Analyst, Financial Advisory ICONIQ CapitalAnalyst, Financial AdvisoryNew York, NY$90,000–$105,000 / yearWith over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society. Personal information collected by the Greenhouse portal is subject to the Greenhouses privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ’s Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].
Junior Financial Analyst - Temp to Hire Page GroupJunior Financial Analyst - Temp to HireNew York, NY$28–$33 / hourp>Corporate Financial Analyst is needed to support enterprise-wide financial reporting, analytics, and planning activities, partnering closely with senior leadership. This role focuses on financial modelling, variance analysis, and business insights to support strategic decision-making across multiple business units.
NewVice President, Financial Planning & Analysis BNYVice President, Financial Planning & AnalysisNew York, NY$83,000–$159,000The role will primarily support the Fund and Investor Solutions Engineering groups, partnering closely with COO teams on workforce strategy, leading budget and forecast activities, and providing analytics that enable Engineering leaders to make informed, data-driven decisions. To be successful in this role, we’re seeking the following: • Bachelor’s degree in Finance, Accounting, Business Administration, or a related field, or the equivalent combination of education and experience, is required.
NewVP Financial and Strategic Risk Management United Nations Federal Credit UnionVP Financial and Strategic Risk ManagementNew York, New York$200,000–$225,000 / yearFull timeProvide second-line oversight of key financial risks, including capital, liquidity, interest rate, credit, and funding risks, while overseeing KRIs and risk metrics to ensure alignment with risk appetite, consistent reporting, and timely escalation of threshold breaches. • Ensure risk appetite statements are supported by clearly defined KRIs, limits, measurable thresholds, and escalation protocols, while independently challenging first-line activities to confirm alignment between risk appetite and actual risk-taking.
Senior Third Party Risk Management Analyst United Nations Federal Credit UnionSenior Third Party Risk Management AnalystNew York, NY$105,000 / yearFull timeSupport the TPRM framework to ensure alignment with organizational objectives and regulatory requirements, with primary responsibility for tracking of end to end third party risk assessment process, which includes risk reviews, documenting findings in the risk register, coordinating follow-ups with the third parties and the business unit owners, and facilitating the collaboration and documentation of the related risk acceptance with the business unit owner.• • Collaborate with business unit owners to communicate findings, develop risk mitigation strategies, and provide insights that support the TPRM Framework.• Support ongoing monitoring and risk-remediation activities by assisting in tracking vendor exceptions and issues, updating risk profiles, and documenting remediation steps.•
NewBusiness Process Analyst United Nations Federal Credit UnionBusiness Process AnalystNew York, NY$110,894 / yearRegardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors. Develop training materials, knowledge transfer documents, proposals, project plans, memos, presentations to support the use of new solutions and products.
NewSales/Financial Analyst JobotSales/Financial AnalystEdison, NJ$100,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. If you are a driven individual with a passion for sales analysis and a desire to make a significant impact in the healthcare industry, we would love to hear from you.
NewFinancial Reporting and Accounting Specialist Vaco LLCFinancial Reporting and Accounting SpecialistPrinceton, NJ$50–$60Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewSenior Tax Analyst - Partnerships Kforce Inc.Senior Tax Analyst - PartnershipsPriceton, NJ$100,000–$115,000Summary: The candidate will be responsible for supporting the Senior Manager for all tax planning activities, including US federal and state income tax, transaction tax return support, cash tax optimization, credits and incentives, and transaction diligence. 3+ years of federal and state tax compliance or planning for partnerships with a public accounting firm or large corporate tax department; Experience with private equity or real estate tax is a plus.
NewPrivate Wealth Compensation Analyst Vaco LLCPrivate Wealth Compensation AnalystNew York, NY$80,000–$100,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewChief Financial Officer - IPO IPO Kforce Inc.Chief Financial Officer - IPO IPONew York, NYRemote$300,000–$373,750Demonstrated government and regulatory experience, such as engaging with government agencies, navigating public policy, securing incentives/grants, or managing relations with regulatory bodies (e.g., experience in sectors with heavy government oversight like infrastructure, defense, energy, or regulated industries). Experience leading/contributing to an IPO process, including f S-1 filings, SEC compliance, roadshows, and transition to public company reporting (prior successful IPO as CFO highly preferred; Experience in pre-IPO readiness or public company finance acceptable).
