Jobs in United States

Finance Specialist in United States

1,280 active opportunities · Updated October 2026

Explore current finance specialist jobs across United States. Filter by work mode, employment type, experience, department, date posted and distance.

H
📍 Atlanta, United States· Full-time
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

We're looking for a Senior Operations Director for Revenue & Services who will serve as a trusted advisor to the Chief Commercial Officer, Professional Services leadership and other senior leaders. This role will shape how Professional Services operates, scales, forecasts, and performs, while driving alignment across Operations, Revenue, Sales and Finance. This role will connect services to broader business strategy, with a focus on cross-functional alignment, profitable growth and corporate results. WHAT YOU’LL DO: Shape and evolve the operating model for Revenue and Services, includingProfessional Services to enable scalable, predictable and profitable growth: forecasting methodology, capacity planning, utilization and margin management, and delivery-to-revenue alignment Set the strategic roadmap for services operations and operating infrastructure, including systems architecture (resource management, CRM integration, financial systems, data and reporting) and where to invest next Act as the strategic partner to Professional Services leaders translating business strategy and operating plans into performance targets. Represent services performance directly to executive leadership and the board Partner with President, Chief Commercial Officer, Finance leaders to evaluate profitable and growth opportunities, operating leverage, organizational capabilities, technologies and external partnerships. Lead deal desk strategy for services and deal governance, including pricing frameworks, SOW structuring, and margin guardrails, in partnership with Sales and Legal Partner in quarterly and annual planning for services capacity and revenue targets, and defend the plan directly to Finance and executive leadership Establish and drive a consistent operating cadence and process framework, including KPIs, business reviews, planning, forecasting, and reporting across the full customer lifecycle, identifying where PS operations should own versus influence

AgileAIGoRust
N
📍 New York, New York, United States· Full-time· Remote
✓ High-confidence listingCompany trend -40%
Quick readStrong listing-quality and freshness signals

About Us: Small businesses are the backbone of the US economy, comprising almost half of the GDP and the private workforce. Yet, big banks don’t provide the access, assistance and modern tools that owners need to successfully grow their business. We started Novo to challenge the status quo—we’re on a mission to increase the GDP of the modern entrepreneur by creating the go-to banking platform for small businesses (SMBs). Novo is flipping the script of the banking world, and we’re excited to lead the small business banking revolution. At Novo, we’re here to help entrepreneurs, freelancers, startups and SMBs achieve their financial goals by empowering them with an operating system that makes business banking as easy as iOS. We developed modern bank accounts and tools to help to save time and increase cash flow. Our unique product integrations enable easy access to tracking payments, transferring money internationally, managing business transactions and more. We’ve made a big impact in a short amount of time, helping thousands of organizations access powerfully simple business banking. Why Novo? Novo is a rapidly growing series B fintech startup with a mission-driven team that’s passionate about helping every small business in America Positive, inclusive, supportive culture cheering you on your journey We work with very new technologies and architecture patterns Offices in NYC and India. Role Summary: We're looking for a Procurement Analyst to own the day-to-day operations of Novo's third-party risk management (TPRM) and procurement process end to end. You'll be the person who keeps every vendor request moving chasing down documents, following up with stakeholders, and making sure nothing falls through the cracks between Legal, InfoSec, Compliance, and the business teams who requested the vendor in the first place. This is a hands-on, individual contributor role for someone who's comfortable being the connective tissue across a lot of moving parts. You'll take full own

AIGoRustFinance
O
📍 San Francisco, California, United States· Full-time· Remote
✓ High-confidence listingCompany trend -80.2%
Quick readStrong listing-quality and freshness signals

