CPI Security is looking to hire a Human Resources Data and Systems Specialist (HRIS Specialist) to serve our team based in Charlotte, North Carolina.  CPI Security was founded in 1991 on an entrepreneurial spirit and a passion for helping and protecting others. What started as a company of 10 employees and 300 customers has grown into one of the nation’s top 10 largest security providers with over 750 employees. Over the years, CPI has received many awards for excellence, such as twice-awarded SDM Dealer of the Year, Central Station of the Year, and the Marvel Award. The company leads the industry in alarm response times, is consistently ranked in the top 10 of electronic security businesses and is widely known as North Carolina and South Carolina’s Top 25 Best Places to Work. 

What You’ll Do

At CPI, we pride ourselves on being a Best Place to Work, built on a culture of collaboration, accountability, and continuous improvement. As our HRIS Analyst, you will play a key role in supporting that culture by ensuring our HR technology enables our people and leaders to do their best work. Serving as the primary point of contact for UKG, you will drive data accuracy, system efficiency, and a seamless user experience across all Human Resources functions.

• Administer, configure, and continuously optimize UKG, including updates, testing, and enhancements
• Maintain and audit HRIS data to ensure accuracy, consistency, and compliance, while upholding strong data governance practices
• Troubleshoot system and data issues, providing responsive, high-quality support to HR and business partners
• Develop and deliver reports and dashboards that provide meaningful insights to support workforce and business decisions
• Partner closely with Payroll to ensure accurate data flow, compliance, and audit readiness
• Train and support users across the organization, creating SOPs and tools that drive adoption and consistency
• Lead or support HRIS-related projects, including implementations, upgrades, and integrations
• Identify opportunities to streamline processes, enhance system functionality, and improve the overall employee and manager experience

What You Bring

• 3–5+ years of HRIS experience, with hands-on experience in UKG strongly preferred
• Strong understanding of HR operations, including Payroll, Benefits, Compensation, and Talent processes
• Experience managing HR systems, including configuration, data integrity, reporting, and troubleshooting
• Analytical mindset with the ability to translate data into actionable insights
• Experience building reports and dashboards (UKG tools, Excel, or similar)
• Strong attention to detail and commitment to accuracy and accountability
• Ability to manage multiple priorities in a fast-paced, growth-oriented environment
• Strong communication and interpersonal skills, with a service-oriented mindset
• Experience supporting system implementations, upgrades, or integrations preferred

Why CPI:

At CPI, you’ll be part of a team that values people, performance, and purpose. We foster a collaborative, high-performing environment where ideas are welcomed, contributions are recognized, and growth is encouraged. This role is an opportunity to make a meaningful impact by enhancing the systems and processes that support our employees every day.

• Competitive pay and the opportunity to work for an iconic brand 
• Great medical, dental, vision, short- & long-term disability and life insurance options   
• Company paid holidays, floating holiday, and paid time off (PTO)   
• 401(k) plan with competitive company match   
• Eligible for free monitored security system after 90 days 
• Education assistance – we encourage and support our employees who want to improve their skills and further their education   
• Engaging and fun company culture that’s made up of a diverse group of people   
• Volunteer and community engagement opportunities. CPI partners with organizations that share our mission to save and improve lives, particularly focusing on underserved communities.   
• An on-site café, coffee/smoothie bar, walking trail, basketball court, and state-of-the-art fitness facility with a dedicated Fitness staff 
• Birthday and Work Anniversary Rewards 

What you’ll do

Become part of an iconic brand that is set to revolutionize the electric pick-up truck & rugged SUV marketplace by achieving the following:

• Work hand-in-hand with the Scout IT and Digital teams to identify the right suppliers to build and supply goods & services. 
• Establish sourcing strategies for assigned commodities, lead the sourcing process up to and including contract award. 
• Lead cross-functional teams to support the evaluation of suppliers via the RFP process. Work together and collaborate with the diverse Scout business areas.  
• Act as Project Manager and Procurement lead.   
• Prepare and execute commercial negotiations including contractual documents and nomination agreements. 

Location & Travel Expectations:

• This role may be based out of the Scout Motors corporate headquarters in Charlotte, NC. 
• This role requires 4 days per week in the office, with regular in-person meetings and events. 
• Applicants should expect that the role will require the ability to convene with Scout colleagues in person and travel to participate in events on behalf of the company from time to time.
• Travel: International travel may be required. Passport required.  

What you’ll bring 

We expect all Scout employees to have integrity, curiosity, resourcefulness, and strive to exhibit a positive attitude, as well as a growth mindset. You’ll be comfortable with change and flexible in a fast-paced, high-growth environment. You’ll take a collaborative approach to achieve ambitious goals. Here's what else you'll bring: 

Personal Qualities & Abilities: 

• High integrity and professionalism 
• Able to effectively collaborate in a team setting with other functions/departments 
• Business and performance driven 
• Ability to adapt in an ambiguous and fast-paced environment 
• Self-motivated & Positive mindset 
• Strong planning and analytical skills 
• Strategic thinking & understanding 
• A passion for creating something new       
• Ability to communicate effectively across all levels of an organization 

Minimum Requirements: 

• 2-4 years in purchasing environment with experience developing and executing procurement category strategies.  
• 2-4 years of proven track-record in negotiations 
• 2-4 years of project management experience 
• 2-4 years of knowledge of procurement systems (SAP, Ivalua, Coupa, etc.) 
• Experience in Ivalua or other similar systems 
• Strong Experience managing supplier performance 
• Ability to develop, nurture, and maintain excellent stakeholder and partner supplier relationships 
• Thorough knowledge of automotive, manufacturing or related industries 
• Ability to take on additional special projects in addition to standard responsibilities. 
• MS Office Suite Experience 
• Bachelor’s degree in business, engineering, or other relevant area. 

Preferred Qualifications: 

• 2-4+ years of experience in IT related categories: software, hardware and IT Services. 
• 2-4+ years of experience working through IT Critical projects focused on technology and innovation: Implementations, transformations, managed services. 
• 2-4+ years of experience in Indirect Procurement. 
• 2-4+ years of experience in Automotive Industry particularly in launch, startup, or new model programs 

What you'll gain

The benefits of joining Scout include the chance to build products and a company from the ground up.  This is a chance to create something new and lasting – with an iconic brand at its foundation.  In addition, Scout provides competitive compensation and benefits to support your physical, mental, and financial wellbeing. Program specifics are detailed in company policies and employee benefit guides, select highlights:

• Competitive insurance including:
  • Medical, dental, vision and income protection plans
• 401(k) program with:
  • An employer match and immediate vesting
• Generous Paid Time Off including:
  • 20 days planned PTO, as accrued
  • 40 hours of unplanned PTO and 14 company or floating holidays, annually
  • Up to 16 weeks of paid parental leave for biological and adoptive parents of all genders
  • Paid leave for circumstances related to bereavement, jury duty, voting time, or military leave

Pay Transparency

This is a full-time, exempt position eligible to receive a base salary and to participate in an annual performance bonus program. Final salary offered will be determined based on factors including but not limited to the candidate's skills and experience. The annual performance bonus program is preset and not candidate dependent.

Initial base salary range = $70,000.00 - $85,000.00

Internal leveling code: IC10

What you’ll do

Become part of an iconic brand that is set to revolutionize the electric pick-up truck & rugged SUV marketplace by achieving the following:

• Create, review and upload journal entries in compliance with accounting standards. Support the finance team with journal entry questions and processes.
• VW Group Reporting/Intra-group Accounting: Ensure compliance with our intra-group regulations and reporting requirements for all intra-group transactions. Support in intercompany reconciliation and submission and reporting of financial statements for consolidation with VW Group Accounting monthly.
• Support the accounting team in completing the accounting and financial statements for Scout Motors Inc. non-consolidated entity Scout Motors Sales LLC.
• Financial Reporting: Support in preparing and analyzing monthly, quarterly, and annual financial statements in accordance with IFRS and US GAAP. Assist in accurate and timely month-end close process, including reconciliations of balance sheets and profit & loss accounts
• Support in accounts payable processes and system migrations
• Assist with the development and implementation of accounting policies and procedures
• Audits: Support the preparation of audit schedules, including reconciliations and analyses of financial data.
• Process Improvement: Identify opportunities for process improvement and automation within accounting operations to increase efficiency and accuracy. Contribute to the implementation of new accounting systems or upgrades.

Location & Travel Expectations:

• This role may be based out of the Scout Motors corporate headquarters in Charlotte, NC. 
• This role requires 4 days per week in the office, with regular in-person meetings and events. 
• Applicants should expect that the role will require the ability to convene with Scout colleagues in person and travel to participate in events on behalf of the company from time to time.

What you’ll bring 

We expect all Scout employees to have integrity, curiosity, resourcefulness, and strive to exhibit a positive attitude, as well as a growth mindset. You’ll be comfortable with change and flexible in a fast-paced, high-growth environment. You’ll take a collaborative approach to achieve ambitious goals. Here's what else you'll bring: 

• Bachelor’s degree in accounting, Finance, or a related field. A CPA or CA/ACCA designation preferred
• Minimum of 2 years of experience in accounting or finance, preferably within the automotive industry or a multinational corporation.
• Extensive understanding of accounting principles (IFRS, US GAAP), standards and financial reporting requirements
• Strong analytical and problem-solving skills, with attention to detail
• Proficient in accounting software (SAP S4/HANA, Microsoft Excel, etc.).
• Excellent written and verbal communication skills, with the ability to present financial data to non-financial stakeholders
• Strong interpersonal skills to collaborate with cross-functional teams and external partners.
• Ability to work independently and meet deadlines in a fast-paced environment.

What you'll gain

The benefits of joining Scout include the chance to build products and a company from the ground up.  This is a chance to create something new and lasting – with an iconic brand at its foundation.  In addition, Scout provides competitive compensation and benefits to support your physical, mental, and financial wellbeing. Program specifics are detailed in company policies and employee benefit guides, select highlights:

• Competitive insurance including:
  • Medical, dental, vision and income protection plans
• 401(k) program with:
  • An employer match and immediate vesting
• Generous Paid Time Off including:
  • 20 days planned PTO, as accrued
  • 40 hours of unplanned PTO and 14 company or floating holidays, annually
  • Up to 16 weeks of paid parental leave for biological and adoptive parents of all genders
  • Paid leave for circumstances related to bereavement, jury duty, voting time, or military leave

Pay Transparency

This is a full-time, exempt position eligible to receive a base salary and to participate in an annual performance bonus program. Final salary offered will be determined based on factors including but not limited to the candidate's skills and experience. The annual performance bonus program is preset and not candidate dependent.

Initial base salary range =  $70,000.00 - $85,000.00

Internal leveling code: IC10

What you’ll do

Become part of an iconic brand that is set to revolutionize the electric pick-up truck & rugged SUV marketplace by achieving the following:

The Corporate Controlling Lead serve as a key Finance Business Partner to multiple corporate-side departments within Scout Motors as well as the key analyst on the company’s personnel costs.. This role is responsible for driving financial planning, budgeting, forecasting, and month-end close activities for its assigned cost centers and be a key team member in the defining of internal financial processes, systems, and controls.

Key Responsibilities

Financial Business Partnering

• Act as the primary finance partner to assigned departments, supporting operational and strategic decision-making.
• Build strong relationships with Scout Management Board executives and their leadership teams to understand cost drivers, operational plans, and financial risks
• Provide clear, data-driven insights to improve cost efficiency and budget adherence
• Coordinate consistent practices across team members with corporate controlling responsibilities.

Budgeting & Forecasting

• Lead the annual budgeting process for assigned cost centers, including target setting and alignment with corporate objectives
• Develop and maintain rolling forecasts, identifying risks and opportunities
• Partner with department heads to track performance against budget and forecast, proactively addressing variances

Month-End Close & Financial Reporting

• Aggregate the result across all Corporate Functions for reporting and driving month-end figures to their KPIs.
• Own financial close activities for assigned cost centers, ensuring accuracy, completeness, and timeliness
• Review and validate transactions, accruals, and cost allocations
• Analyze monthly results and provide variance analysis vs. budget and forecast
• Prepare and present financial reports and insights to CFO and Finance leadership and business stakeholders

Transaction Oversight & Controls

• Support and monitor financial transactions to ensure alignment with budgets and company policies
• Ensure adherence to internal controls and financial governance standards
• Collaborate with Accounting to ensure proper treatment and classification of expenses

Process Improvement & Systems

• Identify opportunities to improve financial processes, reporting, and transparency
• Support implementation and optimization of financial planning and reporting tools
• Contribute to building scalable finance processes in a high-growth environment

Location & Travel Expectations:

• This role may be based out of the Scout Motors corporate headquarters in Charlotte, NC. 
• This role requires 4-5 days per week in the office, with regular in-person meetings and events. 
• Applicants should expect that the role will require the ability to convene with Scout colleagues in person and travel to participate in events on behalf of the company from time to time.
• Occasional business travel (mostly domestic, occasionally international) to other locations will be required.

