Hudnall Capital Advisors Senior Jobs in Usa

Our Story:

From South Africa to Southern California, the ColRich story is a decades-long journey of growth, continuous reinvention and a culture of caring. Through generations of family ownership, the ColRich brand has evolved, but the company’s foundation remains the same today as in the beginning; build lasting communities through a culture centered around innovation, humility and a commitment to helping others – ColRich Thrive.

Our Bio:

ColRich is a real estate, construction and investment firm focused on value-add, residential real estate in strategic locations primarily in the Western U.S. Our platform’s sustainability is assured through long- term ownership enabled by long-term debt and equity. We are focused on enduring, tax-efficient cash flow for our investors.

In the multifamily space, we actively maximize cash-on-cash returns and capital appreciation by acquiring properties with upside through extensive renovation and improved management. Leveraging our unique homebuilding background and construction platform, we reposition these older properties as design-forward, affordable workforce housing alternatives to newer Class A product.

Our development history includes the successful entitlement, construction, marketing and sales of single- family homes, townhomes, mid-rise condominiums and apartments. Currently we are bringing to market two master-planned, destination-oriented communities offering a combined 5,000+ homes (both for sale and rental) over a 10-year time horizon. In addition, the company is also working on several individual apartment developments (1,000+ units).

With a service matters operating philosophy, our team is passionate about supporting residents across our portfolio, building better environments that fuel happier residents, improving investor returns and creating a strong sense of purpose that drives what we do every day.

Our Current Portfolio:

ColRich’s portfolio includes $1.05 billion of equity actively invested through December 2025 in 89 deals across 9 states. These include master-planned community developments and 20,000+ multifamily units.

Our Approach:

A vertically integrated, hands-on approach is at the core of our company’s capabilities. Deep in-house construction, design, finance and asset management expertise ensures that our essential functions are managed internally and operationally intertwined to produce indisputable long-term value for our stakeholders. Our communities are built to last, offering enduring and stable environments where our residents will thrive.

Our DNA:

• Caring
• Wired for Connection
• Ever Evolving
• Hardworking
• Original Thinkers
• Competitive
• Humble
• Seasoned Through Adversity

Our Mantra:

Build lasting communities

Position: Capital Markets Senior Associate – San Diego, CA

About the Role: The Senior Associate, Capital Markets plays a central role in supporting portfolio economics, investor relations & reporting, and capital execution across the firm’s multifamily investment platform.

This position operates at the intersection of Asset Management, Finance, and Investor Relations, with responsibility for analyzing asset performance and ensuring the integrity of distribution and promote mechanics through advanced financial modeling and analysis. The role includes direct participation in investor meetings and production of investor reporting materials, requiring strong financial judgment, advanced Microsoft Excel proficiency, and the ability to build, modify, and audit complex real estate financial models and joint venture waterfall structures.

The Senior Associate contributes to disciplined capital governance across the portfolio while serving as a key analytical partner to senior leadership.

The position reports to the Head of Capital Markets & Investor Relations.

Specific responsibilities include:

Investor Relations

• Quarterly Investor Reporting
• Oversee the preparation and presentation of quarterly investor reports, ensuring accuracy and clarity
• Analyze financial performance, trends and market conditions to provide meaningful updates to investors
• Annual Portfolio-Level Investor Reporting
• Create comprehensive annual reports summarizing portfolio-wide performance and key insights for stakeholders
• Investor Meeting and Communication
• Conduct regular meetings to update investors on the performance of existing deals, providing transparency and fostering trust
• Respond promptly and effectively to invest inquiries
• Fundraising Support
• Assist in development and execution of fundraising efforts for new projects
• Collaborate with senior leadership to identify and engage potential investors
• Investor Administration
• Manage administrative tasks including joint venture documentation, assignment of partnership interests, estate planning, and valuations.

Distribution & Financial Analysis

• Business Plan Oversight
• Review business plans form an equity standpoint, focusing on cash management and distribution projections
• Collaborate with internal teams to update and revise plans as needed
• Quarterly Distributions
• Manage all aspects of quarterly distributions to investors, ensuring timely and accurate execution
• Prepare detailed distribution statements, including allocations and financial breakdowns
• Maintain deal level waterfalls to track promoted interests and investor returns (cash-on-cash, IRR’s, multiples)
• As Hoc Analysis
• Prepare deals specific analysis including sensitivity tables, debt analysis, delinquency analytics, renovation ROI, CAGR, etc.

Requirements:

• Minimum of 7 years of experience in real estate finance
• Bachelor’s degree in Finance, Economics, Business Administration or related field
• Highly proficient in Excel and advanced financial modeling
• Strong understanding of finance concepts, including discounted cash flows, IRR’s, equity multiples, loan sizing and investment waterfalls (promote modeling)
• Exceptional communication and interpersonal skills to manage and strengthen investor relationships
• Highly organized, detail-oriented and capable of managing multiple priorities

Benefits:

• Base salary and discretionary annual bonus competitive with industry standards
• $120,000 - $140,000 depending on experience
• Health and dental insurance paid fully at the employee level by employer
• Eligible upon hire for 401(k) plan
• Paid holidays and vacation time

Come join Connecticut Innovations (CI) as a Senior Associate/Associate primarily supporting our Technology Fund with opportunities to support other CI Venture Funds!

Connecticut Innovations (CI)

As Connecticut's strategic venture capital arm and one of the most active investors on the eastern seaboard, CI has a portfolio of 220+ companies across various industries, with strengths in life sciences, technology and climate tech. CI meets with hundreds of companies every year, identifying the most promising early-stage companies looking to grow in the state. Every year, CI invests in 20+ new companies, in addition to providing follow-on capital to existing portfolio companies. CI also invests as a Limited Partner in outside venture funds based in CT (17 in the past 6 years).

• CI has invested $700+ million in innovative startups since 1995
• CI’s leveraging power is 10X, or $7+ billion

CI announced it invested $45.8 million in 67 companies and venture funds throughout the fiscal year ending June 30, 2025. CI’s investments also helped to attract an additional $653 million in outside capital into its portfolio companies. The fiscal year generated $43.2 million in proceeds, which will allow CI to invest in more early-stage companies in the future.

Our culture is vibrant, diverse, collaborative, and inclusive. We embrace perspective and have mission alignment on our impact to Connecticut’s innovation ecosystem. We host or participate in over 20 ecosystem events per year, and our headquarters at The District in New Haven is a catalyst for partnership and an innovation ecosystem community hub.

Connecticut Technology Fund

Our Technology Fund has provided more than $140 million to date to Connecticut’s promising high-tech companies (140+), with a focus on FinTech, InsurTech, SaaS and PaaS early-stage companies. We have realized over $135 million in proceeds from our investments in this Fund. We have also attracted companies to Connecticut from both coasts and as far away as Europe!

Venture Capital (VC) Senior Associate/Associate

All Venture Team members play a pivotal role as part of the investment due diligence process and post-investment, as part of scaling the portfolio company. As an organization, we embrace diversity of thought, listen with an open mind, think big and concretely, and invest with the mission in mind.

A VC Senior Associate/Associate helps execute our investment strategy by researching promising technology markets. They also participate in all phases of the investment process including due diligence, meetings with management, focused company and industry research, financial modeling, writing investment recommendations, and supporting CI portfolio companies as board observers.

