The Sandbox

Financial Planning and Analysis

• Own the books for a portfolio of clients, including reconciling accounts, managing AP/AR, setting up and maintaining chart of accounts, processing invoices and purchase orders, and keeping everything clean heading into month-end close.
• Run monthly close packages and prepare financial statements that give founders and partners a clear, accurate picture of where the business stands.
• Show up as a consistent presence for your clients through weekly check-ins, answering questions, flagging issues early, and keeping things moving.
• Build financial models and forecasts that help clients plan ahead, whether that’s a 13-week cash flow model, a headcount plan, or a revenue scenario for an upcoming board meeting.
• Jump into ad hoc projects as they come up, which often means building a one-off analysis from scratch, setting up a new software tool, or migrating data when a client switches systems.
• Support capital raises and investor relations by preparing materials, updating models, and helping founders tell a compelling financial story under scrutiny.
• Develop dashboards, reports, and KPI trackers tailored to each client’s business so they have visibility into what’s working and what isn’t.
• Draft financial reports and investor updates that translate complex numbers into clear, decision-ready language for non-financial audiences.
• Conduct research and valuation analyses on companies and competitors to support client strategy and fundraising conversations.
• Keep client documentation, templates, and systems organized and accessible, because good information architecture makes everything else run smoother.
• Collaborate with Sandbox partners, teammates, and strategic affiliates to support firm initiatives and community engagement.

Associate, Finance and Accounting

• Own day-to-day relationships for a portfolio of clients, serving as their primary point of contact, running weekly check-ins, proactively flagging issues, and building the kind of trust that makes you a real partner to their business, not just a vendor.
• Lead and review the work of Associates and junior team members on your client accounts, including month-end close packages, reconciliations, and financial statements, ensuring accuracy and coaching the team along the way.
• Take point on more complex financial modeling and forecasting work, including multi-scenario models, headcount plans, revenue projections, and 13-week cash flows that give clients the clarity they need to make big decisions.
• Review and sign off on monthly close packages and financial statements before they go to founders and partners, bringing a senior eye to accuracy and presentation.
• Support bookkeeping oversight across your client portfolio, including account reconciliations, chart of accounts setup, AP/AR management, and month-end close.
• Drive capital raise support and investor relations for clients in fundraising mode, including building and updating models, preparing materials, and helping founders tell a compelling financial story under scrutiny.
• Build and maintain client-specific dashboards, KPI trackers, and reporting tools that give leadership teams real visibility into what’s working and what needs attention.
• Draft financial reports and investor updates that translate complex data into clear, decision-ready language for non-financial audiences.
• Jump into ad hoc projects as they come up, which often means building a one-off analysis from scratch, setting up a new software tool, or migrating data when a client switches systems. You’ll figure it out and document what you learn.
• Conduct research and valuation analyses on companies and competitors to support client strategy and fundraising conversations.
• Keep client documentation, templates, and systems organized and accessible, because good information architecture makes everything else run smoother.
• Collaborate with Sandbox partners, teammates, and strategic affiliates to support firm initiatives and community engagement.
• Stay curious and keep building.

Senior Associate, Finance and Accounting

• Own the books for a portfolio of clients, including reconciling accounts, managing AP/AR, setting up and maintaining chart of accounts, processing invoices and purchase orders, and keeping everything clean heading into month-end close.
• Run monthly close packages and prepare financial statements that give founders and partners a clear, accurate picture of where the business stands.
• Show up as a consistent presence for your clients through weekly check-ins, answering questions, flagging issues early, and keeping things moving.
• Build financial models and forecasts that help clients plan ahead, whether that’s a 13-week cash flow model, a headcount plan, or a revenue scenario for an upcoming board meeting.
• Jump into ad hoc projects as they come up, which often means building a one-off analysis from scratch, setting up a new software tool, or migrating data when a client switches systems.
• Support capital raises and investor relations by preparing materials, updating models, and helping founders tell a compelling financial story under scrutiny.
• Develop dashboards, reports, and KPI trackers tailored to each client’s business so they have visibility into what’s working and what isn’t.
• Draft financial reports and investor updates that translate complex numbers into clear, decision-ready language for non-financial audiences.
• Conduct research and valuation analyses on companies and competitors to support client strategy and fundraising conversations.
• Keep client documentation, templates, and systems organized and accessible, because good information architecture makes everything else run smoother.
• Collaborate with Sandbox partners, teammates, and strategic affiliates to support firm initiatives and community engagement.
• Stay curious and keep building.