What you’ll bring 

We expect all Scout employees to have integrity, curiosity, resourcefulness, and strive to exhibit a positive attitude, as well as a growth mindset. You’ll be comfortable with change and flexible in a fast-paced, high-growth environment. You’ll take a collaborative approach to achieve ambitious goals. Here's what else you'll bring: 

• Bachelor’s degree in Finance, Accounting, or related field
• 12+ years of experience in financial controlling, FP&A, or related roles
• Experience in a manufacturing, automotive, or industrial environment preferred
• Strong understanding of budgeting, forecasting, and financial close processes
• Advanced Excel skills; experience with ERP and planning systems (e.g., SAP, Oracle) preferred
• Desired experience with AI automation initiatives

What you'll gain

The benefits of joining Scout include the chance to build products and a company from the ground up.  This is a chance to create something new and lasting – with an iconic brand at its foundation.  In addition, Scout provides competitive compensation and benefits to support your physical, mental, and financial wellbeing. Program specifics are detailed in company policies and employee benefit guides, select highlights:

• Competitive insurance including:
  • Medical, dental, vision and income protection plans
• 401(k) program with:
  • An employer match and immediate vesting
• Generous Paid Time Off including:
  • 20 days planned PTO, as accrued
  • 40 hours of unplanned PTO and 14 company or floating holidays, annually
  • Up to 16 weeks of paid parental leave for biological and adoptive parents of all genders
  • Paid leave for circumstances related to bereavement, jury duty, voting time, or military leave

Pay Transparency

This is a full-time, exempt position eligible to receive a base salary and to participate in an annual performance bonus program. Final salary offered will be determined based on factors including but not limited to the candidate's skills and experience. The annual performance bonus program is preset and not candidate dependent.

Initial Base Salary Range: $140,000.00 - $170,000.00

Internal Leveling Code: IC7

What you’ll do

Become part of an iconic brand that is set to revolutionize the electric pick-up truck & rugged SUV marketplace by achieving the following:

• Create and maintain a dynamic view of competitor sales, pricing, mix, incentive tactics and inventory levels for use in planning exercises.
• Develop and manage an active portfolio of commercial offers, tracking each for effectiveness on an ongoing basis.
• Communicate programs to frontline employees and ensure their understanding of all programs and offers.
• Actively solicit and incorporate frontline feedback and shopping data for use in future offer development.
• Ensure the compliance of all programs in each dimension from planning to execution.
• Build strong cross-functional relationships with internal and external stakeholders including Finance, Treasury, Accounting, Retail Finance, Sales, and Retail Operations.

Location & Travel Expectations:

• This role will be based out of the Scout Motors corporate headquarters in Charlotte, NC. 
• This role requires daily attendance in the office, with regular in-person meetings and events. 
• Applicants should expect that the role will require the ability to convene with Scout colleagues in person and travel to participate in events on behalf of the company from time to time.

What you’ll bring 

We expect all Scout employees to have integrity, curiosity, resourcefulness, and strive to exhibit a positive attitude, as well as a growth mindset. You’ll be comfortable with change and flexible in a fast-paced, high-growth environment. You’ll take a collaborative approach to achieve ambitious goals. Here's what else you'll bring: 

• 5+ years of experience developing and managing OEM sales programs, monitoring in-market competitiveness, and optimizing limited resources to accomplish sales and profit objectives.
• Deep analytical skills and comfort in creating robust, scalable program cost forecasts that can be easily integrated into a larger Planning data environment.
• Experience leveraging large and broadly varied data sets and analytical methods to create a clear, numbers-driven recommendation, and building consensus around that recommendation.
• A strategic mindset with strong analytical and technical depth, comfortable leveraging data tools and systems to inform decisions.
• A track record of driving cross-functional alignment across stakeholder functions.
• Experience creating and refining forecasts using multiple diverse data points, with a view toward adapting artificial intelligence and automation over time.
• A bias for collaboration and innovation — you build bridges, not silos, and see ambiguity as opportunity.
• A desire to shape the future of an iconic American brand as it redefines capability and electrification in the modern era.
• Minimum of High School Diploma, GED or equivalent required for all roles at Scout Motors, Inc.

What you'll gain

The benefits of joining Scout include the chance to build products and a company from the ground up.  This is a chance to create something new and lasting – with an iconic brand at its foundation.  In addition, Scout provides competitive compensation and benefits to support your physical, mental, and financial wellbeing. Program specifics are detailed in company policies and employee benefit guides, select highlights:

• Competitive insurance including:
  • Medical, dental, vision and income protection plans
• 401(k) program with:
  • An employer match and immediate vesting
• Generous Paid Time Off including:
  • 20 days planned PTO, as accrued
  • 40 hours of unplanned PTO and 14 company or floating holidays, annually
  • Up to 16 weeks of paid parental leave for biological and adoptive parents of all genders
  • Paid leave for circumstances related to bereavement, jury duty, voting time, or military leave

Pay Transparency

This is a full-time, exempt position eligible to receive a base salary and to participate in an annual performance bonus program. Final salary offered will be determined based on factors including but not limited to the candidate's skills and experience. The annual performance bonus program is preset and not candidate dependent.

Initial base salary range = $70,000.00 - $85,000.00

Internal leveling code: IC10

Location: NYC or Charlotte, USA | Practice Area: Banking & Payments | Type: Permanent

Drive transformation across high-value payment systems in a fast-evolving global landscape

The Role
We are seeking a Senior Consultant to join our Banking & Payments practice, supporting large-scale payments transformation initiatives. This role combines Business Analysis and Scrum Master responsibilities, working on high-value and cross-border payment systems. You will play a key role in delivering change across complex payment infrastructures while collaborating with global stakeholders in an agile environment.

What You’ll Do

• Lead business analysis activities across high-value payments and transformation initiatives
• Facilitate agile ceremonies and support delivery as a Scrum Master across cross-functional teams
• Gather, document, and translate business and technical requirements into actionable deliverables
• Support transformation programs across payment systems including cross-border transactions
• Collaborate with stakeholders to ensure alignment across business, technology, and operations

What We’re Looking For

• Proven experience as a Business Analyst and/or Scrum Master within Banking or Payments
• knowledge of high-value payment systems and transaction flows
• Working knowledge of FEDwire, CHIPS, and ISO20022 (pacs.008, pacs.009)
• Experience delivering within agile environments and facilitating Scrum practices
• Ability to engage stakeholders and communicate requirements clearly across teams

Bonus Points For

• Experience in payments transformation or modernization programs
• Exposure to cross-border payments and regulatory considerations
• Familiarity with financial messaging standards and payment processing systems
• Experience working with Tier 1 financial institutions
• Certification in Agile, Scrum, or Business Analysis disciplines

Why Join Capco

• Deliver high-impact technology solutions for Tier 1 financial institutions
• Work in a collaborative, flat, and entrepreneurial consulting culture
• Access continuous learning, training, and industry certifications
• Be part of a team shaping the future of digital financial services
• Help shape the future of digital transformation across FS & Energy.

We offer a competitive, people-first benefits package designed to support every aspect of your life:

• Medical, Dental, Vision coverage
• 401(k) with employer match
• Paid parental leave and dependent care support
• Tuition reimbursement and wellness programs
• Commuter benefits and employee discount platform

Inclusion at Capco
We’re committed to making our recruitment process accessible and straightforward for everyone. If you need any adjustments at any stage, just let us know – we’ll be happy to help. We value each person’s unique perspective and contribution. At Capco, we believe that being yourself is your greatest strength. Our #BeYourselfAtWork culture encourages individuality and collaboration – a mindset that shapes how we work with clients and each other every day.

#LI-SM1

Board Certified Behavior Analyst (BCBA) Hybrid Remote 

Location: Charlotte, North Carolina and Surrounding Areas (Hybrid Option Available) 

At Cortica, our Board-Certified Behavior Analysts (BCBAs) use a strength-based, holistic approach to clinical programming for children with autism and other neurodevelopmental differences. Our valued BCBAs are leaders who make a difference and create a supportive environment where all clinicians in our transdisciplinary team can thrive, grow, and make a meaningful, long-term impact for families. 

You’ll provide groundbreaking, neurodiversity-affirming care, while enjoying the flexibility and support you deserve. 

Why Choose Cortica?

We’re excited to support your continued professional development, growth, well-being, and ability to make a meaningful impact as part of a transdisciplinary team. That's why our compensation and benefits package has been designed to support you personally and professionally: 

• Total Earning Potential (Salary + Bonus): $93,492 - $116,865
  
  
• Generous Time Off to Recharge and Maintain Work-Life Balance: Up to 22 days off in your first year, increasing to 26 days after 12 months.  

• Flexible Hybrid Role: We offer remote flexibility, allowing you to balance your clinical work and administrative tasks on your terms. Telehealth is determind by the BCBA when it's clinical effective for the client and BT.

• CEU Stipend: $2,000 annually to support your continued professional development. 

• License Reimbursement: We cover the cost of your BCBA license renewal. 

• 401(k) Matching: Helping you plan for your future with matching contributions. 

• Comprehensive Health Coverage: Including medical, dental, vision, life, disability insurance, plus pet insurance—because we care about your entire family, furry friends included! 

• Set Scheduling: Predictable work hours help you balance your work and personal life. 
  
  

Your Role and Impact:

As a BCBA at Cortica, you’ll play a pivotal role in overseeing neurodiversity-affirming clinical programming for patients receiving ABA treatment. You'll lead a team of behavior technicians (BTs) empowering them to make a lasting difference in the lives of children with developmental differences.

 What you’ll love about this role: 

• Achievable Targets: You’ll average 25 billable hours per week, with reduced targets during shorter weeks to ensure a manageable workload. 

• Uncapped Bonus Potential: You’ll have an opportunity to earn more by increasing your billable hours, but it's entirely up to you—work at a pace that suits your lifestyle. 

• Growth and Advancement Opportunities: You'll have the chance to advance through BCBA levels I, II, III, and IV, increasing your leadership impact along the way. At BCBA levels III and IV, productivity targets are reduced to 22, allowing you to focus on developing leadership skills, cultivating other talents, and exploring broader professional interests.

• Autonomy over Your Schedule: You’ll have full control over when and where you supervise your cases, empowering you to design a schedule that works for you. 

• Administrative Support: Focus on what you do best—clinical care—while our dedicated team handles scheduling, billing, and credentialing, leaving you with more time to focus on your work and patients. 
  
  

Qualifications and Requirements:

• Master’s degree in human services or a related field. 

• Current BCBA (Board-Certified Behavior Analyst) Certification required. 

What Makes Cortica Different from Other ABA Companies? 

At Cortica, we believe in going beyond traditional ABA practices to offer a more comprehensive, patient-centered approach that is different from other ABA companies: 

• A Transdisciplinary Approach to Care: Unlike many ABA companies that focus solely on behavior therapy, Cortica offers a holistic, multidisciplinary model of care. Our team includes experts from a wide range of fields—occupational therapy, speech pathology, pediatrics, and more—allowing us to address the whole child and deliver more integrated, effective care. 

• Focus on Collaboration: At Cortica, we don’t just implement therapy—we collaborate with families, caregivers, and other clinicians to create individualized care plans that empower everyone involved. This approach ensures that each child’s unique needs are met, and that the entire team is aligned in their goals for success. 

• Quality Over Quantity: We take pride in value-based care partnerships with health plans that prioritize quality over quantity. Our patients benefit from the time we dedicate to collaborative, integrated care, and our clinicians are supported with more time for thoughtful clinical decision-making. Unlike other providers, we are reimbursed based on outcomes, not just the number of sessions delivered. 

