This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description In response to growing demand, our delivery team is now hiring an additional Transaction Advisory Associate to guide small and mid-sized business owners through the process of executing a sale to their employees. - Guide business owners through the process to sell their business to their employees, including analyzing the opportunities and risks associated with the sale, evaluating the sale proceeds, estate impact, tax outcomes, decision-making and governance, long-term company stability, and employee benefits. - Translate complex information regarding financial, legal, estate, and tax matters in terms that clients can understand. - Collaborate with and project manage trust, estate, and corporate attorneys to ensure clients receive the best legal advice. - Collaborate with clients’ accounting and tax professionals to ensure clients receive thorough and actionable guidance. - Facilitate employee engagement meetings to help employees understand the impact of the employee ownership sale. - Prepare clear, decision-oriented client deliverables that synthesize goals, risks, tradeoffs, recommendations, and key transaction and governance terms. - Develop long-term, high-trust relationships with clients. - Support the delivery team in integrating efficiencies and automation in the data collection, financial due diligence, valuation, and transaction structuring processes. - Support our continuous learning culture by ensuring that learnings about our clients are captured and shared across the organization. Qualifications - Education in business, finance, entrepreneurship, public policy, sustainability, or a related program is a plus. - 3+ years of experience in a client-facing advisory role navigating complex business, legal, and/or financial decisions. - First-hand experience that provides a knowledgeable and compassionate understanding of the decisions a business owner will face when transitioning out of owning their company is a plus. - Experience building scalable systems and processes in an early-stage, entrepreneurial environment is a plus. Requirements - Comfort with complex legal and tax information and distilling the implications for a range of audiences. - Ability to review and understand company financial statements, valuation reports, business plans, and cash flow models. - Ability to build authentic and trusted relationships with small business owners, senior leaders, and workers of various backgrounds across the U.S. - Excellent organizational and project-management skills, with the ability to manage multiple stakeholders, timelines, and workstreams simultaneously. - Strong verbal and written communication skills, including comfort with complex legal, corporate governance, and financial topics. - Adaptability and willingness to work on a small team and take on a range of tasks necessary to deliver a high-quality product to clients. - Comfort working in a fast-paced, remote environment. - Proactive communication style, including the ability to manage up and keep internal and external stakeholders aligned on progress, risks, and next steps. - Interest in learning how to integrate new technologies into our workflows, including AI. - Passion for our mission to build a more prosperous and competitive economy through shared ownership. Benefits - Opportunity to shape the future of business ownership in the U.S. - A values-driven culture that prioritizes integrity, inclusion, and long-term thinking. - Compensation: $90,000 - $120,000 base salary, commensurate with experience; eligibility for a performance bonus, and an equity incentive plan (restricted stock units). - Remote and flexible work schedule and environment. - Monthly coworking stipend + one-time home office stipend. - Health insurance: 99% medical and 50% vision/dental covered by employer. - 401(k) retirement plan. - Paid time off. - Paid parental leave plan.

