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vice president of finance

MDS Foundation, Inc.

<div>
 
 
 About the Myelodysplastic Syndromes Foundation
 
 &nbsp;
 
 
 The Myelodysplastic Syndromes (MDS) Foundation is the global nonprofit leader dedicated to improving the lives of patients and families affected by MDS through patient support, education, research, advocacy, and strategic collaboration. We serve as a trusted resource for patients, caregivers, healthcare professionals, researchers, and industry partners worldwide while working to accelerate better outcomes and, ultimately, cures.&nbsp;
 
 
 
 
 
 
 Position Overview
 
 &nbsp;
 
 
 The Vice President of Finance and Operations leads the MDS Foundation's financial strategy and core operational functions, ensuring sound financial stewardship, operational excellence, regulatory compliance, and the infrastructure needed to support informed decision-making, organizational transparency, and long-term sustainability.&nbsp;
 
 
 &nbsp;
 
 
 As a key member of the senior leadership team, the Vice President serves as a strategic partner to the CEO and Board of Directors during an important phase of organizational growth. The role provides executive oversight of financial planning and analysis, budgeting, reporting, audit, compliance, and operational systems, while developing the scalable processes, controls, and infrastructure necessary to support the Foundation's mission and long-term strategic priorities. The Vice President will ensure the Foundation's financial and operational data are translated into meaningful insights that support strategic planning, organizational performance, and decision-making.&nbsp;
 
 
 &nbsp;
 
 
 The ideal candidate is an entrepreneurial, strategic builder who thrives in a dynamic, mission-driven environment, combining big-picture vision with a hands-on approach to execution. They will strengthen the Foundation's financial and operational capabilities by driving continuous improvement, enhancing organizational effectiveness, and building the systems, processes, and insights that enable sustainable growth and greater mission impact.&nbsp;
 
 
 &nbsp;
 
 
 
 Key Responsibilities
 
 &nbsp;
 
 
 &nbsp;
 
 
 
 Financial Strategy&nbsp;
 
 &nbsp;
 
 <ul>
 <li>
 Lead the Foundation's financial strategy by developing long-term financial plans, projections, scenario analyses, and cash-flow models that support organizational sustainability, liquidity, and growth.&nbsp;&nbsp;
 </li>
 <li>
 Serve as a strategic advisor to the CEO and Board of Directors, providing financial analysis, modeling, and insights to inform organizational decisions.&nbsp;
 </li>
 <li>
 Develop meaningful financial and operational performance metrics that support organizational accountability and continuous improvement.&nbsp;
 </li>
 </ul>
 
 &nbsp;
 
 
 
 Budgeting, Forecasting, and Financial Planning
 
 &nbsp;
 
 <ul>
 <li>
 Lead development and oversight of the annual budget and multi-year financial plans.&nbsp;
 </li>
 <li>
 Design and implement best-in-class budgeting and forecasting processes, transitioning from legacy or ad hoc approaches to more rigorous, forward-looking planning.&nbsp;
 </li>
 <li>
 Monitor financial performance through forecasting, variance analysis, and scenario planning, proactively identifying risks and opportunities.&nbsp;
 </li>
 </ul>
 
 &nbsp;
 
 
 
 Financial Reporting, Transparency, and Controls
 
 &nbsp;
 
 <ul>
 <li>
 Build financial reporting frameworks and dashboards to improve visibility, decision-making, and organizational accountability.&nbsp;
 </li>
 <li>
 Prepare and present financial materials for Board and Finance/Audit Committee meetings; serve as financial expert at those meetings.&nbsp;&nbsp;
 </li>
 <li>
 Strengthen financial controls by assessing existing accounting practices and implementing robust internal controls, policies, and documentation to safeguard organizational assets.&nbsp;
 </li>
 </ul>
 
 &nbsp;
 
 
 
 Accounting, Audit, and Compliance
 
 &nbsp;
 
 <ul>
 <li>
 Provide executive oversight of all accounting functions, including general ledger, accounts payable and receivable, payroll accounting, and month-end and year-end close.&nbsp;
 </li>
 <li>
 Ensure compliance with GAAP, IRS regulations, nonprofit accounting standards, and all applicable federal and state requirements.&nbsp;
 </li>
 <li>
 Serve as primary liaison to external auditors and oversee the annual audit, Form 990 preparation, and other tax filings.&nbsp;
 </li>
 <li>
 &nbsp;
 </li>
 </ul>
 
 
 Operational Excellence
 
 &nbsp;
 
 <ul>
 <li>
 Assess and strengthen accounting infrastructure and close processes to improve efficiency, accuracy, and scalability.&nbsp;
 </li>
 <li>
 Lead the Foundation's payroll and benefits administration through effective management of the PEO relationship, ensuring compliance, accuracy, and an exceptional employee experience.&nbsp;
 </li>
 <li>
 Provide financial and operational oversight of employee benefits, including health, retirement, and related programs, in partnership with external vendors.&nbsp;
 </li>
 <li>
 &nbsp;
 </li>
 </ul>
 
 
 Grants, Restricted Funds, and Financial Stewardship
 
 &nbsp;
 
 <ul>
 <li>
 Oversee financial management of restricted and unrestricted funds, ensuring compliance with donor and grant requirements.&nbsp;
 </li>
 <li>
 Partner with Development and Partnerships teams on budgeting, reconciliation, and financial reporting.&nbsp;
 </li>
 <li>
 Strengthen financial tracking and reporting capabilities for restricted funding to support growth in complex, multi-year funding streams.&nbsp;
 </li>
 <li>
 &nbsp;
 </li>
 </ul>
 
