UNKNOWN

ADAPTED_NOW

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.

YEAR

The Vice President, BDO Capital Advisors is an integral part of the transaction and business development team. This role oversees the preparation of financial analyses, conducts due diligence, develops marketing materials, and participates in the execution of a wide variety of transactions. This position also plays an integral role in managing client interactions as well as leading marketing efforts. Additionally, the Vice President, BDO Capital Advisors is actively involved in the recruiting and training of junior professionals. Ideal candidates for this position are dynamic, highly motivated individuals with a strong work-ethic and demonstrate a commitment to the growth of the firm as a leader in the middle market.Job Duties:<ul><li>Manages and reviews work product of junior investment banking professionals</li><li>Supports Managing Directors in all aspects of firm marketing, business development, and deal execution</li><li>Oversees the preparation, analysis, and explanation of historical and projected financial information</li><li>Oversees business due diligence </li><li>Oversees the preparation of confidential information memoranda, management presentations, marketing materials, pitch books, and other presentations as needed</li><li>Oversees the creation of quantitative analyses, financial models, company valuation analyses, etc.</li><li>Performs extensive and in-depth industry research to support client and marketing engagements</li><li>Builds relationships and maintains direct contact with clients, prospective clients, and professional advisors</li><li>Develops and implements a personal business development program to position the role for long-term success</li><li>Other duties as required</li></ul>Supervisory Responsibilities:<ul><li>Supervises and leads a small team of Associates/Analysts </li><li>May act as a Career Advisor to Associates and Senior Associates, as assigned</li></ul>Qualifications, Knowledge, Skills, and Abilities:Education:<ul><li>Bachelor’s degree in business, finance, or accounting, required</li><li>MBA, preferred</li></ul>Experience:<ul><li>Seven (7) or more years of professional work experience with a minimum of 4 years of direct transaction experience preferably within Investment Banking or other financial vertical, required</li></ul>License/Certifications:<ul><li>FINRA Series 7 or 79 and 63, or in active pursuance of licensure, required</li></ul>Software:<ul><li>Proficient in the use of Microsoft Office Suite, required</li><li>Research tools such as CapitalIQ, preferred</li></ul>Language:<ul><li>N/A</li></ul>Other Knowledge, Skills, & Abilities:<ul><li>Superior organizational and time management skills and the ability to efficiently manage multiple projects in a fast-paced work environment</li><li>Excellent written and verbal communication, listening, problem solving, interpersonal, and relationship-building skills</li><li>Strong financial modeling, research, and financial analysis skills</li><li>Ability to conduct thorough, independent quantitative and qualitative research</li><li>Ability to travel as needed </li></ul>Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.<ul><li>National Range: $150,000 - $225,000</li><li>Maryland Range: $150,000 - $225,000</li><li>NYC/Long Island/Westchester Range: $150,000 - $225,000</li></ul>About UsJoin us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.  BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:<ul><li>Welcoming diverse perspectives and understanding the experience of our professionals and clients</li><li>Empowering team members to explore their full potential</li><li>Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities</li><li>Celebrating ingenuity and innovation to transform our business and help our clients transform theirs</li><li>Focus on resilience and sustainability to positively impact our people, clients, and communities</li><li>BDO Total Rewards that encompass so much more than traditional “benefits.”  </li></ul>*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vets

bdo consulting

Vice President, Capital - Investment Banking

Accounting

Analysis Skills

Business Administration

Business Development

Contact Management

Customer Relations

Customer Support/Service

Due Diligence

Finance

Financial Analysis

Financial Modeling

Financial Projections

Geography

Interpersonal Skills

Investment Capital

Investment Services

Marketing

Marketing Presentation

Microsoft Office

Multitasking

Organizational Skills

Presentation/Verbal Skills

Problem Solving Skills

Product Reviews

Project/Program Management

Qualitative Research

Quantitative Analysis

Quantitative Research

Retirement Plan

Sales Management

Sales Prospecting

Series 7

Sustainability

Team Lead/Manager

Time Management

Willing to Travel

Writing Skills

Ivy Exec

The team focuses on investments in AI-enabled infrastructure, data platforms, workflow automation, digital risk models, and next-generation systems that modernize care delivery, underwriting, claims, and regulatory compliance. They are looking for a candidate who is self-motivated, detail-oriented, intellectually curious, and excited to contribute to the teams growth.

