About the role 

Roku's FP&A team is looking for a Sr. Financial Analyst to own the financial planning, reporting, and forecasting for Frndly TV, a Roku owned and operated streaming service. You'll be the primary finance partner for the Frndly TV business — building the models, tracking performance, and delivering the analysis that drives decisions on subscriber growth, content economics, and profitability. 

This role will evolve as AI transforms financial analysis. We want someone who's excited about that — not just comfortable with new tools, but eager to rethink how FP&A work gets done. If you're the kind of person who automates the repetitive stuff so you can spend more time on the work that actually matters, you'll thrive here. 

What you’ll be doing 

• Own the financial forecasting and budgeting process for Frndly TV, including revenue, subscriber metrics, content costs, and operating expenses 
• Deliver monthly and quarterly variance analyses — explain what happened, why it matters, and what to do about it 
• Build and maintain financial models that inform pricing, content investment, and growth strategy decisions 
• Conduct ROI analyses on proposed initiatives, translating business cases into clear financial frameworks. 
• Partner with cross-functional teams (Product, Content, Marketing) to provide financial perspective and support strategic planning 
• Identify ways to improve the speed, accuracy, and usefulness of financial reporting — including leveraging AI and automation tools to streamline workflows 
• Present findings and recommendations to senior leadership with clarity and confidence 

We’re excited if you have 

• 3–5 years of experience in FP&A, corporate finance, or a related analytical role 
• Strong financial modeling skills — you're fluent in Excel and comfortable building models from scratch 
• Experience with variance analysis, budgeting, and forecasting processes 
• Clear communicator who can translate numbers into business insights for non-finance audiences 
• Intellectually curious — you dig into the "why" behind the numbers, not just the "what" 
• Self-directed and comfortable with ambiguity; this is a growing business with evolving scope 
• Genuine interest in how AI and automation are changing knowledge work — you don't need to be an expert, but you should be experimenting 
• Bachelor's degree in finance, accounting, economics, or a related field preferred 

Nice to have 

• Experience in media, streaming, or subscription-based businesses 
• Familiarity with tools beyond Excel — SQL, BI platforms (Looker, Tableau), or financial planning software (e.g., Anaplan) 
• Exposure to subscriber/cohort economics or customer lifetime value analysis 

#LI-RR1 

ABOUT THE TEAM 

Anduril is a fast paced, high-tech company with deep expertise in cutting-edge information science. We are seeking a Program Analyst to work with our technical Program Managers and Contracts Management Team. The Program Analyst will play a pivotal role in helping Anduril manage its wide variety of government defense contracts and other business and administrative contracts. Working with existing technical team managers, your goal is to ensure not only successful contractual planning, but to also ensure that contract deliverables are delivered correctly and on time.

ABOUT THE JOB 

This position will have exposure to a wide variety of program planning, organization, and compliance activities. Reporting to the technical Program Director, you will strengthen and develop your business knowledge and expertise by being a part of a fast-growing company that delivers technology solutions to government and industry customers. Preferred candidates will have a strong background in contract administration; project management; a willingness to learn; be a team player and be able to adapt to the changing needs of a fast-paced technology business.

WHAT YOU’LL DO 

• Planning: Developing project plans, timelines, and budgets to support compliance with customer contracts and any subcontracts. Track spending and any associated funding limitations.
• Organizing: Creating a plan for contract implementation, assigning tasks, and coordinating with team members on roles and responsibilities. Implement collaborative tools to allow team members to efficiently support contracts.
• Guidance: Ensuring team is complying with legal guidance in executing contract deliverables and milestones. Ensure deliverables and milestones are delivered in a timely manner consistent with legal guidance.
• Monitoring and Controlling: Tracking progress, monitoring compliance, and assisting in implementing corrective actions in contract performance. Maintain records of compliance with contract milestones and deliverables.
• Communication: Keeping internal stakeholders informed, managing expectations, and resolving issues.
• Risk Management: Identifying, assessing, and mitigating potential risks in contract performance in collaboration with legal and the program manager.
• Contract Closure: Ensuring the project is completed successfully, all deliverables are finalized, and necessary close-out activities completed.

REQUIRED QUALIFICATIONS 

• Bachelor’s Degree in Business Administration or related field with a record of academic accomplishment
• Excellent written, verbal, and interpersonal communication skills
• Strong analytical abilities, with a high detail orientation and commitment to quality
• Ability to operate well in a highly regulated business environment
• Ability to multi-task and work in a fast-paced environment
• Commitment to excellence and continuous improvement
• Willingness to learn and apply federal regulations and contract requirements (FAR, DFARS, CAS, ITAR, EAR, etc.)
• Proficiency with Microsoft Office applications, including Word, Excel, and PowerPoint
• Eligible to obtain and maintain an active U.S. Secret security clearance

PREFERRED QUALIFICATIONS 

• Experience in project management, including proficiency with Microsoft Project and Adobe Pro
• Experience in federal government contracts, data requirements, and delivery forms
• Knowledge of federal procurement processes and practices, including FAR and DFARS

This Senior IAM Engineer will own the Okta for Government High (FedRAMP High) tenant, which serves as the enterprise Identity Provider and Identity Governance platform for a 1,500+ user organization. The role is the primary technical resource responsible for the build, enhancement, and operation of key functions, including SSO integrations, Identity Governance (OIG), Lifecycle Management, Workflows automation, and Adaptive MFA policy.

In the first three months, you will help develop the core program documentation and workflows. You will collaborate with external teams like IT, Legal and People to integrate into company processes. You will work with our technical security experts to build Identity and Access management processes and procedures.

Responsibilities

• Own the Okta for Government High (FedRAMP High) tenant — configuration, health, lifecycle, and security posture
• Manage Universal Directory: on-prem AD Agent sync, HRIS attribute mastering, profile mappings, and group rules
• Build and maintain all SSO app integrations via the Okta Integration Network (OIN) using SAML, OIDC, and SCIM
• Own and maintain Okta Adaptive MFA policies: factor enrollment rules, risk-based step-up authentication, FIDO2/YubiKey/PIV/CAC configuration
• Maintain the Okta System Log to Microsoft Sentinel log streaming pipeline and retention configuration
• Own Okta Identity Governance (OIG): entitlement catalog, access certification campaign setup, SoD policy rules, and access request workflow design
• Own, Build and Maintain Okta Lifecycle Management: JML automation rules, HRIS connector configuration, and auto-provisioning and deprovisioning into all connected applications, access review triggers, and automated remediation
• Design, build, and document all Okta-side enhancements including new app onboarding, policy changes, and IGA configuration updates
• Write test cases for all Okta-side changes; execute UAT jointly with the Identity Governance & Operations Analyst before production promotion
• Support Identity Operations Specialist on Tier 2 Okta escalations and Workflow troubleshooting
• Assist Identity Governance & Operations Analyst with OIG campaign configuration and certification reporting

Requirements:

• 4+ years of hands-on Okta administration and engineering experience
• Demonstrated experience with Okta SSO app integrations via SAML 2.0 and OIDC
• Experience with Okta Lifecycle Management and HRIS connector configuration
• Experience building Okta Workflows for provisioning automation
• Experience with Okta Adaptive MFA policy configuration including FIDO2/WebAuthn and hardware token enrollment
• Experience with Okta Universal Directory including AD Agent deployment and profile mastering

Compliance Requirements: this role will be subject to US Federal regulations, therefore:

• Must be a U.S. Citizen or Lawful Permanent Resident (Green Card holder) — U.S. Person 
• Ability to obtain and maintain a security clearance or pass a background investigation consistent with CUI access
  
  

Preferred Qualifications:

• Experience with Okta for Government High (FedRAMP High) or FedRAMP Moderate environments — strong preference
• Okta Identity Governance (OIG) experience — access certifications, SoD, entitlement management
• Experience federating Okta to Microsoft Entra ID / GCCH as a SAML Service Provider
• Familiarity with CMMC, ITAR, GDPR, SOX, SOC 2 compliance requirements
• Experience with SCIM 2.0 provisioning to downstream applications
• Okta Identity Governance certification (preferred)

The approximate base salary range for this position is $126,887 - $166,127. The total compensation package includes base, bonus, equity, and a range of benefit options found on our career site.

Location: This role is based out of our College Park, Boulder, CO, or Bothell, WA offices, or can be remote in the US. 
Travel: Up to 1 week per quarter
Job ID:  1460

About the opportunity

Contentful is seeking a Senior Business intelligence Analyst to join our growing Field organization. In this highly visible and impactful role, you will serve as the analytics thought leader for our Field Organization, transforming data into actionable insight that drives growth, improves efficiency, and enables strategic decision-making.

You’ll work closely with field leadership, revenue operations, marketing, product and finance to uncover opportunities that accelerate pipeline generation, improve conversion rates, and optimize field performance. As a key business partner, you’ll help shape go-to-market strategy through data-informed recommendations and forward-looking analysis.

This role sits within the Field organization but partners closely with our central Data team - leveraging Contentful’s Insight360 platform to ensure the field organization has trusted, timely, and actionable data. You’ll interrogate data, experiment, build dashboards and models, and guide leadership with fact-based storytelling that drives meaningful business outcomes.