We are currently seeking a VC Senior Associate/Associate to join our Technology Fund Venture Team for a period of 2 to 3 years (with opportunities to extend beyond 3 years) and help develop and manage an active high-tech portfolio. Candidates should be self-starting, curious, flexible and have knowledge of financial statements, business plans and other financial and legal documents.

Qualifications

• Bachelor’s degree in computer science or the equivalent
• MBA or master’s degree
• Work or internship experience in market research, management consulting, venture capital or investment management
• Work experience operating in a high-growth, early-stage FinTech, InsurTech, SaaS and PaaS company preferred
• Experience as a Founder preferred, but not required

Responsibilities

• Representing CI at industry events, source investment prospects, develop relationships with potential co-investors
• Screening and analysis of potential investments
• Conducting due diligence and competitive analysis
• Financial modeling and valuation analysis, collaborating with and supporting other members of the CI Venture team.
• Preparing reports and proposals regarding potential investments and portfolio companies
• Drafting term sheets
• Reviewing legal documents related to financings and other matters
• Presenting investments for approval to CI advisory committees and committees of the CI Board of Directors
• Assisting in identifying strategic, marketing and partnering opportunities for portfolio companies
• Participate in meetings and calls related to due diligence, industry research, and investment negotiations

Skills & Competencies

• A seeker and learner mentality, with a passion for and knowledge of the deep-tech technologies
• High personal passion for a fast-developing innovation ecosystem
• Detailed, action-oriented person who takes initiative to follow-up on items.
• Project management and organization skills to solicit and follow up on meetings.
• Communicate comfortably with a wide range of stakeholders.
• Ability to synthesize data into a compelling story.
• Sufficient understanding/comfort of technology to recognize the business opportunities it unlocks

This role will work at CI’s headquarters in New Haven, CT (District | Coworking Space) on a hybrid schedule (Mondays and Wednesdays onsite). Having a Connecticut residency is required for this role.

Connecticut Innovations offers a competitive starting salary, with additional bonus opportunities based on team and individual investment performance, generous paid time off, and a culture that encourages work-life balance.

Connecticut Innovations is an equal opportunity/affirmative action employer. We welcome all candidates to apply regardless of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, or status as a protected veteran.

Job Title: Senior Accountant

Location: Phoenix, AZ

Work Model: Full-Time, Fully Onsite

Compensation: $100,000 - $120,000, Commensurate with Experience

About the Company: Our client is an industry-leading commercial real estate platform with a proven track record across development, acquisitions, and asset management. Based in Phoenix, the firm operates nationally and manages a diversified portfolio spanning self-storage, industrial, office, multifamily, and healthcare assets. Projects include ground-up development, build-to-suit, acquisitions, and redevelopment initiatives across multiple asset classes.

About the Role: The Senior Accountant to support the Director of Finance in overseeing daily accounting operations and financial reporting for its Self-Storage portfolio. This position plays a critical role in both the Operations and Development functions of the platform, working closely with Managing Directors and Asset Management leadership.

The ideal candidate is a motivated self-starter with strong technical accounting skills, exceptional attention to detail, and the ability to thrive in a fast-paced, collaborative environment. This is a high-visibility role with exposure to partners, lenders, auditors, and ownership groups.

Key Responsibilities:

Technical Accounting & Reporting

• Manage full-cycle accounting for commercial real estate investments, primarily within the self-storage portfolio
• Maintain general ledger accuracy, including journal entries, accruals, and reconciliations
• Prepare detailed month-end close schedules and supporting documentation
• Assist with accounts payable processes, including invoice review and coding
• Translate property-level operating reports into ownership-level financial
• reporting
• Prepare monthly, quarterly, and annual financial packages for partners, lenders,
• and ownership groups

Capital & Transaction Support

• Prepare capital call and loan draw packages
• Support acquisition and disposition accounting, including settlement statements,
• sources and uses, and distribution calculations
• Assist with debt compliance and lender reporting requirements

Audit & Tax

• Serve as a key liaison during annual audits, including preparation of PBC schedules and support during fieldwork
• Prepare and manage local tax filings (sales and property taxes)
• Assist in the preparation and review of annual tax returns with external advisors

Cash & Asset Management

• Oversee cash management, including daily transaction verification and monthly bank reconciliations
• Maintain fixed asset schedules, including depreciation and amortization calculations

Strategic & Cross-Functional Collaboration

• Partner with Operations, Asset Management, and Development teams
• Support special projects, financial modeling initiatives, and ad hoc analyses

Required Qualifications & Experience:

Education

• Bachelor’s degree in accounting, finance, or related field

Experience

• 3-7 years of relevant accounting experience
• Public accounting and/or real estate accounting experience highly preferred
• Experience with month-end close, audit support, and financial statement
• preparation

Skills & Attributes

• Strong technical accounting knowledge
• High attention to detail and analytical capability
• Excellent organizational and time management skills
• Effective communication skills with ability to interface with executives, lenders,
• auditors, and ownership groups
• Proficiency in Microsoft Office; Yardi experience preferred
• Professional demeanor with a positive, team-oriented attitude

Company Description

Goodwin Advisors is a commercial real estate boutique capital markets firm based in Texas. We prioritize bespoke advice and optimal execution by customizing solutions for clients' needs rather than focusing on our number of assignments. Based in Texas we are committed to delivering on our promises without cutting corners.

Role Description

This is a full-time hybrid role for an Investment Sales Associate, Senior Associate or Broker (Entry to Mid-Level) at Goodwin Advisors. This position will be responsible for knowledge of their product type and covered markets, assisting in valuations and creation of presentations (BOVs, Pitches, OMs), execution of marketing plans, and assisting in closings. Strongly prefer experienced professionals in the Senior Associate to Vice President range but will consider entry-level depending upon applicable degree and internships/work experience. Compensation is based upon successful closings of assignments.

Qualifications

• Finance and brokerage experience
• Business development drive
• Strong analytical and problem-solving skills
• Excellent communication and negotiation skills
• Ability to work independently and collaboratively
• Experience in the commercial real estate investment sales/finance or investment banking industries
• Bachelor's or Master's degree in Real Estate, Finance, Accounting, Business, or related field
• Knowledge of Argus is big positive

Position Overview:

Leon Financial, LLC is seeking a senior-level Commercial Real Estate (CRE) Credit Originator to join its growing real estate credit platform. This role is designed for a proven, fully formed credit originator with the ability to independently source, structure, and close institutional real estate credit transactions across multiple asset classes.

Leon Financial operates a diversified real estate credit platform, with active focus areas that include industrial, multifamily, healthcare, retail, and self-storage. The successful candidate will be a strong CRE credit generalist — someone with depth in certain asset classes and the judgment and flexibility to execute across others as capital allocation and deal flow evolve.

This is not a training or ramp-up role. The expectation is immediate contribution and consistent production.

Key Responsibilities:

Originate commercial real estate credit transactions across a diversified set of asset classes, including:

• Industrial and logistics
• Multifamily
• Healthcare-related real estate
• Retail
• Self-storage

Source opportunities through established relationships with:

• Sponsors and operators
• Developers and owners
• Brokers and capital markets intermediaries

Structure and execute a range of CRE credit solutions, including:

• Senior secured loans
• Mezzanine debt
• Preferred equity
• Transitional and structured credit investments
• Recapitalizations and complex capital stacks
• Own transactions end-to-end, from initial sourcing and structuring through underwriting, credit approval, and closing, in close partnership with internal investment, legal, and asset management teams.
• Maintain a consistent pipeline of institutional-quality opportunities aligned with Leon Financial's risk-adjusted return objectives.
• Represent Leon Financial, LLC in the market with sponsors, intermediaries, and industry participants.

