV’s Acquisitions and Investments teams to create Pro Forma assumptions and business plans for potential developments and acquisitions. Operational Analysis · Support the Asset Management team with analytical and operational assistance across LV’s leasing and marketing, financial planning and analysis, and property operations platforms. · Coordinate with the Operations team to analyze and assess proposed operating budgets for LV deals and benchmark properties’ performance to them throughout the academic year. Leasing & Marketing Analysis · Monitor macro and micro-market leasing trends, evaluate LV’s performance against the market, and recommend adjustments to leasing strategies and rates. · Travel to LV’s active and potential markets to assess the performance of LV’s assets and conduct competitor analyses. · Contribute to LV’s Retail leasing process by conducting LOI reviews, participating in lease negotiations, and maintaining tenant relationships. Requirements Requirements/Qualifications · Bachelor’s degree in Finance, Real Estate, Economics, Business, or a related field; M · 1–3 years of experience in asset management, real estate private equity, investment banking, or a similar analytical role · Strong financial modeling skills with proficiency in Excel and an understanding of valuation, IRR, and waterfall analysis · Familiarity with property-level operations, budgeting, and leasing strategies; student housing or mixed-use experience preferred · Experience interpreting financial reports such as rent rolls, T12s, and budget variance reports · Ability to synthesize large amounts of data into clear, actionable insights for internal and external stakeholders · Highly organized and able to manage multiple projects and deadlines in a fast-paced environment · Willingness to travel to properties and markets as needed

Austin, TX, USA

Negotiable Salary

Financial Analyst - OCRM638460622831391219

Financial Analyst - OCRM

RP Professional Services, LLC (RP) is a rapidly growing government consulting firm headquartered in Ashburn, Virginia. We’re an 8(a), Service-Disabled Veteran-Owned Small Business (SDVOSB) that exclusively enables the missions of U.S. Federal agencies through superior mission support and technology integration. Our dedication to our employees and clients is driven by our promise to deliver Excellence, Value, and Flexibility. "People, not just Resources" is more than our motto; it's the foundation on which we are built! At RP, we take pride in who we are and what we deliver. RP Pro Services is seeking Financial Analysts. Duties: Performs research and functional analyses Data documentation, organization, and maintenance Recommend solutions related to the design, development, and deployment of enterprise or management systems Identify operational weaknesses and formulate and recommend solutions Plan, coordinate, and initiate activities to complete the processing of new intermediaries into various loan programs Assist company program and proposal teams on providing context and subject matter expertise as needed Other duties as assigned Requirements 5+ years’ experience Experience in applying knowledge of business systems, financial organization, elements of good management for the analysis of financial statements and earnings potential for a wide diversity of business enterprises. Experience in commercial lending and credit processes, including credit underwriting, credit administration, and financial analysis. Develop narrative or statistical reports for financial reviews or risk-based assessments. Experience analyzing, advising, and recommending solutions on financial and audit issues/problems in all phases of the Lender Oversight program. Experience in analyzing commercial loan application, including skill with of a wide variety of collateral, business types, loan programs, and general economic conditions in relation to an obligor’s present and future financial condition Ability to apply knowledge of the Agency’s purpose, regulations, policies, procedures, and practices which govern the Agency’s loan products Ability to apply knowledge of financial and credit factors related to business and commercial loans, including business practices and financial structures Ability to communicate effectively to diplomatically convey guidance and advice to SBA staff and leaders Serve as a subject matter expert for the 7(a) Loan Program: Ability to advise high-level officials on risk to the 7(a) loan portfolio. Develop and maintain good working relationships with Lenders. Assess 7(a) Lender risk and compliance. Required Competencies: Attention to Detail Auditing Federal Loan Programs Financial Analysis Arithmetic/Mathematical Detail Oral Communication Writing Salary Range: $85,000 - $95,000 The salary range for this role considers a wide range of factors, including, but not limited to, skill sets, equity, experience and training, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Benefits Health Benefits: Medical, Vision, Dental 4% retirement match with 100% vesting Company paid STD and LTD Company paid basic life insurance Competitive PTO package RP Professional Services, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Washington, DC, USA

