We are seeking an ambitious and driven Head of Strategic Partnerships to join our growing sales organization. The Head of Strategic Partnerships is a key leadership role responsible for developing, managing, and optimizing partnerships that align with the organization's sales goals. This role involves identifying collaboration opportunities, negotiating agreements, and fostering long-term relationships with partners to drive growth and innovation. You will work closely with executive leadership, key decision-makers, build relationships, and offer tailored solutions to address business challenges.

Key Responsibilities:

New Partnership Development: 30%

• Identify, evaluate, and prioritize potential strategic partners. 
• Lead negotiations and structure agreements to achieve mutual benefit

Relationship Management: 30%

• Build and maintain strong relationships with existing and prospective partners. 
• Act as the primary liaison between the organization and its partners. 

Market Analysis and Networking: 20%

• Monitor industry trends to identify new opportunities. 
• Represent the organization at industry events and conferences. 

Strategic Planning: 15% 

• Align partnership goals with overall business objectives. 
• Develop strategies to maximize the value of collaborations. 
• Cross-functional Collaboration: 
• Work closely with marketing, sales, product development, and other teams to integrate partnership strategies. 
• Ensure partnerships deliver value across different organizational functions. 

Performance Tracking and Reporting: 5% 

• Set KPIs for partnerships and measure outcomes. 
• Provide regular reports to leadership on partnership success and areas for improvement. 

Requirements

• Leadership: Proven ability to lead teams and influence stakeholders. 
• Negotiation: Strong negotiation skills for structuring win-win agreements. 
• Partnership: Track record of building successful partnership programs. 
• Strategic Thinking: Capacity to align partnership goals with long-term business strategies. 
• Communication: Excellent verbal and written communication for interfacing with diverse stakeholders. 
• Analytical Skills: Ability to evaluate partnership performance and make data-driven decisions. 

Qualifications:

• 5+ years of experience in enterprise sales and/or partnerships preferably in SaaS, technology, or similar industries. 
• Proven track record of achieving and exceeding goals in a high-growth environment. 
• Strong network and experience in working with C-suite and senior executives. 
• Exceptional communication, presentation, and interpersonal skills. 
• Ability to manage long sales cycles and complex negotiations. 
• Highly self-motivated with a strong sense of urgency and ability to thrive in a fast-paced environment. 
• Bachelor’s degree in business, marketing, or related field preferred. 
• Proficiency in using CRM tools (e.g., Salesforce, HubSpot) to manage sales pipelines and activities. 
• Travel up to 30% 

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.  

An Equal Opportunity EmployerWe do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors. 

Are you a strategic leader with a passion for fintech and philanthropy? As our Senior Product Manager for the Donor-Advised Fund (DAF) Platform, you will drive the development of innovative solutions that simplify giving for donors and wealth management professionals. You’ll collaborate with a talented team of engineers, designers, and stakeholders to shape core features that integrate cutting-edge technology with impactful philanthropy, enabling hundreds of charitable causes.

This role is critical in uniting cutting-edge technology with impactful philanthropy to support strategic, seamless, and scalable giving solutions. It is an exciting opportunity to work on high-impact and high-quality fintech solutions that are reshaping charitable giving.  In this fast-paced, agile environment, you’ll embrace speed as a feature, ensuring your designs swiftly move from concept to live product. If you thrive on solving complex challenges and making a meaningful impact in the world by enabling hundreds of charitable causes, we want you to join us in reshaping the future of charitable giving.

Key Responsibilities:

Feature Development (30%)  Lead the design, development, and launch of features such as:

• Multi-custodial investment accounting and trading 
• External-facing control panel applications for client operational teams 
• Integrate DAF platform features with Foundation Source’s existing products, and vice versa
• Monitor product performance and user feedback to identify areas for improvement and drive product enhancements

Customer Understanding (20%)

• Immerse yourself in the context of enterprise clients and donors, championing their needs and use cases 
• Stay up-to-date with industry trends and best practices in fintech and philanthropy

Stakeholder Collaboration (20%) 

• Partner with business stakeholders, customers (including donors, wealth management professionals, and charitable organizations), and operational teams to define product requirements, develop product roadmaps, and prioritize features
• Create compelling presentations to deliver product strategies to senior management and stakeholders

Research and Analysis (20%) 

• Conduct market research to identify trends, competitive landscapes, opportunities and customer needs in the DAF space
• Use product metrics and user feedback to drive continuous improvement, as well as present product strategies and updates to senior management and stakeholders

Cross-Functional Leadership (10%) 

• Work closely with engineering, design, and other teams to deliver high-quality product features