About the Team OpenAI Finance is responsible for ensuring the organization is set up for success in pursuit of its mission. The Technical Accounting team plays a crucial role in helping OpenAI navigate complex, judgmental, and rapidly evolving accounting matters with rigor and clarity. We aim to bring both technical excellence and strong business partnership to some of the most novel accounting questions in the industry. About the Role As Senior Manager, Technical Accounting, Compute Infrastructure, you will lead the evaluation, documentation, and operationalization of complex accounting matters related to OpenAI's compute infrastructure, strategic investments, and other non-routine business activities.. This role sits at the intersection of U.S. GAAP technical accounting, infrastructure strategy, financial reporting, controls, and cross-functional execution. Key areas may include cloud compute arrangements, data center and colocation arrangements, lease accounting under ASC 842, power purchase agreements, strategic investments, consolidation evaluations under ASC 810, financial instruments, and other emerging or non-standard arrangements. This role is based in San Francisco, CA. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. In this role, you will: Lead technical accounting analysis for complex, judgmental, and non-routine transactions under U.S. GAAP. Evaluate accounting implications for compute infrastructure arrangements, including cloud compute, data center, colocation, lease, PPA, infrastructure procurement, and related commercial arrangements. Partner with Controllership, Tax, Legal, FP&A, Procurement, Infrastructure, and other cross-functional teams to assess the accounting implications of new products, commercial arrangements, strategic transactions, and business initiatives. Prepare and review technical accounting memoranda, position papers, and other auditor-ready documentation. Translate

AWSRestAIGo
V
📍 United States· Full-time· Remote
✓ High-confidence listingCompany trend -88.6%
Quick readStrong listing-quality and freshness signals

At Vanta, our mission is to help businesses earn and prove trust. We believe that security should be monitored and verified continuously, and we empower companies to practice better security and prove it with ease. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. As a Senior Financial Systems Engineer at Vanta, you will own the end-to-end health and evolution of the tech stack, data, and system integrations across our Procure to Pay and FP&A verticals, and be a technical lead for procurement, planning, and finance data systems. Vanta's Financial Systems function builds, maintains, and supports the tools that Vanta's Finance & Accounting operate on. The team builds scalable, integrated, and high value solutions that enable Finance, Accounting, and RevOps to move quickly without trading away accuracy or auditability. Vanta's Finance Systems team is early, and Procurement and FP&A have historically had little systems representation. That makes this a rare chance to own foundational decisions rather than inherit them. You will be helping implement our first CPM tool, re-architect Zip end-to-end, and help build the finance data layer in Snowflake that everything downstream will run on, with the autonomy to set the standards the team builds on as we scale. What you’ll do as a Senior Financial Systems Engineer at Vanta: Own the architecture, configuration, and operational health of Zip (P2P) including workflows, integrations, customizations, and agentic buildout Serve as the internal lead implementing Vanta's first CPM tool, working with an implementation partner, and owning the product post-launch Partner with Data/Analytics to design the Finance and Accounting data model in Snowflake, translating FP&A and Accounting requirements into data plans and SQL models Architect and maintain integrations between NetSuite and adjacent systems (Salesforce, Stripe, Anrok, Tesorio, Workato

SQLRestAIGo
O
📍 San Francisco, California, United States· Full-time· Remote
✓ High-confidence listingCompany trend -80.2%
Quick readStrong listing-quality and freshness signals

About the Team OpenAI's People team helps hire, develop, and support the people building safe and beneficial AGI. Within that team, People Systems builds the technical foundation that enables our HR, recruiting, payroll, benefits, and performance operations to scale with quality, speed, and rigor. We work at the intersection of HR systems, software engineering, and internal tooling. Our goal is not just to keep core systems running, but to build durable technical leverage for the company. About the Role We're hiring a Workday Engineer to help design, build, and operate the systems that power critical people workflows at OpenAI. This is a highly technical role for someone who combines strong Workday expertise with real engineering fluency. You'll build reliable integrations, improve system architecture, automate complex workflows, and help connect Workday to internal tools, external platforms, and emerging AI-driven systems. You should be comfortable going beyond configuration work. We're looking for someone who can reason through ambiguous systems problems, write and debug technical solutions, work effectively in Git-based environments, and use modern developer workflows, including CLI-driven tooling, to build and operate with speed and discipline. You'll partner closely with cross-functional teams across People, Finance, Security, and Engineering, including our People Innovations team, to build systems that are secure, scalable, and practical. Some work will involve improving mature production infrastructure; some will involve building entirely new workflows and capabilities from scratch. In this role, you will Design, build, and maintain Workday integrations, applications, and workflow automations across domains such as payroll, benefits, recruiting, performance, and case management Improve the reliability, quality, and scalability of People systems through strong engineering, testing, and operational practices Build technical solutions that connect Workday with i