 
 Leadership and Cross-Functional Collaboration
 
 &nbsp;
 
 <ul>
 <li>
 Partner across the organization to ensure financial considerations are integrated into strategic planning, operational decisions, and organizational growth initiatives.&nbsp;
 </li>
 <li>
 Lead organizational change by fostering a culture of accountability, financial stewardship, operational excellence, and shared responsibility.&nbsp;
 </li>
 <li>
 Operate with a &ldquo;roll-up-your-sleeves&rdquo; mindset, balancing strategic leadership with hands-on execution when needed.&nbsp;
 </li>
 <li>
 &nbsp;
 </li>
 </ul>
 
 
 Qualifications &amp; Experience
 
 &nbsp;
 
 
 &nbsp;
 
 
 
 Required / Preferred
 
 &nbsp;
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in finance, accounting, business, or a related field required; CPA, MBA, or advanced degree preferred&nbsp;
 </li>
 <li>
 10+ years of progressive financial leadership experience, including senior-level responsibility&nbsp;
 </li>
 <li>
 Experience in nonprofit finance strongly preferred; familiarity with restricted funds and grant accounting required&nbsp;
 </li>
 <li>
 Proven success building or strengthening financial and operational infrastructure within a growing organization strongly preferred&nbsp;
 </li>
 <li>
 Experience overseeing payroll, benefits, and PEO relationships preferred&nbsp;
 </li>
 <li>
 Demonstrated experience presenting financial information to Boards and executive leadership&nbsp;
 </li>
 <li>
 &nbsp;
 </li>
 </ul>
 
 
 Skills &amp; Competencies
 
 &nbsp;
 
 <ul>
 <li>
 Strong financial and strategic acumen, with the ability to translate data into insights that drive decision-making, growth, and mission impact&nbsp;
 </li>
 <li>
 Deep knowledge of GAAP, nonprofit accounting standards, and compliance requirements&nbsp;
 </li>
 <li>
 Highly analytical with a proactive, solution-oriented mindset and the ability to identify issues and implement practical, scalable solutions&nbsp;
 </li>
 <li>
 Ability to communicate complex financial information clearly to non-financial audiences&nbsp;
 </li>
 <li>
 High level of integrity, professionalism, and attention to detail&nbsp;
 </li>
 <li>
 Collaborative leadership style with a calm, solutions-oriented approach&nbsp;
 </li>
 <li>
 Experience driving change, improving processes, and leading through organizational growth&nbsp;
 </li>
 <li>
 Strong project management skills with the ability to prioritize and execute across multiple initiatives&nbsp;
 </li>
 <li>
 Comfort working in a fast-paced, remote environment&nbsp;
 </li>
 </ul>
 
 &nbsp;
 
 
 
 Compensation
 
 &nbsp;
 
 
 We offer a competitive and thoughtfully designed compensation package that reflects the importance of this role and supports our team&rsquo;s well-being, flexibility, and long-term success:&nbsp;&nbsp;
 
 <ul>
 <li>
 Competitive annual salary of $120,000&ndash;$150,000, commensurate with experience and location&nbsp;&nbsp;
 </li>
 <li>
 Comprehensive health benefits, including medical, dental, and vision coverage&nbsp;&nbsp;
 </li>
 <li>
 401(k) with employer match to support long-term financial planning&nbsp;&nbsp;
 </li>
 <li>
 Flexible paid time off (PTO) policy that encourages rest and recharge&nbsp;&nbsp;
 </li>
 <li>
 Generous holiday schedule, including organizational closures around major holidays&nbsp;&nbsp;
 </li>
 <li>
 Flexible/remote work environment, with a focus on outcomes and work-life balance&nbsp;
 </li>
 </ul>
 
 
 
 
 
 Why Join The MDS Foundation
 
 &nbsp;
 
 
 This is a unique opportunity to help shape the future of a growing global organization dedicated to improving the lives of people affected by MDS. As a member of the senior leadership team, the Vice President of Finance and Operations will play a central role in strengthening the Foundation's financial and operational infrastructure, enabling smarter data-driven decisions, supporting strong governance, and building the organizational capacity needed to expand our impact for patients, caregivers, healthcare professionals, and researchers worldwide.&nbsp;
 
 
 &nbsp;
 
 
 
 How to Apply
 
 &nbsp;
 
 
 Interested and qualified candidates should send a cover letter and resume to careers@mds-foundation.org.&nbsp;
 
</div>

VP of Finance and Operations

LearnLux Financial Wellbeing

<div>
 
 
 About LearnLux
 
 
 
 
 
 
 LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner&trade;️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.
 
 
 
 
 
 We&rsquo;re building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you&rsquo;re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you&rsquo;ll find this a rewarding environment.
 
 
 
 
 
 We&rsquo;re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We&rsquo;re a growth-focused business building for scale, and we&rsquo;re excited by the opportunities and challenges that come with that journey.
 
 
 
 
 
 
 The Role
 
 
 
 
 
 
 As LearnLux&rsquo;s Vice President of Finance, you will lead the company&rsquo;s financial strategy, operations, and execution as we continue to scale. Reporting to the COO and working closely with the CEO, you will serve as a trusted partner to leadership, helping drive financial discipline, visibility, and decision-making across the business.
 
 
 
 
 
 This is a hands-on, high-impact leadership role that blends strategic thinking with operational ownership. You will be responsible for building scalable financial systems, improving rigor and predictability, and ensuring LearnLux has the financial foundation needed to support growth. The Vice President of Finance will play a critical role in shaping how we plan, measure, and operate the business, with meaningful influence across teams and initiatives as the company evolves.
 