Qualifications:

• 10–20+ years of commercial real estate credit origination experience with a verifiable history of closed transactions.
• Demonstrated track record as a high-performing CRE credit originator, not an emerging producer.
• Experience originating credit across multiple CRE asset classes, with depth in one or more of Leon Financial's core focus areas.

Background originating credit at one or more of the following:

• Private real estate credit funds
• Real estate debt platforms
• Institutional or specialty CRE lenders
• Strong credit judgment and comfort with underwriting transactions across different property types and market cycles.
• Proven ability to operate autonomously with high accountability and minimal oversight.
• Bachelor's degree required; advanced degree preferred.

What This Role Is Not:

• Not a training or development program
• Not a junior or mid-career origination role
• Not a development or brokerage position
• Not suitable for candidates still building an origination book

Why Leon Financial, LLC:

Leon Financial, LLC is a diversified real estate credit platform operating across multiple commercial real estate strategies. The firm partners with experienced sponsors and operators to originate and structure thoughtful, risk-adjusted credit solutions across the capital stack.

Leon Financial, LLC offers senior credit originators the opportunity to operate within a collaborative, entrepreneurial environment while leveraging the flexibility, scale, and support of a broader investment platform.

Senior Legal Counsel

Step into a high impact role with Mitsubishi HC Capital America as a Senior Legal Counsel, where your commercial finance expertise, sharp judgment, and negotiation skills will directly shape complex lending and leasing deals. If you thrive on solving sophisticated legal challenges and partnering closely with the business, this opportunity is built for you.

HYBRID: 3 days/week in Itasca, IL

THE ROLE: STRATEGIC LEGAL PARTNER

As a Senior Legal Counsel, you will serve as a trusted legal advisor supporting commercial finance originations, regulatory compliance, supplier management, and day‑to‑day corporate legal needs. You’ll partner with leaders across Sales, Operations, Credit, Capital Markets, and the North American Legal Department to provide actionable legal guidance and ensure compliant, efficient business operations. You will play a key role in balancing legal risk with strategic business objectives while providing business oriented solutions.

KEY RESPONSIBILITIES:

Transactional Support

• Lead transactions for equipment loans, leases, and commercial financing arrangements
• Draft, review, and negotiate vendor program agreements, capital markets agreements, customer finance contracts, leasing contracts, loan agreements, and related commercial documentation
• Identify and mitigate legal and operational risks related to lending, leasing, and commercial finance products

Supplier Management & Third‑Party Risk

• Provide legal guidance on supplier onboarding, risk assessments, performance monitoring, and dispute resolution
• Partner with Procurement and Operations to mitigate risks tied to supplier agreements

Regulatory Monitoring

• Track and advise on U.S. federal and state regulations (commercial lending, leasing, consumer protection, data privacy)
• Collaborate with Compliance to integrate regulatory changes into policies, processes, and documentation

Compliance Support

• Support internal reviews, audits, and compliance inquiries
• Assist in drafting, implementing, and updating compliance policies and procedures

External Counsel Management

• Support selection and oversight of external counsel for transactions and litigation
• Ensure cost‑effective, high‑quality representation aligned with business needs

Department Operations

• Support legal technology, template management, and continuous process improvement
• Contribute to departmental workflow efficiency and operational standards

WHAT YOU BRING TO THE TABLE

• Juris Doctorate
• 5+ years of commercial finance legal experience, including equipment leasing, lending, and secured transactions
• Strong understanding of U.S. federal and state laws, UCC Articles 2 & 9, and commercial regulatory requirements
• Experience in litigation, restructuring, workouts, and distressed asset negotiations
• Proven contract drafting and negotiation experience across commercial finance sectors
• Ability to research and interpret laws, regulations, and case law, and provide practical guidance
• Strong communication and cross‑functional collaboration skills
• Skilled in drafting clear, enforceable agreements and refining contract templates
• Technology‑savvy with capability to leverage legal tech and AI tools
• Licensed and in good standing to practice law in Illinois, or eligible for in‑house counsel licensing
• Willingness to pursue professional development & CLE with emphasis on commercial finance and regulatory compliance
• Occasional travel for industry events and business site visits

COMPENSATION: $177,000 – $195,000; based on experience. This role is also eligible for a year-end bonus.

BENEFITS & PERKS

Experience a comprehensive package designed to fuel your personal and professional journey:

• Top-Tier Health & Insurance: Medical, dental, vision, life & AD&D with low premiums; prescription drug coverage
• Financial Security: 401K with immediate vesting and up to 4.5% match; RSP contributions day one; HSA contributions; flexible-spending accounts
• Time Off: Competitive vacation time, plus 10 scheduled holidays
• Wellness & Lifestyle: Annual fitness reimbursement; virtual fitness membership; Stress management tools; Employee Assistance Program for confidential support and coaching
• Professional Growth: Tuition reimbursement after one year; dedicated development budget
• Culture: Transparent, collaborative environment with a supportive, family-like team

MAKE A VISABLE IMPACT: Apply now or forward your resume directly to:

Mitsubishi HC Capital America is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, status, religion or belief, marital status, or pregnancy and maternity.

Gallagher's HR & Organizational effectiveness team provides expert guidance and hands-on support in HR, Recruiting, and Payroll to help organizations stay focused on achieving their strategic business goals.

Senior Medical Biller

About Us

M&D Capital is a leading third-party Medical Billing and Revenue Cycle Management company serving clients across the United States. We operate offices across multiple states, along with a growing international team. We specialize in out-of-network surgical claims, and partner directly with our clients to ensure the maximum reimbursement for their services. Our rapidly growing organization provides employees with generous opportunities for professional growth and advancement. We’re looking for talented, dedicated employees who are eager to grow and contribute to our success. If you meet the qualifications below, we encourage you to apply.

Job Description

We are seeking an experienced and detail-oriented Senior Medical Biller to join our dynamic billing department. The ideal candidate will possess deep knowledge of the full claims lifecycle, surgical billing, and current coding guidelines, including CMS CPT, ICD-10, NDC, and LCD regulations. Strong communication skills and the ability to work cross functionally are essential for success in this role.

Primary Responsibilities

· Serve as a liaison with clients and front office staff to gather missing information and minimize billing delays.

· Ensure clients provide accurate and complete data for timely and compliant claims

· submission.

· Collaborate with the coding team to resolve claims on hold due to incomplete or

· missing information.

· Accurately review and process patient encounters in compliance with coding and

· billing regulations.

· Demonstrate understanding of various surgical specialties and their specific billing

· requirements.

· Identify gaps or deficiencies in clinical documentation, work with physicians to

· clarify and improve records.

· Maintain up-to-date knowledge of CMS guidelines, as well as NDC and LCD payer specific regulations.

· Participate in internal billing audits and implement process improvements based on

· audit findings.

· Work proficiently within Electronic Medical Records (EMR) systems.

· Perform additional billing-related tasks and responsibilities as assigned.

Qualifications

· Proficient in CPT and ICD-10 coding.

· In-depth knowledge of CMS, LCD, and NDC billing requirements.

· Familiar with both CMS-1500 and UB-04 billing formats.

· Proven ability to independently identify and resolve billing and coding issues.

· Strong attention to detail with excellent analytical and organizational skills.

· Experience with commercial insurance payers.