AWSGitRestAI
O
📍 San Francisco, California, United States· Full-time· Remote
✓ High-confidence listingCompany trend -80.2%
Quick readStrong listing-quality and freshness signals

About the Role We are seeking a senior Treasury Markets leader to build and lead OpenAI's investment management, FX, interest rate risk management, and debt markets capabilities. This role will own corporate liquidity investment strategy, global currency risk, rate exposure, and the design of market-risk programs across rates, FX, liquidity, counterparty, and other Treasury exposures. The ideal candidate combines CFA-level investment discipline, hands-on derivatives and capital markets execution, strong tax and accounting fluency, and exceptional executive communication. They should be able to translate complex market, hedge, liquidity, capital structure, credit market, rating agency, tax, accounting, risk, and governance topics into crisp executive-ready recommendations, decision memos, and Board-level materials. In this role, your responsibility will include: Investment Management Own investment strategy for corporate cash and liquidity portfolios, balancing capital preservation, liquidity, yield, diversification, counterparty risk, accounting, tax, and regulatory considerations. Lead portfolio construction, investment policy governance, risk monitoring, performance reporting, manager/counterparty oversight, and compliance for corporate investment portfolios. Maintain market intelligence on rates, credit, liquidity markets, fixed income products, external manager performance, and emerging portfolio risks. FX & Cash Flow Hedging Design and operate FX balance sheet and cash flow hedging programs that align exposure management, hedge objectives, accounting treatment, tax considerations, controls, and business needs. Manage FX and derivatives activity across global operations, including exposure analytics, hedge strategy, trade execution, counterparty management, effectiveness tracking, and reporting. Partner deeply with Accounting, Tax, FP&A, Legal, and business leaders to improve exposure visibility and ensure hedge programs are operationally controlled and

AWSRestAIGo
D
📍 New York, New York, United States
✓ Quality checkedCompany trend -84.7%

We are seeking a highly skilled and experienced Senior Accounts Receivable Analyst to join our Revenue Team. The ideal candidate will have a strong background in accounts receivable, exceptional analytical abilities, and a keen attention to detail. This role will be responsible for managing a book of business and addressing internal and external concerns via email and Zendesk. Partnering with internal stakeholders such as Customer Success, Revenue and Sales, you will assist in resolving Billing disputes. Senior Accounts Receivable Analysts have the opportunity to grow their careers in Finance and continue contributing to Datadog team success. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Manage the accounts receivable collections process for assigned book of business Analyze customer payment patterns and aging reports to identify trends and potential issues Collaborate with internal teams to resolve billing discrepancies and disputes in a timely manner Manage incoming billing inquiries and collectability concerns through Zendesk. Triage accordingly to Revenue, Sales, and Customer Success teams and to drive collections Develop and maintain effective relationships with clients to facilitate prompt payment and resolve outstanding balances Help customers understand their bills, which vary with usage and plan type Assist with external audit, compliance and special projects as necessary Provide guidance and mentorship to junior members of the accounts receivable team. Who You Are: Bachelor's degree in accounting or equivalent required 5+ years of full cycle Accounts Receivable / Billing Operations experience Proficiency in Microsoft Excel required Ability to work independently, with a strong work ethic, self-motivation and problem-solving skills Attent

AISalesforceExcelTableau
D
📍 New York, New York, United States· Full-time
✓ High-confidence listingCompany trend -84.7%