VP; Sr Quantitative Fin Analyst Bank of America N.A.VP; Sr Quantitative Fin AnalystJersey City, NJ$171,800–$210,000 / yearVP; Sr Quantitative Fin Analyst sought by Bank of America N.A. to apply quantitative methods to develop capabilities that meet line of business, risk mgmnt & regulatory reqs. If interested apply online at www.bankofamerica.com/careers or email your resume to bofajobs@bofa.com.
Cost Controls Analyst ECLAROCost Controls AnalystWHITE PLAINS, NY$40–$45 / hourProject Overview:The role supports the Portfolio Cost Controls function within the Cost Control group by performing comprehensive cost analysis and reconciliations, managing high volume billings, processing accounts payable invoices, and completing monthly accrual reviews. ResponsibilitiesPortfolio Cost Control: Support cost management activities by tracking project expenditures, preparing journal entry adjustments, performing manual interest calculations, and generating portfolio-level cost reports.
Director, Finance Transformation | Office of CFO Advisory Fti ConsultingDirector, Finance Transformation | Office of CFO AdvisoryNew York, NYLead end-to-end Finance Transformation projects across key areas including: Finance function assessments, finance function capability stand-up and optimization, operating model design, service delivery model program design and implementation (i.e. shared services, centers of excellence, outsourcing, and global business services), cost reduction programs, process optimization and automation, and working capital optimization. In FTI Consulting’s Corporate Finance & Restructuring organization, we focus on our clients’ strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
Junior Business Analyst Kforce Inc.Junior Business AnalystJersey City, NJ$38–$44Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
Senior Fraud and Abuse Operations Analyst PlaidSenior Fraud and Abuse Operations AnalystNew York, NY$156,000–$213,600 / yearExperience translating fraud investigations and research into actionable detection signals, rules, and labeled datasets, while partnering closely with DS/ML and product teams to improve feature sets, labeling quality, evaluation frameworks, and model decay monitoring. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use.
Fraud and Abuse Operations Analyst PlaidFraud and Abuse Operations AnalystNew York, NY$138,000–$163,200 / yearExperience translating fraud investigations and research into actionable detection signals, rules, and labeled datasets, while partnering closely with DS/ML and product teams to improve feature sets, labeling quality, evaluation frameworks, and model decay monitoring. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use.
Senior Analyst, Talent Management ICONIQ CapitalSenior Analyst, Talent ManagementNew York, NY$100,000–$115,000 / yearAs a Senior Analyst on the Employee Engagement & Development team, you’ll play a key role in driving the efficiency and effectiveness of our Learning & Development initiatives—ensuring smooth operations, managing systems, coordinating logistics, and bringing learning programs to life. With over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society.
Salesforce QA Analyst - COO Office Page GroupSalesforce QA Analyst - COO OfficeManhattan, NY$50–$63 / hourContractorWe are hiring a Salesforce QA Analyst to support Front Office initiatives, with strong experience in manual testing for Salesforce CRM, including test plans, test cases, and UAT with business stakeholders. Advanced analytical capabilities, including proficiency in Excel and SQL, with experience supporting change management initiatives.
Senior Business Analyst / Agile Delivery BC ForwardSenior Business Analyst / Agile DeliveryJersey City, NJ$78–$78.37 / hourThe ideal candidate will have strong experience in Agile coaching, Scrum delivery, and Jira tooling and a proven ability to translate complex business needs into actionable specifications to achieve measurable business outcomes. BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients.
NewDirector, Transaction Advisory Services - Healthcare Financial Due Diligence bdo consultingDirector, Transaction Advisory Services - Healthcare Financial Due DiligenceNew York, NY$180,000–$280,000 / yearExamines complex deal related issues and provide appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy.