If you’re a hands-on analytics expert with a passion for solving commercial challenges through data, this is an opportunity to make a tangible impact on the growth and success of Contentful.

What to expect?

• Partner with Field leadership to define, measure, and monitor key performance metrics across pipeline health, bookings, productivity, and retention.
• Deliver high-quality insights and analysis that guide tactical and strategic decisions, supporting both day-to-day operations and long-term growth initiatives.
• Build and maintain dashboards, reports, and models that provide real-time visibility into field performance using Contentful’s Insight360 platform and modern BI tools.
• Collaborate with the central Data team to ensure data integrity, develop new data capabilities, and define requirements for future enhancements to the data platform.
• Act as Data Steward for the Field organisation to help drive data capture improvements, define key metrics and attributes as well as ensure strong data hygiene for field owned data.
• Conduct deep-dive analyses on key topics such as funnel conversion, territory design, forecasting accuracy, and field capacity planning.
• Partner with Marketing, Customer Success, Product and Finance to create a holistic view of the customer lifecycle, connecting data across the revenue funnel.
• Translate complex data into clear, compelling narratives and visualizations for field leaders and executives.
• Act as a trusted advisor to field leadership, driving data-informed strategy, identifying improvement opportunities, and recommending operational efficiencies.
• Foster a culture of data-driven decision-making within the Field organization by promoting data fluency and self-service analytics.

What do you need to be successful?

• Field leadership makes faster, more confident decisions using trusted, actionable insights.
• Insight360 and supporting dashboards become the single source of truth for Field performance and forecasting.
• The Field organization proactively uses data to identify growth opportunities, optimize resources, and exceed revenue targets.
• Cross-functional collaboration with the Data team ensures alignment between sales and CS needs and enterprise data strategy.
• You are recognized as a go-to strategic partner who blends analytical rigor with commercial acumen.

What's in it for you?

• Join an ambitious tech company reshaping the way people build digital experiences
• Full-time employees receive Stock Options for the opportunity to share in the success of our company
• Comprehensive healthcare package covering 100% of monthly health premiums for employees and 85% of costs for your dependents. 
• Fertility and family building benefits, including a lifetime reimbursable wallet to support your growing family.
• We value Work-Life balance and You Time! A generous amount of paid time off, including vacation days, sick days, compassion days for loss,  education days, and volunteer days
• Company paid parental leave to care for and focus on your growing family 
• Use your personal annual education budget to improve your skills and grow in your career
• Enjoy a full range of virtual and in-person events, including workshops, guest speakers, and fun team activities, supporting learning and networking exchange beyond the usual work duties 
• An annual wellbeing stipend to care for your physical, financial, or emotional health
• A monthly communication stipend and phone hardware upgrade reimbursement.
• New hire office equipment stipend for hybrid or distributed employees. Get the gear you need to work at your best.

This role will need to be conducted in a state in which we are currently registered to do business. In addition, this position is not eligible for visa sponsorship. Applicants must be authorized to work without the need for visa sponsorship by the start date of employment.

This position is eligible for equity awards in accordance with the terms of Contentful’s equity plans.

The application deadline is 05/21/2026

Colorado Salary Statement: The salary range displayed is specifically for those potential hires who will work or reside in the state of Colorado if selected for the role. Any offered salary is determined based on internal equity, internal salary ranges, market data/ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD/technology), for example.

Colorado Salary: $126,000- $170,000

Job Summary:

The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Key Responsibilities and Duties

• Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
• Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
• Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
• Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients

• Ensures adherence to compliance and regulatory policies as well as company standards of client care

• Acts as a fiduciary, placing client interests and outcomes first

Required Knowledge, Skills and Abilities:

Education:

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus

Experience:

• 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)

Certifications/Licenses:

• Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
• Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)

Skills & Competencies:

• Advanced knowledge of the industry, financial products, and financial planning concepts
• Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
• Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
• Experience utilizing financial planning software
• Expert at collaboration and willing to help others
• Sales aptitude and experience is preferred
• An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
• Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
• Comprehensive understanding of compliance requirements
• Ability to travel up to 20% as required for client meetings, company training, etc.

Work Schedule:   Business hours Monday through Friday.

Working Conditions:  Hybrid schedule with a combination of remote and office work in a professional office environment.  Working inside.  Standing and sitting.  Will be assigned to a workstation.  

Application Deadline: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

#LI-Hybrid

At Career Team, our mission is to empower one person, start one career, and serve one family at a time. We do this through innovative software solutions and high-touch services.

Lead Business Analyst — Workforce Development Software

Summary: Own discovery and requirements for a workforce development SaaS platform (WIOA case management, labor exchange, services, outcomes, reporting). Translate program and policy needs into build-ready user stories and support delivery through UAT and go-live.

Responsibilities

• Lead client workshops to document workflows (intake/eligibility, enrollment, services, case notes, exits/follow-up).
• Write clear user stories, acceptance criteria, process maps, and configuration/business rules.
• Partner with Product/Engineering/QA to design solutions, clarify scope, and manage requirements changes.
• Support integrations and data mapping (imports/exports, APIs) and reporting requirements.
• Plan and execute UAT with customers; triage defects and validate fixes.
• Manage and mentor other business analysts and systems staff, supporting their growth and elevating the quality of work across the team.
• Lead cross-functionally across a variety of contexts — partnering with product, engineering, operations, client-facing teams, and external stakeholders to drive outcomes.

Requirements

• Workforce program domain knowledge (WIOA, one-stop operations, labor exchange).
• PIRL familiarity (data elements, validations, reporting impacts).
• 3+ years as a Business Analyst delivering software (SaaS preferred).
• Strong facilitation and documentation skills; can turn complex processes into testable requirements.
• Experience working cross-functionally with technical teams and external stakeholders.

Why Join Us

• We change lives.
• We're growing quickly and need leaders who want real ownership and real impact.
• We're serious about the outcomes but have fun making them happen.
• Big enough to be interesting, small enough that your work changes the company.

Who You Are

• You're fluent in the numbers and comfortable with the messy middle of scaling fast.
• You can move from deep analysis to executive conversation without missing a beat.
• You're hands-on when needed, but you're always building people, processes, and tools.
• You simplify complicated things and build systems to keep them simple.
• You anticipate the communication before it's needed and always know your audience.
• You're calm, direct, and you follow through.

How We Work

• High trust, high accountability
• We obsess about our customers
• We value action over perfection, and iterate to get better every day

The Test and Analysis team is responsible for ensuring that emerging products are ready for the harsh conditions of air, land, sea, and space environments. Our team supports multi-disciplinary product teams across the full life cycle to design, develop, and validate new and existing products. This includes requirements analysis, environmental and electromagnetic interference testing, reliability testing, and manufacturing sustainment efforts. The Test and Analysis team achieves these objectives through consistently striving to understand primary design drivers through analytical modeling, including specialized structural-thermal-optical performance (STOP) analysis, along with strategic engineering validation and qualification test campaigns. This fused approach ultimately enables us to identify opportunities for product robustness and quickly implement solutions to ensure critical capabilities efficiently make it into the hands of our military and its allies.

We are looking for a Senior Thermal Analyst to join our rapidly growing team in Boulder, CO. In this role, you will be responsible for performing thermal analysis and taking ownership of thermal design aspects across hardware development programs. You will execute first order assessment of designs to guide preliminary design architecture, develop detailed analytical models to mature prototype designs and develop predictions to support hardware testing.  If you are someone who is excited to work on new projects from conceptualization through production and are passionate about developing validated and correlated models to support the rapid prototyping of cutting edge systems.

WHAT YOU’LL DO 

• Execute hand calculations, spreadsheet, and MATLAB/Python first-order models to inform path forward before jumping into detailed analysis. Use first principles as a basis for every decision and discern the right level of analysis to apply based on state of hardware design and program goals
• Develop appropriate CFD models and simulations to predict temperatures, heat transfer, and fluid characteristics as needed to meet design schedules. Generate, maintain, and correlate integrated FEMs for imaging platforms.
• Experience with EO/IR sensors and familiarity with structural, thermal, optical performance (STOP) analysis
• Perform test-model correlation testing to validate analytical predictions
• Work closely with environmental test engineers to support the design, instrumentation selection, execution, and data processing of tests to validate models and predictions, including fundamental
• Prepare technical reports to present findings to internal teams, management, and external customers
• Stay current with advancements in thermal analysis techniques, materials technology, and industry standards

REQUIRED QUALIFICATIONS 

• Currently pursuing or have obtained a MS or higher degree in engineering or applied physics with focus on heat transfer and fluid dynamics
• 7+ years of experience in a thermal analysis or thermo-physics analysis role
• Thermal FEA experience – STAR-CCM+, ANSYS, Icepak, or Flotherm
• Familiarity with Matlab or Python (or equivalent) for developing analytical models and performing data acquisition & post-processing
• Experience with performing test-model correlation and test based characterization of critical modelling input parameters
• Good at working independently and with various teams and key stakeholders
• Highly motivated, self-starting, results oriented, and capable of working in a dynamic environment
• Eligible to obtain and maintain an active U.S. Secret security clearance 

PREFERRED QUALIFICATIONS 

• General knowledge of climatic and/or dynamic testing including understanding of various instrumentation and data acquisition fundamentals
• Knowledge on how to run and operate chambers, DAQs, and other major test apparatus
• CAD skills (any platform) and ability to make high quality engineering drawings that meet common industry standards
• Experience in an immersive interdisciplinary technical project (collegiate project teams or professional settings)
• Basic knowledge of MIL-STD-810 or equivalent

About the Role

Truework, recently acquired by Checkr, provides access to crucial employment, income information and asset information needed for mortgage loans, apartment rentals, background checks, and more. We are disrupting a $5B+ industry, dominated by legacy incumbents and outdated processes, with a better product and intense customer focus. Within Checkr, Truework operates independently, allowing rapid iteration while also being able to leverage the strengths and assets from our core business. Think of it like joining a startup within a startup!