• Represent Finance and Operations at the Executive team and Board level. • Serve as a strategic thought partner to the CEO in enterprise planning and value creation. • Oversee and develop leaders across Finance and Operations functions. • Represent LTSE with current and prospective investors, regulators, and key stakeholders. • Act as enterprise DRI (Directly Responsible Individual) for operationalizing strategic initiatives. • Provide guidance and direction for other functions as defined by the CEO. • Lead enterprise-wide financial planning, forecasting, and long-range modeling. • Ensure executive-level clarity around resource allocation, burn rate, revenue trajectory, and profitability path. • Elevate sophistication of modeling, scenario planning, and decision-support capabilities. • Provide concise financial insights to guide enterprise strategy. • Lead preparation and execution of fundraising and capital strategy initiatives. • Own investor-ready financial narrative, projections, and diligence materials. • Serve as primary financial interface with investors and Board. • Ensure finance infrastructure meets institutional investor standards. • Oversee all accounting, reporting, audit, treasury, and compliance functions. • Ensure strong internal controls and regulatory compliance in a highly governed environment. • Maintain Board-level confidence in financial integrity and risk management. • Translate enterprise strategy into actionable operational plans. • Establish and drive company-wide KPIs and accountability structures. • Lead annual operating planning and performance management cadence. • Oversee cross-functional operations to ensure alignment with enterprise goals. • Improve operational efficiency, productivity, and profitability. • Identify and remove enterprise-level roadblocks impacting execution. • Identify and mitigate operational and financial risks across the enterprise. • Ensure company policies and procedures are followed to minimize business risk. • Oversee integrated Board narrative, materials, and execution support. • Drive revenue growth while managing burn rate and capital efficiency. • Support advancement toward profitability goals. • Ensure strategic initiatives are executed effectively and on timeline. • Foster a performance-driven culture across all teams.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description At Wyyerd Fiber, we’re building fast, reliable fiber networks—and a team that thrives on collaboration, innovation, and impact. This position reports directly to the Director of FP&A and involves collaboration cross-functionally with leaders across the organization, including C-level executives, to provide actionable insights based on data-driven analyses. - Refine, develop, and maintain Wyyerd’s operating financial model, as well as additional reporting on financial and business metrics - Collaborate cross-functionally on annual budgeting and quarterly re-forecasting processes, contributing strategic perspective to target-setting and resource allocation - Prepare materials and analyses for the management team, Board, and investor presentations, including debt covenant compliance reporting - Assist with monthly accounting close by performing variance analyses and reconciliations to budget - Support ad-hoc strategic projects and analyses as business needs arise, including but not limited to M&A opportunities, new market analyses, etc. - Work with internal teams to understand and explain business trends and variances in the business - Provide information and analysis to the business to support and drive strategic decisions - Present and communicate results and recommendations to leadership teams across the organization Qualifications - Bachelor's degree in Finance, Accounting, Economics, Business, or a related field - 3+ years of professional experience in quantitative analysis or an advanced degree in a relevant field (e.g., investment banking, private equity and business operations, management consulting, strategic finance, or a related analytical role) - Advanced Excel experience (lookups, logic functions, etc.), and Powerpoint experience (graphs, diagrams, etc.) required; Google Workspace experience (Sheets, Slides, etc) preferred - Strong analytical, financial modeling, and problem-solving skills; experience synthesizing data into information, and presenting concise analyses - Excellent verbal and written communications skills - Ability to manage multiple projects simultaneously and shift prioritization as business needs evolve - Comfort working independently in a fast-paced environment - Ability to validate results of analyses by reconciling with data from other sources - Attention to detail, a sense of urgency, and relentless follow-through - Collaborative approach with the ability to work effectively across teams - Financial, managerial and/or tax accounting understanding (if not direct experience)

• Build, maintain, and enhance financial models supporting core planning cycles, including annual budget, rolling forecast, capital investments, and long-range planning. • Deliver clear variance analysis and explain financial results, risks, and opportunities in a concise, decision-oriented manner. • Analyze labor productivity and staffing trends, identifying opportunities to improve efficiency and resource allocation. • Build, maintain, and deliver labor plans, including headcount planning, FTE allocation, and labor cost forecasting. • Own and oversee all studio operating expense (OpEx) planning, budgeting, forecasting, and performance management. • Lead studio-level cost control efforts, identifying risks and opportunities across controllable and non-controllable expense categories. • Oversee capital planning for studios, including development of annual capital budgets, ROI analysis, project prioritization, and ongoing tracking of capital spend. • Partner cross-functionally with Operations, Real Estate, and Facilities to evaluate capital investments, refresh cycles, and new studio builds or relocations. • Provide governance and oversight to ensure disciplined spend management across both operating and capital expenditures. • Partner with the VP Finance and FP&A Manager to support cross-functional initiatives such as growth planning, pricing decisions, and cost optimization. • Develop ad hoc analyses and business cases to inform executive decision-making. • Ensure data accuracy, consistency, and integrity across financial models, reports, and dashboards. • Prepare executive-ready presentations and materials that translate data into insights. • Contribute to continuous improvement of FP&A processes, tools, and analytical frameworks.