NewBusiness Development Director Vaco LLCBusiness Development DirectorNew York, NY$75,000–$85,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewAccounting Consultant Vaco LLCAccounting ConsultantCranbury, NJ$35–$45Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewController Vaco LLCControllerLong Island City, NY$70–$90Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Ledger Integrity: Maintain total oversight of the general ledger and all subsidiary ledgers, including journal entries, transaction corrections, and monthly WIP reconciliations.
Equity Research Business Services, AVP BarclaysEquity Research Business Services, AVPNew York, NYJoin Barclays as an Equity Research Business Services, AVP, where you’ll have the chance to collaborate with senior analysts to produce comprehensive research reports and presentations while monitoring market trends, economic indicators, and company news to update and refine investment solutions. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements.
Corporate Vice President - Integrated Solutions Delivery Lead New York Life Insurance CompanyCorporate Vice President - Integrated Solutions Delivery LeadNew York, NY$160,000–$228,500 / yearThis role will oversee critical capabilities such as Illustrations, Tax, Operational Data Management, and Policy Generation, ensuring they are seamlessly and consistently integrated with core administration, record-keeping, and new business and servicing systems supporting NYL Retail Solutions. The Integrated Solutions Delivery Lead is a key leadership role responsible for managing teams of technology professionals who design, develop, test and deploy a suite of integrated capabilities across Insurance, Annuities, and Wealth Management solutions.
Corporate Vice President - MarTech Delivery Lead New York Life Insurance CompanyCorporate Vice President - MarTech Delivery LeadNew York, NY$185,000–$264,500 / yearSuccess in this role requires deep marketing technology expertise, strong engineering leadership, Adobe platform experience, and the ability to orchestrate complex, cross-functional delivery at scale. The role ensures scalable, secure, and compliant solutions that integrate seamlessly across core enterprise systems while delivering exceptional digital experiences in a regulated environment.
Corporate Vice President, Corporate Development New York Life Insurance CompanyCorporate Vice President, Corporate DevelopmentNew York, NY$175,000–$200,000 / yearThe CVP of Corporate Development will be responsible for supporting all activities relating to enterprise and business strategic investments, partnerships, M&A, and related activity including: • Developing enterprise and business corporate development strategy that is aligned with their respective strategic priorities. Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation.
VP - End User Technology and Experience New York Life Insurance CompanyVP - End User Technology and ExperienceNew York, NY$230,000–$275,000 / yearDevelop and execute a holistic strategy for modern workplace technology—including endpoint management, unified communications, collaboration tools, AV infrastructure, and workplace automation tools leveraging RAG and Agentic AI Technologies. Architect of future state technology servicing building autonomous technology support services with technologies such as Moveworks, Nexthink, custom developed AI driven experiences.
VP, Structured Derivative Private Banks Sales BarclaysVP, Structured Derivative Private Banks SalesNew York, NYThey may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements. You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
NewDirector, Corporate Tax BNYDirector, Corporate TaxNew York, NY$155,000–$250,000This position partners closely with business lines, legal, finance, and external advisors to provide strategic tax guidance on cross-border activities, including restructurings, M&A transactions, and ongoing operational planning. The ideal candidate brings deep technical expertise in U.S. international tax, strong business acumen, and the ability to translate complex tax concepts into actionable strategies that align with the organization’s financial and regulatory objectives.
NewSenior Vice President, Auditor, Credit Risk BNYSenior Vice President, Auditor, Credit RiskNew York, NY$102,000–$203,000This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Embrace in‑office collaboration four days per week to strengthen teamwork, accelerate decision‑making, and enhance stakeholder engagement through regular in‑person planning, reviews, and mentorship.
Sr. Developer - C# & .Net Page GroupSr. Developer - C# & .NetNew York, NY$75–$95 / hourContractorWe're seeking a Developer to join our client's Pre-Trade IT Team, supporting one of their primary in-house applications that facilitates the booking, pricing, electronic trading and reporting of Bonds, CLOs, Repos, Loans, and Interest Rate Futures. Partner closely with product owners, business analysts, and engineering peers to design and deliver new features aligned with business needs.