Our client is seeking a passionate and self-motivated individual to join a growing investment team. The team focuses on investments in AI-enabled infrastructure, data platforms, workflow automation, digital risk models, and next-generation systems that modernize care delivery, underwriting, claims, and regulatory compliance.This role offers tremendous growth opportunities and exposure across the entire investment lifecycle. They are looking for a candidate who is self-motivated, detail-oriented, intellectually curious, and excited to contribute to the teams growth.Responsibilities<ul><li>Source potential investment opportunities </li><li>Perform financial modeling and analysis of growth and venture-stage companies </li><li>Conduct investment due diligence on companies at all stages and support investment committee presentations </li><li>Record all deal information for reporting and trend analysis </li><li>Research and report on industry trends and potential new business models </li><li>Cultivate and manage relationships with key industry contacts, including limited partners </li></ul>Assist in all aspects of portfolio company management, including exposure to roles on portfolio company boards Keyword: Venture Investment Analyst Required Experience: Experience<ul><li>Experience in venture capital, investment banking, management consulting, or a related field </li><li>Experience with financial modeling and analysis </li><li>Familiarity with SaaS economics (ARR, NRR, CAC/LTV) </li><li>Familiarity with AI/ML platforms and data infrastructure </li><li>Familiarity with healthcare and insurance regulatory environments a plus </li><li>Ability to assess product defensibility and technical architecture </li></ul>Skills<ul><li>Excellent verbal and written communication skills, with the ability to clearly articulate complex ideas </li><li>Strong interpersonal skills with the ability to build relationships and network within healthcare, insurance, and venture capital communities </li><li>Strong analytical and quantitative skills with proficiency in financial modeling and valuation </li><li>Intellectual curiosity and the ability to ask challenging questions within complex domains, including comfort with technical due diligence </li><li>Track record of strong judgment and ability to navigate ambiguity </li></ul>Ability to prioritize and manage multiple initiatives in a fast-paced, entrepreneurial environment From: YourHire

YourHire

Venture Investment Analyst

Pereless

3–5 years of experience in investments, asset management, or financial services, with exposure to alternatives preferred. Communicate key developments in external research and manager performance to portfolio managers and the investment team.

<h1>Description</h1><ul><li>Track, review, and summarize outsourced alternative investment research and due diligence.</li><li>Monitor performance of alternative investment strategies and managers; prepare regular reporting and updates.</li><li>Maintain and update shadow accounts and assist with data reconciliation.</li><li>Create clear, professional presentations for investment committees and senior leadership.</li><li>Support the alternatives group with operational and clerical responsibilities, ensuring accuracy and timeliness.</li><li>Communicate key developments in external research and manager performance to portfolio managers and the investment team.</li><li>Assist in preparing periodic reviews, reports, and client-ready materials.</li><li>Contribute to continuous process improvement and demonstrate a strong attention to detail in execution.</li></ul><ul><li>Completes other duties as assigned within the Chief Investment Office to support customers, colleagues or the company (Huntington)</li><li>Supports all sales & service goals within the Chief Investment Office</li><li>Other duties as assigned.</li><li/></ul>Basic Qualifications:<ul><li>Bachelor’s degree in finance, economics, accounting, or a related field required.</li><li>3–5 years of experience in investments, asset management, or financial services, with exposure to alternatives preferred.</li><li>Strong organizational skills and attention to detail, with ability to manage data, reporting, and clerical tasks accurately.</li><li>Proficiency in Microsoft Excel and PowerPoint; ability to build professional presentations and reports.</li><li>Strong written and verbal communication skills; capable of summarizing and presenting complex information clearly.</li><li>Ability to work independently while collaborating effectively with the broader investment team.</li></ul>Preferred Qualifications: <ul><li>Professional designations (CFA, CAIA) or progress toward one are a plus, but not required.</li><li>Interest in career development within alternatives, with potential to grow into more analytical or strategy-facing responsibilities over time.</li></ul> Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)YesWorkplace Type:OfficeOur Approach to Office Workplace TypeCertain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.Huntington is an Equal Opportunity Employer.Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Huntington

Wealth and Investment Analyst

FEED

You will design and lead a segmented renewals motion, where Renewal Managers fully own renewals and expansion for SMB and Mid-Market customers, and partner closely with Account Executives on renewals and expansion for Enterprise and Strategic accounts. This role owns renewals strategy, execution, and outcomes across all customer segments—ensuring strong Gross Revenue Retention (GRR), high Net Revenue Retention (NRR), and an exceptional renewal experience.

