Job Title: Investment Banking Associate Position Type: Full-Time, Remote Working Hours: U.S. client business hours (with flexibility for transaction timelines and late-stage deal requirements) About the Role: Our client is seeking an Investment Banking Associate to support mergers & acquisitions (M&A), capital raising, and strategic advisory transactions. This role involves building complex financial models, drafting marketing materials, managing due diligence processes, and working closely with senior bankers and clients. The Associate is a critical link between analysts, vice presidents, and clients, ensuring that deals move forward smoothly, accurately, and on time. Responsibilities: Financial Modeling & Valuation: - Build and maintain detailed discounted cash flow (DCF), leveraged buyout (LBO), and merger models. - Conduct comparable company and precedent transaction analyses. - Perform sensitivity and scenario testing to stress-test assumptions. Transaction Support: - Manage due diligence checklists, coordinate data rooms, and track requests. - Liaise with clients, accountants, lawyers, and consultants to gather information. - Ensure deliverables are complete, accurate, and aligned with deadlines. Marketing & Client Materials: - Draft confidential information memoranda (CIMs), pitch books, teasers, and management presentations. - Prepare investor decks and client-ready reports with high attention to detail. Research & Analysis: - Conduct industry and market research to identify trends, risks, and opportunities. - Summarize findings in briefing notes and incorporate into valuation assumptions. Collaboration & Mentorship: - Work closely with analysts, reviewing their work and providing guidance. - Support VPs and MDs by preparing materials and presenting findings. Compliance & Governance: - Ensure all documentation adheres to internal controls, regulatory requirements, and confidentiality standards. - Maintain audit-ready records of models and deliverables. What Makes You a Perfect Fit: - Exceptional financial modeling and analytical skills. - Strong communicator with executive presence in client settings. - Organized and detail-oriented under tight deadlines. - Able to balance multiple live transactions simultaneously. Required Experience & Skills (Minimum): - 2–4 years experience in investment banking, corporate finance, or private equity. - Advanced Excel (financial modeling, VBA macros preferred) and PowerPoint. - Experience with valuation methodologies (DCF, LBO, comparables, precedent transactions). - Familiarity with Bloomberg, Capital IQ, FactSet, or PitchBook. Ideal Experience & Skills: - MBA, CFA, or CPA credential. - Exposure to both buy-side and sell-side transactions. - Experience across multiple industries (tech, healthcare, real estate, financial services). - Prior mentorship or leadership of analysts. What Does a Typical Day Look Like? An Associate’s day revolves around managing deal execution and producing high-quality analysis and materials.You will: - Update and refine models with client financials and assumptions. - Draft marketing materials such as pitch books, CIMs, and presentations. - Manage the due diligence process, ensuring all requests and data room uploads are completed. - Support live deals, coordinating with lawyers, accountants, and client executives. - Review analyst outputs, checking for accuracy and clarity. - Prepare senior bankers for client meetings, ensuring they have insights, models, and materials at hand. In essence: you ensure deals move forward efficiently and flawlessly, with clients and senior bankers confident in the accuracy of the work. Key Metrics for Success (KPIs): - Accuracy of financial models and assumptions. - Timely delivery of pitch books, CIMs, and investor decks. - Smooth execution of due diligence and transaction processes. - Positive feedback from clients and senior bankers on quality and reliability. - Effective mentorship of junior team members. Interview Process: - Initial Phone Screen - Video Interview with Pavago Recruiter - Technical Assessment (e.g., build a DCF or M&A model based on case study data) - Client Interview with Senior Bankers - Offer & Background Verification

Director of FP&A Reprise Financial is on a mission to simplify the financial journey for our customers, making personal loans accessible and transparent. We leverage technology and a customer-first approach to provide fast, reliable personal loans of up to $25,000, ensuring our clients receive the support they need without hidden fees or complex terms. Our commitment to integrity and clarity allows us to foster trust and empower individuals to take control of their finances. At Reprise Financial, we foster a workplace built on innovation, collaboration, and kindness. Our mission to simplify the financial journey for our customers inspires us to exceed expectations and make a meaningful impact. We provide the tools, resources, and support for employees to thrive in a dynamic, customer-focused environment. Transparency, continuous improvement, and open communication drive our culture of trust and excellence, where new ideas are valued, and growth is encouraged. Join Reprise Financial and be part of a team where your contributions are recognized, and you have the opportunity to innovate, grow, and make a positive difference. About the role The Director of FP&A at Reprise provides strategic financial leadership across the organization, delivering insights that shape decision‑making, operational efficiency, and long‑term business performance. This role reports directly to the Chief Financial Officer and partners closely with senior executives as a trusted financial advisor. You will lead the company’s planning, forecasting, and analysis for operating expenses and strategic investments, translate complex financial data into clear, actionable