$85,000-95,000/year

Portfolio Analyst638460613354271220

Portfolio Analyst

Who we are: Access Analytix is a technology-driven investment and trading firm. Through technology and operational excellence, we implement innovative investment strategies in secondary ticket markets. As a member of our Investment & Trading team, you will be part of a firm that’s reimagining investment in secondary markets. Job Description: As a Portfolio Analyst at Access Analytix, you'll play a crucial role in optimizing profitability across our portfolio of event tickets. This position is ideal for individuals who thrive in fast-paced environments and are passionate about trading, investment strategy, and market dynamics. Responsibilities: Market Analysis: Dive into market research and trends to make timely and accurate pricing decisions, keeping our inventory competitive and in high demand. Strategic Exposure: Ensure optimal marketing and exposure of our inventory to boost sales, contributing to the success of our business. Time-sensitive Management: Take charge of time-sensitive inventory tasks, including pricing adjustments, exposure management, and additional ad hoc projects. Effective Decision-Making: Respond swiftly to the dynamics of volatile markets, showcasing your ability to adapt to any situation, anytime, anywhere. End-to-End Oversight: Manage all aspects of incoming acquisitions and outgoing sales, ensuring inventory overviews. Portfolio Insight: Stay on top of the trends daily, keeping us ahead of the curve in market understanding and volatility. Effective Communication: Foster strong internal communication channels by engaging with various departments and company leaders, ensuring seamless collaboration and information flow. Adaptive Collaboration: Contribute to ad hoc projects as assigned, showcasing your adaptability and willingness to take on new challenges. Requirements Who we are looking for: Educational Background: Hold a Bachelor’s degree in Finance, Economics, Accounting, Statistics, Actuarial Sciences, or a related field. Experience: Bring a minimum of 1 year of work experience in a fast-paced environment, with a focus on pricing. Tech Savvy: Display strong efficiency in computer-related tasks, particularly in Microsoft Office Products (Excel, Word). Flexibility: Possess a flexible schedule that accommodates working evenings and weekends during busy times. Organized and Detail-Oriented: Demonstrate exceptional organizational skills and attention to detail, coupled with the ability to prioritize tasks in a fast-paced environment. Working Schedule: Tuesday-Saturday Benefits Access Analytix values its team members and offers competitive compensation, individual bonus opportunities, dynamic role advancement potential, and various workplace perks. Salary: $60,000.00 - $70,000.00 per year + a variable performance bonus Benefits: Health insurance, Vision, Dental, Paid time off, 401(k)

Chicago, IL, USA

$60,000-70,000/year

Sr. Credit Risk Review Analyst - Commercial Lending638460458976031221

Sr. Credit Risk Review Analyst - Commercial Lending

Sr. Credit Risk Review Analyst - Commercial Lending Tampa, FL 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