By joining Cortica, you’ll be part of a team that’s redefining ABA therapy—combining compassion, innovation, and collaboration to deliver results that matter. 

Ready to make a difference? Apply today to learn more. 

Cortica is an Equal Opportunity Employer. This posting is not intended to be an exhaustive list of duties. Please review the full job description here: Job Description. 

Great Place to Work Certified 2025 | Glassdoor 4.3 Rating 2025 | Indeed 4.0 Rating 2025 

Privacy Notice 
Cortica is committed to protecting your personal information in compliance with applicable federal and state laws. Please review our Privacy Notice to understand how your data is collected, used, and protected. 

Driving Requirement 
This position requires the successful completion of a post-offer background check and a motor vehicle report review. 

E-Verify Participation 
This employer participates in E-Verify. Click here to view the E-Verify Poster and your Right to Work. 
Este empleador participa en E-Verify. Haga clic aquí para ver el cartel de E-Verify y su derecho a trabajar. 

Board Certified Behavior Analyst (BCBA) Hybrid 

Location: Charlotte, North Carolina and Surrounding Areas (Hybrid Option Available) 

At Cortica, our Board-Certified Behavior Analysts (BCBAs) use a strength-based, holistic approach to clinical programming for children with autism and other neurodevelopmental differences. Our valued BCBAs are leaders who make a difference and create a supportive environment where all clinicians in our transdisciplinary team can thrive, grow, and make a meaningful, long-term impact for families. 

You’ll provide groundbreaking, neurodiversity-affirming care, while enjoying the flexibility and support you deserve. 

Why Choose Cortica?

We’re excited to support your continued professional development, growth, well-being, and ability to make a meaningful impact as part of a transdisciplinary team. That's why our compensation and benefits package has been designed to support you personally and professionally: 

• Total Earning Potential (Salary + Bonus): $93,492 - $116,865
  
  
• Generous Time Off to Recharge and Maintain Work-Life Balance: Up to 22 days off in your first year, increasing to 26 days after 12 months.  

• Flexible Hybrid Role: We offer remote flexibility, allowing you to balance your clinical work and administrative tasks on your terms. Telehealth is determind by the BCBA when it's clinical effective for the client and BT.

• CEU Stipend: $2,000 annually to support your continued professional development. 

• License Reimbursement: We cover the cost of your BCBA license renewal. 

• 401(k) Matching: Helping you plan for your future with matching contributions. 

• Comprehensive Health Coverage: Including medical, dental, vision, life, disability insurance, plus pet insurance—because we care about your entire family, furry friends included! 

• Set Scheduling: Predictable work hours help you balance your work and personal life. 
  
  

Your Role and Impact:

As a BCBA at Cortica, you’ll play a pivotal role in overseeing neurodiversity-affirming clinical programming for patients receiving ABA treatment. You'll lead a team of behavior technicians (BTs) empowering them to make a lasting difference in the lives of children with developmental differences.

 What you’ll love about this role: 

• Achievable Targets: You’ll average 25 billable hours per week, with reduced targets during shorter weeks to ensure a manageable workload. 

• Uncapped Bonus Potential: You’ll have an opportunity to earn more by increasing your billable hours, but it's entirely up to you—work at a pace that suits your lifestyle. 

• Growth and Advancement Opportunities: You'll have the chance to advance through BCBA levels I, II, III, and IV, increasing your leadership impact along the way. At BCBA levels III and IV, productivity targets are reduced to 22, allowing you to focus on developing leadership skills, cultivating other talents, and exploring broader professional interests.

• Autonomy over Your Schedule: You’ll have full control over when and where you supervise your cases, empowering you to design a schedule that works for you. 

• Administrative Support: Focus on what you do best—clinical care—while our dedicated team handles scheduling, billing, and credentialing, leaving you with more time to focus on your work and patients. 
  
  

Qualifications and Requirements:

• Master’s degree in human services or a related field. 

• Current BCBA (Board-Certified Behavior Analyst) Certification required. 

What Makes Cortica Different from Other ABA Companies? 

At Cortica, we believe in going beyond traditional ABA practices to offer a more comprehensive, patient-centered approach that is different from other ABA companies: 

• A Transdisciplinary Approach to Care: Unlike many ABA companies that focus solely on behavior therapy, Cortica offers a holistic, multidisciplinary model of care. Our team includes experts from a wide range of fields—occupational therapy, speech pathology, pediatrics, and more—allowing us to address the whole child and deliver more integrated, effective care. 

• Focus on Collaboration: At Cortica, we don’t just implement therapy—we collaborate with families, caregivers, and other clinicians to create individualized care plans that empower everyone involved. This approach ensures that each child’s unique needs are met, and that the entire team is aligned in their goals for success. 

• Quality Over Quantity: We take pride in value-based care partnerships with health plans that prioritize quality over quantity. Our patients benefit from the time we dedicate to collaborative, integrated care, and our clinicians are supported with more time for thoughtful clinical decision-making. Unlike other providers, we are reimbursed based on outcomes, not just the number of sessions delivered. 

By joining Cortica, you’ll be part of a team that’s redefining ABA therapy—combining compassion, innovation, and collaboration to deliver results that matter. 

Ready to make a difference? Apply today to learn more. 

Cortica is an Equal Opportunity Employer. This posting is not intended to be an exhaustive list of duties. Please review the full job description here: Job Description. 

Great Place to Work Certified 2025 | Glassdoor 4.3 Rating 2025 | Indeed 4.0 Rating 2025 

Privacy Notice 
Cortica is committed to protecting your personal information in compliance with applicable federal and state laws. Please review our Privacy Notice to understand how your data is collected, used, and protected. 

Driving Requirement 
This position requires the successful completion of a post-offer background check and a motor vehicle report review. 

E-Verify Participation 
This employer participates in E-Verify. Click here to view the E-Verify Poster and your Right to Work. 
Este empleador participa en E-Verify. Haga clic aquí para ver el cartel de E-Verify y su derecho a trabajar. 

#LI-MT1

#BCBAFullTimeCareers

Position Summary

The Manager of Client Experience Resolution & Optimization (CERO) leads the intake, triage, and resolution process for client-impacting issues within Client Services. This role establishes governance for intake workflows, ensures issues are accurately validated and routed, and drives consistency in how Client Services manages and resolves operational challenges. The Manager partners across the organization to streamline processes, reduce manual work, and improve end-to-end client experience, while providing coaching for the CERO Analyst.

Position Responsibilities:

• Build and manage a standardized intake and routing process for Client Services issues.
• Govern issue of triage, prioritization, and cross-functional coordination.
• Serve as the primary point of contact for inquiries related to intake, validation, and routing.
• Develop and maintain SOPs, workflows, and documentation supporting Client Services operations.
• Establish and monitor high‑level performance indicators (e.g., intake volumes, turnaround times, quality measures) in partnership with internal analytics teams.
• Lead continuous improvement initiatives aimed at simplifying workflows and reducing recurring issues.
• Partner with functional teams to identify process gaps and support implementation of improvements.
• Coach, mentor, and support ongoing development of the CERO Analyst.

Required Qualifications:

• Bachelor’s degree is required
• 5+ years of experience in client services, operations, or workflow/process management.
• Demonstrated success in establishing governance structures or managing intake of workflows.
• Strong collaboration, communication, and organizational skills.
• Ability to manage complexity and problem-solve in a fast-paced environment.

Please note: This position is not eligible for immigration sponsorship. 

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.

Junior Technology Project Manager

The Junior Technology Project Manager (Analyst) will support the delivery of technology initiatives within Accordion’s Global Technology organization. This individual will operate under the guidance of the Senior Project Manager and will take ownership of small to medium-sized projects—ranging from internal process improvements to the deployment of small-scale enterprise applications. The role requires strong organizational skills, attention to detail, and the ability to coordinate effectively across teams in a fast-paced, professional services environment.

This is an excellent opportunity for an emerging project management professional to gain hands-on experience leading technology initiatives and to build a career in technology project and program management.

This role will ideally be based in our NYC, Boston, Charlotte, Chicago, or Dallas offices and is a hybrid role with the flexibility to work remotely 2 days per week.

This position is not eligible for immigration sponsorship.

What You’ll Do:

• Lead small-scale Global Technology projects from initiation through closeout, ensuring timelines, deliverables, and quality standards are met
• Support the Senior Project Manager on larger, cross-functional projects and assist with project documentation, reporting, and coordination
• Develop and maintain project plans, risk registers, and issue logs; ensure dependencies are tracked and communicated
• Coordinate project meetings, track action items, and ensure follow-up with stakeholders
• Prepare status updates and progress reports for internal leadership
• Collaborate with business and technical teams to document project requirements and validate outcomes
• Ensure adherence to established project management processes and frameworks within Global Technology
• Identify opportunities for process improvement and assist in implementing new tools or methods for efficient project delivery

You Have:

• Bachelor’s degree in Information Systems, Business Administration, or a related field
• 1–3 years of project coordination or project management experience in a technology environment; experience in a business analyst role also preferred
• Strong organizational, communication, and problem-solving skills
• Working knowledge of project management methodologies (Waterfall, Agile, or Hybrid)
• Proficiency in Microsoft Office (Excel) and project management tools such as ClickUp, Asana, or Microsoft Project
• Proficiency in ticket management systems (Jira or Azure DevOps)
• High-level understanding of coding platforms and system integrations
• Experience in test case creation and QA/UAT testing and experience in process mapping
• Ability to manage multiple tasks and priorities simultaneously with attention to detail; comfortable in a dynamic, high-performance environment
• Experience interacting with cross-functional teams including IT, business stakeholders, and vendors; must have strong interpersonal skills with a collaborative, team-oriented approach
• Eagerness and self-motivation to learn PM best practices and gain an understanding in technology systems, integration, and flow, with a strong interest in AI tools and technology development
• PMP or CAPM certification (or progress toward certification) is a plus

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Passionate about delivering exceptional client service
• Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies, particularly within the office of the CFO
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $65,000 to $85,000 + benefits + bonus (overtime eligible). Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-HA1

Please note: This position is not eligible for immigration sponsorship. 

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.

AI Support Analyst

The AI Support Admin plays a critical role in ensuring the smooth operation and adoption of AI tools across Accordion. Acting as the first line of specialized support for AI-related escalations, this individual bridges day-to-day technical assistance with long-term enablement initiatives. Reporting to the AI Enablement Lead, the Analyst will partner closely with both AI system readiness and AI training to resolve user issues, maintain system readiness, and enhance firmwide confidence in AI-driven tools.

This role combines hands-on technical troubleshooting with process and training support—making it ideal for someone who is equally comfortable solving technical challenges, documenting best practices, and assisting in the rollout of new AI capabilities.

The ideal candidate is a problem-solver who thrives at the intersection of technology and people. They bring curiosity about AI, patience in helping users, and the technical acumen to keep systems running smoothly. This person takes initiative, communicates clearly, and sees AI not just as a set of tools—but as a transformational force to make work more intelligent, efficient, and collaborative.

This position will ideally be based in one of our US offices and is a hybrid role with the flexibility to work remotely 2 days per week (also eligible for remote candidates).

This position is not eligible for immigration sponsorship.

What You'll Do:

AI Support and Troubleshooting

• Serve as the Help Desk escalation point for all AI-related issues, including tool access, performance, and integration challenges
• Troubleshoot and resolve incidents involving platforms such as Glean, CoPilot, ChatGPT, Zoom AI, and future AI applications
• Maintain documentation of known issues, resolutions, and best practices to improve first-line Help Desk response efficiency
• Monitor AI system health, escalate platform-level outages, and communicate impacts to stakeholders as appropriate

Collaboration and Enablement Support

• Work with AI system readiness to test new configurations, validate system integrations, and ensure readiness for production use
• Support AI training in maintaining learning materials, managing AI knowledge articles, and coordinating firmwide training sessions
• Participate in rollout activities for new AI tools and enhancements, providing hands-on user assistance and feedback for improvement
• Assist in building and maintaining AI usage dashboards and adoption reports in collaboration with the BI and Data Analytics teams

Continuous Improvement and Governance

• Identify recurring support patterns and propose solutions to improve user experience and system performance
• Maintain compliance with Accordion’s AI governance, security, and data management standards
• Document AI support procedures, ensuring alignment with internal IT and internal People Team standards

You Have:

• 2–4 years of experience in IT support, systems administration, or AI/automation tool management
• Strong understanding of enterprise AI tools such as Microsoft CoPilot, Glean, ChatGPT, Zoom AI, or similar
• Excellent troubleshooting, communication, and documentation skills
• Demonstrated ability to collaborate across teams, prioritize effectively, and manage multiple concurrent tasks
• Familiarity with Power BI, SQL, or other reporting tools is a plus
• Bachelor’s degree in Information Technology, Computer Science, or related field (or equivalent experience)

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Passionate about delivering exceptional client service
• Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies, particularly within the office of the CFO
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $70,000 to $90,000 + benefits + bonus.

Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-HA1

The role:

We are seeking a Senior Financial Systems Analyst who will support Workday on a day-to-day basis focusing on unlocking its vast reporting possibilities. This is an exciting role for someone to make a direct impact at SoFi by shaping our processes and providing reporting solutions to help drive visibility, while also playing a key role in our implementation of Workday Financials.

Success in this role hinges on your technical aptitude, quantitative abilities, and business acumen: You are an expert in Workday Financials and also understand data flows/SQL/Tableau, while also having the ability to step back and understand the business needs. You treat stakeholders as a partnership – you are there at each step of the way and you know that we only succeed if we succeed together.

This position will be part of the Business Intelligence and Systems team within Accounting Controllership.

What you’ll do: 

• Support Workday Financials through configuration of business process, condition rules, validations
• Create and maintain complex Workday financial reports
• Participate in bi-annual Workday release regression testing and uptake of new features.
• Stay updated on the Workday roadmap and propose changes and solutions in areas of focus.
• Act as a technical expert and support the broader finance team in Workday reporting
• Develop strong collaborative relationships with the Finance, Engineering, People orgs and across the company, with a specific focus on our Workday integrations
• Leverage Workday and other tools and systems to design, develop & deliver robust and scalable reporting
• Perform daily administrative and production support tasks as required
• Develop and deliver training on SoFi’s financial business processes and use of Workday
• Be part of a great team, but capable of operating independently - managing relationships, deliverables and expectations with your business partners
• Be personable, approachable and able to connect with each and every person on the team and throughout the business
• Remain detail-oriented while working across a variety of projects

Who are you:

• Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners
• Expert in Financial Management Systems, with an understanding/vision of how to architect the perfect solution
• Experience with Database Management systems (SQL) who enjoys solving complex problems
• Experience with front-end reporting tools (Tableau)
• Strong ability to project manage and to remain detail-oriented while working with numerous stakeholders
• Strong analytical, problem solving and critical thinking skills
• High EQ with ability to influence outcomes and communicate technical content to general audiences
• Knowledge of the banking space a strong plus

What you’ll need:

• Bachelor's degree required, preferably in Mathematics, Computer Science, Statistics or a Business related degree (Masters a plus)
• 5+ years of work experience
• 2 + years of experience configuring and supporting a combination of at least 2 of the following modules: Supplier accounts, Customers, Projects and Billing, Business Assets, Expenses,  Banking and Settlement, Financial Accounting and Accounting Center
• Subject matter expert on:
• Workday Financial Reporting (Advanced, Matrix)
• At least one of the modules: Supplier Accounts, Customers
• Experience required:
• Multiple subsidiary structure and working with different functional currencies
• ETLs/ELTs related to Workday integrations
• SOX Compliance
• Experience preferred:
• Workday Pro Certifications
• Workday Financial Reporting (Composite, Discovery Boards, Prism, Office Connect)
• Consolidations
• FDM design, deployment, and maintenance
• SQL (Snowflake)
• Tableau
• Finance planning tools (ex: Planning analytics (TM1))
• Alteryx
• Integration platforms such as Fivetran or Mulesoft
• Jira / Confluence  or other Scrum Management tools
• Strong verbal and written communication skills
• Spanish fluency a plus
• Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners

The role:

The Appraisal Orders Analyst supports internal loan teams by managing the end-to-end appraisal order process to ensure timely, accurate, and compliant execution. This role exists to keep appraisal workflows moving efficiently by monitoring active orders, coordinating with Appraisal Management Companies (AMCs), and proactively addressing risks that could delay loan closings.

Reporting to the Appraisal Orders Manager, the analyst serves as a key operational partner to loan teams by maintaining visibility into appraisal status, enforcing policy, and escalating issues before they impact service levels or borrower experience.

What you’ll do: 

• Enforce Appraisal Orders policy, currently governed under the Lock Desk Policy and Procedures.
• Manage appraisal orders using Reggora, the Appraisal Orders shared inbox, and applicable Encompass pipelines to support efficient file movement.
• Monitor active appraisal pipelines to identify orders at risk and proactively escalate delays or issues to the appropriate internal teams or vendors.
•  
• Serve as a first point of contact between Appraisal Management Companies (AMCs) and internal loan teams to resolve questions, issues, or discrepancies.
• Assist internal partners with FHA and VA case number transfers, appraisal transfers, credit card refund and charge requests, and appraisal-related escalations.
• Monitor the shared Appraisal Orders email inbox to ensure requests are addressed within established SLAs and team performance standards are met.
• Ensure appraisal fees are accurate and orders are placed and delivered in a timely manner with approved AMCs.
• Review and respond to Reggora messages to support timely appraisal delivery and issue resolution.
• Maintain a high level of accuracy, organization, and confidentiality while managing an assigned appraisal pipeline.

This is a hybrid role requiring two days per week in the Charlotte, NC  or Frisco, TX office. The position is Monday through Friday, 40 hours per week, with overtime available based on business volume.

What you’ll need:

• Proficiency in Microsoft Excel and comfort working across multiple systems and pipelines.
• Ability to work quickly, accurately, and independently in a fast-paced, deadline-driven environment.
• Experience managing sensitive information and working under a high level of confidentiality.
• Ability to manage an assigned pipeline that includes FHA and VA loan products.
• Strong attention to detail with effective time management and organizational skills.
• Excellent verbal, written, and interpersonal communication skills, with the ability to collaborate across teams.

Responsibilities

We are seeking a visionary Chief Strategic Architect to serve as Workato's technical authority and strategic advisor to our most critical prospects, customers, and the broader market within their assigned region. The Chief Strategic Architect operates at the nexus of technical credibility, executive influence, and market thought leadership, acting as the external-facing voice of Workato's innovation and technical vision.

This is not a sales role. It is a strategic, hybrid operator-advisor-influencer position. You will act as an extension of the executive team in the field, elevating conversations with senior leaders and positioning Workato as the essential platform for enterprise integration, AI orchestration, and intelligent automation.

This role is accountable for building technical trust across the customer lifecycle - from initial engagement through strategic expansion - while simultaneously shaping how the market understands enterprise integration, AI orchestration, and intelligent automation. The Chief Strategic Architect influences deal outcomes, product direction, and industry perception, ensuring Workato is recognized as the definitive leader in Enterprise Orchestration.

First 90 Days

Learn & Align (Days 0-30)

• Deep immersion into Workato's AI vision, product roadmap, and GTM strategy

• Shadow at least 10 executive customer conversations

• Develop initial point of view for engagement with CIO/CTO/CDO personas

Engage & Formulate (Days 30-60)

• Lead first strategic engagements with enterprise accounts

• Co-develop executive playbooks with Sales and Product teams

• Establish feedback loops with Product and Engineering teams

Influence & Scale (Days 60-90)

• Cultivate trusted relationships with C-level executives in 5+ strategic accounts

• Co-create first AI-driven integration use cases with customers

• Establish thought leadership presence through content and speaking opportunities

Technical Trust & Executive Relationships

• Engage directly with C-level executives (CIOs, CTOs, Chief Data Officers, Chief AI Officers) at enterprise accounts to shape integration strategies that solve complex business challenges

• Serve as trusted technical advisor throughout the customer lifecycle - from initial engagement through expansion - providing strategic guidance rooted in real-world operator experience

• Build lasting peer-to-peer relationships that position you as the go-to expert on enterprise integration, AI orchestration, and automation at scale

• Act as technical closer in competitive deals, articulating why Workato's architecture differentiates us from competitors like MuleSoft and Boomi

• Influence enterprise architecture decisions and multi-year technology strategies at the executive level

AI, Agentic Automation & Enterprise MCP Strategy

• Shape and guide customers' AI and agentic automation journeys, leveraging Workato's AI capabilities and ecosystem

• Advise on the design and adoption of agent-based workflows, human-in-the-loop models, and decision automation frameworks

• Partner with customer executives to define enterprise MCP (Model Context Protocol) strategies including context management, secure AI orchestration, and governance

• Translate emerging AI capabilities into practical, scalable enterprise use cases that drive measurable business outcomes

• Position Workato as the integration and orchestration backbone for enterprise AI transformation

Domain Expertise & Thought Leadership

• Establish yourself as the recognized authority across iPaaS, API Management (APIM), data orchestration, EDI, and AI/Agentic automation

• Lead "Art of the Possible" workshops that fundamentally shift how customers think about enterprise integration and intelligent automation

• Represent Workato at industry conferences, customer advisory boards, analyst briefings, and partner events

• Create high-impact thought leadership content: blogs, white papers, webinars, reference architectures, and technical videos

• Shape industry narratives and best practices that establish Workato as the category leader

Deal Acceleration & Commercial Impact

• Accelerate deal velocity through technical validation, competitive differentiation, and executive trust-building

• Identify and shape strategic expansion opportunities by uncovering automation, integration, and AI-driven transformation initiatives

• Partner with Account Executives and Sales Leadership on account strategy, competitive positioning, and C-level engagement tactics

• Articulate compelling ROI narratives and business case frameworks that accelerate buying decisions

• Demonstrate measurable impact on win rates, deal size, and sales cycle length in strategic opportunities

Strategic Advisory & Technical Leadership

• Lead high-impact customer engagements requiring executive-level judgment, architectural vision, and industry expertise

• Guide prospects and customers through Enterprise Orchestration vision and roadmap development

• Develop prioritization frameworks for integration, automation, and AI use cases

• Lead technology evaluation and vendor selection processes with enterprise customers

• Design governance, scalability, and enterprise operating models for automation initiatives

Product Influence & Market Intelligence

• Act as the voice of the customer to Product and Engineering teams, channeling field insights into actionable roadmap input

• Identify capability gaps, competitive threats, and market opportunities based on executive-level customer conversations

• Develop and refine competitive positioning, objection handling, and differentiation strategies

• Define reusable patterns, reference architectures, and technical frameworks that accelerate customer success

• Influence industry analysts and thought leaders to strengthen Workato's market position

Internal Enablement & Team Development

• Educate and enable Sales Engineers, Account Executives, and Customer Success teams on complex technical capabilities and emerging trends

• Develop strategic frameworks, competitive positioning, and executive engagement playbooks for enterprise accounts

• Mentor technical team members, helping them develop deeper domain expertise and executive engagement skills

• Create scalable technical enablement content and programs that amplify your expertise across the field organization

• Drive customer reference creation and participation in case studies, speaking opportunities, and advisory boards

Requirements

Qualifications / Experience / Technical Skills

• Bachelor's degree in Computer Science, Software Engineering, or a related field (or equivalent experience)

• 20+ years of technology transformation experience, including integration, middleware, or API management platforms

• 15+ years in an Enterprise Architect, CTO, VP Engineering, or similar senior architecture/leadership role

• Demonstrated experience advising C-level executives on technology strategy and enterprise transformation

• Strong understanding of enterprise security, governance, and operating models

• Proven track record of driving platform expansion and value realization in enterprise accounts

• Excellent executive communication skills, including board-level presentations and strategic documentation

• Ability to operate independently in complex, ambiguous environments and take ownership of outcomes

• Travel to client sites up to 50%, with flexibility based on regional needs

Soft Skills / Personal Characteristics

• Master's degree in Computer Science, Software Engineering, Business, or related field

• Deep knowledge of key enterprise applications: Salesforce, NetSuite, Workday, ServiceNow, SAP, Oracle

• Experience with cloud platforms: AWS, Azure, and GCP

• Hands-on experience with AI/ML platforms and agentic automation frameworks

• Experience in a high-growth startup or scale-up environment

• Established personal brand and thought leadership presence in the integration/automation space

Measures of Success

Long-term success for this leader will be measured by their ability to:

• Embed Workato at the heart of technology strategy conversations across the region's most influential enterprises

• Cultivate sustained engagement with senior technology and engineering leaders ensuring Workato becomes synonymous with Enterprise Orchestration and AI orchestration

• Create a robust pipeline of seven-figure opportunities tied to transformation initiatives

• Reframe Workato in the minds of decision-makers and analysts as the essential platform for AI-enabled enterprise integration

• Leave behind scalable playbooks and repeatable narratives that enable go-to-market teams to engage enterprise audiences with authority and credibility.