Senior RevOps Analyst

We are seeking a Senior Revenue Operations Analyst to join our Revenue Operations team, supporting the expansion of our mortgage vertical. Collaborating closely with Revenue and Product leadership, this role requires a strategic thinker who can analyze large data sets, extract meaningful insights, and make actionable recommendations to fuel growth in our Sales organization. The right candidate will not only be data-driven but also possess a deep understanding of business contexts to strategically influence channel and growth strategies.

The ideal candidate is someone who thrives on driving efficiency and delivering impactful results. You will play a crucial role in shaping our growth trajectory by identifying opportunities, defining strategies, and ensuring their successful execution. This role is pivotal in ensuring our sales organization runs smoothly and efficiently, supporting our high-value account teams in meeting their revenue goal

What you’ll do

• Strategy and Planning: Partner with Finance and Sales leadership on key planning processes including target, quota setting and territory planning 
• Process Optimization: Define and standardize reporting processes, monitor performance metrics, and forecast results for business reviews and strategic planning. Ensure scalable processes and systems are in place to support a growing mortgage sales team, including infrastructure and automation enhancements.
• Data Analysis and Reporting: Provide input to the development and delivery of sales reports and dashboards, offering insights and recommendations based on data analysis to support decision-making.
• Sales Forecasting: Manage and improve forecasting processes to ensure accurate and timely sales projection, facilitating effective resource allocation and planning.
• Cross-functional Collaboration: Work closely with cross-functional teams, including Sales, Marketing, Finance, and Product to align strategies and optimize the organization's sales initiatives.
• Performance Monitoring: Track and analyze key performance metrics, offering insights and developing strategies to enhance sales effectiveness. Provide insights to optimize mortgage vertical performance by analyzing customer behavior, spending patterns, and identifying churn triggers. 

What you bring

• Bachelor’s degree in Business Administration, Economics, Engineering, or a related field
• 4+ years of experience in Revenue Operations and Strategy. Experience working directly with sales leadership 
• Proven track record of successful sales operations management and strategy implementation. Ability to prioritize tasks and thrive in a fast-paced environment, demonstrating a proactive approach to continuous improvement and efficiency.
• A strong sense of intellectual curiosity and a focus on scaling processes through automation and repeatable methods.
• Proficiency with Salesforce, basic SQL, data visualization tools, sales forecasting and prospecting tools 
• An A-player mindset with a strong bias for action: you raise the bar, move with urgency, stay resilient through ambiguity, and take ownership to deliver meaningful outcomes
• Bonus: Experience working with cross-functional teams in a mortgage or financial services context.

What you’ll get

• A fast-paced and collaborative environment
• Learning and development allowance
• Competitive cash and equity compensation, and opportunity for advancement
• 100% medical, dental, and vision coverage
• Up to $25K reimbursement for fertility, adoption, and parental planning services
• Flexible PTO policy
• Monthly wellness stipend

#LI-AG1

The Role: 

As a Business Systems Analyst / Administrator on the Business Systems and Insights team, you’ll serve as the bridge between business operations and technology. You’ll analyze, configure, and maintain our core systems to drive efficiency, support financial workflows, and deliver strategic solutions.

Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.

Responsibilities:
• Gather, analyze, and document business requirements from stakeholders across finance, operations, and product teams. 
• Translate business needs into functional specifications, system workflows, and configuration design. 
• Configure, administer, and maintain enterprise systems (e.g., ERP, accounting, CRM, back-office tools). 
• Lead system upgrades, new implementations, and integration projects; manage vendor relationships. 
• Develop and execute test plans, including user acceptance testing (UAT), to validate system changes. 
• Train end users, create documentation (user guides, SOPs), and provide post-implementation support. 
• Monitor system performance, perform root cause analysis for issues, and proactively recommend process improvements. 
• Ensure compliance with regulatory and internal controls relating to financial systems.

Qualifications:
• Bachelor’s degree in Business, Information Systems, Finance, or a related field. 
• 3–6 years of experience in a business systems analyst or systems administrator role within financial services, fintech, or accounting systems.
• Strong understanding of financial operations, accounting principles, and regulatory requirements. 
• Proficiency with system configuration, user management, and role-based permissions.
• Hands-on experience with system testing, UAT, and issue resolution.
• Excellent communication skills — able to translate technical concepts to non-technical stakeholders and vice versa. 
• Analytical mindset with strong problem-solving and process-improvement skills.

Preferred Skills (Nice-to-Have)
• Experience administering SaaS platforms (e.g., Zendesk, Hubspot) 
• Experience working in a high-growth or startup environment.
• Prior exposure to financial reporting, accounting automations, or transactional systems.

For residents of Denver, CO the annual salary range for this role is $110,000 - $140,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

The Role:  

A critical role on a central team at Forge, the Fund Administration Operations Analyst’s primary function would be to support all areas of Fund Administration on the Forge platform, taking holistic ownership of the fund lifecycle process.

Success in this role would require being adaptable to an evolving workplace, eager and willing to learn and determined to add value through high-quality work and thoughtful insights.

Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.

Responsibilities:

• Develop a thorough understanding of workflows and existing processes to identify areas of improvement
• Work cross-functionally with Forge’s internal teams, including Marketplace Operations, Sales, Legal, Compliance and Product.
• Gain a deep knowledge of the operational needs and high-level objectives of each project.
• Conduct detailed analysis and valuation of secondary market securities.
• Execute liquidity distributions, ensuring accurate allocation and client satisfaction.
• Support tax reporting processes to ensure compliance with applicable deadlines.
• Perform data validation and quality checks on financial inputs to ensure accuracy; supporting integrity across reporting systems.
• Respond to client inquiries including trade, tax, reporting, and valuations.
• Maintain comprehensive, up-to-date internal documentation.
• Ability to identify key areas where there is opportunity to automate or improve workflows.

Requirements:

• 1-2 years of prior experience in a professional setting - operations, consulting, finance, accounting, fund management and/or law experience is ideal
• Superior critical thinking skills and demonstrated success working in an entrepreneurial environment is ideal.
• Excellent attention to detail and verbal/written communication skills.
• Comfort performing in fast, high-pressure situations
• Desire to create efficient, scalable and efficient process workflows from scratch
• Comfortable approaching issues at both a detailed and high level

For residents of Denver, Colorado the annual salary range for this role is $65,000 - $75,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

At Career Team, our mission is to empower one person, start one career, and serve one family at a time. We do this through innovative software solutions and high-touch services. 

Senior Business Analyst — Workforce Development Software

Summary: Own discovery and requirements for a workforce development SaaS platform (WIOA case management, labor exchange, services, outcomes, reporting). Translate program and policy needs into build-ready user stories and support delivery through UAT and go-live.

Responsibilities

• Lead client workshops to document workflows (intake/eligibility, enrollment, services, case notes, exits/follow-up).

• Write clear user stories, acceptance criteria, process maps, and configuration/business rules.

• Partner with Product/Engineering/QA to design solutions, clarify scope, and manage requirements changes.

• Support integrations and data mapping (imports/exports, APIs) and reporting requirements.

• Plan and execute UAT with customers; triage defects and validate fixes.

Requirements

• Workforce program domain knowledge (WIOA, one-stop operations, labor exchange).
• PIRL familiarity (data elements, validations, reporting impacts).
• 3+ years as a Business Analyst delivering software (SaaS preferred).
• Strong facilitation and documentation skills; can turn complex processes into testable requirements.
• Experience working cross-functionally with technical teams and external stakeholders.
• Project and grant performance: Build a repeatable financial operating model for complex, compliance-heavy projects, including budget-to-actual comparisons, burn rates, cost allocation, and overall fiscal performance metrics.
• Client-facing deliverables: Partner with our Quality Assurance team to deliver accurate, timely, audit-ready financials that we’re proud to put our name on.
• Finance cadence that builds confidence: Lead monthly close and quarterly reporting activities, creating predictable outcomes with a clear narrative.
• Controls that support momentum: Strengthen controls and compliance while keeping the business moving fast.
• Strategy and Planning: Translate tradeoffs into decisions - forecasting, scenarios, and recommendations that help us pick the right direction together.
• Cross-functional problem-solving: Work hand in hand with the operations and client- facing teams when financial issues arise, before they become escalations.
• Scale the team; build the machine: Help position us for growth and the exciting chapters ahead!