· Prior experience with surgical billing required.

· Familiarity with Epic EMR system is preferred.

· 3-5 years experience in a billing position or related position

Benefits

M&D Capital offers our employees a comprehensive benefits package, including health, dental, vision, employee assistance plan, paid family leave, short-term disability and life insurance. We also provide a 401(k) plan with employer match, flexible spending accounts, employee discount program and an employee referral program.

Salary

This position offers a salary range of $65,000 to $95,000 annually, commensurate with experience.

Job description

About us

Arise Capital is a real estate investment firm based in downtown Seattle. We're growing and we need someone to build out our marketing team — largely from scratch.

This is a hands-on role. You'll be responsible for our social media presence, email campaigns, websites, and brand materials across two companies. We're not looking for someone to execute a checklist. We need someone who can look at what we have, figure out what's missing, and go build it.

The core of the job:

Social media is the priority. We need consistent, professional content across LinkedIn, Instagram, and potentially other platforms — content that reflects who we are as a company and attracts both investors and future employees. You should have experience growing and managing brand accounts, and you should be comfortable producing short-form video content.

Beyond that: email marketing, SEO, website maintenance (Squarespace), and collateral design using Adobe Creative Suite.

What we're looking for:

Someone with a track record. We want to see what you've actually built — accounts you've grown, campaigns you've run, brands you've shaped. A portfolio matters more to us than credentials.

You should be self-directed. This role won't come with a lot of hand-holding, and that should sound appealing to you, not concerning.

Real estate or investment industry familiarity is a plus.

Details:

Bachelor's degree preferred. Must have brand marketing expertise.

 What You’ll Be Doing -- Regular Responsibilities

 Push Expectations: Our motto is GO THE EXTRA MILE. We want you to be eager to expand in this position. Take opportunities to find or create new avenues for physical and digital marketing. Be creative, share your ideas, and always be bold and forward-thinking -- This is your show!

Marketing Material Creation: You will be the head of the company’s marketing efforts and deliverable outputs, so you will be designing websites, flyers, email campaign templates, manuals, branding materials, and other important company assets.

Email Marketing: Create a reusable workflow process for Mass Email Marketing campaigns. Utilize Mailchimp, Constant Contact, or approved alternative to do this. Create and manage mailing lists; design, test, and send marketing emails following industry best practices.

Data Analysis: Find data-driven insights to optimize campaigns and improve existing assets, while tracking and reporting campaign spending and maintaining dashboards.

Website Design and Maintenance: Support ongoing content and website optimization through implementing SEO best practices, including keyword research website optimization, as well as developing marketing materials for webinars and events. Have a strong knowledge of Squarespace and / or other website building programs, as well as domain-hosting sites such as GoDaddy.

Maintain and Upkeep Company’s Online Reputation: Utilize social media, Google Business, and additional methods to manage and highlight Arise Capital and its other companies in a positive light.

Maintain Strong Daily Communication with Team Members: Communicate with property managers and Senior Management Team to ensure their marketing needs are met. Keep track of several distinct properties and allocate time to make sure they are being marketed appropriately.

Fill Roles: Be open to assisting and filling roles within reason, and we want you to be a core member of the team. We are a growing company, which means you will have additional responsibilities appear than the ones on this list.

Requirements

Adobe Creative Suite: Mastery and proficiency in the use of essential Adobe Creative Suite. You will need to be operating at a professional level in the following software: Adobe InDesign, Illustrator, Photoshop, Lightroom, Premiere Pro, and Acrobat.

Marketing Tools: Proficient in digital marketing tools such as GA4, WordPress, Semrush, and email marketing platforms (Constant Contact, Zapier, ActiveCampaign or HubSpot experience is a plus).

MS Office: Proficient in MS Office (most notably: Word, Excel, PowerPoint)

Adaptability: Adapts to changes in the work environment; continuously seeks ways to improve processes and promote quality, demonstrating accuracy and thoroughness in tasks.

Design sense: Have excellent verbal and written communication skills with a strong and intuitive sense for visual appeal.

Existing Industry Knowledge: Knowledge and / or great interest in property management and capital investments is essential.

Squarespace or Alternative Website Creation / Hosting Program: Be able to effectively maintain existing websites or create new ones using Squarespace (or approved alternative site).

Constant Contact / Mailchimp / Email Software: Understand the workflow of creating mass email marketing campaigns.

Strong Organization: This role will cover a wide variety of disciplines and responsibilities and enable you to interact / collaborate with a wide variety of people. While this is exciting, you must maintain great organization and time management to complete deliverables and ensure accurate data is distributed.

Detail-Oriented: Maintain a strong habit of copyediting skills, reducing errors in deliverables.

Learning Mindset: Be eager to learn new skills, take on unexpected challenges, and advance your knowledge of the industry tools and trends.

Feedback-Friendly: Present your work and be ready to receive critical constructive feedback. You will make requested edits and updates to marketing deliverables, ensuring that final, clean outputs are approved by your team.

Fast, and Dependable: You will need to be able to work with great efficiency.

What You Should Know

• This is a full-time position. Our standard office hours are Monday – Friday, 8 AM – 5 PM. 

Our Client, a Global Insurance Firm, is seeking a Senior Life Insurance Product Analyst in their New York, NY location.

Role Overview

Join a transformative Core Modernization initiative focused on upgrading a legacy policy administration platform that has supported insurance operations for nearly sixty years. This program is replacing legacy infrastructure with modern technology to improve product configuration, policy lifecycle accuracy, compliance alignment, and client and agent experience.

As a Senior Associate within Life Insurance Solutions, you will play a key role in supporting the configuration and validation of retail life insurance products within a new policy administration system. This position blends deep product expertise with technical Excel modeling and cross-functional collaboration to ensure accurate policy lifecycle outputs throughout system migration.

What You Will Do

Product Configuration & Scenario Testing

• Design and enhance Excel-based scenario testing tools to validate retail life insurance product behavior
• Model full policy lifecycle scenarios including premium collection, loans, beneficiary changes, claims, renewals, and tax impacts
• Compare outputs between legacy and modernized systems to ensure accuracy and compliance

Tool Development & Automation

• Build, test, and maintain reliable Excel modeling tools to support system migration
• Partner with Automation Development teams to integrate automated features into testing tools
• Monitor tool efficiency and continuously improve usability and performance

Documentation & Communication

• Clearly document assumptions, findings, and product behaviors
• Communicate updates and testing results effectively across SCRUM and cross-functional teams
• Provide detailed reporting to support product development and modernization objectives

Required Qualifications

• Extensive knowledge of Life Insurance products including Universal Life and Whole Life
• Strong understanding of product components, policy mechanics, and tax implications
• Working knowledge of IRC Sections 7702 and 7702A
• Advanced Excel skills including VLOOKUP and complex formulas
• Strong communication skills with the ability to explain technical findings clearly

Preferred Qualifications

• Experience with Excel VBA
• Exposure to Agile development environments
• Working knowledge of QA testing processes including test scenario design and validation techniques

Responsible for the day-to-day account management for routinely/moderately complex client accounts for large group department 51+ fully insured and self-funded. Manages the assigned book of business and builds, expands, and solidifies relationships with existing clients.