The estimated pay range for this role is between  $240,000 - $280,000 + Bonus, but candidates outside of this band are encouraged to apply.

Job Req ID: 2645

This role requires a hybrid schedule and will be based in our Fort Mill, SC Headquarters (Monday through Thursday) and work fully remotely on Fridays each week.

This role is not open to visa sponsorship or transfer of visa sponsorship including those on H1-B, F-1, OPT, STEM-OPT, or TN visa, nor is it available to work corp-to-corp.

We’re looking for an analytical, innovative paid media talent to help us scale customer acquisition efforts for a Fortune 50 client in the telecommunications industry. This role will focus on launching new campaigns, optimizing performance to drive customer growth, and communicating the performance story with our partners.

Curious how Home fits into Red Ventures? Click here.

What You’ll Do

• Own and optimize paid media campaigns to drive customer acquisition at scale.
• Launch new campaigns and initiatives aligned with partner goals, testing new strategies to improve efficiency and grow customer acquisition.
• Continuously analyze performance data, surfacing actionable recommendations to improve campaign efficiency and profitability.
• Translate complex performance data into clear, compelling insights that tell the performance story to both internal stakeholders and external partners.
• Leverage analytical tools such as SQL, Tableau, Python, LLMs, Hightouch, and Google Tag Manager to monitor, understand, and optimize paid media performance, attribution, and incrementality.
• Continuously iterate through experimentation, rigorously leveraging A/B and multivariate testing, to drive incremental improvements across core KPIs.
• Collaborate cross-functionally with creative, engineering, and customer experience teams to optimize the end-to-end user journey—from impression to conversion.
• Maintain and grow best-in-class paid media practices, staying current on product innovations and new strategies by building relationships with vendors.

What We’re Looking For

• Strong analytical and data-driven mindset with a passion for performance marketing and growth economics.
• Curiosity demonstrated through experience proactively pressure-testing best practices via structured experimentation, translating test insights into strategic roadmaps.
• Advanced excel skills and preferably SQL experience, with familiarity in data visualization tools such as Tableau or Looker.
• Prefer demonstrated experience (1-3 years) executing paid media strategy and performance for high-volume or complex acquisition programs.
• Experience navigating attribution, incrementality, and measurement bias, while maintaining execution and optimization velocity. 
• Experience working with external partners, vendors, or client-facing stakeholders is a plus, including the ability to communicate strategy and performance clearly.
• Desire to work hands-on in an entrepreneurial, performance-driven, analytically rigorous environment.

Compensation:

This range reflects total cash compensation, which may include base salary only or base salary plus target bonus, depending on the role. Where eligible, equity may also be offered separately and not included below. Actual compensation varies based on location, experience, and qualifications.

• Total Cash Compensation Range: $80,000 – $100,000 per year

Additionally, the following benefits are provided by Red Ventures, subject to eligibility requirements.

• Health Insurance Coverage (medical, dental, and vision)
• Life Insurance
• Short and Long-Term Disability Insurance
• Flexible Spending Accounts
• Holiday Pay
• 401(k) with match
• Employee Assistance Program
• Paid Parental Bonding Benefit Program
• Flexible Paid Time Off (PTO): We believe time to rest and recharge is essential.  That’s why we offer a generous and flexible PTO policy.  Full-time employees accrue 20 days of PTO for a full calendar year annually, with an increase to 25 days after five years of service.

Who We Are:

Red Ventures is a global portfolio of high-growth companies — spanning several U.S. businesses, a joint venture in the health services industry, and strategic investments in Europe. Their businesses include The Points Guy, Lonely Planet, Bankrate, the Allconnect Platform, RV Home Client Growth, RV Growth & Transformation, Sage Home Loans Corporation, and more. Across the portfolio, Red Ventures businesses deliver seamless digital experiences for consumers, help Fortune 100 clients solve large-scale digital growth challenges, and create world-class experiences and opportunities for employees. Learn more at redventures.com and follow @RedVentures on LinkedIn and Instagram.

At Red Ventures, we believe diverse, inclusive teams are better. To help you better understand our core values and beliefs, we encourage you to watch this brief YouTube video: Our Belief Statements. This will give you insight into the principles that guide our work and our commitment to fostering an inclusive environment.

Red Ventures is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at Red Ventures is based solely on a person's merit and qualifications. 

We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact accommodation@redventures.com. 

If you are based in California, we encourage you to read this important information for California residents linked here.

At Red Ventures, we believe in real human connection. That’s why we do not hire someone through text, social media, or email only. As part of the hiring process, you should expect live conversations with RV teammates before any offer is made. Also, keep an eye on the sender: we only use official @redventures.com email addresses at the portfolio level or business specific email addresses (e.g., @thepointsguy.com), not ones like “redventurescareer.com.” We will never ask candidates to send money, buy equipment, or share financial account info during your journey with us. You can always find our open roles on redventures.com— if you receive a message that seems suspicious, please use redventures.com to verify the opportunity.

For more, the U.S. Federal Trade Commission has published helpful articles to help individuals learn more about protecting themselves from recruiter scams. If you think you’ve been targeted, feel free to report it to your local authorities. Stay safe out there!

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. 

Data & Analytics

Accordion's Data & Analytics (D&A) team offers cutting-edge, intelligent solutions to a global clientele, leveraging a blend of domain knowledge, sophisticated technology tools, and deep analytics capabilities to tackle complex business challenges.

We partner with Private Equity clients and their Portfolio Companies across diverse sectors, including Retail, CPG, Healthcare, Media & Entertainment, Technology, and Logistics.

We deliver data and analytical solutions designed to streamline reporting capabilities and enhance business insights across vast and complex data sets ranging from Sales, Operations, Marketing, Pricing, Customer Strategies, and more.

This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.

This position is not eligible for immigration sponsorship.

About the Role and You

We're looking for a rare combination: a data scientist who thinks like a strategist and a strategist who speaks fluent data. You fall in love with problems and quantify complex situations using math. This isn't a role about building models in isolation—it's about transforming how a business makes decisions, identifies opportunities, and drives growth. You'll be equal parts analyst, advisor, and architect of our strategic direction.

What You'll Do

You'll sit at the intersection of data and strategy, turning complex business challenges into quantifiable opportunities. This means diving deep into our numbers to surface insights that others miss, then translating those insights into actionable growth strategies. You'll work directly with leadership to shape major business decisions, from market expansion and pricing strategy to resource allocation and competitive positioning.
Your day-to-day will involve identifying the right questions to ask before anyone else thinks to ask them, building the analytical frameworks to answer those questions, and presenting recommendations that fundamentally shift how we operate. You'll own strategic initiatives from conception through execution, measuring impact and iterating as you go. You’ll travel to client sites as needed, leading AI assessment and Strategy Engagements.

What We're Looking For

The Strategic Mindset: You naturally think several moves ahead. You understand business models, competitive dynamics, and growth levers. You can walk into a room with executives and hold your own in discussions about market strategy, unit economics, and long-term planning. You've seen how businesses succeed and fail, and you know how to spot the difference.
The Technical Depth: You're genuinely strong in quantitative methods—statistics, predictive modeling, optimization, experimental design. You can wrangle messy data, build robust analyses, and know when a sophisticated model is needed versus when a simple calculation will do. Python, R, SQL are still in your wheelhouse.
The Translation Layer: You can explain complex analytical concepts to non-technical stakeholders without dumbing them down. You know how to build conviction around data-driven recommendations and can defend your methodology when challenged. You make the quantitative accessible and actionable.
The Business Acumen: You understand P&Ls, growth metrics, customer economics, and operational levers. You've worked closely enough with business teams to know what keeps them up at night and how your analyses can help them sleep better.

Requirements

• 5+ years of experience in analytical roles with increasing strategic responsibility
• Strong foundation in statistics, machine learning, and quantitative analysis
• Demonstrated experience influencing business strategy through data
• Track record of identifying and driving growth opportunities
• Excellent communication skills with technical and executive audiences
• Proficiency in modern data science tools and languages
• Understanding of business finance and growth frameworks

Ideal Background

You might come from management consulting with deep analytical chops, strategic roles at high-growth companies, corporate strategy teams with hands-on data work, or data science roles where you've grown into strategic advisory. What matters most is that you've successfully used data to change how businesses operate and grow.

What Success Looks Like

In your first year, you'll have identified three major strategic opportunities we weren't seeing before, built the analytical infrastructure to evaluate them rigorously, and driven at least one to implementation with measurable business impact. You'll have become a trusted advisor to leadership and the person they turn to when facing the company's thorniest strategic questions.

The annual salary for this role ranges from: $145,000 to $195,000 USD + bonus + benefits. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-BS1

*PLEASE NOTE: This role requires the candidate to be in or near Charlotte, NC. In-office presence is required three days a week. Additionally, this position does not offer visa sponsorship.* 

Responsibilities: 

• The Senior Financial Analyst is tasked with ensuring the accuracy of monthly financial reports, facilitating and maintaining accurate real-time forecasts. This role also plays a crucial part in the annual planning process, maintaining long-term models, and generating relevant, actionable insights into ongoing business trends. 

• Develops, enhances, and maintains financial analysis, budgets, and forecasts in support of various cost centers, including monthly headcount and expense reporting to provide clear visibility into operational costs and workforce planning. 

• Responsible for preparing weekly reporting of performance and underlying business trends, as well as monthly headcount and expense summaries to track financial health and organizational growth. 

• Supports business line management by assisting in the evaluation of new strategic initiatives, including financial modeling, due diligence, and the assessment of potential impacts on monthly expenses and workforce requirements. 

• Utilizes the capabilities of the corporate data warehouse and the various software suites used throughout the Company to support monthly, quarterly, and annual analysis and reporting, with a specific focus on headcount and expense management. 

Experience / Training / Education: 

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related program is required. 

• MBA preferred. 

• 2+ years of experience in Financial Planning and Analysis, preferably with a public company, with a proven track record in managing headcount and expense reporting. 

• Previous experience supporting Marketing and/or Product functions is highly desirable, with a focus on cost management and efficiency. 

• Working knowledge of Generally Accepted Accounting Principles (GAAP), with particular emphasis on expense classification and headcount management. 

Knowledge / Skills / Abilities: 

• Computer skills: Advanced MS Excel (with proficiency in managing spreadsheets for headcount and expense tracking), advanced MS PowerPoint, intermediate MS Word, intermediate MS Outlook, Hyperion Essbase. 

• Excellent statistical analysis skills, with the ability to research and analyze various types of data, including headcount and financial expenditures. 

• Ability to effectively prioritize workload and manage changes in direction, particularly in relation to financial planning and cost management. 

• Effective oral and written communication skills, especially in presenting and explaining complex headcount and expense reports to stakeholders. 

• Ability to interpret and apply required policies and procedures, with a keen understanding of their implications on financial reporting and organizational budgeting. 

ABOUT LENDINGTREE 

LendingTree is the nation’s leading online lending marketplace. We connect consumers with multiple lenders so they can easily compare options and find the right fit — from mortgages and personal loans to credit, savings, and insurance products.  
 
Our founder, Doug Lebda, started LendingTree in 1996 after his own frustrating house-hunting experience. What began as a simple idea to make loan shopping easier has grown into a platform that empowers millions of people to make smarter financial decisions every day. 
 
What else you should know: 

• We’re a publicly traded company (NASDAQ: TREE). 

• We’ve welcomed several other companies into the LendingTree family to expand our reach and capabilities. 

• We’ve built the LendingTree app and My LendingTree dashboard to give consumers tools to manage and monitor their financial health. 

• We’re also committed to giving back — through philanthropic programs, volunteer opportunities, and partnerships that strengthen the communities where we live and work. 

