Exemplar Companies, PBC

Accountant

• Maintain and reconcile general ledger accounts.
• Prepare and post journal entries.
• Prepare monthly, quarterly, and annual financial statements in accordance with GAAP.
• Lead month-end and year-end close processes.
• Reconcile bank accounts, balance sheet accounts, and other financial records.
• Maintain fixed asset and prepaid schedules as needed.
• Ensure the accuracy and integrity of all financial records.
• Manage or support Accounts Payable and Accounts Receivable functions.
• Support budgeting, forecasting, and cash flow planning.
• Assist with internal and external audits.
• Coordinate tax reporting and work with external tax advisors.
• Ensure compliance with GAAP and applicable financial regulations.
• Analyze financial results and provide meaningful recommendations to leadership.
• Identify opportunities to improve accounting processes, internal controls, and efficiencies.
• Leverage automation and AI-powered tools where appropriate to improve workflows.
• Assist with ERP implementations, upgrades, or financial system improvements.
• Partner with leadership, operations, tax, and external advisors on strategic initiatives.
• Prepare reports and financial information to support executive decision-making.
• Contribute to a collaborative, team-oriented culture focused on continuous improvement.

Senior Accountant

Sales

• Develop and execute strategic business development plans to drive capital raising efforts and investor engagement
• Build and maintain strong relationships with financial advisors, RIAs, broker-dealers, family offices, and accredited investors
• Present investment opportunities, market insights, and portfolio strategies to prospective investors and advisor networks
• Educate advisors and investors on distressed real estate credit strategies, non-performing loan investments, and alternative asset opportunities
• Conduct virtual and in-person meetings, presentations, and networking events to expand distribution channels
• Identify and cultivate new investor relationships and strategic partnerships
• Maintain consistent communication with prospects, investors, and referral sources throughout the sales cycle
• Collaborate with internal leadership, operations, and compliance teams to support investor onboarding and ongoing relationship management
• Maintain accurate CRM records, pipeline activity, and reporting metrics
• Represent Benjamin Capital Group at industry conferences, investor events, and networking functions

Vice President of Sales – Capital Markets

Platform Engineer

• Develop, maintain, and enhance AI-powered applications and workflows.
• Build integrations with CRM systems, calendars, communication tools, and other third-party platforms.
• Improve AI agent performance through prompt engineering, tool integrations, and workflow optimization.
• Evaluate new AI models and technologies for potential implementation.
• Build and maintain applications using React, Next.js, JavaScript, and TypeScript.
• Develop new features and enhancements based on business and client needs.
• Write clean, maintainable, and well-documented code.
• Participate in testing, debugging, and ongoing platform improvements.
• Monitor application performance and system health.
• Troubleshoot and resolve production issues.
• Assist with cloud deployments, updates, and security maintenance.
• Maintain technical documentation and operational procedures.
• Stay current on advancements in AI, automation, and cloud technologies.
• Participate in product planning and solution design discussions.
• Collaborate closely with leadership, developers, and business stakeholders.
• Contribute ideas for new capabilities and platform enhancements.

AI Platform Developer

Solutions Engineer

• Lead the architecture and development of AI-native technology solutions
• Design scalable cloud-based applications and multi-tenant environments
• Establish security, governance, and infrastructure best practices
• Monitor system performance and oversee the resolution of technical issues
• Lead technical discovery and solution design discussions with clients
• Translate business requirements into scalable technical solutions
• Manage implementation and deployment activities
• Serve as the primary technical escalation point for client engagements
• Provide technical leadership and guidance to development resources
• Review code, architectural decisions, and technical documentation
• Establish development standards and best practices
• Collaborate across business, operations, and technology teams
• Evaluate emerging AI technologies and industry trends
• Recommend new capabilities, integrations, and automation opportunities
• Support product strategy, pricing, and solution development initiatives

Senior Accountant

Vice President of Sales – Capital Markets

AI Platform Developer

Senior Solutions Architect