Objectives

• Manage client processes accurately and timely: RFP, Client Set-Up, Closing Process
• Complete compliance reviews accurately and timely
• Communicate to clients consistently and pro-actively
• Attend at least one training/seminar/workshop per quarter

Essential Functions

1. Day to day contact for client for service needs; provide administrative support to an assigned block of clients. Must have a Life and Health license.
2. Manage client set-up, renewals, run open enrollment meetings and client meetings as needed.
3. Take lead on designated renewals: prepare RFP, collect and review competitive proposals, prepare renewal presentation illustrating market offerings and present the Capital Services recommendations.
4. Resolve the most complex customer service problems directly; escalate client concerns when appropriate including claims.
5. Take the lead on overall compliance for the client to include annual compliance review and overall Health and Welfare plan compliance.
6. Maintain data integrity and quality with any applicable software on a timely basis.
7. Coordinate employee communications for enrollment.
8. Establish and preserve a solid business rapport with clients and vendors.
9. Educate clients on applicable legislation and market trends.
10. Contract review and negotiations.
11. Provide Vendor Management support for client.
12. Prepare client utilization reports for review with client.
13. Manage and update client’s benefit portals.
14. Generate client interest in additional lines of coverage and cross selling opportunities
15. Participate in workshops, seminars, certifications, software/hardware updates, and/or health & welfare coursework to ensure highest level of industry knowledge. Other duties as assigned.

Work Environment

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.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk and/or hear. The employee frequently is required to stand; walk; and reach with hands and arms. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.

Position Type/Expected Hours of Work

This is a full-time position. Typical days and hours of work are Monday through Friday, 8:30 a.m. to 5 p.m. This position requires long hours and some weekend work.

Travel

Travel is a requirement of this position and may involve out-of-area and overnight travel.

Required Education and Experience

1. Bachelor’s Degree or higher in Management, Business, or related field, with a minimum of 7-10 years professional working experience as an account manager or client service representative in the insurance (or a related) industry; or a combination of education and experience.
2. Proficient knowledge of Microsoft Windows applications and MS Office (Word, Excel, PowerPoint, Outlook).
3. Must maintain Life/Health Producer license.
4. Must possess excellent problem-solving and analytical skills and be able to translate business and technical requirements into workable solutions.
5. Must possess strong communications skills (written and verbal) with an ability to communicate directly with clients, vendors, colleagues and executive management team.
6. Must possess the ability to manage multiple timelines and complete tasks quickly within the constraints of timelines and budgets.
7. Must possess the ability to work effectively as an individual and part of a team.

Cardone Capital is a leading multi family real estate investment firm with a portfolio of over 15,000 apartments across the Sunbelt region, with a strong concentration in Florida. Our mission is to deliver exceptional value to our investors, partners, and residents through strategic acquisitions, disciplined asset management, and operational excellence.

Position Summary:

The Director of Capital Improvements will be responsible for overseeing all capital improvement projects across a portfolio of apartment communities. This role ensures that all capital work is properly scoped, competitively bid, and executed efficiently and cost-effectively. The Director will also be responsible for developing short- and long-term capital plans, identifying and prioritizing improvements that enhance property value, performance, and resident satisfaction.

Key Responsibilities:

● Lead the planning, bidding, budgeting, and execution of capital improvement projects across the portfolio.

● Ensure that all projects are competitively bid and contracts are awarded in line with company standards and pricing expectations.

● Develop and maintain a 1-year, 3-year, and 5-year capital improvement plan for each property in collaboration with asset management and property management teams.

● Conduct regular property inspections to assess physical condition and identify areas for

improvement.

● Work closely with contractors, consultants, and vendors to ensure timely, high-quality project completion within budget.

● Monitor progress, resolve issues, and communicate status updates to internal stakeholders.

● Ensure compliance with all local, state, and federal regulations related to construction and property improvements.

● Evaluate return on investment (ROI) for capital initiatives and recommend improvements that align with strategic goals.

● Maintain detailed documentation and reporting on project scopes, bids, costs, and outcomes.

Qualifications:

● Bachelor's degree in Construction Management, Engineering, Real Estate, or related field preferred.

● Minimum of 7–10 years of experience managing capital improvement or construction projects in multifamily real estate or a related industry.

● Proven experience in project bidding, contractor negotiation, and vendor management.

● Strong understanding of building systems, construction methods, and code compliance.

● Exceptional organizational and project management skills.

● Excellent communication and interpersonal skills.

● Proficient in Microsoft Office and project management software (e.g., Procore, Yardi, or similar).

Preferred Qualifications:

● Professional certifications (e.g., PMP, LEED AP, or similar) a plus.

● Experience with value-add renovations or repositioning of multifamily assets.

What We Offer:

● Competitive compensation and performance-based bonuses

● Health, dental, and vision benefits

● 401(k)

● Opportunities for career advancement in a high-growth environment

● A collaborative, entrepreneurial culture that values innovation and results

Arabella Capital is hiring a Director of Capital Markets!

We’re seeking an experienced capital markets professional to lead our equity and debt sourcing efforts across our Southeast development pipeline.

This role will focus on raising LP equity from institutional and family-office partners, and sourcing the best debt financing options to fund our projects.

What you’ll do:

• Source and structure institutional equity partnerships

• Build and maintain family-office and lender relationships

• Secure and negotiate debt financing for active developments

• Partner with leadership to design efficient capital stacks

Location: Georgia (Hybrid/Remote)

Competitive compensation + bonus + long-term upside

If you’re ready to shape the capital markets strategy for a growing real estate private equity platform, apply or DM us directly.

• #CapitalMarkets #PrivateEquity #RealEstateFinance #Hiring #ArabellaCapital

Our client, a well-established and growing electrical contractor, is seeking an experienced Senior Project Manager to oversee the financial and operational performance of assigned projects across its divisions.

This individual will report directly to the Division Manager and be responsible for ensuring projects meet or exceed safety, profitability, production, and quality goals.

Key Responsibilities

• Provide overall leadership and oversight to jobsite supervision teams
• Ensure compliance with project plans and specifications
• Negotiate pricing, terms, scopes, and subcontract agreements
• Lead monthly cost reporting and monitor financial performance
• Coordinate manpower, materials, tooling, and equipment needs
• Ensure adherence to company and project-specific safety policies
• Monitor installation quality and productivity performance
• Evaluate employees and provide performance coaching and feedback
• Support company safety and HR policies and procedures

Qualifications

• Minimum 5 years of electrical experience
• Minimum 7 years of construction leadership experience
• Strong understanding of the National Electrical Code (NEC) and electrical theory
• Ability to read and interpret construction drawings and specifications
• Experience developing and managing construction schedules
• Proficiency with Microsoft Office and construction software (e.g., Spectrum, Accubid, Bluebeam)
• Experience with Data Center Construction Project Management

Senior Associate Attorney (Corporate / Real Estate / Bankruptcy) Dallas, TX – Hybrid Schedule

About the Opportunity

A growing midsize Dallas law firm is seeking a Senior Associate Attorney with experience in Corporate, Real Estate, Bankruptcy, or related transactional practice areas. This role offers significant autonomy, the ability to grow or build your own practice, and a clear, defined path to Partnership. Ideal for an attorney seeking stability, flexibility, and a strong platform for long‐term success.