Requirements

• 5+ years in product management or equivalent experience with software development and SaaS platforms. 
• Proven ability to take ownership of diverse responsibilities, make bold decisions, and thrive in a start-up or fast-paced environment.
• Deep understanding of fintech use cases and complex integrations, such as payment APIs, trading platforms, or financial compliance systems. 
• Ability to deeply understand customer needs and pain points beyond what is obviously expressed, and to design solutions that address them. 
• Ability to develop new ideas, systems and technology, and also analyze and improve on old ones. 
• Consistent professional history of delivering strong, on-time product output without sacrificing high levels of team morale and satisfaction. 
• A high level of expertise is expected and the ability to spot and correct errors is important.
• Outstanding abilities in both factual and direct written communication, presenting, stakeholder management, and cross-functional collaboration. 
• Ability to lead and control multiple projects simultaneously while making swift, yet calculated decisions.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.  

We are looking for an Associate - Financial Reporting to be a key player on the Tax and Accounting Team, a division of our Tax and Legal department. This role is responsible for preparing custom financial reports to meet the audit, budgetary, and periodic needs of our clients and assisting with complex financial transactions to determine proper accounting and tax treatment. If you are someone who is highly precise, accurate, analytical, and seeks a high level of technical expertise, this role may be for you.

Key Responsibilities:

• Trial Balance and workpaper review in connection with audit support engagements 50% 
• Routinely create, prepare and review custom financial statement, budget and ad-hoc reports for our clients 35% 
• Record and review complex financial transactions across various asset types 15% 

Requirements

• 1 or more years of tax accounting experience 
• Bachelor's Degree preferred, or comparable work experience
• Above average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time. 
• Extremely task-oriented and able to prioritize multiple projects with deadlines, while maintaining high standards of quality and accuracy
• Mastery of computer and web-based financial software products   
• Strong technical accounting skills 
• Works well in a team environment as well as independently  
• Ability to identify problems and recommend solutions in a fast-paced environment  
• Ability to learn quickly and take initiative 

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.  

 An Equal Opportunity Employer: We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.  

We are seeking a tax accountant to be a key player in our Client Tax & Legal Affairs department. The position requires an ability to analyze financial information, interpret tax rules, and complete work with a high level of accuracy and in a timely fashion. Written and oral communication skills are important, as the job requires continual interaction with colleagues, with clients (foundations), and at times with the IRS. The ideal candidate has a natural curiosity, ability to adapt to evolving tax laws, swiftly grasp complex tax concepts, regulations, and industry changes.

Prepare and file foundation tax returns (70%)

• Prepare private foundation tax returns (IRS Forms 990PF and 990T, and accompanying forms) and extensions (8868)

Research, Analysis and Reporting (30%)

• Calculate and review quarterly estimates
• Responsible for drafting responses to client comments and questions
• Research and draft responses to correspondence received from tax authorities (mostly in the form of IRS Notices)
• Analyze Minimum Distribution Requirements
• Other tax related projects as requested by management

Requirements

• Bachelor's degree in accounting, business administration, economics, or finance with a minimum of 2 years of tax return preparation and tax accounting experience preferred
• Mastery of computer and web-based products not limited to MS Word, Excel, Outlook, Adobe Acrobat and Salesforce; experience with GoSystem Tax RS preferred
• Strong organizational skills and ability to manage and prioritize multiple projects while meeting statutory and internal deadlines
• Strong technical skills (tax, accounting)
• Must work collaboratively in a team environment as well as independently
• Confidence to identify problems and recommend solutions in a fast-paced environment
• Excellent written and oral communication skills
• Knowledge of K-1s and Foreign Filings
• Highly motivated, detail oriented, self-starter
• GL experience a plus

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Ability to maintain a home office that is conducive to work and free of distractions during business hours is required.

An Equal Opportunity Employer We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.

The Senior Associate plays a vital role in our Tax and Accounting Team, a division of the Tax and Legal department. This position is ideal for someone who thrives in a structured environment, delivering high-quality, precise work based on established standards and procedures. The role involves preparing custom financial reports for audits, budgets, and periodic client needs; managing complex financial transactions to ensure accurate accounting and tax treatment; supporting the onboarding of existing foundations onto the Foundation Source platform; and reviewing K-1 reporting for accuracy.

Success in this role requires patience, meticulous attention to detail, and a commitment to consistent, error-free work in a fully or mostly remote setting. The Senior Associate reports directly to the Senior Director, Tax and Accounting.

Key Responsibilities:

Trial Balance and Workpaper Review (35%)

• Thoroughly review trial balances and workpapers as part of audit support engagements, ensuring all data is accurate, compliant, and well-documented.

Financial Transaction Management (20%)

• Record and meticulously review complex financial transactions across various asset types, applying technical expertise to determine proper accounting and tax treatment.