recommendations, strengthen resource allocation and performance, and elevate the financial narrative for executive reviews and key stakeholders. Key Responsibilities - Lead financial planning, forecasting, and operating expense management across the organization. - Own, update and enhance the corporate financial model to support budgeting, forecasting, long-range planning, and strategic scenario analysis for executive leadership. - Deliver proactive, data‑driven insights and recommendations that strengthen financial performance and optimize resource allocation. - Build and present business cases for strategic initiatives and transactions; track results and guide follow‑up actions. - Standardize and automate expenses, headcount, and financial reporting to improve accuracy and efficiency. - Serve as a trusted advisor to senior leadership, providing clear guidance on financial strategy and business decisions. - Own and communicate the operating expense narrative for executive reviews and key stakeholders. - Forecast and monitor origination volume and loan portfolio performance, including delinquency, charge‑off, recovery, and loss trends. - Partner with Risk/Credit on loss forecasting and assess financial impacts of underwriting or policy changes. - Analyze unit economics (CAC, LTV, channel profitability) to guide pricing, marketing spend, and product strategy. - Support pricing models and new product features in collaboration with Product and Risk teams. - Assist with capital planning, liquidity forecasting, and funding strategy. - Incorporate regulatory and compliance considerations into forecasts and financial planning. Skills, Knowledge, and Expertise - Bachelor's degree in finance, accounting, or related field; MBA, CFA, CPA or advanced degree preferred but not required. - 5+ years of FP&A or related financial experience within financial services, consumer lending, or another regulated environment. - Proven expertise in expense forecasting, financial modeling, reporting, and operating expense management. - Very strong proficiency in Excel, employing best practices for financial modeling and having the ability to create clean, professional PowerPoint presentations to communicate financial insights. Experience with BI tools is a plus. - Strong strategic thinking with the ability to turn financial insights into clear, actionable recommendations. - Executive presence and excellent communication skills for engaging senior leadership and cross‑functional teams. - Strong project‑management abilities with a bias for execution and results. - High judgment, integrity, and credibility in financial decision‑making. - Solid understanding of operating expenses, accounting principles, and financial reporting best practices. - Advanced analytical and modeling capabilities with the ability to simplify complex data for stakeholders. - Ability to thrive in a fast‑paced environment and flex to meet tight deadlines when necessary. Location This position is fully remote, allowing you to work from anywhere that suits you best! While you’ll primarily work from home, you are always welcome to visit our office in Irving, TX, whenever you choose. We encourage our remote team members to stay connected through regular virtual meetings and team events. All team members must reside in one of our approved locations by their start date, ensuring you remain part of our collaborative community. Compensation For this role our salary range is $165,000 to $175,000 per year, depending on relevant experience. This role will also be eligible to receive a variable annual bonus based on both company and individual performance. Benefits That Support Your Success - Stay Healthy & Happy: Comprehensive medical, dental, and vision coverage, contributions to a Health Savings Account (HSA), and access to an Employee Assistance Program (EAP) to support your mental health and overall well-being. - Secure Your Future: Plan ahead with our 401(k) program, featuring a Safe Harbor Match (100% of the first 3% and 50% of the next 2%). - Time That Works for You: Recharge with accrued time off, company holidays, sick time, and 3 floating holidays—perfect for celebrating your birthday, your dog’s birthday, or just a random Tuesday! - Support for Growing Families: Our 12-week Paid Parental Leave ensures you have the time and support to focus on your family during life’s biggest moments. - Competitive Rewards: Market-driven salary and bonus opportunities ensure your hard work is recognized and rewarded. - Tools for Success: Stay connected and productive with a robust tech package designed to help you deliver your best every day. Our Core Values - Pursue Excellence: We strive for the highest quality, ensuring our tools and services truly aid in our customers’ success. - Make a Meaningful Impact: We focus on delivering outcomes that genuinely improve financial well-being. - Commit to Innovation: Our innovative approach keeps us at the forefront of providing effective financial tools. - Champion the Customer: We prioritize our customers' financial goals, tailoring our tools to meet their unique needs. - Collaborate with Purpose: Our teamwork drives us to develop superior solutions that empower customers. - Lead with Kindness: Respect and empathy are central to our operations, creating a supportive environment for success. Equal Employment Opportunity Employer At Reprise Financial, we are dedicated to fostering an inclusive community where every individual is valued. We are an Equal Employment Opportunity employer—ensuring that all qualified applicants and employees receive consideration for employment without regard to age, race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. We believe that diversity strengthens our organization and drives innovation, and we are committed to creating a workplace that reflects the rich variety of our communities.