 
 This role is remote within the U.S., with candidates expected to be based in or near New York City and available for in-person collaboration as needed. This role reports to the Chief Operating Officer and Co-founder.
 
 
 
 
 
 
 What you&rsquo;ll do
 
 
 
 
 
 <ul>
 <li>
 Act as the strategic finance partner to the CEO, COO, and Board, providing insight into business performance, capital efficiency, and long-term financial planning.
 </li>
 <li>
 Own and evolve FP&amp;A, including forecasting, budgeting, scenario modeling, and financial planning to support growth and decision-making.
 </li>
 <li>
 Lead and oversee accounting operations, working closely with an outsourced accounting firm to ensure accurate, timely reporting and compliance with GAAP.
 </li>
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 Build scalable financial processes, controls, and systems to support a growing B2B2C fintech business.
 </li>
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 Prepare and deliver clear, actionable financial reporting for executive leadership and the Board, with a focus on transparency and predictability.
 </li>
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 Partner cross-functionally with Product, Commercial, Client Success, People, and Legal teams to align financial planning with company priorities.
 </li>
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 Support go-to-market efforts through pricing analysis, renewals, revenue forecasting, and unit economics.
 </li>
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 Manage tax, audit readiness, and regulatory compliance in collaboration with external partners.
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 Contribute to capital planning, investor communications, and future fundraising preparation as needed.
 </li>
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 Identify opportunities to improve efficiency, visibility, and financial rigor as the company scales.
 </li>
 <li>
 Help define the roadmap for building an internal finance team over time, while remaining deeply involved in execution.
 </li>
 </ul>
 
 
 
 
 
 You should bring
 
 
 
 
 
 <ul>
 <li>
 10+ years of progressive finance experience, including senior leadership roles in high-growth SaaS, fintech, or technology-enabled businesses.
 </li>
 <li>
 Experience in the benefits and wellness industry is heavily preferred
 </li>
 <li>
 Proven experience building and operating finance functions in Series A+ or growth-stage startups.
 </li>
 <li>
 Strong background in FP&amp;A, accounting oversight, and financial operations, with the ability to move seamlessly between strategy and execution.
 </li>
 <li>
 Deep understanding of GAAP, audits, internal controls, and compliance requirements.
 </li>
 <li>
 Experience partnering closely with CEOs, COOs, and Boards, with comfort operating under close executive oversight.
 </li>
 <li>
 Demonstrated ability to operate independently and take full ownership in environments with limited structure.
 </li>
 <li>
 Familiarity with global financial operations, including contractors and multi-currency considerations.
 </li>
 <li>
 Hands-on experience with tools such as QuickBooks, Brex, Ramp, Carta, and HubSpot (or similar).
 </li>
 <li>
 Exceptional communication skills, with the ability to translate complex financial concepts into clear, actionable insights.
 </li>
 <li>
 Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field required; MBA, CPA, or equivalent credentials are a plus.
 </li>
 </ul>
 
 
 
 
 
 LearnLux is a fit for you if you
 
 
 
 
 
 <ul>
 <li>
 Thrive in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow.
 </li>
 <li>
 Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn&rsquo;t previously exist.
 </li>
 <li>
 Take initiative and don&rsquo;t wait to be asked. You see problems as opportunities and are comfortable stepping in to move work forward.
 </li>
 <li>
 Are energized by ambiguity and willing to make decisions with imperfect information. We learn quickly by doing, and pace is a competitive advantage for us.
 </li>
 <li>
 Enjoy being hands-on and owning work end to end. While strategic thinking matters, execution, follow-through, and accountability are what drive impact here.
 </li>
 <li>
 Are motivated by high standards and continuous improvement. As we hit new milestones, we intentionally raise the bar on quality, ownership, and outcomes.
 </li>
 <li>
 Value clear, frequent communication and collaboration. As a remote team, staying aligned through proactive communication is core to how we operate.
 </li>
 </ul>
 
 
 
 
 
 Benefits
 
 
 
 
 
 <ul>
 <li>
 Remote-first company structure
 </li>
 <li>
 Medical, dental, and vision
 </li>
 <li>
 401(k)
 </li>
 <li>
 Mental wellbeing (Talkspace)
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 Financial wellbeing (LearnLux)
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 <li>
 Equity (Full-time employees)
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 <li>
 Paid vacation and sick leave
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 <li>
 Paid sabbatical after 5 years of service
 </li>
 <li>
 A supportive, inclusive team culture
 </li>
 <li>
 Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology
 </li>
 </ul>
 
 
 
 
 
 Closing
 
 
 
 
 
 
 LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply.
 
 
 LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.
 
 
 
 
 
 We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We&rsquo;re excited to speak with you about joining our team!
 
 
 
 
</div>

Vice President Finance

EVERCORE

Region
 Americas
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 Location
 New York
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 Group
 Corporate
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 Job description
 
Overview: 
Evercore is seeking a highly motivated Vice President, Corporate Controller to join the Finance team, reporting to the Group Controller – Corporate Functions. This role will play an integral part in supporting the Firm’s Corporate Group Functions, with focused ownership of the accounting and cost oversight of the Firm’s Technology Investment and its broader impact across the organization. The successful candidate will contribute to the groups’ budgeting, forecasting, and monthly/quarterly close processes, own accounting coverage of Technology Investment, lead key centralized Corporate Financing reporting packages, and support and develop junior team members. This role will also be responsible for preparing and maintaining support schedules that contribute to the Firm’s quarterly and annual public reporting.
 