From $131K/yr

Quick readStrong listing-quality and freshness signals

Datadog is a world-class monitoring and security platform for cloud applications. We're dedicated to creating, developing, and supporting our product and customers, fostering seamless collaboration and problem-solving among Dev, Ops, and Security teams globally. Built by engineers for engineers, our SaaS product is trusted by organizations of all sizes across various industries, driving digital transformation, cloud migration, and infrastructure monitoring for our customers' entire technology stacks. As cloud technologies continue to evolve and digital operations become ever more crucial, Datadog remains at the forefront of innovation and is well-positioned for sustained growth. Datadog's Finance team partners with stakeholders across the organization, providing commercial, operational, and analytical support to ensure that Datadog's business continues its rapid and efficient growth. The Equity Administration team is responsible for overseeing the full cycle of stock administration on a global basis, collaborating with groups across Accounting, Tax, People, Payroll, and Legal to manage Datadog's equity plans worldwide. Our work spans the processing of equity transactions including RSU releases, stock option exercises, and ESPP purchases; management of equity-related inquiries from employees, executives, investors, and other key partners; day-to-day management of the E*TRADE Equity Edge Online platform; global equity reporting and tax compliance; oversight of equity procedures, policies, and controls; and employee education on equity programs. We are seeking a hands-on Equity Administration Assistant Manager to own our complex and high-risk equity workstreams. Reporting to the Senior Manager, Equity Administration, the Assistant Manager will serve as a first level preparer or reviewer on equity transactions, assist with process documentation, and work closely with various internal teams across Accounting, Tax, People Operations, Payroll, and Legal. This is a ro

PythonSQLGitAI
O
📍 San Francisco, California, United States· Full-time
✓ Quality checkedCompany trend -80.2%

About the Team The DeployCo Deal Desk helps turn customer deployment opportunities into clear, executable professional-services engagements. We partner across Deployment, Sales, Legal, Finance, Technical Revenue, and Operations to ensure every deal has a well-defined scope, pricing aligned to approved guardrails, complete approvals, and a clean handoff to delivery. The team sits at the intersection of commercial execution and delivery readiness. We make complex services deals easier to buy—and easier to deliver—while strengthening the templates and workflows that help DeployCo scale. About the Role We are hiring a hands-on Professional Services Commercial Lead to own the end-to-end deal desk workflow for assigned DeployCo professional-services engagements. You will personally draft and revise statements of work (SOWs), validate pricing and deal inputs, coordinate cross-functional reviews and approvals, and ensure commitments are clear, deliverable, and ready to execute. The differentiator in this role is drafting expertise: you have written SOWs, not simply routed them. You can turn technical and delivery inputs into precise scope, deliverables, milestones, assumptions, dependencies, acceptance criteria, fees, and change controls—then keep the deal moving. This is an individual-contributor role for an experienced contract manager, deal desk professional, or professional-services commercial operator who combines strong writing and commercial judgment with disciplined execution. What You’ll Do Own assigned DeployCo deals from intake through approval, signature, and operational handoff. Draft and revise SOWs, work orders, and change orders using approved templates and playbooks; partner with Legal on non-standard contractual terms and redlines. Validate rate cards, fees, hours and resourcing inputs, discounts, margin inputs, billing milestones, and key deal data against approved inputs and guardrails; reconcile the SOW to the quote and route exceptions with a clear rec

AWSRestAIRust
O
📍 San Francisco, California, United States· Full-time
✓ Quality checkedCompany trend -80.2%