• Analyze and forecast financial, economic, and other data for strategic and operational decisions • Provide strategic advice and guidance to functional team(s) • Collect, compile, verify, and analyze financial information and economic indicators • Solve highly complex problems and work alongside senior leadership • Analyze the financial implications of proposed investments or other transactions • Identify opportunities to initiate operational changes • Analyze revenues, expenses, costs, rates, profits, and market trends

It’s More Than a Career, It’s a Mission. Our people are the foundation of our success. By joining our growing team at Sarah Cannon Research Institute (SCRI), a subsidiary of McKesson, you will have the opportunity to become part of one of the largest community-based cancer programs to advance oncology treatments and improve outcomes for cancer patients across the globe. We look for mission-driven candidates who have a desire to advance the fight against cancer and make a difference in the lives of patients diagnosed with cancer every day. Our Mission People who live with cancer – those who work to prevent it, fight it, and survive it – are at the heart of every decision we make. Bringing the most innovative medical minds together with the most passionate caregivers in their communities, we are transforming care and personalizing treatment. Through clinical excellence and cutting-edge research, SCRI is redefining cancer care around the world. Our Clinical Budget Analyst will interpret protocols from a financial perspective; develop clinical trial budgets, negotiate pricing, and present budget proposals to executive management. This position is a remote position based in the US; relocation assistance and visa sponsorship are not available. Duties include and are not limited to: - Creating new budgets in Excel based upon Sarah Cannon cost and charge information, analyzing each clinical trial protocol in order to provide a detailed counteroffer to the Sponsor's initial budget while meeting established metrics surrounding each budget - Negotiating budgets with Sponsors/CROs in order to result in a favorable overall result for Sarah Cannon, while establishing and maintaining business relationships for future negotiations - Maintaining and effectively communicating to executive management statuses for all assigned budgets - Proactively communicating and soliciting input from clinical staff, management and others in order to receive timely clarification on protocol specifics, standard of care, billable items and other nuances affecting the budget - Other duties as assigned Minimum Qualifications: - Bachelor’s Degree required with at least 1 year work experience utilizing basic financial principles, Microsoft Excel, and other data management tools - At least 1 year of experience in budget negotiation - Proficient in Microsoft Excel, including advanced functions such as VLOOKUP, SUMIF, and other complex formulas - Familiarity with clinical research and/or medical terminology - Functional knowledge of clinical trials, preferred - Analytical decision-making skills and Project management capabilities - Strong negotiation and professional communication skills About Sarah Cannon Research Institute Sarah Cannon Research Institute (SCRI) is one of the world’s leading oncology research organizations conducting community-based clinical trials. Focused on advancing therapies for patients over the last three decades, SCRI is a leader in drug development. In 2022, SCRI formed a joint venture with former US Oncology Research to expand clinical trial access across the country. It has conducted more than 750 first-in-human clinical trials since its inception and contributed to pivotal research that has led to the majority of new cancer therapies approved by the FDA today. SCRI’s research network brings together more than 1,300 physicians who are actively enrolling patients into clinical trials at more than 250 locations in 24 states across the U.S. Please click here to learn more about our research offerings. We care about the well-being of the patients and communities we serve, and that starts with caring for our people. That’s why we have a Total Rewards package that includes comprehensive benefits to support physical, mental, and financial well-being. Our Total Rewards offerings serve the different needs of our diverse colleague population and ensure they are the healthiest versions of themselves. For more information regarding benefits through our parent company, McKesson, please click here. As part of Total Rewards, we are proud to offer a competitive compensation package. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson’s (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: careers.mckesson.com. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.