Revenue & Pricing Analyst EclaroRevenue & Pricing AnalystWhite Plains, NYFull timeCollaborate in the execution of the rate setting processes, inclusive of performing impact analyses on costumer bills, gathering rate assumptions and inputs, developing supporting rate data, and verifying rate outputs for accuracy. Advanced level knowledge of Microsoft Excel, including functions such as: pivot tables / charts, advanced sorting, VLOOKUP, match, offset, data linking to Access databases, import of data from Excel, CSV and other flat file formats.
NewFinancial Planning Analyst ApTaskFinancial Planning AnalystNew York, NY$40–$44.45 / hourThis is a contingent role within the Financial Planning & Analysis team (FP&A), which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management.
Senior Financial Planning Analyst - G&A Bausch + LombSenior Financial Planning Analyst - G&ABridgewater, NJ$90,000–$120,000 / yearWe have a significant global research, development, manufacturing and commercial footprint of approximately 13,000 employees and a presence in approximately 100 countries, extending our reach to billions of potential customers across the globe. This role partners closely with G&A leadership to drive financial discipline, transparency, and insight across operating expenses, project spend, and long-range planning.
Senior Financial Planning Analyst - R&D Bausch & Lomb IncSenior Financial Planning Analyst - R&DBridgewater, NJ$90,000–$120,000 / yearWe have a significant global research, development, manufacturing and commercial footprint of approximately 13,000 employees and a presence in approximately 100 countries, extending our reach to billions of potential customers across the globe. The Senior Financial Planning Analyst, R&D Finance, is a key member of the Financial Planning & Analysis team, providing strategic financial planning, forecasting, and analytical support to the Global Research & Development organization.
Financial Planning Analyst Benjamin Moore & CoFinancial Planning AnalystMontvale, New Jersey$86,400–$110,600 / yearThis individual will assist with operational planning, forecasting, and monthly Accounting close processes, drive unbiased financial reporting, provide analytical support by gathering and evaluating information, utilizing various data resources, and recommending actions to achieve financial goals. Support accounting close by preparing accruals, reclasses, prepayments, and related amortization, ensuring alignment of fixed assets, and preparing year-over-year comparative SG&A analysis.
Senior Financial Planning Analyst Wolters Kluwer N.V.Senior Financial Planning AnalystNY$78,400–$136,950 / yearYour role will ensure that accurate financial insights are available for decision-making, aiding the organization's financial planning and analysis efforts efficiently. As a Senior Financial Planning Analyst, you will engage in more advanced financial tasks and provide significant support in the analysis and preparation of financial data.
Financial Planning & Analysis (FP&A) Analyst Delta Dental of California Inc.Financial Planning & Analysis (FP&A) AnalystNY$56,900–$119,200 / yearSupports monthly financial performance reporting and communications, including variance analysis, to functional and finance leaders Collaborates with cross-functional teams to perform sophisticated, high-impact persuasive analysis that drives strategic decision-making for all areas of the business. Interprets financial and other data to deliver insights and support decision making for business partners Drives planning, budgeting and forecasting process by partnering with business owners.
Financial Planning Analyst Wolters Kluwer N.V.Financial Planning AnalystNew York City, NY$68,900–$118,050 / yearAs a Financial Planning Analyst, you will be working closely with the Finance Manager & other Senior Analysts to execute specialized financial tasks and ensure the quality of financial reports and analysis to senior leadership and managers. About the Role: Job Description: Wolters Kluwer is a global provider of professional information, software solutions, and services for the finance, tax & accounting, risk, compliance, healthcare, CSG, and regulatory sectors.
Senior Financial Analyst, Affiliate Financial Planning & Analysis Horizon MediaSenior Financial Analyst, Affiliate Financial Planning & AnalysisNew York, New YorkWe provide a competitive total rewards package including a discretionary bonus and a variety of benefits including health insurance coverage, life and disability insurance, retirement savings plans, company paid holidays and unlimited paid time off (PTO), mental health and wellness resources, pet insurance, childcare resources, identity theft insurance, fertility assistance programs, and fitness reimbursement. Collaborate closely with affiliate business management teams and Horizon finance teams to analyze monthly revenue/expense variances and ensure accruals and adjustments are properly recorded in the accounting records.