About the Team OpenAI’s Finance and Revenue Operations organization builds the commercial infrastructure that enables the business to scale with speed, discipline, and financial integrity. Within Revenue Operations, Deal Desk partners closely with Sales, Partnerships, Product, Engineering, Legal, Technical Revenue, Finance, Billing, Order Management, and GTM Systems to turn complex commercial opportunities into executable, scalable transactions. About the Role We are hiring a Strategic Deals & Commercial Architecture Lead — Marketplaces & Partnerships to own the commercial architecture, execution, and governance layer for marketplace-enabled and partner-led transactions. This senior individual-contributor role is for someone who combines enterprise deal judgment, marketplace fluency, analytical rigor, and a builder mindset. You will take shaped opportunities from intake through approval and launch readiness, translating first-of-kind structures into clear economics, executable terms, quote-to-cash requirements, controls, and operating mechanisms. You will partner closely with teams that own business development and partner relationships; this role does not own partner sourcing, pipeline generation, or sales closing. You will support the commercial requirements for onboarding and integration without owning technical delivery. Success is measured both by the decisions and deals you enable and by the durable policies, systems, and controls you leave behind. This role is based in San Francisco, CA. We use a hybrid work model of three office days per week and offer relocation assistance. In This Role, You Will Lead the commercial architecture and execution of complex marketplace-enabled and partner-led enterprise transactions from intake through approval, contracting, launch readiness, and operational handoff. Structure private offers, pricing, fees, incentives, commitments, revenue share, credits, renewals, amendments, and other non-standard or multi-party terms

AWSGitRestAI
R
📍 United States· Full-time
✓ Quality checkedCompany trend -100%

At Render, we’re building the modern cloud platform for developers creating AI-native, full-stack, multi-service applications. Our mission is to eliminate the tradeoff between the power of hyperscalers and the simplicity of developer-friendly platforms—so teams can ship fast, scale reliably, and focus on their product, not infrastructure. Unlike complex hyperscalers or ephemeral edge/serverless solutions, Render offers a developer-first experience with persistent compute, dynamic autoscaling, built-in orchestration, and observability, allowing teams to launch, scale, and manage real-world applications without writing infrastructure code or managing servers. Whether you're building LLM-powered applications, scalable SaaS products, or async processing pipelines, Render empowers teams to move fast and scale confidently from MVP to millions of users. Our platform is trusted by over 6.5 million developers worldwide and continues to grow rapidly. In February 2026, we raised an additional $100M in Series C financing, bringing our total funding to $257M, to accelerate our vision of making cloud infrastructure both powerful and intuitive—designed for the speed of modern AI development. We’re a diverse and talented team that values craft, velocity, and user experience. If you’re excited to help shape the future of the intelligent cloud and empower developers everywhere, we’d love to hear from you. Applying to Render We're seeking candidates who possess high integrity, humility, and an insatiable drive to learn. Through reasoned discussions and continuous feedback, we strive to improve both individually and collectively. We foster an environment of mutual trust and respect, empowering effective debate to achieve the best outcomes for our customers and team. We especially encourage members of underrepresented groups in the tech community to apply and understand that not all successful candidates will meet each requirement listed. Our interview process is unique to each role, an

GitRestAIGo
N
📍 San Francisco, California, United States· Full-time
✓ High-confidence listingCompany trend -86%

$210K – $240K/yr

Quick readStrong listing-quality and freshness signals

Who We Are Notion is the collaborative AI workspace where teams and agents think together . We're building one place where your knowledge, projects, meetings, and AI tools live side by side, so work is faster, clearer, and less fragmented. Millions of individuals, small teams, and large companies run their work on Notion. Notinos (our employees) are customer zero in bringing this future of work to life. We care about craft, building things that last, and the belief that great work is still fundamentally human. Our goal isn’t to ship the next feature. Each and every team of Notinos is working to set the standard for how humans work together in the AI era. From building a business’s system of record to making and managing AI agents to automating away the busy work, we care deeply about giving our customers more time for their life’s work. About the Role: We are seeking a Tax Lead to join our global Tax and Treasury team. In this pivotal role, you’ll help Notion navigate a complex global tax environment, create tangible value, strengthen our tax operations, and work collaboratively to develop tax-efficient strategies that enable business expansion and innovation. Your work will be pivotal to building a world-class tax function and making a lasting impact on Notion’s success and growth. This role is based San Francisco. We work from our offices on Mondays, Tuesdays and Thursdays (our Anchor Days) because we do our best thinking and building together in person. We’re looking for someone who’s excited to work alongside the team during those days. What You'll Achieve: Serve as a technical subject matter expert, proactively identifying risks and advising leadership on tax implications of special projects. Direct all U.S. federal, state, local, GAAP, and SEC tax reporting requirements; prepare and review quarterly and year-end tax provisions, journal entries, and reconciliations. Drive operational efficiency by building out a modern tax roadmap to automate processes, streaml