$125,000-175,000/year

Structured Finance - Senior Associate / Junior Vice President638460403575051222

Structured Finance - Senior Associate / Junior Vice President

Arena Investors, LP, is a global investment management firm that seeks to generate attractive risk-adjusted, consistent, and uncorrelated returns. We employ a fundamentals-based, asset-oriented financing and investing strategy across the entire capital spectrum (both debt and equity). We are seeking a highly motivated and results-oriented Senior Associate / Junior Vice President to join our Structured Finance team. In this role, you will be at the forefront of originating and structuring asset-based investments in a variety of sectors and geographies. The team is open to candidates based in NYC or any East Coast State. Key Responsibilities: Lead Origination & Execution: Drive the entire deal lifecycle, from initial business development and negotiation with counterparties to building comprehensive cashflow models, drafting investment memos, and overseeing legal documentation and post-closing activities. Cross-Functional Collaboration: Foster strong relationships with internal stakeholders, including Asset Management, Finance, Accounting, and Loan Operations, ensuring seamless coordination and efficient execution. Team Leadership & Mentorship: Oversee junior team members, providing guidance and support while fostering a collaborative and high-performing environment. Market Intelligence & Analysis: Stay abreast of market trends and competitive landscapes. Drive Business Development: Play a key role in identifying and pursuing new investment opportunities Requirements Proven Track Record: 4+ years of professional experience in structured finance loan originations, with a preference for candidates with expertise in underwriting and structuring consumer credit transactions. Education: Master's degree preferred, but a Bachelor's degree with relevant professional experience is acceptable. Analytical & Problem-Solving Skills: Demonstrated ability to analyze complex data, identify key risks and opportunities, and develop creative structuring solutions. Exceptional Communication & Interpersonal Skills: Excellent written and verbal communication skills with the ability to effectively convey complex information to diverse audiences. Results-Oriented & Collaborative: A strong work ethic, a collaborative spirit, and ability to work within a fast-paced and dynamic environment. Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Hybrid Schedule Free Food & Snacks Wellness Resources

New York, NY, USA

Negotiable Salary

Financial Advisor638460395219211223

Financial Advisor

Financial Advisor Business Leader / Wealth Management Team Lead Six Figure Base Salary + Team Based Production Bonus + Full Benefits Northbrook, IL Full-time, In-person Job Description As a Business Manager, you'll be a vital contributor to a Financial Advisor team, playing a key role in developing and executing strategies to meet business plan goals and metrics. You'll help manage the team's business plan and financials, tracking progress against quantifiable goals and ensuring daily activities align with practice objectives. This role involves coordinating team assignments, projects, and key initiatives, as well as overseeing the execution of the team's client service strategy. Key responsibilities include: Developing and implementing business strategies to achieve team goals and metrics. Managing the team's business plan and practice financials. Tracking and reporting on progress against business and activity goals. Ensuring daily team activities align with practice metrics and objectives. Coordinating team assignments, projects, and key initiatives. Overseeing the execution of the team's client service strategy. Applying thorough knowledge of Wealth Management products and services. Utilizing working knowledge of general bank policies, programs, and financial/accounting practices. Requirements Qualifications To be minimally qualified for this role, you must possess: Active and current Series 7 and Series 63/65 or 66 (or equivalent) licenses. You must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) you support. Active and current SAFE Act Registration. Active and current firm-approved professional designation (ADV-2B required). Strong leadership abilities with excellent communication and delegation skills. A proven understanding of how to deliver an exceptional client experience. Thorough knowledge and understanding of the full suite of Wealth Management products and services. Demonstrated ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements, and firm policies/procedures. Strong analytical skills with the ability to identify trends, pinpoint root causes, and implement improved processes to drive growth and mitigate risk. Ability to influence and demonstrate strong, effective leadership through clear communication and collaboration with partners, making sound decisions with courage and conviction, and influencing desired outcomes without direct authority. Skills Administrative Services Customer Experience Improvement Project Management Sales Performance Management Strategy Planning and Development Business Acumen Business Analytics Candidate Screening Coaching Continuous Improvement Account Management Process Simplification Reporting

Northbrook, IL 60062, USA

Negotiable Salary

Sr. Credit Risk Review Analyst - Commercial Lending638460182045451224

Sr. Credit Risk Review Analyst - Commercial Lending

Sr. Credit Risk Review Analyst - Commercial Lending Houston, TX 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

Houston, TX, USA

$125,000-175,000/year

Sr. Credit Risk Review Analyst - Commercial Lending638453584089611225

Sr. Credit Risk Review Analyst - Commercial Lending

Sr. Credit Risk Review Analyst - Commercial Lending Raleigh, NC 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