Salary: $100k - $130k

Why Join Us

• We change lives.
• We’re growing quickly and need leaders who want real ownership and real impact.
• We’re serious about the outcomes but have fun making them happen.
• Big enough to be interesting, small enough that your work changes the company.

Who You Are

• You’re fluent in the numbers and comfortable with the messy middle of scaling fast.
• You can move from deep analysis to executive conversation without missing a beat.
• You’re hands-on when needed, but you’re always building people, processes, and tools.
• You simplify complicated things and build systems to keep them simple.
• You anticipate the communication before it's needed and always know your audience.
• You’re calm, direct, and you follow through.

How We Work

• High trust, high accountability
• We obsess about our customers
• We value action over perfection, and iterate to get better every day

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

SRS Acquiom is currently searching for a Shareholder Representative Imports Analyst who will be responsible for interpreting complicated post-closing payments allocation spreadsheets, creating guidelines, and manipulating data for import into the system of record. This function will drive the creation of standard procedures and perform the duties outlined below. Specific functional responsibility includes interpreting complex spreadsheets and analyzing the same against merger and agreement documentation, ensuring that all data imported to the system of record matches the source documents for each deal and that VIP holders receive confirmation. 

Location: This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States.

Compensation: The salary range for this position is between $65k and $72k, depending on experience level.

Primary Responsibilities    

• Interpret and audit post-closing allocation spreadsheets, create guidelines for interpretation of data, and manipulate data for import to the system of record 
• Manage multiple Shareholder Representative deals and track each deal through its phases, monitor progress, and keep everything moving forward.
• Import and export files for use in the system of record (NetSuite)
• Confirming that the data is imported accurately for reporting to shareholders
• Work with other teams to ensure the data received meets all requirements for import into the system of record
• Ensure Operations manuals and guidelines are updated and stay up to date so they can be relied upon for business continuation situations
• Manage vendor relationships and respond to vendor and shareholder inquiries in accordance with our Customer Service standards
• Complete recurring daily and weekly responsibilities on a rotation basis
• Provide updates and information to clients and colleagues in writing and on calls

 Required Qualifications & Skills  

• A bachelor’s degree in business or a related field, or an equivalent combination of education, training, and experience
• 2-3 years financial operations analyst
• Advanced knowledge of Microsoft Excel and formula writing, and interpretation required; VBA experience a plus
• Experience with sophisticated ERP systems and developing work streams and workarounds to accomplish the desired business task or requirement
• Experience working within a cross-functional and cross-geographical environment
• High awareness of operational risk, critical timelines, and of the complex nature of a financial operations environment, with an ability to work under pressure and to meet tight deadlines
• Knowledge of the M&A process a plus
• Proven ability to manage competing priorities with strong time management and organizational skills
• Ability to work outside of business hours on an as-needed basis

Desired Characteristics    

• Self-motivated
• Intellectually curious
• Collaborative
• Amiable
• Operates with the highest integrity and attention to detail
• Passionate about efficient, scalable business processes
• Ability to prioritize and multitask across many projects

Physical Requirements/Special Demands   

• Must be available to work standard business hours, and occasional nights/weekends.
• If Remote, travel to the Denver office may be necessary up to three times per year.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

• Own and manage OPEX forecasting and budgeting across multiple functional areas, including direct partnership with business leaders
• Analyze financial and operational performance, identifying key drivers, risks, and opportunities
• Lead monthly variance analysis and provide clear, actionable insights to senior leadership
• Support development of annual budgets, long-range plans, and rolling forecasts
• Build and enhance financial models to support strategic initiatives, pricing, and investment decisions
• Partner cross-functionally with Operations, Technology, and G&A leaders to improve financial visibility and accountability
• Support board and investor reporting, including preparation of materials and narrative insights
• Contribute to private equity value creation initiatives, including cost optimization and operational efficiency efforts
• Drive process improvements across FP&A, including reporting automation and forecasting methodologies
• Perform ad hoc analyses and strategic projects as needed

What does Success Look like:

• Deliver accurate and reliable forecasts with clear visibility into key drivers
• Provide actionable insights that influence decision-making at the leadership level
• Build strong relationships with business partners and become a trusted advisor
• Improve financial processes and reporting efficiency over time
• Contribute meaningfully to value creation initiatives in a PE-backed environment

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 3–5+ years of experience in FP&A, corporate finance, investment banking, consulting, or related roles
• Strong experience in financial modeling, forecasting, and variance analysis
• Demonstrated ability to partner with cross-functional stakeholders
• Experience in a private equity-backed, high-growth, or technology-enabled business preferred
• Advanced Excel skills required; experience with PowerPoint, NetSuite, and BI tools (e.g., Power BI) preferred
• Strong analytical, communication, and problem-solving skills

#LI-Hybrid 

Reporting to the Data Engineering Manager, the Senior Analytics Engineer (Finance) will be the dedicated data partner for Checkr's Finance organization, owning the models, pipelines, and governance that power how we measure and forecast the business. You will build and maintain the trusted data layer for ledgers, revenue reconciliation, COGS and margin analysis, and forecast model inputs — turning raw ERP and operational data into decision-ready assets. You'll work hand-in-hand with FP&A, Accounting, and Finance leadership, while helping shape one of Checkr's most exciting data platforms alongside a team that's actively building with the latest AI tooling.

What you'll do

• Design, build, and maintain scalable data models and pipelines that support revenue reconciliation, ledger integrity, COGS and margin analysis, and forecast model inputs
• Partner directly with FP&A, Accounting, and broader Finance stakeholders to translate business questions into well-governed, reusable data products in Looker and Omni
• Own the data contracts and quality checks for finance-critical datasets, establishing governance standards that make numbers audit-ready and trusted across the company
• Model data out of ERP systems (NetSuite, Oracle, and similar) and integrate it with operational sources to produce a unified financial view of the business
• Drive adoption of AI-powered workflows and tooling within the analytics engineering stack to accelerate pipeline development, documentation, and stakeholder self-service
• Partner with Data Engineering peers to evolve Checkr's modern data platform, championing best practices in testing, documentation, and lineage

What you bring

• 5+ years of experience in an Analytics Engineering, Data Engineering, or Data Analyst role, ideally with meaningful exposure to Finance or Accounting stakeholders
• Expert SQL and strong experience building production-grade data models and pipelines
• Hands-on experience modeling data from ERP systems such as NetSuite, Oracle, or similar, and strong familiarity with financial concepts like GL, revenue recognition, COGS, and margin
• Experience with BI and modeling tools such as Looker and Omni, and the ability to design semantic layers that scale with stakeholder needs
• Excellent communication skills and a track record of translating ambiguous Finance requirements into technical solutions
• Experience with dbt and Snowflake, and enthusiasm for working with AI-powered development tools, is a strong plus
• An A-player mindset with a strong bias for action: you raise the bar, move with urgency, stay resilient through ambiguity, and take ownership to deliver meaningful outcomes.

What you’ll get

• A fast-paced and collaborative environment
• Learning and development allowance
• Competitive cash and equity compensation, and opportunity for advancement
• 100% medical, dental, and vision coverage
• Up to $25K reimbursement for fertility, adoption, and parental planning services
• Flexible PTO policy
• Monthly wellness stipend

Position Summary

We are seeking a highly analytical and detail‑oriented Analyst to join our team. This role plays a key part in validating and coding audit deliverables, developing performance monitoring reporting, quantifying financial impact, and driving efficiency through automation and advanced analytics. The ideal candidate brings experience with internal controls, audit testing, and risk assessment, along with a proven ability to deliver high‑quality results in a fast‑paced, collaborative environment.

Position Responsibilities:

• Research and analyze pharmacy claims to ensure accuracy and contractual compliance across benefit setup, pricing, and guarantees
• Perform audit risk assessments, annual logic reviews and ongoing monitoring activities
• Analyze, reconcile and validate large datasets across multiple internal systems; develop and maintain SQL/Python queries for audit reporting and performance monitoring
• Create audit deliverable reporting, quantify financial impact of potential and confirmed audit findings, and build dashboards to identify trends and risks
• Identify and implement automation and process improvements across audit, reporting, and reconciliation workflows
• Maintain and enhance code, reporting tools, and dashboards to improve reliability, efficiency, and scalability
• Define and document technical requirements, data specifications, and methodologies to support transparency and repeatability
• Collaborate with internal and technology teams to improve data quality, workflows, and controls
• Provide ad-hoc analysis to support evolving business and audit needs
• Responsible for the adherence to the Capital Rx Code of Conduct including reporting of noncompliance

Required Qualifications:

• Bachelor’s degree in a quantitative or business-related field (e.g., Actuarial Science, Statistics, Economics, Finance, Data Analytics, or Business Administration)
• 2+ years of of experience in data analytics, audit, or a related role
• Experience in healthcare, PBM, or pharmacy claims; knowledge of pharmacy benefits, pricing, guarantees, and pharmacy claims analysis preferred
• Proficiency with SQL (Snowflake preferred), Excel, Tableau
• Familiarity with Python and project management/version control tools (e.g., Jira, Confluence, GitHub)
• Strong attention to detail with an intellectual and professional curiosity along with a passion for continuous improvement
• Track record of leading cross-functional initiatives, driving high performance, meeting deadlines, and executing on deliverables
• Effective communicator with both technical and non-technical stakeholders
• Extremely flexible, highly organized, and able to shift priorities easily

About the Role

Fivetran’s mission: to make access to data as simple and reliable as electricity. Fivetran is building data pipelines to power the modern data stack for thousands of companies.