Role Highlights

• $160,000–$180,000 base salary (flexible depending on experience) + bonuses
• Hybrid schedule: 1–2 remote days per week
• Partnership track with transparent criteria
• Strong work–life balance culture
• Open to candidates with or without Creditor's Rights / Workout experience
• Ideal for attorneys with a portable book of ~$200K, but not required

Key Qualifications

• 8–15+ years of experience in Corporate, Real Estate, Bankruptcy, or a related transactional discipline
• Licensed and in good standing with the Texas Bar
• Strong academic background and a stable work history
• Entrepreneurial mindset and interest in hands‐on client development

Compensation & Benefits

• Competitive base salary: $160K–$180K
• Bonus opportunities
• Health, dental, and vision insurance
• Life insurance
• 401(k) with employer match
• Hybrid work flexibility
• Supportive environment for business development and long‐term practice growth

Ready to Apply?

Our client is actively scheduling interviews. If you're seeking a senior‐level role with real autonomy, work‐life balance, and a direct path to Partnership, apply today for confidential consideration.

About the Company

Our client is a distinguished Global Single-Family Office with over $10 billion in assets under management and a proven 25+ year track record of delivering exceptional long-term investment results. With deep sector expertise and a disciplined approach, the firm manages a diversified portfolio across private equity, venture capital, real estate, and alternative investments, combining institutional-grade rigor with the entrepreneurial agility to seize high-conviction opportunities. The organization operates with a high-caliber lean team, supported by substantial institutional infrastructure and capital resources. With ambitious growth plans for its U.S. platform, the firm offers a dynamic environment where talent can shape the investment strategy and drive portfolio outcomes.

Role Summary

The Senior Legal Counsel will be a core member of the U.S. investment platform, providing hands-on legal support across the full lifecycle of private equity and alternative investment transactions, as well as day-to-day corporate, governance, regulatory, and operational matters. The role works closely with senior leadership, investment professionals, and external advisors, and requires strong commercial judgment, decisiveness, and comfort operating in a lean, fast-moving environment.

This position is well-suited for a transaction-oriented legal professional with meaningful private equity deal experience who is seeking a long-term, growth-oriented in-house role with broad responsibility and autonomy. The Senior Legal Counsel is expected to independently own matters, balance legal risk with business objectives, and act as a pragmatic business partner to the U.S. investment and operating teams.

Key Responsibilities

• Serve as the primary legal partner for the U.S. platform, providing hands-on legal support across the full lifecycle of private equity and alternative investments, including structuring, execution, M&A transactions, and ongoing portfolio management
• Act as a corporate generalist supporting the day-to-day legal needs of the family office and its operating and investment entities
• Operate as an embedded business partner, driving legal matters to resolution, exercising sound commercial judgment, and providing clear, practical recommendations
• Draft, review, and negotiate a broad range of agreements, including investment, shareholder, operating, financing, commercial, and service agreements
• Support acquisitions, dispositions, co-investments, joint ventures, strategic partnerships, and other complex transactions across multiple sectors
• Advise on corporate governance matters, entity structuring, and compliance matters for a U.S.-based organization operating across multiple states and internationally
• Provide legal guidance across a diverse portfolio of industries; experience with sectors such as gaming, oil & gas, manufacturing, software, technology, and real estate is viewed as a plus
• Manage and coordinate external counsel, including leading transaction workflows, overseeing deliverables, and ensuring cost-effective, high-quality legal execution
• Advise senior leadership on regulatory, compliance, and risk management matters relevant to a family office, private equity, and operating company environment
• Balance legal risk with commercial objectives by delivering practical, solutions-oriented advice in a fast-moving, entrepreneurial environment
• Where applicable, support the development and mentoring of legal or cross-functional team members and contribute to building scalable legal processes
• Remain flexible and open to travel as required in support of transactions and portfolio companies

Skills & Attributes

• Broad legal skillset with the ability to operate across complex transactions, corporate governance, regulatory considerations, and day-to-day operational matters
• Strong commercial judgment and business acumen, with the ability to assess risk, identify practical solutions, and provide clear recommendations that enable efficient decision making
• Transaction-oriented mindset, with comfort taking ownership of matters and driving them to resolution in a fast-paced, evolving environment
• Ability to operate autonomously, while partnering closely with senior leadership, investment professionals, and external advisors
• High level of discretion, integrity, and professionalism, with sound judgment in handling sensitive and confidential matters
• Excellent negotiating, drafting, and communication skills, with the ability to distill complex legal issues for non-legal stakeholders
• Comfortable operating in a lean, high-performance, multi-sector environment with competing priorities and time-sensitive demands
• Strong organizational skills and the ability to manage multiple complex matters simultaneously without sacrificing quality or judgment
• Collaborative mindset with the credibility and confidence to engage effectively across investment and operating teams

Qualifications & Experience

• J.D. from an accredited law school
• Approximately 5–10 years of legal experience, with a strong preference for private equity–focused transactional and M&A experience
• Background in a leading law firm and/or in-house environment
• Demonstrated experience supporting complex M&A and private investment transactions, including structuring, negotiation, and execution
• Experience operating as a corporate generalist, handling a broad range of legal matters across transactions, governance, regulatory, and commercial areas
• Exposure to multi-state U.S. operations and cross-border or international transactions
• Ability to operate independently in a lean environment, exercising sound judgment and ownership over matters from initiation through resolution
• Prior experience working closely with investment professionals, senior executives, or principals in a fast-paced, high-accountability setting
• Management or mentorship experience is a plus, but not required
• Licensed to practice in New York, Delaware, and/or Massachusetts is preferred.

Location

• Onsite role located in Boston, MA

Company Description

Passion Dental, formerly New England Family Dentistry, is a leading dental group providing extensive support and professional growth opportunities to general and specialty dentists, along with dental hygienists, in modern, state-of-the-art practices. The company operates with a commitment to safety, security, and ethical practices, ensuring high-quality dental care for all patients, regardless of financial or health literacy barriers. Established in 2006 by Dr. Patrick Assioun, the organization has grown to include practices in Massachusetts, New Hampshire, and Connecticut, offering comprehensive services in general dentistry as well as specialties like pediatric dentistry, orthodontics, endodontics, and oral surgery. Passion Dental upholds a mission to deliver evidence-based, comprehensive oral health care rooted in professionalism, safety, ethics, and clinical excellence.

Company: Passion Dental

Reports To: President / CFO

Location: Onsight

Travel: As required to supported locations

The Senior Vice President of Finance (SVP Finance) is a key executive leader responsible for overseeing the financial health, strategy, and scalability of Passion Dental. This role provides strategic and operational financial leadership across a growing multi-location dental organization, ensuring strong fiscal controls, accurate reporting, disciplined capital allocation, and long-term value creation.

The SVP Finance partners closely with the President and CFO, executive leadership team, clinical leadership, and operational leaders to support growth initiatives, acquisitions, de novo expansion, and operational excellence while maintaining financial discipline and compliance.

