The Director of Human Resources will oversee HR functions, manage the employee lifecycle, and provide strategic guidance to clients. They will also develop HR policies, leverage HRIS technology, and foster a positive organizational culture.
The Senior Financial Analyst will own the financial modeling, reporting cadence, and data-driven insights for a portfolio of startup clients. They will partner with founders and CFOs to provide actionable narrative analysis while leveraging AI to streamline workflows and reporting.
Design and operate AWS cloud infrastructure and data pipelines to support AI-powered financial systems. Lead technical discovery sessions with clients to translate business needs into automated AI agent workflows.
Lead investment services and manage discretionary capital sleeves for ultra-high-net-worth families. Establish institutional frameworks to track and benchmark outside managers while executing direct investment decisions and risk analysis.
Lead investment services for ultra-high-net-worth families by managing discretionary capital sleeves and overseeing a roster of outside managers. Responsible for portfolio construction, risk analytics, and drafting Investment Policy Statements while reporting performance directly to client principals.
Serve as a virtual CFO for multiple clients, providing strategic financial guidance and managing growth strategies. Oversee financial operations including budgeting, forecasting, and the execution of financial transactions like fundraising and acquisitions.
The Bookkeeper will assist with monthly financial close activities, account analysis, and reconciliation for clients. They will also manage invoicing, accounts receivable, and accounts payable processes while ensuring high-quality client service.
The Staff Accountant will assist with monthly financial close activities, account analysis, and reconciliation for clients. They will also manage invoicing, accounts receivable, and accounts payable processes while ensuring high-quality client service.