As a Senior Analyst on the GTM Finance team, you’ll support the systems and analysis that drive revenue forecasting, topline reporting, and performance tracking. This role supports the Sr. Manager of GTM Finance and partners closely with Sales and Revenue Operations to ensure clean, timely reporting and high-quality decision support. It’s a great opportunity for someone looking to build deep SaaS finance expertise and grow into a strategic finance leader over time.

This is a full-time, hybrid position based out of our Oakland, CA or Denver, CO offices. Our hybrid work model offers a blend of remote flexibility and in-person collaboration, including two days in the office each week to connect and build as a team.

What You’ll Do

• Revenue Forecasting: Maintain and evolve forecast models, support scenario planning, and assist with executive forecast reviews
• Month/Quarter Close: Prepare forecast-to-actuals packages, flash reporting, and topline performance narratives
• Performance Reporting: Track and analyze key revenue and customer KPIs, including NRR, churn, and pipeline conversion
• Cross-Functional Partnering: Collaborate with Sales, RevOps, and Data teams to ensure accuracy and consistency across reporting and metrics
  Strategic Analysis: Execute ad hoc analyses on pricing, channel efficiency, and new business opportunities
• Infrastructure Support: Help build and improve forecasting tools, dashboards, and reporting processes at scale

Skills We’re Looking For

• 2–3 years of experience in FP&A, investment banking, or business analytics (ideally at a SaaS company)
• Strong Excel/Sheets skills, with a sharp attention to data hygiene and modeling logic
• Comfort navigating financial statements and revenue metrics (ARR, NRR, churn, CAC, etc.)
• Exposure to planning systems (Anaplan, Pigment, Adaptive), Salesforce, and Looker a plus
• Collaborative mindset, strong work ethic, and eagerness to learn and grow in a fast-paced environment

#LI-HYBRID #LI-SE1

What The Role Is

Reporting to the Senior Director, Market Optimization & Trading, the Manager of CRR & FTR Trading is responsible for developing, executing, and optimizing Clearway’s congestion management strategies through active participation in ERCOT and CAISO’s Congestion Revenue Rights (CRR) and Day-Ahead markets and the PJM Financial Transmission Right (FTR). This role focuses on identifying, analyzing, and monetizing congestion opportunities while managing the company’s nodal risk and basis exposure across its generation portfolio.  This role will also be tasked with developing hedging and risk management strategies across other parts of the portfolio. The position requires strong analytical, modeling, risk management, and trading skills to inform commercial decisions and support portfolio optimization within a rapidly expanding renewables platform.

What You'll Be Doing

CRR / FTR Trading & Position Management

• Develop and execute CRR, FTR, and congestion trading strategies to hedge and optimize portfolio congestion risk across ERCOT, CAISO, and PJM.
• Analyze historical and forecasted congestion patterns to identify trading opportunities in monthly and annual CRR auctions.
• Manage portfolio-level exposure to nodal price risk through CRR / FTR acquisitions, sales, and virtual positions.
• Support the Real-Time and Day-Ahead MOT team with congestion insights and locational pricing forecasts.
• Collaborate with Market Fundamentals, Asset Management, and Origination to align CRR strategies with commercial hedging and offtake structures.
• Monitor project-level financial performance tied to congestion costs, basis exposure, and hedge efficiency.
• Maintain dashboards and reporting tools to track CRR positions, portfolio exposure, and P&L attribution.

Analytics & Modeling

• Utilize power flow and production cost modeling software (e.g., Dayzer and PROMOD) to forecast congestion and simulate transmission constraints.
• Coordinate with Fundamentals and Analytics teams to enhance modeling of nodal prices, transmission outages, and topology changes.
• Leverage programming tools such as Python, R, SQL, and Power BI to automate congestion analytics and scenario back-testing.
• Research regulatory filings, transmission plans, and outage schedules to anticipate market shifts.

Market Fundamentals

• Conduct in-depth analysis of ERCOT, PJM, and CAISO’s transmission topology, load growth, and renewable generation trends.
• Monitor weather, outage, and project interconnection developments that impact congestion patterns.
• Communicate congestion forecasts and market insights to internal stakeholders, including senior management and trading desks.

Risk & Energy Market Strategy

• Develop portfolio risk limits and maintain portfolio-level risk metrics accounting for cross-market correlations in energy, congestion, and REC prices.
• Review forward market price volatility curves and correlation assumptions for stochastic risk modeling.
• Facilitate trading strategy performance benchmarking and establishing risk limits.
• Develop and apply portfolio optimization techniques to drive hedge strategy decisions while balancing the risk-adjusted revenue of Clearway’s renewable assets. Hedging strategies include DART optimization, CRR/FTRs, term hedge, and PPA transactions. Perform daily and weekly portfolio assessments to identify opportunities to maximize portfolio profit opportunities and identify risks.

Governance, Compliance & Risk

• Ensure CRR/FTR trading activities comply with corporate and project-level risk policies, market rules, and Market protocols. • Work closely with Risk, Accounting, and Settlements to reconcile positions, P&L, and collateral management.
• Maintain compliance documentation and participate in periodic audits.

Collaboration & Commercial Support

• Partner with Market Fundamentals, Origination, Development, and Asset Management teams to incorporate CRR/FTR and congestion considerations into project siting and contracting decisions.
• Provide market intelligence and due diligence support for M&A transactions, new developments, and repower evaluations.
• May impact departmental budgeting, strategic planning, and procedural change

What You'll Bring

• Bachelor’s degree in Engineering, Economics, Finance, or related field.
• 6-10 years of power market experience, with at least 2+ years directly in CRR, FTR, nodal, or virtual trading.
• Experience using ERCOT and CAISO CRR auction tools, Dayzer, UPLAN, or similar transmission models.
• Prior experience in energy trading, asset optimization, or market analytics required.
• Ability to construct power fundamental models for pricing, load, generation, flow, and outages using various methodologies
• Ability to build Quant Lib utilizing stochastic calculus and Option Models for deal valuation.
• Deep understanding of ERCOT, CAISO, and PJM market design, CRR/FTR auction processes, transmission planning, and nodal pricing. Dayzer experience is required.
• Strong quantitative, analytical, and problem-solving abilities.
• Excellent communication skills to translate technical results into commercial strategy.
• Proficiency with Excel, PowerPoint, and Power BI.
• Familiarity with congestion and risk management strategies for renewable and storage assets.
• Highly proficient in developing predictive models using mathematical and statistical methods to identify, analyze, and mitigate energy market risks with an understanding of option valuation and Greeks.

What Would Be Nice

• Advanced degree preferred
• Advanced skills in Python, R, or SQL strongly preferred
• Familiarity with battery, wind, or solar congestion profiles is a plus.

Clearway will not sponsor non-immigrant visas for this position (H-1B, TN, E-3, etc.).

#LI-Hybrid

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

This Business Intelligence Analyst role will support the execution and continuous improvement of sales reporting and business intelligence, leveraging our CRM, ERP, and other technological platforms to turn raw data into actionable insights. The company currently utilizes Salesforce for its CRM platform and NetSuite for its ERP platform. The Business Intelligence Analyst will be highly detail-oriented, possess excellent communication skills, be able to assemble and present findings, thrive when working with data, analyze results, and understand key drivers of our business. 

Location: This is a hybrid position based in our Denver, CO office. 

Compensation: The salary range for this position is between $75k and $82k, depending on experience level.

Primary Responsibilities    

• Sales forecasting, pipeline management, tracking metrics against production goals, building out new CRM capabilities, and executive reporting.
• Support and maintain data quality in Salesforce
• Analysis of sales and marketing activity through researching deal documentation to identify trends and confirm results
• Create data visualizations and dashboards to track KPIs
• Help with special data and business intelligence projects
• Coordinate, analyze, and meet data needs among various stakeholder groups
• Project Management of new CRM initiatives, including API integrations

 Required Qualifications & Skills  

• Bachelor’s degree or equivalent experience
• 3+ years of experience in an analytical capacity
• 2+ years of Salesforce experience
• Intermediate to advanced Excel skills
• Strong analytical, critical thinking, and presentation skills

Preferred Qualifications:

• Experience in financial services or B2B
• Salesforce Administrator or other certifications
• Experience with CPQ, Revenue Cloud, or other pricing software
• Some experience with market research -  Pitchbook or other financial databases, research from published data sources
• Experience with ERP system
• Tableau or Power BI experience

Desired Characteristics

• Self-motivated
• Intellectually curious
• Collaborative
• Amiable
• Operates with the highest integrity
• Strong attention to detail
• Passionate about efficient, scalable business processes
• Ability to prioritize and multi-task across many projects

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

We are growing fast and need an insightful Business Analyst to join our team. You will work as part of a self-managed team to drive business results for Product Owners and stakeholders. Your main tasks will include performing detailed business analysis, troubleshooting production issues, documenting processes, managing data integrity, and performing user acceptance testing. To succeed in this role, you should be naturally analytical, be an effective team player, and be able to explain difficult concepts to non-technical users. This position reports to the Director, Operations Business Analytics.