V
📍 United States· Full-time
✓ Quality checkedCompany trend -88.6%

At Vanta, our mission is to help businesses earn and prove trust. We believe that security should be monitored and verified continuously, and we empower companies to practice better security and prove it with ease. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. We’re looking for a detail-oriented Senior General Ledger Accountant to join our growing Accounting team. This role will be involved in a broad range of general ledger accounting activities, including, but not limited to, Cash, Prepaids, Fixed Assets, Accounts Payable, Leases, Investments, Allocations, Intercompany transactions, and Payroll accounting. The position requires strong analytical skills, a keen sense of accuracy, exceptional attention to detail, and the ability to independently research and resolve discrepancies. The ideal candidate thrives in a fast-paced environment and enjoys partnering cross-functionally with teams such as FP&A, Payroll, PeopleOPs, PayablesOps, and other business stakeholders to ensure accurate and timely financial reporting. SaaS industry experience is a plus, particularly in high-growth environments. What you’ll do as a Senior GL Accountant at Vanta: Prepare and review monthly journal entries, account reconciliations, and supporting schedules across a variety of general ledger accounts, including Cash, Prepaids, Fixed Assets, Accounts Payable, Leases, Investments, Payroll, and other balance sheet and income statement accounts. Partner cross-functionally with FP&A, Payroll, PeopleOps, Legal, and other business stakeholders to ensure the accuracy, completeness, and timeliness of financial information. Support the monthly, quarterly, and annual close processes by analyzing financial results, investigating variances and discrepancies, and ensuring accurate financial reporting. Perform flux and variance analyses across key accounts, leveraging data analytics and AI-enabled tools to identify

RestAIRust
R
📍 New York City, NY, United States· Full-time
✓ High-confidence listingCompany trend -99.2%

From $10K/yr

Quick readStrong listing-quality and freshness signals

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role We're looking for a Senior Manager, Deal Desk to own and evolve one of Ramp's most strategic go-to-market functions. You'll sit at the center of our commercial engine—partnering closely with Sales, Finance, Legal, Product, Revenue Operations, and Billing to help structure, approve, and execute Ramp's most important deals. This is a highly cross-functional leadership role where you'll balance commercial creativity with operational rigor. You'll help Sales win competitive opportunities while protecting pricing discipline, improving scalability, and ensuring an exceptional customer experience. You'll own the operating model that governs how Ramp structures, approves, and executes commercial deals as we continue to scale. This is a unique opportunity for an experienced Deal Desk leader who wants to own a function and shape the operating model behind one of the fastest-growing fintech companies. What You'll Do Lead and develop a small Deal Desk team while remaining a hands-on operator, supporting Ramp's most strategic and complex commercia

R
📍 New York City, NY, United States· Full-time
✓ High-confidence listingCompany trend -99.2%

From $10K/yr

Quick readStrong listing-quality and freshness signals

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role We're seeking a driven Associate, Capital Markets to join Ramp's growing Finance and Capital Markets team. This role offers a unique opportunity to help build and scale a best-in-class Capital Markets function while making significant contributions to Ramp's growth. As a key member of our team, you'll play a pivotal role in optimizing and executing Ramp's funding strategies while leveraging your expertise to help manage our capital partner relationships. You’ll also serve as a critical cross-functional partner, collaborating closely with teams across accounting, data, engineering, finance, product, treasury, and risk. This position presents a rare opportunity for professional growth and development, regular exposure to Ramp’s leadership team, and the chance to make a true impact at a fast-paced start-up. What You'll Do Support the Capital Markets Team in live transactions with modeling, structuring, internal memos, lender communication, document review, and document execution Evaluate the impact of various funding strategies under the

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