<h3>About ROLLER</h3>ROLLER is not your average software-as-a-service company. With a global presence in over 30 countries, we're here to bring some excitement to the leisure and attractions industry and make a difference! Our mission is to help businesses operate smoothly and create fun and memorable guest experiences by providing seamless ticketing, point-of-sale, self-serve kiosks, memberships, and digital waiver processes.But here's the best part: our team. We're a group of 300+ highly passionate, enthusiastic, and down-to-earth professionals located all around the world who are all working together to build something truly remarkable. We're aiming high and believe that the possibilities are endless. As we continue to grow globally, we're excited to write our success story and have fun along the way.We genuinely love what we do, and we're looking for like-minded people to join us on this amazing journey. If you're ready to be part of a dynamic team and make a real impact, come aboard, and let's create some unforgettable experiences together at ROLLER!<h3>About the Role</h3>ROLLER is hiring a Global Head of Renewals to lead and scale our global renewals function and drive predictable, durable recurring revenue growth. This role owns renewals strategy, execution, and outcomes across all customer segments—ensuring strong Gross Revenue Retention (GRR), high Net Revenue Retention (NRR), and an exceptional renewal experience.Beyond retention, this role is a critical growth lever for ROLLER. You will embed cross-sell and upsell motions into the renewal lifecycle, particularly as new products and capabilities are rolled out. By leveraging renewal moments as natural expansion opportunities, you will unlock incremental bookings growth while deepening customer value and platform adoption.You will design and lead a segmented renewals motion, where Renewal Managers fully own renewals and expansion for SMB and Mid-Market customers, and partner closely with Account Executives on renewals and expansion for Enterprise and Strategic accounts. This role requires strong commercial judgment, operational discipline, and cross-functional leadership across Sales, Customer Success, Finance, Product, Pricing, Marketing, RevOps, and Legal.<h3>What You'll Do</h3><h4>Renewals Strategy, Segmentation & Expansion</h4><ul><li>Define and own ROLLER's global renewals strategy across SMB, Mid-Market, Enterprise, and Strategic segments. </li><li>Design and operationalize a segmented renewals motion with clear ownership models by segment. </li><li>Embed structured cross-sell and upsell motions into renewal workflows to drive incremental bookings and NRR. </li></ul><h4>Renewals Forecasting, Predictability & Planning</h4><ul><li>Own monthly, quarterly, and annual forecasting for GRR and NRR, including churn, contraction, and expansion drivers. </li><li>Provide clear, proactive visibility into renewal risk and expansion opportunities. </li><li>Ensure renewals forecasts are fully integrated into company-wide revenue and financial planning. </li></ul><h4>Capacity, Coverage & Org Design</h4><ul><li>Build and maintain renewals capacity models by segment, accounting for account volume, contract complexity, renewal cycle times, and expansion potential. </li><li>Design and continuously optimize renewals coverage models, including account-to-Renewal-Manager ratios and rules of engagement with AEs. </li><li>Partner with Finance and RevOps on headcount planning, productivity assumptions, and investment decisions. </li></ul><h4>Compensation & Incentives</h4><ul><li>Design and evolve renewals compensation and incentive structures that balance retention, expansion, and customer experience. </li><li>Align incentives to drive desired outcomes, including GRR, NRR, on-time renewals, and expansion bookings. </li><li>Partner with Finance, Sales leadership, and People teams to model, implement, and govern compensation plans globally. </li></ul><h4>Enterprise & Strategic Deal Partnership</h4><ul><li>Partner closely with Sales leadership and Account Executives on complex Enterprise and Strategic renewals and multi-product expansions. </li><li>Provide deal strategy, pricing guidance, and risk mitigation support for high-value, high-complexity renewals. </li><li>Ensure tight alignment between renewals motions, account plans, and long-term expansion strategy. </li></ul><h4>Product, Pricing & Feedback Loops</h4><ul><li>Establish structured feedback loops between Renewals, Product, and Pricing using renewal data and customer insights. </li><li>Identify patterns in churn, contraction, discounting, and expansion resistance to inform: </li><li><ul><li>Product roadmap prioritization </li><li>Packaging and bundling strategy </li><li>Pricing, discounting, and contract term optimization </li></ul></li><li>Deliver data-driven recommendations that directly improve GRR, NRR, and customer lifetime value. </li></ul><h4>Team Leadership & Enablement</h4><ul><li>Build, lead, and scale a high-performing global team of Renewal Managers aligned to segment-specific motions. </li><li>Develop enablement, playbooks, and coaching frameworks that support both transactional and consultative renewal and expansion conversations. </li><li>Establish clear performance standards, career paths, and development plans within the renewals organization. </li></ul><h4>Operational Excellence & Tooling</h4><ul><li>Own the end-to-end design and evolution of renewals processes, ensuring they are scalable, efficient, and customer-friendly. </li><li>Develop and operationalize automated and low-touch renewal motions at scale, particularly for SMB and Mid-Market customers. </li><li>Define which renewals require automated, pooled, or high-touch approaches based on value, complexity, and expansion potential. </li><li>Partner with RevOps and IT to optimize Salesforce, CPQ/CLM, billing, and analytics tooling to support renewals execution, forecasting accuracy, and expansion. </li><li>Continuously improve renewal efficiency, cycle times, cost-to-renew, and customer experience through data-driven process optimization. </li></ul><h3>What We're Looking For</h3><ul><li>12+ years of experience in SaaS renewals, customer success, revenue operations, or GTM leadership roles, ideally with global scope. </li><li>Proven experience building and leading a renewals organization with measurable improvements in GRR, NRR, and forecast accuracy. </li><li>Deep expertise in renewals forecasting, capacity modeling, coverage design, and compensation structures. </li><li>Strong commercial and negotiation skills, particularly in complex Enterprise and Strategic renewals. </li><li>Demonstrated ability to drive cross-sell and upsell motions, especially tied to new product launches. </li><li>Experience partnering closely with Finance, Product, Pricing, Sales, and Legal teams. </li><li>Exceptional analytical, operational, and executive communication skills. </li><li>Hands-on experience with Salesforce, CPQ/CLM tools, and analytics platforms. </li><li>Bonus: background in Strategy Consulting, Investment Banking, or similar analytical roles. </li></ul><h3>Why This Role Matters</h3>The Global Head of Renewals owns one of ROLLER's most important growth engines. This role ensures revenue is predictable, customers continue to realize value, and renewals become a scalable platform for expansion. You will directly influence retention, growth, and how ROLLER monetizes its expanding product portfolio.<h3> </h3><h3>Perks!</h3><ul><li>You'll get to work on a category-leading product that customers love in a fun, high-growth industry! Check our <a href="https://www.capterra.com/p/164715/ROLLER/reviews/" rel="nofollow noopener noreferrer" target="_blank">Capterra</a> and <a href="https://www.g2.com/products/roller-software/reviews#reviews" rel="nofollow noopener noreferrer" target="_blank">G2</a> reviews.</li><li>4 ROLLER Recharge days per year (When we hit our goals each quarter, we take a well-earned day off together to relax, recharge, and celebrate our wins).</li><li>Engage in our 'Vibe Tribe' - led by our team members; you can contribute to company-wide initiatives directly. Regular events and social activities, fundraising & cause-related campaigns...you name it. We're willing to make it happen!</li><li>Team Member Assistance Program to proactively support our team's health and wellbeing - access to coaching, education modules, weekly webinars, and more.</li><li>16 weeks paid Parental Leave for primary carers and 4 weeks paid Parental Leave for secondary carers.</li><li>Work with a driven, fun, and switched-on team that likes to raise the bar in all we do!</li><li>Individual learning & development budget plus genuine career growth opportunities as we continue to expand!</li></ul><h3> </h3><h3>What You Can Expect</h3><ol><li>Initial call with our Talent Acquisition Manager You'll have an initial call with our Talent Acquisition Manager to chat through some of your experience to date, salary expectations and you can check off any initial questions you might have.</li><li>Interview with our Chief Revenue (CRO) You will get to meet with our CRO to learn more about the role & ROLLER whilst also talking through your experience in more detail</li><li>Loop Interviews This is where you will get to meet our wider ROLLER team to do a 'vibe check' on us to make sure our culture & vibe meet what you are looking for!</li></ol> <h3> </h3>

ROLLER

Global Head of Renewals

GreenHouseAPI