Location: This is either a fully remote role in the continental U.S., or a hybrid position based in our Denver, CO office.

Compensation: The salary range for this position is between $75k and $82k, depending on experience level.

Primary Responsibilities    

• Create and monitor NetSuite system alerts to ensure data integrity and accuracy.
• Conduct user acceptance testing for new features and system enhancements in NetSuite as well as our various custom-built platforms.
• Gather and document business requirements from cross-functional stakeholders
• Create and maintain documentation of business process flows and procedures
• Submit requests for system enhancements
• Prepare quarterly operational statistics and performance metrics
• Respond to stakeholder inquiries and perform basic troubleshooting for system issues and bugs
• Apply knowledge of M&A Operations team functions, systems, and processes to support business needs.
• Develop, produce, and maintain department metrics for internal and external reporting
• Manage and maintain the Business Analytics knowledge repository
• Build and maintain AI agents to improve operational efficiency and support business processes
• Other duties as assigned

 Required Qualifications & Skills  

• A bachelor’s degree in business or a related field, an MBA, or an equivalent combination of education, training, and experience
• 2 years of applicable operations experience and/or business analysis experience
• Exceptional analytical and conceptual thinking skills
• The ability to influence stakeholders and work closely with them to determine acceptable solutions
• Excellent documentation skills
• Experience creating detailed reports and giving presentations
• Competency in Microsoft applications, including Word, Excel, and Outlook
• A track record of following through on commitments
• Excellent planning, organizational, and time management skills
• Ability to manage competing resources and priorities

Desired Characteristics    

• Prior experience in payment processing, banking operations, or financial transactions
• Exposure to the mergers and acquisitions (M&A) industry or related financial services
• Familiarity with ERP and/or CRM systems; experience with NetSuite is highly desirable
• Proficiency in Microsoft Excel, including pivot tables, macros, and formula-based logic
• Familiarity with accounting fundamentals as applied to payment processing and transaction data
• Experience working in a cross-functional environment with operations, engineering, and/or product teams
• Strong to advanced Excel skills, with general proficiency across the Microsoft suite of products
• A history of leading and supporting successful projects
• Experience with Financial Services or Fin/Tech industries, including security and PII challenges, preferred

Physical Requirements/Special Demands   

• Must be available to work standard business hours, and occasional nights/weekends 
• Ability to work in an open office environment where noise may be a factor
• Ability to work in a fast-paced environment, juggling multiple priorities

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

The Payments Compliance Analyst plays a critical role in ensuring accurate, timely, and compliant processing of payments and related financial activities. This position requires strong attention to detail, diligence towards risk mitigation, excellent communication skills, and the ability to manage multiple priorities in a fast-paced environment.

The purpose of this position is to evaluate fraud concerns and collect the appropriate documentation to clear false positive exceptions and mitigate risk. This position also works heavily with individual transactions and corresponds regularly with bank contacts. Aptitude for reconciliation and reporting is also crucial to be successful in this role.

Location: This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States.

Compensation: The salary range for this position is between $65k and $75k, depending on experience level.

Primary Responsibilities    

• Interact with security holders via email and phone to resolve user/account validation flags
• Diligently evaluate exception materials to resolve user/account validation flags and fraud concerns
• Prepare and send reports to bank partners for security holders who choose to split payments while completing Clearinghouse
• Complete daily bank reconciliation reports and identify remedies for exception items
• Prepare monthly internal account reconciliation reports and complete the fee sweeping process for wire and check fees charged during the previous month
• Act as the point of contact between internal and external customers and banking partners for questions related to delayed outgoing and incoming funds
• Work with internal teams to process transfers of interest in a timely manner
• Take ownership of individual transactions and act as the go-to for questions from security holders and co-workers alike
• Identify and implement process improvements to enhance the customer experience, reduce operational risk, and improve efficiency
• Maintain and support a flexible schedule based on the speed of the deal and the needs of the client, which may include evening or weekend hours where needed

 Required Qualifications & Skills  

•  Bachelor’s Degree preferred, or 2-5 years of related business experience in operations or production services, preferably in the financial services industry
•  Knowledge of handling discrepancies and resolving variances related to bank reconciliation items
• Clear communication with internal teams and external stakeholders
• Excellent interpersonal and presentation skills
• Self-motivated, self-starter with the ability to work independently or as part of a team
• Strong attention to detail
• Proficient with Microsoft Office Products (Project, Excel, Word, PowerPoint)
• Strong project management, detail-oriented, discretion, and excellent communication skills will be essential in this role, as interaction with sophisticated investors and handling of PII will be on-going
• Should be able to work in a fast-paced environment and be able to handle multiple transactions at once

Desired Characteristics    

• Positive attitude
• Collaborative
• Operates with the highest integrity
• Ability to prioritize and multitask
• Understanding of ACH, SWIFT, FX payments, and anti-money laundering (AML) protocols
• High level of accuracy in reviewing transactions and identifying errors
• Intermediate to advanced knowledge of Excel, including formulas and pivot tables
• Familiarity with bank compliance processes

Physical Requirements/Special Demands   

• Must be available to work a non-traditional work-week, including occasional nights/weekends.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

What Impact You’ll Have:

Tailored Access, a GRVTY Company is seeking Chinese Multi-Disciplined Language Analysts (MDLA) to support Department of Defense/IC missions at Aurora, CO. As a Chinese MDLA, you will be responsible for cryptologic language analysis while supporting IC missions that are vital to our national security.

What You’ll be Owning:

• Perform tasks required to process voice and/or graphic language materials in support of SIGINT operations.
• Demonstrate skills recovering essential elements of information
• Render translations and/or transcripts that are complex and sophisticated written and/or spoken material
• Gist straightforward, factual written and/or spoken material 

What You Must Have:

• Active TS/SCI with polygraph clearance
• Level 1: HS diploma + 2 years of experience, Interagency Language Roundtable (ILR) Skill Level 2+ in Listening and Reading
• Level 2: HS diploma + 6 years of experience or AA/AS + 4 years, Interagency Language Roundtable (ILR) Skill Level 3 in Listening OR Reading
• Level 3: HS diploma + 14 years of experience or BA/BS + 10 years, Interagency Language Roundtable (ILR) Skill Level 3 in Listening OR Reading
• Level 4: HS diploma + 19 years of experience or BA/BS + 15 years, Interagency Language Roundtable (ILR) Skill Level 3 in BOTH Listening and Reading

Who we are:  

We're transforming one of the world’s oldest industries with cutting-edge technology and an innovative approach. Backed by top-tier investors and recognized by Time as one of the "best Inventions of 2024" and Fast Company as one of 2024's "Next Big Things in Tech", Electra is scaling rapidly and we're looking for bold, driven individuals to help us reshape the future of iron production. If you're ready to make a real impact in a company that's redefining heavy industry for a cleaner, smarter world, we want to hear from you.

What you will do:  

The Senior Program Manager will own the planning, coordination, and delivery of Electra’s highest‑priority, cross‑functional programs, ensuring execution rigor of our corporate plan while embedding market and value‑chain insights into decision‑making. This role blends program management with strategic analysis across the end‑to‑end steelmaking value chain, starting with North America and expanding globally. Strong technical acumen and experience managing large capital projects will be critical to success. 