 OUR CULTURE 

We’re a collaborative, entrepreneurial team that values curiosity, creativity, and getting things done together. Our teammates are some of the brightest, most driven people you’ll meet — and we celebrate innovation, inclusion, and ownership. At LendingTree, you’ll find an inclusive culture where diverse perspectives make us stronger. We believe in working hard and supporting one another — with the flexibility and trust that help you thrive both personally and professionally. 
 
We’re proud to offer generous benefits, wellness programs, and time-off policies designed to help you recharge, stay healthy, and bring your best self to work every day. And yes — we still have fun doing it (our “GSD – Get Stuff Done” award is a fan favorite!) 
 
Come grow with us, make an impact, and be part of a company that truly cares about its people and its community. 
 
LendingTree is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion (or creed), gender, gender expression, age, national origin, disability, marital status, sexual orientation, or military status. 

CCPA Disclosure 

Location

This position will be based in Charlotte, NC. 

Reporting

This role will report to the Senior Manager of Capital Markets. 

Department Description

Palmetto Capital is a branch of Palmetto focused on the democratization of the renewable energy industry. We provide homeowners with financial products to benefit from solar power, home efficiency products, and energy storage systems. We empower solar sales professionals and solar installation companies with access to our proprietary platform, financing, customer management system, and milestone submission system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption. Palmetto Finance is growing rapidly and is prepared to continue growth.

Summary of Role 

The Capital Markets Analyst / Associate (we could hire at either level depending on experience!) will be responsible for capital markets activities spanning across capital raising, execution, and modeling work to support the advancement of those opportunities. This is an individual contributor role.

Strategic & Tactical

• Focus on developing and executing Excel financial models to support Tax Equity and Debt capital funding
• Lead the execution of tax equity, debt, and equity funding processes with external stakeholders
• Responsible for reporting associated with Palmetto Finance to key financial stakeholders, while partnering with technology teams to ensure automation on reports
• Utilizes skills to enhance existing processes and workflows for more efficiency, partnering closely with other teams e.g. Data Analytics, Operations, etc
• Liaisons with Corporate Finance, Treasury, Asset Management, and Accounting to ensure partnership and transparency on all things Palmetto Finance
• Builds and maintains strong relationships with key banks and other key external partners
• Is highly attuned to customer needs and requirements, and can anticipate their needs, and provide tailored solutions to meet their objectives

Qualifications

• Bachelor’s degree in Finance, Economics, or related field; Master’s or MBA a plus
• 1-3+ (Analyst) or 3-5+ (Associate) years of experience in banking or capital markets; solar industry experience strongly preferred
• Strong business acumen and analytical skills with deep understanding of the macroeconomic landscape 
• Proactively identifies improvement opportunities across systems and processes, and implements solutions and updates them
• Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
• Collaborates seamlessly with internal teams in Finance & Accounting, Technology etc.
• Strong interpersonal and communication (verbal and written) skills; can present to varying audiences and leaders

• Lead the end-to-end lifecycle of SoFi’s home lending credit policies, ensuring they align with enterprise risk appetite, investor standards, and business objectives.
• Define and manage the credit policy governance framework, including approval processes, documentation standards, and version control practices.
• Partner with senior leadership to identify emerging credit risk trends and recommend proactive policy adjustments.
• Oversee the roadmap for credit automation and decisioning logic to enable efficient, consistent underwriting outcomes.

• Serve as the primary liaison between Credit Risk, Capital Markets, Product, and Operations to align on policy design, implementation, and investor acceptance.
• Represent Credit Policy in governance committees, product development discussions, and cross-functional steering groups.
• Provide executive-level insights on credit trends, investor changes, and policy performance metrics.

• Direct the translation of credit policy into executable business rules within systems such as Encompass LOS and credit decisioning engines.
• Oversee UAT, policy-driven releases, and control validation to ensure digital accuracy and audit compliance.
• Ensure policy language and logic are harmonized across internal guides, overlays, and automated systems.

• Establish and maintain strong governance around policy management, including audit trails, documentation, and version tracking.
• Oversee investor guideline vetting, agency updates, and compliance acceptability reviews.
• Partner with Internal Audit and Enterprise Risk to ensure controls are effective and deficiencies are remediated promptly.
• Lead responses to external reviews, investor inquiries, and audit examinations related to credit policy.

• Provide mentorship and direction to policy analysts and cross-functional partners supporting policy execution.
• Foster a culture of curiosity, accountability, and precision within the credit policy function.
• Build scalable processes and tools to improve policy delivery speed and accuracy.

• Bachelor’s degree or equivalent experience
• 8+ years of residential mortgage experience, including deep expertise in underwriting, credit policy, or credit risk management
• Proven experience leading or influencing credit policy frameworks across multiple mortgage product lines (Conventional, FHA, VA, USDA, Home Equity, Non-Agency, Non-QM)
• Demonstrated success in translating complex investor requirements into automated decision logic and operational guidelines
• Strong understanding of credit risk management principles, income and asset analysis, and regulatory compliance
• Experience working with Encompass LOS and credit decisioning systems
• Excellent communication and presentation skills with the ability to engage senior stakeholders and external investors
• Exceptional organizational, documentation, and leadership abilities

• Experience leading policy modernization or digital transformation initiatives in mortgage credit
• Familiarity with model governance, risk control frameworks, and policy automation technologies
• Strong analytical and data fluency using Excel, Tableau, or similar tools
• Demonstrated ability to influence executive decision-making through data-driven recommendations

Position Summary

The Mortgage Quality ControlAnalyst is responsible for performing in-depth reviews of mortgage loan files to ensure compliance with federal and state regulations, agency/investor guidelines, and internal company policies. This role identifies defects, documents findings, and provides insights to help improve loan quality and reduce organizational risk. The Analyst collaborates with Underwriting, Operations, and Compliance teams to resolve issues and support continuous quality improvement.

Key Responsibilities

Loan File Auditing

• Conduct detailed pre-funding, post-closing, or targeted audits of mortgage loan files.

• Validate accuracy of loan data, documentation, disclosures, and calculations 

• Ensure compliance with federal and state regulations (TRID, RESPA, TILA, ATR/QM, HMDA) and agency/investor requirements (Fannie Mae, Freddie Mac, FHA, VA, USDA).

• Document findings clearly and consistently, including supporting evidence and guideline references.

Quality & Compliance Review

• Identify defects, inconsistencies, and risk factors that may impact loan salability or regulatory compliance.

• Escalate complex or high-risk issues to the QA Team Lead or Manager.

• Participate in calibration sessions to ensure consistent application of guidelines.

• Support quality control checks or second-level reviews as needed.

Reporting & Documentation

• Record audit results accurately in QA systems and tracking tools.

• Assist in analyzing trends, recurring issues, and systemic risks.

• Provide clear, concise feedback to Operations and Underwriting to support corrective actions.

• Contribute to monthly/quarterly reporting as requested.
   

Collaboration & Support

• Work closely with Underwriters, Processors, Loan Officers, and Compliance partners to clarify guidelines and resolve issues.

• Provide feedback that supports training initiatives or process improvements.

• Maintain up-to-date knowledge of regulatory changes and investor updates.
   

Qualifications

• High school diploma required; Bachelor’s degree in Business, Finance, or related field preferred.

• 2–5+ years of mortgage industry experience in processing, underwriting, or quality assurance.

• Strong knowledge of mortgage regulations and agency/investor guidelines (Conventional, FHA, VA, USDA).

• Excellent attention to detail, with strong analytical and critical-thinking skills.

• Strong written and verbal communication skills.

• Proficiency in mortgage LOS systems, QC/QA platforms, and Microsoft Office Suite.

• Ability to work independently, manage priorities, and meet deadlines.
   

Key Competencies

• Regulatory & Investor Guideline Knowledge

• Risk Identification

• Documentation & Analytical Skills

• Attention to Detail

• Communication & Collaboration

• Problem-Solving

• Time Management
   

Position Summary

The Mortgage Quality Control Analyst is responsible for performing in-depth reviews of mortgage loan files to ensure compliance with federal and state regulations, agency/investor guidelines, and internal company policies. This role identifies defects, documents findings, and provides insights to help improve loan quality and reduce organizational risk. The QA Analyst collaborates with Underwriting, Operations, and Compliance teams to resolve issues and support continuous quality improvement.

Key Responsibilities

Loan File Auditing

• Conduct detailed pre-funding, post-closing, or targeted audits of mortgage loan files. 

• Validate accuracy of loan data, documentation, disclosures, and calculations.

• Ensure compliance with federal and state regulations (TRID, RESPA, TILA, ATR/QM, HMDA) and agency/investor requirements (Fannie Mae, Freddie Mac, FHA, VA, USDA).

• Document findings clearly and consistently, including supporting evidence and guideline references.

Quality & Compliance Review

• Identify defects, inconsistencies, and risk factors that may impact loan salability or regulatory compliance.

• Escalate complex or high-risk issues to the QA Team Lead or Manager.

• Participate in calibration sessions to ensure consistent application of guidelines.

• Support quality control checks or second-level reviews as needed.

Reporting & Documentation

• Record audit results accurately in QA systems and tracking tools.

• Assist in analyzing trends, recurring issues, and systemic risks.

• Provide clear, concise feedback to Operations and Underwriting to support corrective actions.

• Contribute to monthly/quarterly reporting as requested.
   

Collaboration & Support

• Work closely with Underwriters, Processors, Loan Officers, and Compliance partners to clarify guidelines and resolve issues.

• Provide feedback that supports training initiatives or process improvements.

• Maintain up-to-date knowledge of regulatory changes and investor updates.
   

Qualifications

• High school diploma required; Bachelor’s degree in Business, Finance, or related field preferred.

• 2–5+ years of mortgage industry experience in processing, underwriting, or quality assurance.

• Strong knowledge of mortgage regulations and agency/investor guidelines (Conventional, FHA, VA, USDA).

• Excellent attention to detail, with strong analytical and critical-thinking skills.

• Strong written and verbal communication skills.

• Proficiency in mortgage LOS systems, QC/QA platforms, and Microsoft Office Suite.

• Ability to work independently, manage priorities, and meet deadlines.
   

Key Competencies

• Regulatory & Investor Guideline Knowledge

• Risk Identification

• Documentation & Analytical Skills

• Attention to Detail

• Communication & Collaboration

• Problem-Solving

• Time Management
   

• Serve as the first point of contact for all IT-related support requests primarily via phone and as needed via email and/or ticketing system.
• Be logged into the phone queues throughout the entire workday to ensure consistent client support.
• Troubleshoot and resolve basic desktop, software, network, and hardware issues.
• Assist clients with installation, configuration, and usability of desktop computers, mobile devices, printers, and other peripheral equipment.
• Follow established troubleshooting and escalation procedures, ensuring timely resolution or proper handoff to higher-tier support.
• Maintain accurate documentation of all support requests, solutions, and client interactions in the ticketing system.
• Work with vendors to resolve software and hardware-related issues.
• Install and configure operating systems, software applications, patches, and updates.
• Perform basic virus detection, removal, and system security maintenance.
• Monitor and address backup failures, assisting in data restoration efforts when needed.
• Educate end-users on best practices for cybersecurity and IT resource usage.
• Assist with password resets, account provisioning, and access control.
• Participate in an on-call rotation for after-hours support as needed.
• Documenting and addressing technical issues and customer interactions, escalating as necessary.

• Associate's Degree in Technology or related field required.
• 2-5 years of experience with Microsoft environments required.
• 0-2 years of MSP specific experience preferred.
• Network+ and Security+ certifications preferred.

• Knowledge of VMWare, Citrix, VPN and Terminal Services.
• Backup Technologies.
• Internet/DNS/E-mail/Communication issues.
• Strong understanding of Windows operating systems, Microsoft Office Suite, and cloud applications.
• Knowledge of basic networking concepts, including DNS, DHCP, VPN, and firewall configurations.
• Familiarity with remote troubleshooting tools and remote desktop applications.
• Ability to diagnose and resolve technical issues in a structured and efficient manner.
• Excellent communication and customer service skills with a professional demeanor.
• Strong documentation skills with attention to detail.
• Ability to work independently and as part of a team in a fast-paced environment.
• Adaptability to shifting priorities and willingness to learn new technologies.
• Flexibility and adaptability for scheduled shift times

• Strong problem-solving skills and a client-focused approach.
• Ability to remain calm and professional in high-pressure situations.
• Commitment to continuous learning and skill development.
• Proactive approach to identifying and addressing recurring issues.
• Compliance with company policies, procedures, and security best practices.