K-1 Data Entry and Review (20%)

• Accurately review and validate K-1 data entries, ensuring all information is correct and complete; proactively address additional data requests as needed.

Foundation Onboarding Support (15%)

• Assist with the onboarding of existing foundations, focusing on a smooth transition by ensuring all financial data is accurately integrated into the Foundation Source platform.

Custom Financial Reporting (10%)

• Regularly create, prepare, and review custom financial statements, budget reports, and ad-hoc financial reports for clients, maintaining a high standard of accuracy and clarity.

Requirements

Technical Expertise in Accounting

• Demonstrates strong technical accounting skills, including proficiency in debits, credits, transactions, and financial reporting, with tax accounting experience being a plus.

Effective Communication

• Possesses exceptional communication skills, able to convey complex financial information clearly and concisely to both internal teams and external stakeholders, adapting the communication style to the audience.

Project Management and Prioritization

• Skilled at managing and prioritizing multiple projects simultaneously, consistently meeting internal Service Level Agreements (SLAs) and deadlines without compromising quality.

Collaboration and Independence

• Excels in both collaborative team settings and while working independently, leveraging strong interpersonal skills to contribute effectively in a remote work environment.

Problem Solving and Proactivity

• Highly detail-oriented, driven to identify issues, and adept at recommending effective solutions, especially in a fast-paced environment.

Continuous Learning and Adaptability

• Demonstrates a strong capacity for quickly acquiring new skills and proactively taking steps to improve processes and outcomes.

Educational and Professional Credentials

• Bachelor’s Degree in Accounting or Finance is preferred, with a CPA or active progress towards CPA certification highly desirable. A minimum of 3+ years of experience in Accounting or Finance is required, along with mastery of computer and web-based financial software.

Physical Demands:

• While performing the duties of this position, the employee is regularly required to talk or hear.
• The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms.
• The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions.
• Ability to maintain a home office that is conducive to work, free of distractions, and has reliable internet connection during business hours is required.

We are seeking a Director of Project Management with a proven track record in Project Management Office (PMO) leadership, ERP implementation, and consulting. The ideal candidate will hold PMP certification from the Project Management Institute (PMI) and possess strong project governance expertise. Beyond technical capabilities, this role requires an individual who exhibits a collaborative, results-driven, and detail-oriented approach, combined with proactive problem-solving and a natural ability to influence and lead teams. 

As a key leader in the organization, the Director of Project Management must balance strategic thinking with tactical execution, ensuring that all projects align with organizational goals and deliver measurable outcomes. A natural ability to inspire trust, adapt to challenges, and drive accountability across diverse teams will be critical for success in this high-impact role. 

Key Responsibilities  

PMO Leadership and Governance: 

• Establish and lead the PMO, creating standardized processes, tools, and frameworks to ensure project success. 
• Develop and implement project governance, risk management, and reporting structures for ERP implementation and other organizational initiatives.  
• Play lead role in future acquisition integration strategic planning. 
• Monitor project performance metrics and provide actionable insights to stakeholders. 

ERP Implementation Oversight: 

• Lead and coordinate all phases of ERP implementation, including requirements gathering, system configuration, testing, training, and deployment. 
• Collaborate with cross-functional teams to ensure ERP solutions meet business needs and align with long-term strategy. 
• Identify and address project risks, dependencies, and roadblocks in ERP deployment. 

Strategic Project Management: 

• Align project priorities with business objectives, ensuring initiatives deliver measurable value. 
• Drive continuous improvement by identifying inefficiencies and recommending process enhancements. 
• Provide leadership and guidance to project managers, ensuring consistent methodology and practices. 

Stakeholder Engagement: 

• Serve as the primary liaison between leadership, project teams, and external vendors/consultants. 
• Facilitate communication and collaboration across departments to achieve project milestones. 
• Prepare and deliver executive-level reports, presentations, and status updates to executives and PE Sponsor  

Requirements

• PMP certification from the Project Management Institute (PMI) is required. 
• Project management experience, with at least 5 years in PMO leadership roles. 
• Proven expertise in ERP implementation (e.g., SAP, Oracle, Microsoft Dynamics) across multiple industries. 
• Background in consulting or working in client-facing project delivery roles is highly desirable. 
• Exceptional leadership, communication, and interpersonal skills. 
• Strong analytical and problem-solving capabilities with a detail-oriented approach. 
• Proficiency in project management tools (e.g., MS Project, Smartsheet) and ERP software. 
• Bachelor’s degree in Business Administration, Information Systems, or related field. Master’s degree is a plus. 
• Residence within commuting distance of a major US airport 
• Authorization to work in the United States now and in the future 

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. 

An Equal Opportunity Employer: We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.