Raleigh, NC, USA

$125,000-175,000/year

Budget Analyst638453570279711226

XMSTART is looking to add experienced full-time Budget Analyst to our team in Chantilly, VA. All positions are 100% Onsite. Requirements Responsibilities: Support financial and budgetary activities for Special Access Programs (SAP) using NRO business practices and SAO-unique processes in compliance with DoD/NRO Budget Acquisition standards Create and track funding documents, RCAs, and external agency funding actions using the NRO execution tool Track commitment, obligation, and expenditure of funds throughout acquisition/appropriation lifecycle with execution tools and tailored SAP practices Generate monthly budget execution reviews and provide SAP and non-SAP level financial documentation Assist in development and coordination of annual SAP budgets for groups and/or ACQ/MSA-coded efforts Create, update, and analyze SAP/MSA spend plans; recommend adjustments based on forecast plans Collaborate with Budget Officers for accurate financial reporting aligned with NRO business policies Review BLI requests in compliance with NRO policies including CLINs, Appropriations, ETs, and BOCs Support development of IPBS, CBJB, IPOM, and CJB submissions including multiple budget excursions Provide NRO budget execution support including funding actions, reconciliation, and issue resolution Provide ad hoc support to NRO/BPO inquiries and SAP reporting requirements Use innovative analysis techniques to perform complex trend analysis across financial data sources Evaluate SAO-level execution and ensure alignment with IC/DoD goals and available resources Prepare budget summaries, memoranda, issue papers, charts, and talking points for leadership Review presentations and briefings for action responses; lead cross-SAO budget meetings Consolidate SAO inputs for performance measure development and reporting Recommend improvements for databases, tools, procedures, and strategies for financial oversight Support and standardize NRO business processes for SAO budget reviews Maintain internal controls for monitoring lifecycle commitments and obligations Analyze cost performance reports and contract financial status reports Provide policy compliance guidance for cost accumulation (CAPCO) for all SAO funding actions Assist with NRO PMP Cost Tools for oversight reviews, ensuring accuracy and regulatory compliance Qualifications: Minimum 3 years’ experience in budget analysis, financial planning, or related roles within the IC or DoD environment Strong understanding of DoD/NRO budget and acquisition practices, including SAP financial processes Proficiency in financial systems, execution tools, and reporting platforms used by NRO Excellent analytical, organizational, and written communication skills Experience in preparing high-level financial reports, justifications, and executive presentations Desired/Preferred Qualifications: Familiarity with NRO financial databases and PMP Cost Tools Experience in SAP program financial execution and oversight Advanced knowledge of BLI, CLINs, BOCs, and related fiscal codes within NRO budgeting practices Education: Bachelor’s Degree in Finance, Accounting, Business Administration, or a related field Security Clearance Requirements: Active TS/SCI clearance with CI Poly Reinvestigation date within 7 years if not an active NRO employee

Chantilly, VA, USA

Negotiable Salary

Sr. Credit Risk Review Analyst - Commercial Lending638447901333791227

Sr. Credit Risk Review Analyst - Commercial Lending

Sr. Credit Risk Review Analyst - Commercial Lending Blue Bell, PA 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

