Role Description This position supports a valuation practice that provides fair-value measurements, complex financial instrument modeling, and audit-ready valuation analyses for CPA firms, banks, and investment funds. This role focuses on developing robust valuation models, analyzing market data, and preparing high-quality deliverables used for financial reporting under U.S. GAAP and IFRS. The ideal candidate combines strong quantitative skills with a deep understanding of financial instruments, valuation methodologies, and the reporting requirements of financial institutions and investment entities. Key Responsibilities - Develop and maintain valuation models for fixed income structured products (CLO, CMBS, etc.), private credit, distressed debt, private equity, derivatives, and other complex financial instruments. - Develop comprehensive financial models encompassing discounted cash flow, market multiple, market transactions, and option pricing analyses. - Gather and report market data (yield curves, credit spreads, liquidity metrics) to ensure accurate and timely model inputs. - Conduct model validation including sensitivity analysis, back-testing, and documentation of model assumptions and limitations. - Build and maintain effective control processes to monitor and track changes in the assumptions of valuation models. - Challenge and refine prices using market data, comparable instruments, and model-based approaches. - Identify control gaps and process pain points; design and implement improvements to reduce manual work and operational risk. - Support internal teams and external clients to address valuation questions and ensure transparency in methodologies. - Contribute to process improvements and automation projects. Qualifications - Bachelor’s or master’s degree in finance, economics, mathematics, or a related quantitative field. - 5+ years experience valuing financial instruments for a CPA firm or an independent valuation firm. - Experience building valuation models (DCF, Comp Multiple and Option Models). - Strong understanding of valuation techniques including market, transaction and income approaches for private equity, preferred and fixed income instruments. - Solid knowledge of valuation procedures and techniques across diverse asset classes: equities, fixed income, derivatives, structured products, and private assets. - Strong knowledge of ASC 820 fair value measurement principles. - Expertise in advanced Excel and other complex modeling systems. - Familiarity with quantitative and qualitative market data sources such as Bloomberg, Trepp, Intex, Cap IQ, etc. - Strong communication skills and experience interacting with teammates and clients. - Ability to train and lead staff. - Strong critical thinking and problem-solving skills. - Experience with valuation of Level 2 and Level 3 assets. Preferred - Certified or progressing toward CFA, CPA, CVFI, or Series 7. - Experience working with or supporting CPA firms, audit teams, or financial statement preparation. - Familiarity with fund valuation practices and bank regulatory reporting. Core Competencies - Self-starter with ability to work independently and collaboratively. - Quantitative modeling and analytical rigor. - Technical understanding of financial instruments. - Precision and attention to detail. - Ability to communicate complex valuation concepts clearly. - Client-service mindset and responsiveness. - Strong documentation and organizational skills. Physical Requirements - Ability to sit for extended periods while performing computer-based tasks. - Frequent use of computer, keyboard, and office equipment. Remote Work Environment Requirements - Dedicated, quiet workspace free from distractions to maintain focus and accuracy. - Reliable high-speed internet connection to support secure document processing and collaboration. - Ability to meet deadlines in a remote setting while maintaining attention to detail. - Strong self-discipline and time management skills to work independently and efficiently. - Comfortable using remote communication tools (e.g. email, Microsoft Teams, Zoom) for team collaboration. Benefits - This is a full-time position with competitive compensation and good work/life balance. - Health insurance. - Paid Time Off. - Disability insurance. - Paid holidays. - 401k with employer contribution. - Remote work environment. - Generally, promotion within firm.

