• Map processes and implement automation solutions to eliminate manual effort and optimize operational efficiency. • Integrate and maintain data sources from banks/processors via APIs, SFTP, and email workflows, ensuring data quality, completeness, and traceability. • Analyze variances and differences across banks, processors, and internal records; conduct root-cause analysis and propose remediations and automations. • Design and implement dashboards, automate reporting, and develop analytical models (pivot tables, lookups, Power Query/Power Pivot, or equivalent) to monitor KPIs and track variances. • Manage tickets and workflows in Jira for new reconciliations, rule/sweep changes, file uploads/removals, following strong documentation practices. • Collaborate with Business Assurance, Operations, Treasury, Accounting, Product, and Data to resolve incidents, capture requirements, and coordinate UAT for new integrations. • Standardize SOPs, strengthen controls, and scale end-to-end automations to reduce manual work and rework. • Support multiple projects simultaneously in an agile context: gathering requirements, coordinating with stakeholders, performing UAT, and managing change.

We are hiring a commission-only Sales Director to open doors with senior stakeholders and drive enterprise growth. We already have two enterprise customers who doubled their annual contract value from year one to year two, and once we are in the room with the right decision makers our win rate is strong. This is an early-stage role at a startup primed to scale, with high earning potential through generous commission plus performance-based equity. What matters most You can consistently start senior-level conversations in banks, insurers, asset managers, payments, or fintechs using your existing network . Responsibilities Use your rolodex to secure first meetings with relevant stakeholders.

• Provide strategic and operational financial leadership to CRCFO clients in the real estate sector • Engagements typically range from 0–30 hours per week, depending on client needs and project scope

• Develop comprehensive financial plans for high-net-worth families • Coordinate with tax advisors and estate planning attorneys • Implement tax-efficient wealth transfer strategies • Conduct retirement and education funding analyses • Review and optimize insurance and risk management strategies • Present complex financial strategies to clients in clear, actionable terms