Role Description Make an impact while you learn. The Semester of Service Program offers students a volunteer project-based opportunity to support real Federal missions, gaining hands-on experience and valuable career-ready skills. With this project, you'll support a financial analysis-based project. Responsibilities - Work Schedule and Flexibilities: - Flexible - could start 7 AM E.T. or later - 10-15 hrs. per week - Start, end times, and hours worked per week are negotiable - 90-day Semester of Service Term - Remote work - Project Overview: The Office of Trust Funds Investments manages approximately $9 billion in Tribal and Individual Indian trust funds, invested primarily in fixed-income securities across U.S. Treasury, government agency, and high-quality credit markets. OTFI's mission is to uphold fiduciary responsibilities, support Tribal sovereignty and self-determination, and ensure the prudent and transparent management of trust assets. This project provides a Semester of Service student with the opportunity to assist key investment activities that directly support OTFI's operational effectiveness, modernization goals, and beneficiary engagement responsibilities. - Purpose and Need: OTFI's investment operations generate essential income for Tribal Nations and Individual Indian beneficiaries. To maintain efficiency, transparency, and compliance, the program requires ongoing support in data stewardship, investment documentation, portfolio reporting, modernization activities, and preparation of materials used in engagement meetings with Tribal Nations. Additionally, OTFI is expanding the use of Bloomberg LLC investment system capabilities, which requires improved data organization, workflow tracking, and document integration. The student's contributions will address short-term capacity gaps associated with modernization, data quality improvements, and investment-process documentation. - Student Responsibilities: - Investment Data and Documentation Support - Assist with data entry, indexing, and organization of investment files and bond documentation. - Support maintenance of records tied to daily investment activity and Bloomberg analytics outputs. - Strengthen data quality and control processes aligned with BTFA modernization priorities. - Portfolio Reporting and Basic Financial Research - Compile summary materials for internal reporting and Tribal investment presentations. - Conduct preliminary research on market conditions, yield-curve changes, and fixed-income trends. - Assist in assembling investment reports that communicate performance and risk insights to beneficiaries. - Bloomberg System Support Activities - Help coordinate workflows related to data exports, document storage, and surveillance tools within the Bloomberg system. - Support tracking and organization of Bloomberg capabilities used in investment analysis, compliance, and market monitoring. - Modernization and Process-Improvement Support - Contribute to tasks tied to OTFI's FY26-2030 modernization roadmap, including data cleanup, process documentation, and internal coordination. - Assist with small-scale project management tasks that improve operational efficiency and beneficiary-service readiness. - Anticipated Benefits to OTFI and BTFA: - Strengthened data governance and documentation supporting the $9B trust fund portfolio. - Improved readiness for modernization activities and Bloomberg system integration. - Enhanced quality of Tribal investment presentations and beneficiary engagement materials. - Increased capacity for research, analysis, and reporting aligned with fiduciary responsibilities. - Support for operational efficiency and transparency consistent with BTFA's strategic modernization goals. - Anticipated Student Learning Outcomes: - Federal trust-fund investment operations and fiduciary stewardship. - Fundamentals of fixed-income markets and portfolio management. - Use of Bloomberg analytics and investment-data workflows. - Tribal financial engagement and public-sector investment communication. - Modernization practices in a government financial-services environment. Qualifications - Applicants will be considered based on their knowledge, skills or abilities related to project needs. - Specifically, juniors and seniors with an educational concentration in finance are preferred. Requirements - To qualify, you must be enrolled not less than half-time in an accredited college or university, or other accredited educational institution. - You also must be in good academic standing as defined by your institution. - Attach a copy of your transcripts to your application package for verification. Benefits - The government-wide "Semester of Service" Student Volunteer Program, as authorized under 5 U.S.C §31114 and 5 CFR Part 3085, enables Federal agencies to engage students in unpaid, project-based assignments of limited duration. - These assignments are designed to align with each agency's strategic priorities, offering participants practical experience within Federal operations while supporting the advancement of targeted initiatives.

• Own the company’s P&L, balance sheet, cash flow, and treasury management. • Establish and manage the monthly/quarterly financial close process. • Lead budgeting, forecasting, and FP&A in coordination with executive leadership. • Manage relationships with external accounting firms, tax advisors, and auditors. • Own lender compliance and reporting (existing and future facilities). • Deliver board-ready financial packages to the Founder and PE sponsor. • Hire and manage a Controller and build out the finance team. • Execute capital markets transactions to monetize the company’s mass tort receivable pipeline, including factoring, credit facilities, and structured financing. • Lead the company’s transition from cash to accrual accounting (ASC 606). This is a major near-term project involving accounting firm engagement, revenue recognition policy development, 2–3 year historical restatement, and full audit—estimated at 8–12 months to completion. This is the single most consequential infrastructure project on the near-term horizon. • Build lender-grade portfolio reporting and data infrastructure in coordination with operations and technology. • Develop and maintain the borrowing base methodology and underwriting framework for the receivable portfolio. • Engage and manage relationships with institutional lenders, specialty finance counterparties, and structured finance counsel. • Present proposed transactions to the Investment Committee for approval. • Own the financial narrative for investors: audited financials, capital markets documentation, and portfolio analytics.

• Participate in pre-market and internal deal kickoff calls to develop comprehensive understanding of seller’s business, value drivers, risks, and positioning • Lead proactive buyer outreach and engagement • Communicate the deal narrative effectively • Qualify and manage buyer interest • Facilitate meaningful relationships with prospective buyers • Analyze buyer information and synthesize feedback • Serve as a central coordination point between buyers and deal execution team

• Lead day-to-day financial operations of Whitestone • Ensure accuracy and discipline while building a foundation for growth • Oversee core finance functions including accounting, treasury, budgeting, forecasting, and financial systems • Manage and develop the Accounting team and Finance Systems Specialist • Own the integrity, accuracy, and completeness of all transactional financial data • Oversee monthly close activities, ensuring deadlines and quality standards are met • Establish and maintain strong internal controls and standardized processes across accounting functions • Identify, investigate, and resolve discrepancies, errors, and process breakdowns • Drive continuous improvement of finance workflows to increase efficiency, scalability, and accuracy • Provide ongoing coaching, training, and performance feedback • Serve as the primary finance point of contact for internal departments, vendors, and clients