Blue Bell, PA, USA

$125,000-175,000/year

Investment Operations638442415361311228

Investment Operations

The Investment Operations person has responsibility for the efficient and effective operations. This includes the managing of client relations, investment operations and general office responsibilities. Essential Duties & Responsibilities: Client Responsibilities Record conversations and requests in SmartOffice Process distribution requests Investment Operations Responsibilities Maintain client records and notes in SmartOffice. Open new investment accounts/schedule client meetings Utilize Advice Pay Enter contributions in Wealthscape/Assetmark and other investment platforms. Request trading on new investments Maintain and report all investment activity (weekly) Set up bank links to investment accounts. Set up monthly Periodic Investment Plans (PIP) for clients. Submit “Securities-Based Line of Credit” (SBLOC) applications. Assist with Maryland 529 applications. Annually process Required Minimum Distributions (RMD) Office Responsibilities Answers phone calls Greet public that comes into the office. Schedule Appointments Scan/Fax/Record all documents. Sort Mail Submit invoices outside of Advice Pay Monitor Investment licensure for staff by state of client. Submit correspondence and extensions to Kestra Financial for approval of staff written documents. Maintain all compliant requirements. Maintain Office lobby and kitchen with supplies and ensure “Client Ready” appearance. Order/Maintain all needed office equipment/furniture/supplies. Additional responsibilities may be assigned from time to time. Education & Experience: Four-year bachelor's degree in finance, accounting, or other closely related field. May substitute 1.5 years of experience for one year of education. Knowledge, Skills & Abilities: Strong ability to communicate and work effectively as a team member. Attention to detail, thoroughness, and number accuracy. Ability to clearly follow direction and articulate and write responses in English. Must have sound judgment when dealing with clients and staff members. Work under pressure and meet mandatory deadlines as needed. Sound judgment in determining prioritization of work. Keen sense of ownership of job responsibilities Knowledge of Microsoft Suite and able to comprehend and use software common in the industry. Supervisory Responsibilities: None Physical Demands and Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions. Routine 8-hour shift; but may be subject to irregular hours based on shift demands. Ability to lift to 15 lbs. Visual and auditory acuity sufficient to read Company materials and view monitor and telephone. Employees will work in an indoor environment; may be exposed to variations in room temperature and noise level. Must be able to voice/write communication with staff and clients in English. Must be able to use normal office equipment to include, but not limited to computer (laptop), telephone, printers, scanner, postage machine, and multiple computer monitors. EEO/AAP Statement: We provide equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that employees are treated during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.

Columbia, MD, USA

Negotiable Salary

Execution Services / Algorithmic trading Analyst633920826382111229

Execution Services / Algorithmic trading Analyst

About the job We are searching for a qualified entry level candidate to join our Client Services team. The candidate should have a desire to work in a fast-paced dynamic trading environment. We seek a self-starter that can work independently as well as thrive and contribute to a growing team. What You Will Do Provide level 1 trade, system and integration support at the direction of the client services manager. Such responsibilities include, but are not limited to: Provide level 1 telephone, chat and email support to clients using either GUI-based or automated remote trading applications Proactive monitoring execution algorithms and mitigate trading risk Troubleshoot system and client connectivity issues Develop understanding of execution algorithms and BestEx Research applications and explain them to clients Help clients with customization of BestEx Research products Perform Trade Cost Analysis Trade support and application-level troubleshooting of orders generated by BestEx Research's execution algorithms Perform QA of internal trading tools, algorithms and risk applications and document as needed Coordinate application deployment with infrastructure management and software engineering teams Work with brokers and vendors to integrate BestEx research's execution algorithms Assist in client-onboarding and account creation Requirements What we are looking for: Bachelor's degree or equivalent experience Concentrations on Computer Science, Mathematics, Statistics, Finance or Economics are preferred Previous financial industry or trading experience a plus Experience or working knowledge of SQL, Python, MS Excel Professional, motivated attitude Strong interpersonal skills and ability to manage multiple issues in a fast pace, high pressured technology environment Independent self-starter and a keen attention to detail is a must Benefits Competitive pay, world class benefits and bonus structure Huge upwards mobility: Talented and high performing individuals will move up very quickly to sales and trading or product management roles Work with high-caliber and innovative professionals Progressive time off benefits State of the art office A fun and collaborative environment 4 weeks of vacation, healthcare, commuter benefits, and 401K. Location: Stamford, CT/New York, NY Our Stamford, CT is conveniently located in Stamford downtown and walking distance from the train station. Free valet parking, Gym and other amenities are available. Why BestEx Research: If you want to help investors reduce their trading costs in an incredibly complex market structure and help create and shape an industry-defining product, then this is an excellent opportunity to join an incredibly talented team of 50+. BestEx Research has almost zero turnover, top notch clients, zero bureaucracy, and a flat organizational structure. It is a true meritocracy, set in a collaborative environment, where every employee is working on extraordinarily interesting projects. Our pay scale and benefits are comparable to top-tier firms in our industry, either in the form of cash compensation or a hybrid cash and equity compensation plan. Employees at BestEx Research have exposure to much more variety in the projects they complete and opportunities for growth than in similar roles at other firms.

Stamford, CT, USA

Negotiable Salary

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