Investment Operations

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

We are doing some incredible things here at Pinnacle. We’re all about challenging convention and doing the hard work it takes to create mind-blowing digital and physical experiences, events, exhibits and environments for some of the world’s top brands. Our Rules of Engagement—being gracious, invested, and creative—reward imagination and encourage disruptive thinking in the pursuit of flawless execution for our clients. We are based in Portland, Oregon with facilities in both Northern and Southern California, Chicago, Illinois and now Raleigh, North Carolina. We are seeking a detail-oriented and highly organized Billing Specialist to join our team. As a key member of our accounting department, you will play a crucial role in the accurate and timely administration of all job contracts, including quotes, work orders, and invoices.  Some nuts and bolts about the job:  Invoicing Mastery: Create invoices based on complex contract documents with precision and attention to detail. Cost Accuracy Analysis: Collaborate with sales teams to analyze margins, ensuring job cost accuracy. Effective Communication: Consistently communicating with sales teams, fostering strong collaboration and understanding. Database Maintenance: Maintain various databases to track overall job status, including quotes signed, invoices issued, and       payments received. Storage Billing Oversight: Track the status of storage billing and issue storage job numbers accordingly. Document Organization: Organize and maintain all job-related documents systematically. Issue Resolution: Communicate with sales teams and management to address outstanding billing issues promptly. Proactive Monitoring: Proactively monitor unbilled and uncontracted jobs, ensuring timely resolution. Adaptable Support: Be prepared to undertake other duties as assigned to support the overall success of the team. ERP Navigation: Utilize our ERP system proficiently to streamline workflow processes. We are an energetic and creative bunch and have high expectations for all our employees. In addition to being fun to work with, we would like to hire someone with the following experience, skills, and attributes:  3-5 years of general office, billing, contract administration, or related experience (A/R processing) Extremely detail-oriented with the ability to thrive in a fast-paced environment. Proficiency in using Microsoft Office, specifically Excel Demonstrate a strong focus on client service, ensuring satisfaction and reliability. Excellent administrative and organizational skills with the ability to manage multiple tasks simultaneously. Ability to communicate clearly, professionally, and effectively, both written and verbally. Our culture is important to us, and we are looking to hire interesting, enthusiastic people who enjoy working hard and helping our clients build their brands. We believe we can build a more creative, nimble, and devoted workforce to provide better service to our clients if we focus on both diversity and inclusion. Pinnacle is at its best when everyone is respected, included, and heard. We believe in creating a work environment where everyone can show up as themselves and feel empowered to do their best work every day. We are a team-based company with each employee operating at the individual contributor level meaning we all have to be the experts at what we bring to the table. It’s energizing and challenging and rewarding! We offer a well-rounded benefits package that includes PTO, medical, dental, vision, 401(k), life insurance and long-term disability. Please apply online with PINNACLE at: https://pinnacle.hiringthing.com/job/736269/billing-specialist-contract-administrator?s=cl

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.

Job Opening: Administrative Assistant We are a full-service Painting Company specializing in Commercial, Apartment, Multi-Family Housing, and Residential services. We are currently seeking a well-organized and proactive Administrative Assistant to join our team and provide high-level administrative support. This is a great opportunity to establish strong working relationships and contribute to the overall efficiency and success of our growing company. Key Responsibilities: Provide administrative support including writing and editing emails, drafting memos, data entry, and preparing internal and external communications. Maintain accurate and organized records and files. Perform light accounting duties. Organize and coordinate meetings, including scheduling, sending reminders, and assisting other departments as needed. Answer phone calls and direct inquiries in a polite and professional manner. Required Qualifications & Skills: Proficiency in computer software including: Zoho, Adobe, Microsoft Word, Excel, Outlook, Knowify, and QuickBooks. Excellent time management skills with the ability to meet deadlines. Strong verbal and written communication skills. Ability to problem-solve and make decisions independently. Highly organized, detail-oriented, and self-motivated. Bilingual is a plus! Benefits: 401(k) Retirement Plan Health Insurance Paid Sick Leave Work Schedule: Monday – Thursday: 8:00 AM – 5:00 PM Friday: 7:00 AM – 4:00 PM If you are interested in this opportunity and meet the qualifications listed above, please email your resume to us. We look forward to hearing from you!

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

Hiring: Accountant / Payroll & Sales Tax Filings – $65,000-$70,000/year – Excelsior (San Francisco) Our small, growing accounting firm in San Francisco’s Excelsior District is looking for a full-time Accountant / Payroll & Sales Tax Filings Specialist to join our team. Role & Responsibilities • Handle daily bookkeeping and reconciliations • Process light payroll and related filings • Prepare and file sales tax returns • Assist with client accounting and year-end close tasks Requirements • QuickBooks Desktop & QuickBooks Online experience (required) • Solid bookkeeping, payroll, and sales tax fundamentals • Strong attention to detail and reliability Compensation & Schedule • Full-time, on-site (or mostly on-site) • $65,000-$70,000 annual salary • Friendly, small-office environment If you’re interested (or know someone who might be), please message me here on Nextdoor with your background and experience. Thank you!