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• Partner with Sales and Operations leaders to support strategic planning and execution • Build and maintain robust financial models for forecasting...
* Design, prototype, and build GenAI solutions, RAG document pipelines, and task-specific agents to support multiple business functions using...
Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices...
* Build financial models for commercial & industrial (C&I) gas projects. * Perform valuation work (DCF, EBITDA multiples, scenario analysis)...
Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices...
* Financial Oversight & Compliance: Ensure financial integrity, oversee audits, and manage financial controls alongside an experienced controller...
PO&G acquires conventional and unconventional oil and gas properties and increases their value by improving operations such as artificial lift...
* Contribute to active M&A transactions, including financial modeling, industry research, and preparation of client materials and presentations...
* Financial Oversight & Compliance: Ensure financial integrity, oversee audits, and manage financial controls alongside an experienced controller...
* Prepare financial modeling scenarios, which includes preparing what-if scenarios, in a quick and efficient manner * Assist in preparing monthly...
* Financial Oversight & Compliance: Ensure financial integrity, oversee audits, and manage financial controls alongside an experienced controller...
* Design and execute comprehensive capital formation strategies across the private wealth ecosystem, encompassing RIAs, IBDs, family offices...
* Financial Oversight & Compliance: Ensure financial integrity, oversee audits, and manage financial controls alongside an experienced controller...
The Credit Officer is responsible for assisting Commercial, C&I, SBA, Real Estate Lending, Consumer and Commercial Equipment Leasing with credit...
As a Senior Client Service Manager, you will play a critical role in managing and enhancing client relationships, providing exceptional client...
we don’t just crunch numbers – we decode stories, fuel growth, and help decision-makers see around corners. We’re on the hunt for a Senior Financial...
* Financial Oversight & Compliance: Ensure financial integrity, oversee audits, and manage financial controls alongside an experienced controller...
* Financial Oversight & Compliance: Ensure financial integrity, oversee audits, and manage financial controls alongside an experienced controller...
Our client is a large SEC-registered Investment Advisor, and they are seeking an Investment Analyst to support the firms Portfolio Managers in...
* Financial Oversight & Compliance: Ensure financial integrity, oversee audits, and manage financial controls alongside an experienced controller...
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