• Serve as a strategic advisor to the President / CEO and executive leadership team on financial planning, business performance, and growth strategy
• Lead enterprise-wide financial strategy aligned with Passion Dental’s mission, values, and long-term objectives
• Provide financial modeling and scenario planning to support acquisitions, expansions, and major investments
• Present financial results, forecasts, and strategic insights to executive leadership and ownership

• Oversee annual budgeting, long-range planning, and rolling forecasts
• Develop and monitor KPIs to drive financial and operational performance across supported practices
• Analyze practice-level and enterprise-level performance, identifying risks, opportunities, and improvement strategies
• Ensure financial transparency and accountability across departments and locations

• Oversee accounting operations, month-end close, financial reporting, and audit processes
• Ensure compliance with GAAP, regulatory requirements, and internal controls
• Maintain strong financial governance, policies, and procedures across the organization
• Partner with external auditors, tax advisors, and financial institutions

• Provide oversight and strategic direction for revenue cycle performance, including billing, collections, and payer mix optimization
• Manage cash flow, working capital, and liquidity to support growth and operational needs
• Optimize financial processes to improve efficiency, accuracy, and scalability

• Lead financial due diligence, valuation, and integration planning for acquisitions and partnerships
• Support de novo growth, construction, and capital projects through financial analysis and ROI modeling
• Develop capital allocation strategies and financing structures to support expansion
• Partner with operations and clinical leadership to ensure financially sound growth decisions

• Build, lead, and mentor a high-performing finance, accounting, and FP&A team
• Foster a culture of accountability, collaboration, and continuous improvement
• Ensure systems, processes, and talent scale with organizational growth

• Bachelor’s degree in Finance, Accounting, or related field (MBA and/or CPA strongly preferred)
• 12+ years of progressive financial leadership experience, including senior-level roles
• Prior experience in healthcare services, dental support organizations (DSOs), multi-site operations, or private-equity-backed environments strongly preferred

• Strong strategic thinking with hands-on operational finance expertise
• Deep understanding of financial modeling, forecasting, and performance management
• Proven experience supporting growth, acquisitions, and complex organizational structures
• Exceptional leadership, communication, and executive presence
• Ability to translate financial data into actionable insights for non-financial leaders
• High integrity, sound judgment, and a collaborative leadership style

At Passion Dental, we believe financial leadership plays a critical role in supporting exceptional patient care, team member growth, and sustainable expansion. The SVP Finance will have a meaningful seat at the table, shaping the future of a rapidly growing organization committed to excellence, accountability, and innovation.

The Company:
With deep expertise in chemistry, Nuvalent is working to create selective medicines designed with the goal to address the needs of patients with cancer. Nuvalent is an exciting early-stage company, bringing together experienced scientists and industry veterans with a proven track record in drug discovery, oncology drug development, and company building.

The Role:

Reporting to the Vice President, Accounting, the Senior Director, Tax and Treasury is a newly created position that will lead and serve as a key advisor for all tax and treasury matters for the company. As the head of tax, this position will be responsible for developing and implementing strategic tax planning and leading all aspects of the company's tax function, including managing third-party service providers engaged to assist with tax accounting, compliance, and reporting (including US federal and state, international, and indirect taxes) for a growing public biotech company. In addition, this role will be responsible for treasury activities, including managing the company's treasury portfolio to ensure optimal liquidity, risk management, and capital efficiency.

This position will be responsible for collaborating closely with cross-functional stakeholders, including Accounting, FP&A, Legal, Supply Chain, and external tax advisors and auditors, to support strategic business objectives and maintain compliance with global requirements. This role will also serve as a strategic advisor to leadership on tax implications of business decisions, requiring a blend of technical expertise, strategic vision, and strong communication skills.

Responsibilities:

• 
  
• Tax Planning and Strategy
  
  • 
    
  • Develop and execute appropriate tax planning strategies and recommendations in partnership with external tax advisors that align with the company's long-term business objectives.
    
  • Advise senior leadership on the tax implications of key business decisions, including providing analysis of the tax impact of proposed transactions and developing tax efficient solutions.
    
  • Proactively monitor and analyze changes in tax law to identify potential planning opportunities or issues, and communicate their impact on the company.
    
  • Lead special tax projects or studies such as transfer pricing, R&D tax credits, and/or other ad hoc initiatives, as needed.
    
  
  
  
• Tax Compliance
  
  • 
    
  • Collaborate with our third-party tax provider to accurately and timely prepare the filings of all federal, state, and local income tax returns, estimated payments, and extensions.
    
  • Manage any tax disputes, resolve notices and drive continuous improvement to reduce recurring issues, as needed.
    
  • Ensure all cross-border transactions are properly documented and supported for tax filing purposes.
    
  • Provide timely and accurate responses to tax-related inquiries from cross-functional teams.
    
  
  
  

• 
  
• Tax Accounting and Reporting
  
  • 
    
  • Manage third-party tax provider on the quarterly and annual income tax provision process in accordance with ASC 740.
    
  • Collaborate with Financial Reporting to ensure all tax-related disclosures in SEC filings (10-Q, 10-K) are prepared accurately and in compliance with US GAAP.
    
  • Maintain robust internal controls and documentation over tax processes, ensuring compliance with SOX 404(b) requirements and clear roles and responsibilities with relevant stakeholders.
    
  • Collaborate with external auditors and advisors to ensure a smooth and efficient tax reporting and compliance process, proactively implementing process improvements as needed.
    
    
    
  
  
  
• Treasury and Banking
  
  • 
    
  • Oversee global cash management and all banking, insurance and investment management partner relationships.
    
  • Evaluate treasury policies and procedures, identifying continuous improvement opportunities and leading implementation of treasury best practices.
    
  • Collaborate with FP&A on global cash management activities to ensure cash flows support current and future operational needs.
    
  • Manage fixed income investment portfolio and foreign exchange risk in line with corporate policies.
    
  • Oversee treasury management systems and controls to ensure compliance and efficiency.
    
  • Perform financial analysis of investment positions with an emphasis on maximizing return and improving liquidity, while minimizing risk.
    
  • Advise management on short-term and long-term financial objectives, policies, and actions.
    
    
  
  
  

Competencies Include:

• 
  
• Strong leadership skills with the ability to lead cross-functional initiatives.
  
• Excellent analytical and problem-solving skills, with the ability to translate complex tax issues into clear, actionable business insights.
  
• Proven ability to manage multiple priorities and meet tight deadlines in a fast-paced, evolving environment with a hands-on approach.
  
• Proven ability to manage the complexities of a multi-state tax footprint and international tax matters.
  
• A proactive attitude and ability to anticipate the needs of the team with a commitment to continuous process improvement.
  
• Excellent written and verbal communication skills with ability to communicate with all levels of the company.
  

Qualifications:

• 
  
• Bachelor's degree in Finance, Accounting, or related field; CPA or MST preferred.
  
• 12+ years of progressive tax experience, with a mix of Big 4 and in-house corporate experience, ideally in the life sciences or biotech industry; global treasury experience strongly preferred.
  
• Strong technical knowledge of US federal and state tax law, ASC 740, and international tax regulations; experience with indirect taxes.
  
• Experience working at a public company, SOX 404(b)-compliant environment.
  

Additional Information:

Nuvalent is committed to fair and equitable compensation practices, aiming to provide employees with competitive total rewards packages.

The targeted salary range below reflects what Nuvalent reasonably and in good faith expects to offer for this position at the time of posting, but the final salary determination may be within or outside this range based on various factors, including, but not limited to, experience, skills, education, and market factors. The range will be reviewed regularly and is subject to change.

Nuvalent also offers a comprehensive benefit package to support our employees at each stage of their career, financial, health, and well-being journey, including medical, dental, and vision insurance, 401(k) retirement savings plan, generous paid time off (including a summer and winter company shutdown), and much more

Nuvalent provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to religion, race, creed, color, sex, sexual orientation, alienage or citizenship status, national origin, age, marital status, pregnancy, disability, veteran or military status, predisposing genetic characteristics or any other characteristic protected by applicable federal, state or local law.

Nuvalent is aware that many companies are dealing with fraudulent job postings on third-party employment search sites and/or individual(s) or entities claiming to be employees of such companies. Those involved are offering fraudulent employment opportunities to applicants, often asking for sensitive personal and financial information, and using such information for criminal activities.