Role Description We are looking for a senior developer to join our Conversational AI Design & Delivery team as a core technical contributor. You will work in collaboration with our technical lead to design, develop, test, and deliver conversational AI solutions for customers. This is not a support role. We need someone who can operate as a technical pillar on the team: autonomous, reliable, and strong enough to carry delivery workstreams independently while collaborating closely with technical leadership. - Design, develop, test, and deliver conversational AI solutions (chatbots, voicebots, IVR systems) for customer and internal projects - Take ownership of delivery workstreams end-to-end, from technical design through deployment - Collaborate with cross-functional teams — project managers, conversational designers, QA — across the full project lifecycle - Work directly with customers throughout project delivery, including technical discussions and demos - Apply disciplined software engineering practices, fully leveraging agentic coding tools (e.g. Claude Code, Codex) to maximize quality and velocity Qualifications - 6+ years of hands-on software development experience - Proficiency across multiple programming languages, with 4+ years using Python or TypeScript - Experience with cloud platforms (GCP, AWS, or Azure) - Demonstrated ability to work autonomously and carry technical delivery with minimal supervision - Experience with disciplined engineering practices: version control, code review, CI/CD, automated testing - Strong communication skills — comfortable interacting with customers, presenting technical work, and collaborating across disciplines Requirements - Team player — collaborative, willing to pitch in where needed - Creative problem solver — brings ideas, not just execution - Organized and dependable — manages multiple workstreams without dropping balls - Curious and adaptable — eager to learn new platforms and technologies - Comfortable with ambiguity — can navigate evolving requirements and new problem domains NICE TO HAVE - Experience in delivering solutions for customer service / contact center (CCaaS) environments - Exposure to NLU or speech technologies (e.g. speech recognition, speech synthesis) - Experience working in a consulting or professional services delivery model - Experience with Google Dialogflow, Amazon Lex, or similar conversational AI platforms Physical Requirements - Ability to sit for extended periods - Ability to lift or carry objects up to 10 lbs. - Frequent use of computer, telephone and standard office equipment. Waterfield Tech is proud to be an equal opportunity employer. Waterfield Tech believes that all persons are entitled to equal employment opportunity and does not discriminate against its Employees or applicants because of race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, citizenship status, disability, protected medical condition, military status, genetic information, or any other basis prohibited by applicable federal, state, or local law. This policy extends to all aspects of our employment practices including, but not limited to, recruiting, hiring, training, discipline, promotion, transfers, compensation, benefits, leaves of absence, termination, and all other terms and conditions of employment.

Role Description The Supervising Psychiatrist is primarily responsible for the supervision of psychiatrists and psychiatric nurse practitioners who provide psychiatric care, medication management, and intervention services to Lyon-Martin clients. The Supervising Psychiatrist is a member of the leadership team, providing organizational oversight and contributing to strategic planning. The Supervising Psychiatrist may also provide supervision to fellows, residents, and students as appropriate, as well as consultative support to providers as needed, including training. As a specialist in queer, trans, and intersex (QTI) care, Lyon-Martin mental health providers are expected to have experience and a commitment to LGBTQIA+ community health care. The Supervising Psychiatrist may also provide medication management and therapy services directly if appropriate, especially if covering for their team or assisting with complex cases, including but not limited to: - Psychiatric evaluation, diagnosis, and medication management - Short term and long term psychotherapy - Crisis intervention - Brief behavioral interventions - Psychosocial assessments for gender affirming surgery - Group psychotherapy - Appropriate internal/external referrals - Clinical case management The Psychiatrist is expected to maintain a high degree of professional competence, the highest possible ethical standards, and the ability to work collaboratively as part of an integrated health care team. This position may be required to work some evenings and is fully remote and on-call. Qualifications - M.D. or D.O. degree from an accredited United States medical school. - Successful completion of internship and residency in psychiatry with specific experience managing substance use disorder and ADHD. - Board Certified in Psychiatry. - Valid and active California medical license, without any limitations on license to practice in specialty. - Eligible to participate in the CMS Medicaid/Medicare reimbursement programs. - At least 5 years experience practicing as a Psychiatrist. - At least 2 years experience in supervising other Psychiatric providers. - Experience using harm reduction and trauma-informed care models within psychiatry practice. - Current BLS/CPR or ACLS certificate or recertification within 2 months of hire. - Culturally sensitive/humble and able to work with a diverse population. - Strong proficiency with Microsoft Office applications, specifically