Financial Planning and Analysis Analyst Seton Hall UniversityFinancial Planning and Analysis AnalystSouth Orange, NJ$48,000–$66,000 / yearAnalyze detailed operating budgets and work closely with end-user business managers on reviewing and approving personnel and non-personnel actions. Duties and Responsibilities: Budget & Forecasting - Assist in developing comprehensive one and three-year budget forecast models built on numerous revenue and expense assumptions that encompasses the University's Strategic Plan.
Financial Planning & Analysis Analyst JCCs of North AmericaFinancial Planning & Analysis AnalystNew York, NYRemote$85,000–$105,000 / yearThis involves working closely with various stakeholders throughout the organization to coordinate efforts, consolidate and analyze budget submissions, and prepare comprehensive management reports and presentations that summarize the budget outcomes.. Rooted in Jewish values, it is a cornerstone of the Upper West Side that provides something for every stage of life through a multifaceted array of offerings-spanning comprehensive children's and family programs, cutting-edge health and wellness, thought-provoking arts and culture, and vital social services.
NewFinancial Planning Analyst Catholic HealthFinancial Planning AnalystRockville Centre, New York$65,000–$75,000 / yearIn addition to the estimated base pay provided, Catholic Health offers generous benefits packages, generous tuition assistance, a defined benefit pension plan, and a culture that supports professional and educational growth. Job Details: The Financial Planning & Analysis team serves as a centralized function across Catholic Health, leveraging Strata Decision Technology (SDT) to execute and sustain healthcare financial planning initiatives.
NewFinancial Planning Analyst St. Catherine of Siena Medical CenterFinancial Planning AnalystRockville Centre, NY$65,000–$75,000 / yearIn addition to the estimated base pay provided, Catholic Health offers generous benefits packages, generous tuition assistance, a defined benefit pension plan, and a culture that supports professional and educational growth. The Financial Planning & Analysis team serves as a centralized function across Catholic Health, leveraging Strata Decision Technology (SDT) to execute and sustain healthcare financial planning initiatives.
Principal Financial Analyst - OCI, Energy Planning Oracle CorpPrincipal Financial Analyst - OCI, Energy PlanningNY$84,500–$178,100 / yearAs OCIs power portfolio evolves beyond traditional grid procurement into onsite generation, renewable PPAs, battery storage, and hedging structures, this role will be at the center of modeling those emerging commercial arrangements and quantifying their financial impact for leadership. Develop new-region energy cost models for sites in the planning pipeline, forecasting power costs in markets where OCI does not yet operate by analyzing local tariff structures, wholesale market dynamics, and available supply options.
Senior Analyst, Financial Planning & Analysis Mutual of AmericaSenior Analyst, Financial Planning & AnalysisNew York, New YorkBuilds confidence in dealing with the business and knowledge of more in-depth tasks, developing the ability to take on more complex analyses and builds relationships to ensure achievement of Mutual of America’s strategy and objectives. The Senior Analyst, Financial Planning & Analysis is responsible for supporting the planning and analysis processes surrounding the company’s revenue/expenses/premiums.
Senior Analyst, Financial Planning and Analysis ConnexFMSenior Analyst, Financial Planning and AnalysisNY$75,000–$80,000 / yearPlanned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates operating health centers across the U.S. Planned Parenthood Action Fund is an independent, nonpartisan, not-for-profit membership organization formed as the advocacy and political arm of Planned Parenthood Federation of America. Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates operating health centers across the U.S. Planned Parenthood Action Fund is an independent, nonpartisan, not-for-profit membership organization formed as the advocacy and political arm of Planned Parenthood Federation of America.
Analyst, Financial Planning & Analysis Link LogisticsAnalyst, Financial Planning & AnalysisNew York, New YorkThe Analyst, Financial Planning & Analysis will work directly with FP&A leadership to identify, design, and deploy AI-native solutions that transform how the company plans, forecasts, reports, and makes decisions. The scope is deliberately broad: we want someone who can move fluidly between building a working prototype, pressure-testing a financial model, and presenting a vision to senior leadership.