Please be advised that all legitimate correspondence from a Nuvalent employee will come from "@ " email accounts. Automated system response emails from our Greenhouse applicant tracking system come from a " " email address. There are no variations of these email addresses and Nuvalent would not request personal and/or financial information via email. Job opportunities would only be extended after a completed job application is submitted by a candidate and a thorough interview process including 1:1 and/or group interviews via phone, video conferencing and/or in-person.

If you believe you have been contacted by anyone misrepresenting themselves as an employee of Nuvalent, please contact Nuvalent at 857-357-7000. Thank you.

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE TEAM

The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight).

ABOUT THE ROLE

The Analyst, Senior Analyst and Associate roles are responsible for working closely with Client Relations Representatives and Senior Client Relations Representatives in order to support the maintenance of client accounts and relationships within the firm.

Primary Responsibilities

• Support the maintenance of existing client accounts.
• Assist with team projects and initiatives.
• Establish familiarity with internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc.
• Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc.
• Support the termination of client accounts as requested.
• Establish working relationships with Distribution and other internal teams on existing client relationships.
• Establish working relationships with external contacts for new accounts and activity for existing clients.
• Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage.
• Support the provision/refreshing of portfolio analyses with existing clients.

Job Requirements

• 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
• 0-4+ years proven experience working with financial services advisors / money managers.
• Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus.
• Relationship-building skills and ability to thrive in a team environment.
• Keen interest in and understanding of investment products and financial instruments such as equities and fixed income.
• Established communication skills - both internally/externally in written/oral/auditory essential.
• Familiarity with MS Office and the ability to learn additional internal/ external software programs.
• Resourcefulness, problem solving, and organization (ability to prioritize effectively)
• Willingness to work in fast-paced environment with hourly deadlines with attention to detail.
• Flexible, willing, and able to work long hours as needed.

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Expected base pay rates for the role will be between $60,000 and $90,000 per year at

the commencement of employment. However, base pay if hired will be determined on an individualized

basis and is only part of the total compensation package, which, depending on the position, may also

include commission earnings, incentive compensation, discretionary bonuses, other short and long-term

incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Tax Senior (Public REIT) - American Healthcare REIT, Inc.

Irvine, CA

Full-Time

Job Description

Responsibilities

We are seeking a Tax Senior to join the tax department of a publicly traded U.S. REIT. This role will support all aspects of income tax compliance and financial reporting, including REIT qualification, ASC 740 provision, and multi-state and international tax matters. The position will work closely with the Tax Director and SVP – Tax and will interact regularly with external advisors, auditors, and internal departments. Principal responsibilities include, but are not limited to:

Compliance

• Coordinate preparation and review of federal, state, and local income tax returns with external tax advisors.
• Assist with compliance related to UPREIT structure, including partnership and corporate filings.
• Assist with partnership tax matters, including maintenance of tax capital accounts and 704(b) books.
• Assist with REIT qualification compliance, including:
• Quarterly and annual income and asset testing
• Preparation, review, and maintenance of E&P
• Shareholder reporting (including Forms 1099-DIV).
• Assist with preparation and review of:
• Estimated tax payments
• Extensions
• State apportionment schedules
• Withholding and composite filings

ASC 740 / Tax Provision

• Prepare quarterly and annual income tax provision schedules, including:
• Current and deferred tax calculations
• Return-to-provision true-ups
• Effective tax rate analysis
• Valuation allowance considerations
• Uncertain tax position documentation
• Assist with preparation of tax-related financial statement disclosures and footnotes.
• Support provision documentation and workpapers for external audit review.

Operations & Process

• Prepare and analyze tax data from general ledger and financial systems.
• Maintain tax fixed asset schedules and depreciation support.
• Maintain tax calendar and compliance timelines.
• Assist with responses to federal, state, and local tax notices.
• Support documentation and internal controls related to the tax function (including audit support).
• Support ongoing tax planning initiatives led by tax leadership.
• Partner with accounting, financial reporting, legal, investor relations, and property accounting teams to support tax reporting and compliance.
• Coordinate closely with external accounting firms and advisors.

Requirements

• Bachelor’s degree from an accredited college or university, preferably in accounting or finance.
• 3-6 years of experience in BIG 4 or national accounting firm and/or public company tax department in real estate industry.
• Solid experience in corporate and partnership income tax return preparation in a multi-state environment.
• Experience with REIT and real estate are strongly preferred.
• CPA license is strongly preferred.
• Experience with ASC 740.
• Excellent Microsoft Office computer skills, including Excel & Word. Experience with E-forms is a plus.
• Experience with tax provision software (OneSource, Corptax etc.) a plus.
• Experience with tax return preparation software (GoSystem etc.) required.
• Excellent written and verbal communications skills
• Strong work ethic, team player with strong attention to details and ability to work independently and take ownership of assigned workstreams
• Excellent critical thinking, problem solving, mathematical and sound judgement skills
• Strong accounting, multitasking and organizational skills

Position Summary

HASI is currently seeking a Director or Senior Director with renewable asset investing experience to join our team. This individual will lead a team which manages closing, funding and transaction management activities across HASI’s investments. The types of investments include solar (utility scale and distributed), storage, wind, clean fuels, EV and other sustainable infrastructure projects. The core responsibilities of the role include being the commercial leader and main point of contact with clients during the capital deployment phase of a transaction, and leading a team which drives timely, efficient and proper closings.

Salary Range

Expected salary range of $190,000-$240,000, based on level, experience and location. In addition, HASI offers an annual bonus program; 401(k) with company match; an equity incentive program; comprehensive medical, dental and vision benefits; paid time off for vacation, holidays, and sick days; and much more.

Responsibilities & Skills

We are looking for a leader for our growing Forward Flow team which supports all of our investment markets, including large scale and distributed renewable energy, clean fuels, transportation and other sustainable infrastructure investments. This position requires a commercial lead who has experience liaising with clients and coordinating efficient closing processes. The right candidate will have very strong commercial acumen and be very proficient in structured finance/ investments, with skills including:

• 
  
• Able to quickly read and digest transaction documents such as investment memos, LLCAs, loan agreements, DAPAs, tax equity and debt documents
  
• Comfortable reading and interpreting project materials and contracts (to include technical reports, operating reports, financial models, power offtake agreements, incentive awards, operating and construction agreements)
  
• Proficient negotiator and able to process amendments, waivers and other client requests confidently
  
• Comfortable and competent with complex financial models
  
• Masterful in coordinating multiple internal and external groups and advisors to drive closings efficiently and timely
  
• Natural leader, collaborative and skillful managing a high performing team
  
• Well organized and process oriented
  
• Expected to supervise and be accountable for tasks such as:
  

1. 
   
2. Confirm that all components of transaction underwriting are reflected in financial models, including IRR/returns, cash waterfall, sponsor equity requirements and align with commercial details of project documents.
   
3. Identify and report any discrepancies between the project documents and the financial model.
   
4. Collaborate with project teams to address any inconsistencies found during the review process.
   
5. Maintain accurate and up-to-date records of all reviewed materials.
   
6. Enforce deeper level model review to ensure model mechanics are functioning appropriately.
   
7. Analyze model scenarios and advise on custom analysis.
   
8. Participate in solving unique challenges that may arise as part of each funding.
   
9. Provide regular updates to the relevant teams on the status of projects.
   

Other Expected Knowledge and skills

Education and Prior Work Experience