• Serve as the first point of contact for all IT-related support requests primarily via phone and as needed via email and/or ticketing system.
• Be logged into the phone queues throughout the entire workday to ensure consistent client support.
• Troubleshoot and resolve basic desktop, software, network, and hardware issues.
• Assist clients with installation, configuration, and usability of desktop computers, mobile devices, printers, and other peripheral equipment.
• Follow established troubleshooting and escalation procedures, ensuring timely resolution or proper handoff to higher-tier support.
• Maintain accurate documentation of all support requests, solutions, and client interactions in the ticketing system.
• Work with vendors to resolve software and hardware-related issues.
• Install and configure operating systems, software applications, patches, and updates.
• Perform basic virus detection, removal, and system security maintenance.
• Monitor and address backup failures, assisting in data restoration efforts when needed.
• Educate end-users on best practices for cybersecurity and IT resource usage.
• Assist with password resets, account provisioning, and access control.
• Participate in an on-call rotation for after-hours support as needed.
• Documenting and addressing technical issues and customer interactions, escalating as necessary.

• Associate's Degree in Technology or related field required.
• 2-5 years of experience with Microsoft environments required.
• 0-2 years of MSP specific experience preferred.
• Network+ and Security+ certifications preferred.

• Knowledge of VMWare, Citrix, VPN and Terminal Services.
• Backup Technologies.
• Internet/DNS/E-mail/Communication issues.
• Strong understanding of Windows operating systems, Microsoft Office Suite, and cloud applications.
• Knowledge of basic networking concepts, including DNS, DHCP, VPN, and firewall configurations.
• Familiarity with remote troubleshooting tools and remote desktop applications.
• Ability to diagnose and resolve technical issues in a structured and efficient manner.
• Excellent communication and customer service skills with a professional demeanor.
• Strong documentation skills with attention to detail.
• Ability to work independently and as part of a team in a fast-paced environment.
• Adaptability to shifting priorities and willingness to learn new technologies.
• Flexibility and adaptability for scheduled shift times

• Strong problem-solving skills and a client-focused approach.
• Ability to remain calm and professional in high-pressure situations.
• Commitment to continuous learning and skill development.
• Proactive approach to identifying and addressing recurring issues.
• Compliance with company policies, procedures, and security best practices.

• Serve as the first point of contact for all IT-related support requests primarily via phone and as needed via email and/or ticketing system.
• Be logged into the phone queues throughout the entire workday to ensure consistent client support.
• Troubleshoot and resolve basic desktop, software, network, and hardware issues.
• Assist clients with installation, configuration, and usability of desktop computers, mobile devices, printers, and other peripheral equipment.
• Follow established troubleshooting and escalation procedures, ensuring timely resolution or proper handoff to higher-tier support.
• Maintain accurate documentation of all support requests, solutions, and client interactions in the ticketing system.
• Work with vendors to resolve software and hardware-related issues.
• Install and configure operating systems, software applications, patches, and updates.
• Perform basic virus detection, removal, and system security maintenance.
• Monitor and address backup failures, assisting in data restoration efforts when needed.
• Educate end-users on best practices for cybersecurity and IT resource usage.
• Assist with password resets, account provisioning, and access control.
• Participate in an on-call rotation for after-hours support as needed.
• Documenting and addressing technical issues and customer interactions, escalating as necessary.

• Associate's Degree in Technology or related field required.
• 2-5 years of experience with Microsoft environments required.
• 0-2 years of MSP specific experience preferred.
• Network+ and Security+ certifications preferred.

• Knowledge of VMWare, Citrix, VPN and Terminal Services.
• Backup Technologies.
• Internet/DNS/E-mail/Communication issues.
• Strong understanding of Windows operating systems, Microsoft Office Suite, and cloud applications.
• Knowledge of basic networking concepts, including DNS, DHCP, VPN, and firewall configurations.
• Familiarity with remote troubleshooting tools and remote desktop applications.
• Ability to diagnose and resolve technical issues in a structured and efficient manner.
• Excellent communication and customer service skills with a professional demeanor.
• Strong documentation skills with attention to detail.
• Ability to work independently and as part of a team in a fast-paced environment.
• Adaptability to shifting priorities and willingness to learn new technologies.
• Flexibility and adaptability for scheduled shift times

• Strong problem-solving skills and a client-focused approach.
• Ability to remain calm and professional in high-pressure situations.
• Commitment to continuous learning and skill development.
• Proactive approach to identifying and addressing recurring issues.
• Compliance with company policies, procedures, and security best practices.

• Serve as the first point of contact for all IT-related support requests primarily via phone and as needed via email and/or ticketing system.
• Be logged into the phone queues throughout the entire workday to ensure consistent client support.
• Troubleshoot and resolve basic desktop, software, network, and hardware issues.
• Assist clients with installation, configuration, and usability of desktop computers, mobile devices, printers, and other peripheral equipment.
• Follow established troubleshooting and escalation procedures, ensuring timely resolution or proper handoff to higher-tier support.
• Maintain accurate documentation of all support requests, solutions, and client interactions in the ticketing system.
• Work with vendors to resolve software and hardware-related issues.
• Install and configure operating systems, software applications, patches, and updates.
• Perform basic virus detection, removal, and system security maintenance.
• Monitor and address backup failures, assisting in data restoration efforts when needed.
• Educate end-users on best practices for cybersecurity and IT resource usage.
• Assist with password resets, account provisioning, and access control.
• Participate in an on-call rotation for after-hours support as needed.
• Documenting and addressing technical issues and customer interactions, escalating as necessary.

• Associate's Degree in Technology or related field required.
• 2-5 years of experience with Microsoft environments required.
• 0-2 years of MSP specific experience preferred.
• Network+ and Security+ certifications preferred.

• Knowledge of VMWare, Citrix, VPN and Terminal Services.
• Backup Technologies.
• Internet/DNS/E-mail/Communication issues.
• Strong understanding of Windows operating systems, Microsoft Office Suite, and cloud applications.
• Knowledge of basic networking concepts, including DNS, DHCP, VPN, and firewall configurations.
• Familiarity with remote troubleshooting tools and remote desktop applications.
• Ability to diagnose and resolve technical issues in a structured and efficient manner.
• Excellent communication and customer service skills with a professional demeanor.
• Strong documentation skills with attention to detail.
• Ability to work independently and as part of a team in a fast-paced environment.
• Adaptability to shifting priorities and willingness to learn new technologies.
• Flexibility and adaptability for scheduled shift times

• Strong problem-solving skills and a client-focused approach.
• Ability to remain calm and professional in high-pressure situations.
• Commitment to continuous learning and skill development.
• Proactive approach to identifying and addressing recurring issues.
• Compliance with company policies, procedures, and security best practices.

• Serve as the first point of contact for all IT-related support requests primarily via phone and as needed via email and/or ticketing system.
• Be logged into the phone queues throughout the entire workday to ensure consistent client support.
• Troubleshoot and resolve basic desktop, software, network, and hardware issues.
• Assist clients with installation, configuration, and usability of desktop computers, mobile devices, printers, and other peripheral equipment.
• Follow established troubleshooting and escalation procedures, ensuring timely resolution or proper handoff to higher-tier support.
• Maintain accurate documentation of all support requests, solutions, and client interactions in the ticketing system.
• Work with vendors to resolve software and hardware-related issues.
• Install and configure operating systems, software applications, patches, and updates.
• Perform basic virus detection, removal, and system security maintenance.
• Monitor and address backup failures, assisting in data restoration efforts when needed.
• Educate end-users on best practices for cybersecurity and IT resource usage.
• Assist with password resets, account provisioning, and access control.
• Participate in an on-call rotation for after-hours support as needed.
• Documenting and addressing technical issues and customer interactions, escalating as necessary.

• Associate's Degree in Technology or related field required.
• 2-5 years of experience with Microsoft environments required.
• 0-2 years of MSP specific experience preferred.
• Network+ and Security+ certifications preferred.

• Knowledge of VMWare, Citrix, VPN and Terminal Services.
• Backup Technologies.
• Internet/DNS/E-mail/Communication issues.
• Strong understanding of Windows operating systems, Microsoft Office Suite, and cloud applications.
• Knowledge of basic networking concepts, including DNS, DHCP, VPN, and firewall configurations.
• Familiarity with remote troubleshooting tools and remote desktop applications.
• Ability to diagnose and resolve technical issues in a structured and efficient manner.
• Excellent communication and customer service skills with a professional demeanor.
• Strong documentation skills with attention to detail.
• Ability to work independently and as part of a team in a fast-paced environment.
• Adaptability to shifting priorities and willingness to learn new technologies.
• Flexibility and adaptability for scheduled shift times

• Strong problem-solving skills and a client-focused approach.
• Ability to remain calm and professional in high-pressure situations.
• Commitment to continuous learning and skill development.
• Proactive approach to identifying and addressing recurring issues.
• Compliance with company policies, procedures, and security best practices.

Salary: 50-60k DOE

• Serve as the first point of contact for all IT-related support requests primarily via phone and as needed via email and/or ticketing system.
• Be logged into the phone queues throughout the entire workday to ensure consistent client support.
• Troubleshoot and resolve basic desktop, software, network, and hardware issues.
• Assist clients with installation, configuration, and usability of desktop computers, mobile devices, printers, and other peripheral equipment.
• Follow established troubleshooting and escalation procedures, ensuring timely resolution or proper handoff to higher-tier support.
• Maintain accurate documentation of all support requests, solutions, and client interactions in the ticketing system.
• Work with vendors to resolve software and hardware-related issues.
• Install and configure operating systems, software applications, patches, and updates.
• Perform basic virus detection, removal, and system security maintenance.
• Monitor and address backup failures, assisting in data restoration efforts when needed.
• Educate end-users on best practices for cybersecurity and IT resource usage.
• Assist with password resets, account provisioning, and access control.
• Participate in an on-call rotation for after-hours support as needed.
• Documenting and addressing technical issues and customer interactions, escalating as necessary.

• Associate's Degree in Technology or related field required.
• 2-5 years of experience with Microsoft environments required.
• 0-2 years of MSP specific experience preferred.
• Network+ and Security+ certifications preferred.

• Knowledge of VMWare, Citrix, VPN and Terminal Services.
• Backup Technologies.
• Internet/DNS/E-mail/Communication issues.
• Strong understanding of Windows operating systems, Microsoft Office Suite, and cloud applications.
• Knowledge of basic networking concepts, including DNS, DHCP, VPN, and firewall configurations.
• Familiarity with remote troubleshooting tools and remote desktop applications.
• Ability to diagnose and resolve technical issues in a structured and efficient manner.
• Excellent communication and customer service skills with a professional demeanor.
• Strong documentation skills with attention to detail.
• Ability to work independently and as part of a team in a fast-paced environment.
• Adaptability to shifting priorities and willingness to learn new technologies.
• Flexibility and adaptability for scheduled shift times

• Strong problem-solving skills and a client-focused approach.
• Ability to remain calm and professional in high-pressure situations.
• Commitment to continuous learning and skill development.
• Proactive approach to identifying and addressing recurring issues.
• Compliance with company policies, procedures, and security best practices.

• Serve as the first point of contact for all IT-related support requests primarily via phone and as needed via email and/or ticketing system.
• Be logged into the phone queues throughout the entire workday to ensure consistent client support.
• Troubleshoot and resolve basic desktop, software, network, and hardware issues.
• Assist clients with installation, configuration, and usability of desktop computers, mobile devices, printers, and other peripheral equipment.
• Follow established troubleshooting and escalation procedures, ensuring timely resolution or proper handoff to higher-tier support.
• Maintain accurate documentation of all support requests, solutions, and client interactions in the ticketing system.
• Work with vendors to resolve software and hardware-related issues.
• Install and configure operating systems, software applications, patches, and updates.
• Perform basic virus detection, removal, and system security maintenance.
• Monitor and address backup failures, assisting in data restoration efforts when needed.
• Educate end-users on best practices for cybersecurity and IT resource usage.
• Assist with password resets, account provisioning, and access control.
• Participate in an on-call rotation for after-hours support as needed.
• Documenting and addressing technical issues and customer interactions, escalating as necessary.