Primary Responsibilities: 
Technology Investment Oversight: 
Manage and lead Technology Investment finance/accounting oversight, providing focused ownership of a rapidly growing cost base to maintain effective cost governance and support timely decision-making
 Lead and enhance the ongoing management of contingent worker and employee capitalization processes
 
Manage the annual technology investment plan, partnering closely with the Technology SLT to deliver accurate and timely analysis
 Proactively identify accounting booking errors, cost trends, and cost-saving and optimization opportunities across the Technology Investment portfolio
 
Financial Reporting and Analysis: 
Consolidate the global corporate picture of financials across regions and functions into a single, coherent view for senior leadership, advancing operational priorities and cross-functional initiatives
 Enhance and manage centralized corporate reporting processes, streamlining workflows in response to growing global reporting requirements and collaborating cross-functionally with global corporate groups on key business initiatives
 Support Corporate Group compensation planning, partnering with HCG to model, track, and analyze compensation across the corporate functions
 Provide variance analysis on budget-to-actual results of non-compensation expenses to corporate group leaders and Group Controller on a monthly/quarterly basis
 Synthesize complex financial analysis into clear, actionable communications and management presentation materials for quarterly reviews and Management Committee requests
 Provide additional support for ad hoc strategic analyses, improving depth of review and reducing concentration and key-person risk
 
Accounting Operations: 
Partner with the Head of Procurement to help build out an understanding of our firms licenses and contingent workers
 Collaborate closely with the Accounts Payable and Finance/Controller teams in the US and Europe to ensure accurate invoice and accrual processing, including reviewing entries during month-end close and initiating reclassifications or updates as needed
 Coordinate with the SEC/Accounting Policy team to provide support for filings, as needed
 Ensure month-end, quarter-end, and year-end close processes are completed on time and accurately
 Manage internal projects and ensure proper accounting for related project expenses, including project timing, recognition of newly acquired assets, and review of new and existing contracts
 
Specific Qualifications: 
The ideal candidate will have a strong team-based attitude and work ethic. They will be ambitious and resourceful, as well as intellectually curious and eager to learn. Additional qualifications include:
 
Bachelor’s degree in Accounting, Finance, or a related field; CPA or equivalent a plus 8/9+ years of progressive experience in accounting, finance, or a related role within financial services, including experience leading or managing others
 Experience mentoring, developing, and liaising with junior members of the team
 Experience with technology investment accounting, capitalization, and cost governance preferred
 Experience with financial systems and ERP platforms
 Exceptional analytical and problem-solving skills with a high level of attention to detail
 
Demonstrated ability to leverage AI tools to enhance productivity, accuracy, and analysis in day-to-day workflows
 
Proficiency in Microsoft Office Suite, particularly Excel (advanced functions, financial modeling)
 
Excellent communication and interpersonal skills for collaboration with senior leadership and external stakeholders
 
Strong organizational and time-management skills with the ability to prioritize and manage multiple projects
 
Integrity and sound ethical judgment
 
Strategic, adaptable mindset with a commitment to continuous improvement
 
Expected Base Salary Range: $140,000 - $150,000
 
This position requires valid United States work authorization and is not eligible for employer visa sponsorship.
 
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
 
Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
 401(k) Retirement Plan
 Life and disability insurance, including additional voluntary financial protection insurance
 Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
 Family-building and family-support benefits
 Paid parental, caregiver, marriage and bereavement leave
 Commuter benefits, health club membership discounts, and other corporate discounts
 Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
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About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit www.evercore.com.
 
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as “protected status”), in accordance with applicable federal, state and local laws.
 
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Vice President - Corporate Controller - New York

Hone Health

<div>
 
 About Hone
 
 
 
 Hone is an online medical clinic at the forefront of transforming healthcare and enhancing longevity. We use cutting-edge scientific advancements to empower men and women to take control of their health and unlock their full potential. Our people are the heart of everything we do and drive our success. We approach every project through our brand values:
 
 
 <ul>
 <li>
 Fight for the Customer
 </li>
 <li>
 Execute Ruthlessly
 </li>
 <li>
 Communicate Candidly, Clearly, and Kindly
 </li>
 <li>
 Collaborate Selflessly
 </li>
 <li>
 Practice Calculated Risk-Taking
 </li>
 <li>
 Maximize Joy and Gratitude
 
 
 </li>
 </ul>
 Hone has been fully virtual from day one and will continue to be a remote-first employer.
 
 
 
 Our Ideal Candidate
 
 
 
 Our ideal candidate is a mission-driven, motivated multi-tasker who is invested in work that is fulfilling and impactful. They embrace change and tackle challenges with enthusiasm. They have an "all-in" disposition towards work, understanding that we are a fast-paced, high-growth organization with evolving priorities. They can excel at both independent tasks and collaborative work, leading with clear and candid communication. They exhibit humble leadership&mdash;the ability to drive initiatives forward while remaining excited about continuous learning and development opportunities. They feel strongly about being part of a team that advocates for people to live longer and better lives.
 
 
 
 The Role
 
 
 
 Hone is looking for a VP of Finance to join our growing team. This role will report to the COO and will build and scale the financial foundation of the business. You'll be a key strategic partner to the executive team&mdash;owning core finance operations while elevating planning, decision support, and financial discipline across the business.
 