• Own day-to-day relationships for a portfolio of clients.
• Lead and review the work of Associates and junior team members.
• Take point on complex financial modeling and forecasting work.
• Review and sign off on monthly close packages and financial statements.
• Support bookkeeping oversight across your client portfolio.
• Drive capital raise support and investor relations for clients in fundraising mode.
• Build and maintain client-specific dashboards, KPI trackers, and reporting tools.
• Draft financial reports and investor updates.

• Address client requests, manage data and research analysis, and assist with various finance and accounting projects.
• Draft financial reports, investor updates, and client communications ensuring clear and accurate information.
• Develop and maintain simple, effective templates and retention systems for client organization and documentation.
• Provide ad-hoc support in client meetings and contribute to the Sandbox Fun Committee.

Junior Associate, Finance – Accounting

Controller

• Overseeing all accounting operations, including general ledger, accounts payable/receivable, payroll, and month-end/year-end close
• Managing organizational cash flow, banking relationships, and business insurance renewals
• Leading audits (financial and SOC) and ensuring compliance with GAAP and all federal, state, and local regulations
• Partnering with leadership on budgeting, forecasting, and financial planning; monitoring budget-to-actual performance and recommending corrective actions
• Preparing and presenting financial reports, metrics, and analyses to the CEO/CFO, board, and senior management
• Developing and maintaining internal controls, accounting policies, and procedures to support company growth
• Supervising and mentoring finance staff; overseeing recruitment, training, and retention within the department
• Supporting HR with benefits administration and other finance-related employee programs
• Evaluating and implementing financial systems to improve reporting, efficiency, and operational control

Corporate Controller

Marketing

• Owning the end-to-end execution and optimization of marketing campaigns, from research and planning through deployment and performance evaluation.
• Establishing, monitoring, and reporting on key performance metrics to evaluate campaign effectiveness and guide ongoing optimization.
• Identifying, testing, and optimizing marketing and promotional channels - including digital, media, and email - to reach target audiences.
• Leading market and competitive research efforts to identify customer trends, competitor positioning, and emerging opportunities.
• Owning the strategy, execution, and performance of email marketing programs, including segmentation, automation, and reporting.
• Serving as the primary owner and subject-matter expert for marketing technology platforms, including HubSpot, and AI-enabled marketing tools, while driving adoption, best practices, and continuous improvement.
• Improving marketing workflows and processes to increase efficiency, scalability, and cross-team alignment.
• Overseeing website governance, including GDPR compliance and accessibility standards.
• Managing front-end website updates and content deployment, ensuring accuracy, consistency, and alignment with brand standards.
• Collaborating with creative and design partners to guide branding initiatives, graphic assets, promotional materials, and advertising copy.
• Acting as a trusted operational partner to agency teams, providing structure, clarity, and follow-through across marketing initiatives.
• Managing and supporting contributors by providing guidance, prioritization, and hands-on execution support.

Marketing Manager

Account Manager

• Serve as the primary point of contact for assigned client accounts, maintaining strong relationships and acting as a trusted marketing partner.
• Collaborate with project managers, creative teams, and internal specialists to deliver campaigns and programs on time and on budget.
• Guide colleagues account strategy while remaining hands-on with account execution.
• Conduct regular client meetings, manage expectations, and handle sensitive conversations with confidence.
• Oversee timelines, budgets, and project workflows to ensure smooth and successful delivery.
• Monitor account performance, identify opportunities for improvement, and implement solutions to enhance results.
• Relieve directors from day-to-day account responsibilities.
• Contribute ideas, insights, and creativity to elevate the work and to strengthen client partnerships.

Associate, Finance and Accounting

Senior Associate, Finance and Accounting

Associate, Finance and Accounting

Senior Associate, Finance and Accounting

Junior Associate, Finance – Accounting

Corporate Controller

Marketing Manager

Senior Account Manager