• Associate's Degree in Technology or related field required.
• 2-5 years of experience with Microsoft environments required.
• 0-2 years of MSP specific experience preferred.
• Network+ and Security+ certifications preferred.

• Knowledge of VMWare, Citrix, VPN and Terminal Services.
• Backup Technologies.
• Internet/DNS/E-mail/Communication issues.
• Strong understanding of Windows operating systems, Microsoft Office Suite, and cloud applications.
• Knowledge of basic networking concepts, including DNS, DHCP, VPN, and firewall configurations.
• Familiarity with remote troubleshooting tools and remote desktop applications.
• Ability to diagnose and resolve technical issues in a structured and efficient manner.
• Excellent communication and customer service skills with a professional demeanor.
• Strong documentation skills with attention to detail.
• Ability to work independently and as part of a team in a fast-paced environment.
• Adaptability to shifting priorities and willingness to learn new technologies.
• Flexibility and adaptability for scheduled shift times

• Strong problem-solving skills and a client-focused approach.
• Ability to remain calm and professional in high-pressure situations.
• Commitment to continuous learning and skill development.
• Proactive approach to identifying and addressing recurring issues.
• Compliance with company policies, procedures, and security best practices.

Position Overview: 

As the Revenue Operations Analyst for RxVantage you will function as the analytical linchpin for our Go To Market organization, providing clear insight between data and revenue performance. This role will serve as a backbone to understanding performance, identifying areas of opportunity, and driving data-informed decisions across the entire client lifecycle.

The primary focus of this role is to provide clear, accurate and actionable insights across all GTM motions including Sales, Marketing, Service and Account Management. You will own the design, maintenance and evolution of GTM reporting - ultimately providing executive level insights that enable leaders to optimize pipeline, drive revenue efficiency and increase customer engagement. You will become the cornerstone of all revenue intelligence, providing a consistent source of truth for GTM Metrics and performance analysis.

The Revenue Operations Analyst will primarily partner with the revenue organization, but will also work closely with Operations, IT, Finance, Data and Product to centralize all GTM reporting functions including commissions, product feedback and revenue retention.

The Revenue Operations Analyst will work closely with the Director of Sales Operations to develop and prioritize the GTM Intelligence roadmap and facilitate enablement programs that allow for on demand, real time access to strategic information for key stakeholders. 

What you’ll be doing:

• Own end-to-end GTM reporting across Sales, Marketing, Channel, Service, and Account Management motions, ensuring accuracy, consistency, and scalability.
• Ensure data integrity and alignment between Go-To-Market systems (CRM, marketing automation, sales engagement) and financial systems by reconciling revenue, bookings, and pipeline metrics and resolving discrepancies.
• Partner with RxVantage finance and revenue teams to administer commission processes for Go to Market team members 
• Design and maintain dashboards and reports that track pipeline health, conversion rates, revenue performance, customer engagement, retention, and expansion.
• Partner with GTM stakeholders to define success metrics, KPIs, and performance benchmarks across each motion.
• Translate raw data into clear insights, trends, and recommendations for executives and GTM leaders.
• Identify gaps, inefficiencies, and growth opportunities within GTM motions using data-driven analysis.
• Ensure alignment on metric definitions, data sources, and reporting standards across systems.
• Support forecasting, planning, and quarterly business reviews with reliable and timely analysis.
• Continuously improve reporting automation, data quality, and analytical frameworks as the GTM strategy evolves.
• Partner with other members of the Revenue Operations team to ensure all necessary mechanisms are in place within the GTM tech stack to execute quality reporting and analysis

The ideal candidate:

Technical Skills Required

• SQL Proficiency including the ability to write complex queries to extract transform and analyze GTM data across multiple sources 
• Hands-on experience with business intelligence and visualization tools building dashboards and reports (Tableau Preference) 
• Proficiency building Salesforce reporting and Dashboards
• Advanced Spreadsheet skills including data modeling and scenario analysis 
• Ability to define, document and standardize GTM metrics including funnel conversion, pipeline velocity, CAC, LTV, retention and expansion
• Familiarity with various models of compensation and incentive plans
• Ability to maintain and validate financial data including forecasting, bookings, revenue, expenses and variance analysis
• Effective management of sales and financial data across various systems including CRM, Dashboards, Spreadsheets and financial systems.
  
  

Non Technical Skills Required

• Ability to create partnerships and actively listen to department leadership in order to develop analysis that solves problems and facilitates RxVantage Go to Market Revenue Goals. 
• Ability to prioritize project management and align roadmap to RxVantage’s growth goals and vision
• Proactive attitude to identify potential issues and present solutions before problems arise. Mindset of thinking about both short term needs and long term company goals. 
• Detail oriented nature to document all updates and processes. 
• Ability to manage complex projects that span multiple teams and functions. 
• Willingness and capability to translate complex data sets and operational terminology to simple terms that convey the benefit for end users and management.

Business Analyst Intern (Summer 2027) – Prospect Pool | Red Ventures Launch Program

While our Summer 2026 Business Analyst Internship is now filled, we’re excited to connect with students interested in Summer 2027 opportunities.

If you're looking to make an impact early in your career - not just observe from the sidelines - this is your chance to get on our radar.

At Red Ventures, we don’t believe in “intern grunt work.” As part of our Launch Program, interns step into meaningful, high-impact work from Day 1. Over the course of an 11-week summer internship, you’ll gain real-world experience, build critical skills, and position yourself for a potential full-time return offer.

You’ll join a cohort of driven peers, go through immersive onboarding and training, and work directly with a team, manager, and mentor to tackle real business challenges. Along the way, you’ll also experience Red Ventures’ culture through social events, community engagement, and time in the Charlotte area.

What You’ll Do

• Join a team across areas like SEO, Paid Media, Customer Experience, or Business Operations

• Work on high-impact projects that directly influence business outcomes

• Own a project solving a complex, ambiguous problem—from defining the approach to delivering recommendations

• Use data and analytics tools to uncover insights and drive smarter decisions

• Translate findings into clear, actionable recommendations for stakeholders

• Take ownership of your work and identify opportunities to leverage technology, data, and innovative thinking

What We’re Looking For

• Current undergraduate students graduating Summer 2028
  (majors may include business, analytics, math, statistics, computer science, or related fields)

• Strong problem-solving skills and ability to navigate ambiguity

• Demonstrated interest in AI and emerging technologies, with hands-on experience preferred

• Curiosity around how data and AI can drive better decisions and business outcomes

• Experience working with data (e.g., SQL, Excel, Tableau, or similar tools)

• Ability to analyze, synthesize, and communicate insights effectively

• A proactive, scrappy, and self-motivated mindset

• Team-oriented with a competitive spirit and sense of humor

• Passion for a fast-paced, performance-driven environment

Nice to have: Exposure to Python, R, machine learning, or statistical modeling

Important Notes

• This posting is for future interest (Summer 2027 internship consideration)

• By applying, you’ll be added to our early talent pipeline and considered when applications open

• This role is not open to visa sponsorship or transfer of sponsorship, including H1-B, F-1, OPT, STEM-OPT, or TN visas, and is not available for corp-to-corp arrangements

Compensation

• $38.46/hour

Who We Are

Red Ventures is a global portfolio of high-growth companies — spanning several U.S. businesses, a joint venture in the health services industry, and strategic investments in Europe and Puerto Rico. Their businesses include The Points Guy, Lonely Planet, Bankrate, the Allconnect Platform, RV Home Client Growth, RV Growth & Transformation, Sage Home Loans Corporation, RV Education and more. Across the portfolio, Red Ventures businesses deliver seamless digital experiences for consumers, help Fortune 100 clients solve large-scale digital growth challenges, and create world-class experiences and opportunities for employees. Learn more at redventures.com and follow @RedVentures on LinkedIn and Instagram.

At Red Ventures, we believe diverse, inclusive teams are better. To help you better understand our core values and beliefs, we encourage you to watch this brief YouTube video: Our Belief Statements. This will give you insight into the principles that guide our work and our commitment to fostering an inclusive environment.

We offer competitive salaries and a comprehensive benefits program for full-time employees, including medical, dental and vision coverage, paid time off, life insurance, disability coverage, employee assistance program, 401(k) plan and a paid parental leave program.

Red Ventures is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at Red Ventures is based solely on a person's merit and qualifications. 

We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact accommodation@redventures.com. 

If you are based in California, we encourage you to read this important information for California residents linked here.

#LI

*PLEASE NOTE: This role requires the candidate to be in or near Charlotte, NC. In-office presence is required three days a week. Additionally, this position does not offer visa sponsorship.* 

Responsibilities: 

• The Financial Analyst is tasked with ensuring the accuracy of monthly financial reports, facilitating and maintaining accurate real-time forecasts. This role also plays a crucial part in the annual planning process, maintaining long-term models, and generating relevant, actionable insights into ongoing business trends. 

• Develops, enhances, and maintains financial analysis, budgets, and forecasts in support of various cost centers, including monthly headcount and expense reporting to provide clear visibility into operational costs and workforce planning. 

• Responsible for preparing weekly reporting of performance and underlying business trends, as well as monthly headcount and expense summaries to track financial health and organizational growth. 

• Supports business line management by assisting in the evaluation of new strategic initiatives, including financial modeling, due diligence, and the assessment of potential impacts on monthly expenses and workforce requirements. 

• Utilizes the capabilities of the corporate data warehouse and the various software suites used throughout the Company to support monthly, quarterly, and annual analysis and reporting, with a specific focus on headcount and expense management. 

Experience / Training / Education: 

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related program is required. 

• MBA preferred. 

• 2+ years of experience in Financial Planning and Analysis, preferably with a public company, with a proven track record in managing headcount and expense reporting. 

• Previous experience supporting Marketing and/or Product functions is highly desirable, with a focus on cost management and efficiency. 

• Working knowledge of Generally Accepted Accounting Principles (GAAP), with particular emphasis on expense classification and headcount management. 

Knowledge / Skills / Abilities: 

• Computer skills: Advanced MS Excel (with proficiency in managing spreadsheets for headcount and expense tracking), advanced MS PowerPoint, intermediate MS Word, intermediate MS Outlook, Hyperion Essbase. 

• Excellent statistical analysis skills, with the ability to research and analyze various types of data, including headcount and financial expenditures. 

• Ability to effectively prioritize workload and manage changes in direction, particularly in relation to financial planning and cost management. 

• Effective oral and written communication skills, especially in presenting and explaining complex headcount and expense reports to stakeholders. 

• Ability to interpret and apply required policies and procedures, with a keen understanding of their implications on financial reporting and organizational budgeting. 

ABOUT LENDINGTREE 

LendingTree is the nation’s leading online lending marketplace. We connect consumers with multiple lenders so they can easily compare options and find the right fit — from mortgages and personal loans to credit, savings, and insurance products.  
 
Our founder, Doug Lebda, started LendingTree in 1996 after his own frustrating house-hunting experience. What began as a simple idea to make loan shopping easier has grown into a platform that empowers millions of people to make smarter financial decisions every day. 
 
What else you should know: 

• We’re a publicly traded company (NASDAQ: TREE). 

• We’ve welcomed several other companies into the LendingTree family to expand our reach and capabilities. 

• We’ve built the LendingTree app and My LendingTree dashboard to give consumers tools to manage and monitor their financial health. 

• We’re also committed to giving back — through philanthropic programs, volunteer opportunities, and partnerships that strengthen the communities where we live and work. 

 OUR CULTURE 

We’re a collaborative, entrepreneurial team that values curiosity, creativity, and getting things done together. Our teammates are some of the brightest, most driven people you’ll meet — and we celebrate innovation, inclusion, and ownership. At LendingTree, you’ll find an inclusive culture where diverse perspectives make us stronger. We believe in working hard and supporting one another — with the flexibility and trust that help you thrive both personally and professionally. 
 
We’re proud to offer generous benefits, wellness programs, and time-off policies designed to help you recharge, stay healthy, and bring your best self to work every day. And yes — we still have fun doing it (our “GSD – Get Stuff Done” award is a fan favorite!) 
 
Come grow with us, make an impact, and be part of a company that truly cares about its people and its community. 
 
LendingTree is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion (or creed), gender, gender expression, age, national origin, disability, marital status, sexual orientation, or military status. 

CCPA Disclosure