Responsibilities include:

• Lead end‑to‑end program management for technology scale‑up for demonstration and commercial plants, and operational readiness initiatives
• Build and maintain program roadmaps, milestones, critical paths, dependencies, and integrated schedules across multiple workstreams
• Drive risk management, issue escalation/resolution, and contingency planning; maintain program RAID logs (Risks, Assumptions, Issues, Dependencies)
• Ensure delivery on time, within scope, and on budget; run regular governance cadences, stage‑gates, and executive reviews
• Implement change control processes and align decisions with OKRs and strategic priorities
• Serve as the central point of contact aligning Strategy, Development/Engineering, Engineering, Construction, Operations, Supply Chain, Finance, Policy/Regulatory, and Executive Leadership
• Coordinate with external partners (analysts, advisors, suppliers) to ensure seamless execution and information flow
• Prepare executive-level presentations and decision decks for leadership and board reviews; deliver clear dashboards and program updates
• Investigate the end‑to‑end steelmaking value chain: upstream iron sources and supply markets → downstream steel customers and end‑use sectors (automotive, infrastructure, transportation, appliances, etc.)
• Partner with business development and finance on supply/demand and competitor analyses; extract data and trends from industry, analyst, and financial reports 
• Analyze logistics, renewable energy options, and associated costs to inform site selection and program decisions 
• Identify “where‑to‑play” and “how‑to‑win” options for Electra; translate strategic choices into executable program charters 
• Support techno‑economic and financial modeling to validate scenarios (e.g., TEA, NPV/IRR, sensitivity analyses); ensure assumptions are documented and aligned
• Build business cases and decision frameworks for portfolio prioritization and sequencing
• Define, build, and improve the organizational and analytical processes to develop and review Electra’s strategy (annual and quarterly planning, stage‑gate governance)
• Collaborate with internal and external experts to gather insights, align on assumptions, and maintain positive relationships across time zones to preserve access to data and know‑how
• Establish and maintain the strategy calendar, inputs/outputs, and operating mechanisms that tie strategy to program execution
• Implement program management frameworks, tooling, and best practices (e.g., Primavera P6, MS Project, Smartsheet, Jira/Confluence, Asana, Power BI)
• Define and track KPIs across schedule, cost, quality, safety, and readiness; drive retrospectives and continuous improvement

What we need you to bring to the team:   

• Bachelor’s degree in Engineering, Business, or related field
• 8+ years of professional program or project management experience leading complex, cross-functional initiatives in industrial, manufacturing, climate-tech, or technology environments (excluding internships, co-ops, or academic projects)
• 2+ years of experience in operations- or capital-intensive development environments (e.g., large-scale construction, infrastructure, commissioning, scale-up, or transformation initiatives), demonstrating strong analytical rigor
• Proven ability to independently solve complex problems by applying established principles, sound judgment, and adaptable approaches
• Strong commercial acumen and understanding of key business and financial drivers; comfort with techno-economic and financial modeling
• Awareness of economic, industry, and external trends that may impact Electra’s strategy, programs, and priorities
• Demonstrated organizational and program management skills, including governance, stakeholder alignment, communication, and change management
• Ability to prepare clear, executive-level presentations and board-ready materials to support informed decision-making
• Experience leading projects or workstreams and providing guidance or mentoring without direct people management responsibility
• Effective communicator who can influence and collaborate across functions and levels of the organization
• Proven ability to operate in a fast-paced, scaling environment, including transitions from R&D to 24/7 production while maintaining an innovation-focused culture

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

The Loan Agency Assignments & Intake Team Operations Analyst I works in SRSA’s Loan Agency department and administers Loan Agency transactions, which may include setting up new loans, calculating payments, setting rates, answering inquiries, and performing other related tasks. Serve as a contact for clients, lenders, and both internal and external service partners. Manage daily administration of assigned tasks in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management.

Location: This is a hybrid position based in our Denver, CO, or Minneapolis, MN office.

Compensation: The hourly rate for this position is between $28.84 and $33.65 ($60k - $70k), depending on level of experience.

Primary Responsibilities    

• Review and process assignments in compliance with loan documents to ensure assignments are processed timely and accurately.
• Solicit, track, and process lender Administrative Details and Tax Forms.
• Review wire instructions in the Loan System and perform callbacks to parties to verbally confirm wire instructions.
• Complete all audit confirmations.
• Respond to inquiries regarding assignments and document intake.
• Provide support to internal and external users for SRS Acquiom platforms.
• Comprehend internal processes and procedures while maintaining internal controls.
• Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience. 
• Research and resolve issues related to administration and client service in connection with assigned tasks. 
• Use judgement, interpretation and problem-solving to understand loan related information.
• Professionally communicate and collaborate with internal groups and external clients by phone and email.
• Perform data entry in the loan system and Microsoft Excel. 
• Provide coverage and support to the team when needed. 
• Perform other related duties as assigned or requested. 

 Required Qualifications & Skills  

• Bachelor’s degree in finance, accounting, economics, or operations (or commensurate work experience) required. 
• 1+ years of work experience in finance, loan agency, or bank operations.
• Understanding of syndicated and bilateral loans preferred. 
• Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts. 
• Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently. 
• Deadline-driven and highly organized with exceptional attention to detail.
• Proven problem-solving and analytical skills.
• Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional, and proactive approach.
• Proven ability to collaborate with management and team members to align goals and complete all tasks. 
• Demonstrate integrity in day-to-day administration of duties and all interactions with internal and external parties. 
• Experience with Clearpar is a plus. 
• Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel.
• High level of proficiency with computers and learning new software.

Desired Characteristics    

• Positive attitude
• Collaborative
• Operates with the highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multitask
• High attention to detail, accuracy, and thoroughness

Physical Requirements/Special Demands   

• Must be able to work on-site in Denver or Minneapolis in a hybrid schedule.
• Work demands may require more than 40 hours a week.
• Ability to work in a fast-paced environment and juggle multiple priorities.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

The Loan Agency Deal Team Operations Analyst I works in SRSA’s Loan Agency department and administers Loan Agency transactions, which may include setting up new loans, calculating payments, setting rates, answering inquiries, and performing other related tasks. Serve as a contact for clients, lenders, and both internal and external service partners. Manage daily administration of assigned tasks in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management.

Location: This is a hybrid position based in our Denver, CO, or Minneapolis, MN office.

Compensation: The hourly rate for this position is between $28.84 and $33.65 ($60k - $70k), depending on experience level.

Primary Responsibilities    

• Set up new deals on the Loan System and create and maintain transaction documents that assist with the ongoing administration of the loan transactions.
• Generate and send notices to the borrower and lenders regarding upcoming payments, fundings, rate sets, and conversions, etc.
• Maintain the loans in the loan system and make necessary updates as needed.
• Terminate deals on the loan system when the loan matures.
• Respond to inquiries from internal and external parties regarding the loan.
• Comprehend internal processes and procedures while maintaining internal controls.
• Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience. 
• Research and resolve issues related to administration and client service in connection with assigned tasks. 
• Use judgement, interpretation and problem-solving to understand loan related information.
• Professionally communicate and collaborate with internal groups and external clients by phone and email. 
• Perform data entry in the loan system and Microsoft Excel. 
• Provide coverage and support to the team when needed. 
• Perform other related duties as assigned or requested. 

 Required Qualifications & Skills  

• Bachelor’s degree in finance, accounting, economics, or operations (or commensurate work experience) required. 
• 1+ years of work experience in finance, loan agency or bank operations.
• Understanding of syndicated and bilateral loans preferred. 
• Ability to independently research, analyze and resolve complex problems and quickly learn new concepts. 
• Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently. 
• Deadline-driven and highly organized with exceptional attention to detail.
• Proven problem-solving and analytical skills.
• Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional and proactive approach.
• Proven ability to collaborate with management and team members to align goals and complete all tasks. 
• Demonstrate integrity in day-to-day administration of duties and all interactions with internal and external parties.  
• Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel. 
• High level of proficiency with computers and learning new software.

Desired Characteristics    

• Positive attitude
• Collaborative
• Operates with highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multi-task
• High attention to detail, accuracy, and thoroughness

Physical Requirements/Special Demands   

• Must be able to work on-site in Denver or Minneapolis in a hybrid schedule.
• Work demands may require more than 40 hours a week.
• Ability to work in a fast-paced environment and juggle multiple priorities.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

Location: This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States.

Compensation: The salary range for this position is between $65k and $75k, depending on experience level.

Primary Responsibilities    

• Manage multiple releases simultaneously – Track each deal through its phases, monitor progress, and keep everything moving forward.
• Dig into spreadsheets – Review and interpret capitalization tables and financial models from a wide variety of sources.
• Work across teams and with outside parties – Partner with Compliance, Client Services, Payments, and banks to coordinate steps and resolve issues.
• Keep systems accurate – Ensure NetSuite (our system of record) reflects finalized figures for each deal.
• Handle shared team tasks – Complete recurring daily and weekly responsibilities on a rotation basis.
• Communicate clearly – Provide updates and information to clients and colleagues in writing and on calls

 Required Qualifications & Skills  

• Bachelor’s degree from an accredited university
• Advanced Excel skills required – Comfortable with formulas, pivot tables, and interpreting complex data
• Strong organizational skills for managing many projects at once
• Ability to work independently and meet deadlines in a remote or hybrid environment
• Close attention to detail, especially when handling financial data
• Experience in a client-facing or professional service environment is helpful

Desired Qualifications & Skills

• NetSuite experience would be an added benefit
• Project Management experience 

Desired Characteristics    

• Self-motivated
• Intellectually curious
• Collaborative
• Amiable
• Operates with the highest integrity and attention to detail
• Passionate about efficient, scalable business processes
• Ability to prioritize and multitask across many projects

Physical Requirements/Special Demands   

• Must be available to work standard business hours, and occasional nights/weekends.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

The Role

As a Product Marketing Manager at Iterable, you will be the connective tissue between market opportunity, product innovation, and go-to-market strategy. You'll own specific product areas within our platform (Enterprise/Ecosystem: APIs/SDKs, Integrations, Governance, Data Infrastructure), translating customer needs into strategy and strategy into action. This role combines deep technical product knowledge with sharp business acumen to drive adoption, expansion, and competitive advantage.