 
 This is a hands-on role for someone who thrives in a fast-paced startup environment and enjoys both strategic thinking and tactical execution. You'll be responsible for owning core financial operations while partnering closely with leaders across the company to drive informed decision-making, operational rigor, and sustainable growth.
 
 
 
 Primary Responsibilities
 
 
 
 Key responsibilities for this role include (but are not limited to) the following:
 
 
 <ul>
 <li>
 Lead company-wide FP&amp;A: own forecasting, budgeting, long-range planning, scenario modeling, and performance management cadence
 </li>
 <li>
 Drive executive decision support: translate financial and operational signals into clear, actionable insights (growth efficiency, margin, cohort/unit economics, staffing, etc.)
 </li>
 <li>
 Direct cash and capital planning: proactively manage runway, working capital, and key levers; support fundraising strategy and investor diligence as needed
 </li>
 <li>
 Upgrade financial reporting: build the reporting package for leadership and the board (KPIs, dashboards, variance narratives, and operating metrics)
 </li>
 <li>
 Oversee close and accounting partnership: ensure a reliable monthly close process and strong partnership with external accounting/tax/audit firms (and/or internal accounting resources as the org grows)
 </li>
 <li>
 Build scalable processes and controls: improve policies, internal controls, and finance workflows to support growth (vendor contracts, expense management, approvals, revenue/COGS clarity, etc.)
 </li>
 <li>
 Own finance systems and tooling roadmap: evaluate and implement systems that enable scale (planning tools, reporting automation, BI integrations, improved data hygiene)
 </li>
 <li>
 Build and develop the finance function: hire and manage talent over time (or lead/coordinate contractors/outsourced partners initially), establishing high standards and a culture of accountability
 </li>
 <li>
 Partner cross-functionally with different departments to ensure financial rigor is embedded in day-to-day decisions
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 In order to qualify for this role, candidates must meet the following criteria:
 
 
 <ul>
 <li>
 10-15 years of progressive finance experience, including meaningful time in high-growth, venture-backed environments
 </li>
 <li>
 Experience operating as a senior finance leader (Senior Director/Head of Finance/VP Finance), with demonstrated ability to own planning and performance management end-to-end
 </li>
 <li>
 Strong strategic finance and analytical skillset, including financial modeling, scenario analysis, and KPI design in a growth business
 </li>
 <li>
 Demonstrated ability to build scalable processes (forecast/close cadence, controls, reporting, tooling) in resource-constrained environments
 </li>
 <li>
 Comfortable working hands-on - able to roll up sleeves while also setting direction and influencing executives
 </li>
 <li>
 Strong communication and executive presence; able to align stakeholders and drive decisions with clarity and tact
 </li>
 <li>
 Experience partnering with external providers (accounting, tax, payroll, audit) and navigating compliance and risk thoughtfully
 </li>
 <li>
 Track record of managing ambiguity, prioritizing ruthlessly, and delivering outcomes in a dynamic environment
 </li>
 <li>
 Experience in subscription, DTC, marketplace, or healthcare services businesses where unit economics and retention matter (strongly preferred)
 
 
 </li>
 </ul>
 
 Compensation Range
 
 
 
 $200,000 &ndash; $300,000 (depending on experience, skills, and market factors)
 
 
 
 Benefits*
 
 
 
 Hone wants our team to be in the best condition of their lives, so we offer a range of benefits including:
 
 
 <ul>
 <li>
 A remote-first work environment
 </li>
 <li>
 Competitive compensation and equity options
 </li>
 <li>
 Health, dental, and vision insurance coverage
 </li>
 <li>
 Short-term disability and basic life coverage
 </li>
 <li>
 Flexible Spending Accounts (FSAs)
 </li>
 <li>
 Lifestyle Spending Accounts (LSAs)
 </li>
 <li>
 We follow federal holidays and have uncapped time off for exempt employees
 </li>
 <li>
 Budget for the technology tools you need (laptop, monitor, and/or special software)
 </li>
 <li>
 A focus on company-sponsored activities to foster engagement (both virtual and in-person)
 </li>
 <li>
 Waived membership fees for any Hone team members utilizing Hone products
 </li>
 <li>
 These benefits are available to full-time, regular employees, and not to independent contractors, part-time employees, temporary employees, or interns.
 
 
 </li>
 </ul>
 We are proud to be an equal-opportunity workplace committed to building a team culture that celebrates diversity and inclusion. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions. Please contact us to request accommodation.
</div>