Word, Outlook, internet applications, Zoom, computer technology, and phone use. - Experience working with lesbian, bisexual, transgender, gender non-conforming, non-binary, and intersex communities. - Experience working with populations with varying disabilities, racial, ethnic and cultural backgrounds, and economic statuses. - Experience working with people who do sex work, those experiencing homelessness, people who have challenges with mental illness, people who use drugs, those with a history of incarceration, sex workers, people of varying ages. - An interest in and commitment to gender affirming health care, abortion, and health care access for underserved populations. Requirements - In collaboration with the Medical Director and Mental Health Director, develops and implements policies and procedures pertaining to the Psychiatry Department. - Enters into Furnishing and Privileging Agreement with Psychiatric Nurse Practitioner(s). - Provides clinical leadership, supervision, and oversight to Psychiatrists, Psychiatric Nurse Practitioners, advanced practice providers, nurses, and interns/students. - Promotes and enhances integrated team-based and patient-centered care. - Ensures that in the absence of a Psychiatrist or Psych NP, a mechanism is established so that coverage is available to review lab and diagnostic reports, prescriptions, and follow up on psychiatric care. - Thorough supervision of, and promotion of continuous quality improvement efforts. - Hires, on-boards, trains, supports, disciplines, and terminates psychiatrists and psychiatric nurse practitioners. - Monitors performance during initial employment and thereafter through chart audits, utilization review, peer review, and annual performance appraisal of all psychiatrists and psychiatric nurse practitioners. - Provides clinically appropriate one-on-one supervision for all psychiatrists and psychiatric nurse practitioners. - Participates in all leadership team and operations activities, as available. Benefits - Flexible (Remote/Hybrid) work environment. - Competitive pay: $135.00 - $170.00 per hour. - Part-time hours: 4 – 8 hrs/week (0.1 – 0.2 FTE).

Role Description The Technical Director, Frontend & AI Engineering is a highly technical, hands-on leader responsible for advancing modern frontend architectures and AI-driven user experiences. This role leads the development of high-quality, scalable client experiences while embedding AI capabilities into products and engineering workflows. This leader sets the standard for frontend excellence and AI integration, combining deep expertise in user-facing technologies with practical application of AI/ML to deliver differentiated customer value. Day to day, you'll: - Frontend Architecture & Engineering - Define and evolve frontend architecture, frameworks, and design systems. - Ensure delivery of performant, accessible, and scalable web and mobile experiences. - Standardize patterns across teams for consistency and maintainability. - AI Engineering & Integration - Lead the application of AI/ML (including generative AI) across user experiences and developer tooling. - Partner with Data/ML teams to productionize models and integrate intelligent capabilities. - Guide prompt engineering, model selection, and evaluation strategies. - Hands-On Development Leadership - Contribute to critical frontend and AI-driven feature development. - Review architecture and code to ensure high standards in performance and usability. - Solve complex technical challenges spanning frontend systems and AI integrations. - Experience Innovation - Drive experimentation with AI-powered features, personalization, and automation. - Establish frameworks for rapid prototyping and iterative delivery (aligned with your current experiment-first motion). - Balance innovation with production-grade reliability and scalability. - Standards & Best Practices - Establish best practices for frontend engineering, UI performance, accessibility, and testing. - Define patterns for integrating AI responsibly, securely, and at scale. - Promote consistency across frameworks, component libraries, and design systems. - Mentorship & Capability Building - Develop frontend and AI engineering talent through coaching, pairing, and structured learning. - Raise engineering maturity across teams through standards, reviews, and thought leadership. - Influence hiring strategy for high-impact technical talent. - Cross-Functional Collaboration - Partner closely with Product, Design, Data Science, and Platform teams. - Align frontend and AI capabilities to business priorities and customer outcomes. Qualifications - 10+ years in software engineering, with deep experience in frontend development. - Experience building and scaling modern web applications (React, Angular, etc.). - Proven experience integrating AI/ML capabilities into production systems. Requirements - Expertise in modern frontend frameworks, performance optimization, and UX patterns. - Strong understanding of APIs, backend integration, and full-stack systems. - Experience with AI tooling, LLMs, and model integration (prompting, APIs, inference pipelines). Leadership - Strong technical leadership with the ability to influence across teams. - Experience mentoring engineers and driving engineering best practices. Benefits - Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage. - Participate in the H&R Block Retirement Savings Plan (401(k) Plan). - Access to the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program. - Automatically enrolled in Business Travel Accident Insurance. - Receive Associate Tax Prep benefit. Pay Range The pay range for this position is $154,900.00 - $263,300.00/Yr. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.