VP, Finance

<div>Work Location :
New York, New York, United States of America
Hours:
40
Line of Business:
TD Securities
Pay Detail:
$145,000 - $170,000 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
Department Overview
Within Wholesale Finance, the Product Control Team supports TD Securities and is responsible for providing overall end-to-end accountability for the completeness, accuracy and timeliness of optimized processes and controls for financial reporting. Product Control is the primary point of contact on P&amp;L, Balance Sheet, Attribution, and Independent Pricing Verification &amp; Valuation Adjustments reporting and initiatives, exercising an in depth understanding of the products, valuations, and risks of the Business. The Product Control team provides reporting, analysis, investigation, and commentary for a wide range of TD Securities business lines including equity derivatives, fixed income, credit derivatives, commodities, foreign exchange, and more.
Role Summary
The VP, Specialized Finance Manager&ndash; Liquidity &amp; Treasury, Product Control is responsible for independent oversight and control of the Treasury and Liquidity portfolios, including P&amp;L production and attribution, balance sheet substantiation, valuation review, funding and investment activities, and associated financial and regulatory reporting. The role partners closely with Treasury Front Office, ALM, Market Risk, Regulatory Reporting, and Finance to ensure accurate reporting, effective controls, and sound governance of Treasury-related positions and exposures.
Depth &amp; Scope
<ul><li>Highly seasoned expert requiring substantial knowledge of Treasury products, liquidity management, funding activities, and Product Control.
</li><li>Acts as the primary Product Control subject matter expert for Treasury and Liquidity portfolios.
</li><li>Leads complex investigations and resolution of valuation, accounting, reporting, and control issues.
</li><li>Provides independent challenge and oversight of Treasury activities and associated financial results.
</li><li>Leads cross-functional initiatives involving Treasury, Finance, Risk, and Regulatory Reporting.
</li><li>Uses strong analytical and technical expertise to assess balance sheet impacts, funding strategies, and financial risks.
</li><li>Influences senior stakeholders through clear communication of financial results, risks, and control matters.
</li></ul>Education &amp; Experience
<ul><li>Undergraduate degree in Accounting, Finance, Economics, or related field.
</li><li>7+ years of Product Control, Treasury Finance, ALM, Liquidity Risk, or Capital Markets Finance experience.
</li><li>CPA, CFA, FRM, or equivalent professional designation preferred.
</li><li>Strong understanding of:
<ul><li>Liquidity management and funding products
</li><li>Balance sheet management
</li><li>Funds Transfer Pricing (FTP)
</li><li>Asset Liability Management (ALM)
</li><li>Interest Rate Risk in the Banking Book (IRRBB)
</li><li>Regulatory liquidity metrics (LCR, NSFR, NCCF)
</li></ul></li></ul>Key Responsibilities
Product Control &amp; Financial Oversight
<ul><li>Own daily and monthly Product Control processes supporting Treasury and Liquidity portfolios.
</li><li>Review and explain Treasury-related P&amp;L, balance sheet movements, net interest income impacts, and funding cost variances.
</li><li>Perform balance sheet substantiation, analytical reviews, and ledger-to-subledger reconciliations.
</li><li>Oversee valuation controls and independent review processes for Treasury portfolios.
</li><li>Investigate and resolve valuation, accounting, and reporting issues.
</li></ul>Treasury Partnership
<ul><li>Partner with Treasury Front Office, ALM, Market Risk, and Finance to provide independent oversight and challenge.
</li><li>Support management decision-making through analysis of funding strategies, liquidity positions, and balance sheet optimization initiatives.
</li><li>Provide governance over Funds Transfer Pricing methodologies and associated financial impacts.
</li><li>Support Treasury hedge programs and related accounting and reporting implications.
</li></ul>Risk, Regulatory &amp; Governance
<ul><li>Ensure strong financial controls and governance over Treasury and Liquidity activities.
</li><li>Support regulatory and management reporting related to liquidity and funding activities.
</li><li>Assess impacts of changing regulatory requirements on Treasury reporting and controls.
</li><li>Lead remediation efforts arising from control, audit, or governance findings.
</li><li>Maintain a strong control environment aligned with risk management standards.
</li></ul>Leadership
<ul><li>Lead and develop Product Control professionals supporting Treasury and Liquidity businesses.
</li><li>Promote a culture of accountability, control, and continuous improvement.
</li><li>Drive process automation, reporting enhancements, and data quality initiatives.
</li></ul>Key Expertise
<ul><li>Treasury Product Control
</li><li>Liquidity Management
</li><li>Funding &amp; Investment Portfolios
</li><li>Balance Sheet Management
</li><li>Funds Transfer Pricing (FTP)
</li><li>Asset Liability Management (ALM)
</li><li>Interest Rate Risk in Banking Book (IRRBB)
</li><li>Regulatory Liquidity Reporting (LCR, NSFR, NCCF)
</li><li>Valuation &amp; P&amp;L Controls
</li><li>Financial Controls &amp; Governance
</li></ul>________________________________________
The VP, Specialized Finance Manager, TDS provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members in a specialized finance function or discipline.
Depth &amp; Scope:
<ul><li>Highly seasoned expert professional role requiring substantial knowledge / expertise in a complex field and knowledge of broader related areas
</li><li>Integrates knowledge of the enterprise sub-function&rsquo;s or business line&rsquo;s overarching strategy in developing solutions across multiple functions or operations
</li><li>Accountable for own work and sometimes others; acts as an escalation point or knowledge resource for others in their own area
</li><li>Interprets internal/external business challenges and the industry environment, recommends course of action and best practices to improve products, processes or services
</li><li>Acts as a technical expert / lead integrating cross-function understanding within their own field of specialty; may manage team(s) of related specialists
</li><li>Leads cross-functional teams or projects with significant resource requirements, risk and / or complexity
</li><li>Independently manages end-to-end finance programs
</li><li>Solves or may lead others to solve complex problems; leads efforts or partners with others to develop new solutions
</li><li>Uses sophisticated analytical thought and technical knowledge to exercise judgement and identify solutions
</li><li>Impacts the achievement of sub-function or business line objectives within the area they are accountable for
</li><li>Communicates difficult concepts; converts information to compelling business context and advice; influences and gains alignment across increasingly senior stakeholders
</li><li>Works autonomously as the lead and guides others within area of expertise
</li></ul>Education &amp; Experience:
<ul><li>Undergraduate degree and/or
</li><li>7+ years of relevant experience preferred
</li><li>Accounting, financial or relevant professional designation preferred
</li></ul>Customer Accountabilities:
<ul><li>Focuses on comprehensive reviews, specialized analysis, audits and/or initiatives and a variety of complex projects and initiatives requiring seasoned specialist knowledge and/or the integration of cross functional processes within own area of expertise
</li><li>Facilitates integration of several key functional areas and/or business lines in dealing and solving highly complex financial management/ specialized accounting / taxation / audit / regulatory reporting and operational issues
</li><li>Acts as the primary interface with Finance partners /leaders and external parties
</li><li>Acts as key contact and expert within area of expertise for the development, design and delivery of effective accounting/ taxation processes, policies, programs and advice
</li><li>Maintains awareness of changing legal/regulatory requirements and practices within the industry and consults with policy/process owners within Accounting/ Taxation to ensure compliance
</li><li>Engages, manages and influences internal/external cross-functional partners to develop/deliver integrated solutions
</li><li>Accountable for the development and delivery of broad enterprise wide accounting/ taxation policies and initiatives, which may have significant regulatory components
</li><li>Creates business cases and innovative recommendations
</li><li>Executes on diverse and complex policies, implements and develops activities and tools for businesses. Supports financial strategy and management activities
</li></ul>Shareholder Accountabilities:
<ul><li>Adheres to enterprise frameworks or methodologies that relate to activities for our business area
</li><li>Ensures respective programs/policies/practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities
</li><li>Consistently exercisse discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate
</li><li>Ensures business operations are in compliance with applicable internal and external requirements ( e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
</li><li>Participates in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations
</li><li>Conducts internal and external research projects; supports the development/ delivery of presentations / communications to management or broader audience
</li><li>Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices
</li><li>Monitors service, productivity and assesses efficiency levels within own function and implements continuous process / performance improvements where opportunities exist
</li><li>Leads / facilitates and/or implements actions / remediation plans to address performance / risk /governance issues
</li><li>Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
</li><li>Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
</li><li>Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
</li></ul>Employee/Team Accountabilities:
<ul><li>Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/ points of interest
</li><li>Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
</li><li>Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
</li><li>Participates in personal performance management and development activities, including cross training within own team
</li><li>Keesp others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
</li><li>Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
</li><li>Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships.
</li><li>Contributes to a fair, positive and equitable environment that supports a diverse workforce
</li><li>Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
</li></ul>Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
<ul><li>Domestic Travel &ndash; Occasional
</li><li>International Travel &ndash; Never
</li><li>Performing sedentary work &ndash; Continuous
</li><li>Performing multiple tasks &ndash; Continuous
</li><li>Operating standard office equipment - Continuous
</li><li>Responding quickly to sounds &ndash; Occasional
</li><li>Sitting &ndash; Continuous
</li><li>Standing &ndash; Occasional
</li><li>Walking &ndash; Occasional
</li><li>Moving safely in confined spaces &ndash; Occasional
</li><li>Lifting/Carrying (under 25 lbs.) &ndash; Occasional
</li><li>Lifting/Carrying (over 25 lbs.) &ndash; Never
</li><li>Squatting &ndash; Occasional
</li><li>Bending &ndash; Occasional
</li><li>Kneeling &ndash; Never
</li><li>Crawling &ndash; Never
</li><li>Climbing &ndash; Never
</li><li>Reaching overhead &ndash; Never
</li><li>Reaching forward &ndash; Occasional
</li><li>Pushing &ndash; Never
</li><li>Pulling &ndash; Never
</li><li>Twisting &ndash; Never
</li><li>Concentrating for long periods of time &ndash; Continuous
</li><li>Applying common sense to deal with problems involving standardized situations &ndash; Continuous
</li><li>Reading, writing and comprehending instructions &ndash; Continuous
</li><li>Adding, subtracting, multiplying and dividing &ndash; Continuous
</li></ul>The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities &amp; duties are considered essential functions for ADA purposes.
Who We Are
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.
Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
 
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more 
 
Additional Information:
 
We&rsquo;re delighted that you&rsquo;re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we&rsquo;re committed to providing the support our colleagues need to thrive both at work and at home.
 
 
Colleague Development
If you&rsquo;re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You&rsquo;ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you&rsquo;re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. 
 
Training &amp; Onboarding
 
We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
 
 
Interview Process
 
We&rsquo;ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. 
 
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.</div>

VP, Specialized Finance Manager

BlackRock

<div>Location: New York, New York Team: PFS Job Requisition #: R265406 Date posted: Jul. 30, 2026</div>
 <div><h2 class="jobSectionHeader">Job description</h2>
<div>About this role
Responsible for sourcing, evaluating and managing private credit investments. Involves conducting due diligence, structuring bespoke lending solutions and monitoring portfolio performance. For New York, NY Only the salary range for this position is USD$125,000.00 - USD$165,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
 
 
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock&rsquo;s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person &ndash; aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. 
 
Guidance on AI use for candidates 
 
At BlackRock, AI has long been part of how we work &ndash; enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we&rsquo;ve provided guidance( opens in new window) on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self. 
 
 
About BlackRock 
 
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children&rsquo;s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. 
 
This mission would not be possible without our smartest investment &ndash; the one we make in our employees. It&rsquo;s why we&rsquo;re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. 
 
To learn more about BlackRock, please visit Careers.BlackRock.com( opens in new window). We also encourage you to get to know us on LinkedIn( opens in new window), Instagram( opens in new window), YouTube( opens in new window), X( opens in new window), and TikTok( opens in new window). 
 
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC&rsquo;s Know Your Rights poster and its supplement( opens in new window) and the pay transparency statement( opens in new window).
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com( opens in new window). All requests are treated in line with our privacy policy( opens in new window).( opens in new window)
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
</div><div>Job Requisition #
 
R265406</div></div>

Vice President, Liquid Credit Portfolio Analytics & Reporting, PFS - New York

Gina Group

<div>VP of Credit &amp; Capital Markets 
Company Description
TrueStone Lending is an established private real estate lending company with capital, infrastructure, borrower relationships, and a proven ability to execute complex commercial and real estate-backed loans. 
We are expanding into a new residential investor lending division focused on DSCR rental loans, residential transition loans, bridge loans, fix &amp; flip loans, and select small-balance multifamily / mixed-use opportunities. 
This is a rare opportunity to help build a new division inside a strong existing lending platform. The right person will have the energy of a builder, the discipline of a credit professional, and the capital markets knowledge to originate loans that can be sold, financed, aggregated, or otherwise institutionalized. 
Role Description
TrueStone Lending is seeking a VP of Credit &amp; Capital Markets to help build, lead, and scale our DSCR / RTL / residential investor lending platform. 
This person will sit at the center of credit, product, pricing, underwriting, loan sale strategy, investor eligibility, and operational execution. The role is not simply to approve loans. The role is to help build a repeatable lending machine that produces strong, saleable, institutionally acceptable loans. 
The ideal candidate has direct experience in DSCR, RTL, fix &amp; flip, bridge, private lending, Non-QM, or business-purpose lending and understands how loans need to be structured from day one so they can fit buyer, aggregator, warehouse, or institutional investor requirements. 
This is an excellent opportunity for someone who has been operating at a strong VP, Director, Senior Underwriter, Credit Manager, Secondary Markets, or Capital Markets level and is ready to take a larger seat. 
Key Responsibilities<ul><li>
Help build TrueStone&rsquo;s DSCR, RTL, fix &amp; flip, bridge, and residential investor lending platform.</li><li>
Develop and maintain credit guidelines, underwriting standards, pricing grids, rate sheets, valuation policies, exception frameworks, and approval processes.</li><li>
Structure loan products that are attractive to borrowers while remaining saleable to institutional buyers, aggregators, private credit funds, warehouse lenders, and capital markets partners.</li><li>
Evaluate loan scenarios across DSCR rental, bridge, fix &amp; flip, rehab, ground-up, small-balance multifamily, and mixed-use collateral.</li><li>
Determine which loans belong in a saleable/institutional bucket and which loans should remain in a TrueStone portfolio or special-situation bucket.</li><li>
Build and manage relationships with loan buyers, aggregators, warehouse lenders, private credit funds, and other capital partners.</li><li>
Assist in whole-loan sale execution, forward-flow discussions, data tapes, buyer conditions, trailing docs, post-close QC, and defect resolution.</li><li>
Work closely with originations, underwriting, processing, closing, servicing, draw administration, legal, and ownership.</li><li>
Create scalable workflows from initial scenario review through closing, post-close review, and loan sale.</li><li>
Monitor credit quality, pricing, pull-through, funded volume, investor eligibility, exceptions, defects, delinquencies, extensions, and profitability.</li><li>
Help recruit, train, and manage additional underwriters, processors, closers, QC/post-close staff, and secondary-marketing support as the division grows.</li></ul> 
Qualifications<ul><li>
5+ years of direct experience in DSCR, RTL, fix &amp; flip, bridge lending, private lending, residential investor lending, Non-QM, or business-purpose lending.</li><li>
Strong understanding of loan saleability, buyer eligibility, investor guidelines, and institutional credit standards.</li><li>
Experience underwriting or managing DSCR rental loans, bridge loans, fix &amp; flip loans, rehab loans, or residential transition loans.</li><li>
Familiarity with LTV, LTC, ARV, DSCR, FICO, borrower experience, reserves, rent schedules, rehab budgets, draw structures, exit strategies, and valuation review.</li><li>
Ability to evaluate loans through both a credit lens and a capital markets lens.</li><li>
Experience working with loan buyers, aggregators, warehouse lenders, private credit funds, or institutional capital partners.</li><li>
Ability to help build guidelines, checklists, pricing logic, exception policies, and operational workflows.</li><li>
Strong judgment around risk, documentation, valuation, borrower quality, and market conditions.</li><li>
Entrepreneurial mindset with the desire to help build and own a major new business line.</li><li>
Existing relationships with DSCR / RTL loan buyers, aggregators, capital providers, warehouse lenders, or secondary-market platforms.</li><li>
Experience selling loans or preparing loans for sale to institutional buyers.</li><li>
Experience with Toorak, Roc360, MAXEX, Kiavi, Lima One, CoreVest, Visio, RCN, Civic/FOA Commercial, Easy Street, Archwest, Arixa, Temple View, Dominion, or similar platforms.</li><li>
Experience with post-close diligence, loan sale conditions, trailing docs, file defects, repurchase issues, or investor stipulations.</li><li>
Experience creating or managing DSCR / RTL product matrices.</li><li>
Experience with small-balance multifamily, mixed-use, or commercial-adjacent residential investor loans.</li><li>
Experience building or managing a broker/TPO channel.</li></ul><h2 class="jobSectionHeader">
Compensation</h2>
TrueStone expects to offer a competitive base salary in the range of $150,000&ndash;$175,000, depending on experience.
The role may also include performance-based upside and potential participation in the economics of the division, structured based on the candidate&rsquo;s experience, relationships, responsibilities, and long-term contribution.</div>

VP of Credit & Capital Markets

Explore 521+ Vice president of finance in New York this August. Find roles across top companies and apply now to boost your career.