Key Responsibilities

Content & Messaging 

• Craft strategic, audience-first messaging and positioning for your product portfolio
• Develop compelling narratives that cut through market noise, power sales conversations, and accelerate customer journeys
• Test and validate messaging with customers and prospects to ensure resonance, clarity, and differentiation

Launch & Go-to-Market

• Lead product launch planning and execution from concept to market
• Define launch tiering and coordinate cross-functional teams for maximum impact
• Establish clear launch success metrics and analyze performance to inform future GTM strategies

Enable Internal Teams

• Drive launch readiness by equipping sales, CS, and partner teams with the tools, training, and messaging they need to win
• Partner with sales engineering to develop technical narratives aligned to business outcomes
• Support customer success with adoption messaging and expansion playbooks
• Work with the enablement team to create objection-handling frameworks and discovery questions to support prospect conversations

Adoption & Customer Success

• Drive customer engagement through lifecycle programs and in-product messaging
• Identify expansion opportunities and develop targeted cross-sell/upsell campaigns
• Partner with customer marketing to build reference programs and case studies

Relationships & Market Intelligence

• Conduct customer research, market research, and competitive differentiation
• Collaborate with product management to influence the roadmap based on market insights
• Support analyst relations and thought leadership initiatives

What We're Looking For

Experience & Background

• 3-5 years in product marketing at a B2B SaaS company, preferably with technical products
• Experience in positioning products to both technical users and business decision-makers
• Strong technical depth with the ability to learn quickly, balanced with business acumen
• Demonstrated success in driving pipeline generation and deal velocity
• Previous work experience in consumer apps and tech, or media and publishing industries is highly valued.

Skills & Competencies

• Excellent written and verbal communication skills with the ability to distill complex technical concepts
• Experience with customer research methodologies and market analysis
• Strong project management skills and ability to coordinate cross-functional initiatives
• Knowledge of marketing technology landscape and customer data platforms preferred

Personal Attributes

• Customer-centric mindset with passion for solving real business problems
• Data-driven approach to decision making and campaign optimization
• Collaborative team player comfortable working with engineering, product, sales, and marketing
• Self-starter who thrives in a fast-paced, high-growth environment

Success Metrics

• Product adoption rates and feature utilization
• Pipeline generation and influence on new business
• Win rates in competitive deals
• Customer expansion and cross-sell success
• Sales enablement effectiveness (rep ramp time, message consistency)

Perks & Benefits:

• Paid parental leave
• Competitive salaries, meaningful equity, & 401(k) plan
• Medical, dental, vision, & life insurance
• Balance Days (additional paid holidays)
• Fertility & Adoption Assistance
• Paid Sabbatical
• Flexible PTO
• Monthly Employee Wellness allowance 
• Monthly Professional Development allowance 
• Pre-tax commuter benefits
• Complete laptop workstation

The US base salary range for this position at the start of employment is $112,000 - $175,000. Within this range, individual pay is determined by specific US work location, as well as additional factors, including job-related skills, experience, relevant education or training, and internal equity considerations.

Please note that the range listed above reflects only base salary. The total compensation package includes variable pay (where applicable), equity, plus a range of benefits, including medical, dental, vision, and financial. In addition, we offer perks such as generous stipends for health & fitness and learning & development, among others.

Peak Energy 

Job Title: Financial Analyst

Location: Broomfield, CO 

Reports To: Finance Manager

Department: Finance 

Position Type: Full-Time 

About Peak Energy  

Peak Energy is the first American venture to advance globally proven Sodium-Ion battery systems as the storage standard for the new era of renewable energy on a resilient grid.   

Sodium-Ion is cheap, readily available and safe, making it the leading contender in a rapidly evolving market.    

Our leadership team is powered by decades of expertise in scaling gigawatt-level innovation at world-class companies such as Tesla, Northvolt, Apple, Powin, Enovix, Zipline, Solid Power, and Fluence. We are backed by strategic investment and product partners such as TDK Ventures and Eclipse Ventures.    

We are a team of engineers, operators, entrepreneurs, and partners driven by a shared ambition to set the new performance standard for renewable energy and grid resilience.   

Position Summary 

Peak Energy is accelerating the transition to clean, reliable energy through advanced energy storage systems. We are seeking a Financial Analyst to join our Finance team as one of its earliest hires and help build the financial infrastructure that will carry Peak from early revenue through gigawatt-scale production. This role spans FP&A, strategic finance, and finance technology — you’ll assist with budget-to-actual reporting, support executive decision-making with models and analysis, and contribute to the AI and automation roadmap for Peak’s finance function. 

The ideal candidate is detail-oriented, motivated, and eager to learn. Experience matters less than attitude - we’re looking for someone who genuinely wants to understand how a business works, isn’t afraid to dig into the details, and brings consistent effort and follow-through every day. As one of the first finance hires, you’ll learn how a startup builds its financial operating cadence from the ground up, with the opportunity to grow into ownership of key processes over time. The key to success in this role is willingness to work hard, demonstrate curiosity, and an appetite for growth. This role has significant growth opportunities. 

Key Responsibilities 

FP&A & Budget Management 

• Assist in building and maintaining Peak’s budget-to-actual tracking, reporting cadences, and variance analysis — learning to partner with department heads across Engineering, Supply Chain, Commercial, and Operations to translate operational plans into financial models. 

• Help prepare monthly financial packages and support the month-end close process, learning to write clear, actionable commentary that explains the “so what” behind the numbers. 

Strategic Finance 

• Support fundraising, investor reporting, and board materials; assist in building financial models for new projects, customer deals, and manufacturing scale-up scenarios. 

• Learn to analyze and improve unit economics, should-cost models, and cash flow projections that support executive decision-making on pricing, procurement, and capital allocation. 

Finance Technology & AI Roadmap 

• Contribute to defining the AI and automation roadmap for Peak’s finance function — suggesting where intelligent tooling can replace manual work in reporting, reconciliation, forecasting, and spend tracking. 

• Support the evaluation and implementation of finance software (ERP, FP&A platforms, expense management) and help build internal tools and workflows as the company scales from startup-stage systems to enterprise-grade infrastructure. 

Cross-Functional Partnership 

• Support operational teams as a finance resource — helping track project-level spend, assisting with purchase order workflows, and learning compliance requirements including 48E ITC tax credit tracking and investor deliverables. 

• Contribute to ad hoc strategic projects across the business; this is a startup, and the best ideas often come from the newest voices. 

Qualifications 

• Bachelor’s degree in Finance, Accounting, Economics, Business, Engineering, or a related quantitative field. 

• 0–2 years of experience in finance, FP&A, accounting, consulting, or a related analytical role. Recent graduates with strong internship experience are encouraged to apply. 

• Comfortable in Excel/PowerPoint with a willingness to go deep — building models, writing formulas, and learning data tools over time. 

• Strong communicator who can distill financial information into clear takeaways for non-finance stakeholders. 

• Teachable and coachable — someone who takes feedback well, asks good questions, and is energized by learning new things in a fast-moving environment. 

• Intellectually curious about how AI and technology can transform finance — the kind of person already experimenting with tools like ChatGPT, Copilot, or Claude. 

• Bonus: SQL, BI tools (Tableau/Power BI/Looker), ERP systems, or exposure to hardware/energy/manufacturing environments. 

Our Core Values  

Speed Through Focus - Move fast but understand why. Focus on the goal, don't sacrifice quality.  
Mission Over Self - It's about the greater good; confident humility. Take ownership and accountability.  
Face the Brutal Truth - Transparency, honesty, big picture curiosity. Fearless decision making.  
Be a Good Person - Kindness, collaboration and teamwork  

Compensation & Benefits  

The salary range for this role is $70,000 - $90,000, with actual pay varying based on work location, experience, and skills. Our competitive benefits package includes flexible time off, comprehensive medical, dental, and vision coverage, a strong 401(k) plan, and equity opportunities. Join us to thrive in a supportive environment while making a meaningful impact in the energy sector!   

At Peak Energy Technologies Inc., we believe that a diverse and inclusive workplace makes us a more capable, innovative, and competitive company. We welcome people who represent diversity in their backgrounds, ethnicities, cultures, and experiences. Peak Energy Technologies Inc. is an equal opportunity employer, aiming to reach our company’s full potential by cultivating an inclusive workforce. We do not discriminate on the basis of race, color, ancestry, religion, national origin, sexual orientation, citizenship, marital or family status, disability, gender identity or expression, veteran status, or any other legally protected status.

At Career Team, our mission is to empower one person, start one career and serve one family at a time. We do this through innovative software solutions and high-touch services. As a Systems Analyst, you’ll directly lead complex design, development and implementations of our enterprise software. This involves:

• Leading complex projects with clients, utilizing high levels of communication and strong expectation setting
• Leading internal resources to design and build high quality software solutions
• Working closely with clients to build strong relationships and deeply understand their requirements
• Working with software development teams to design and build solutions matching requirements
• Creatively balance client’s stated needs with capabilities of our Cloud native SaaS platform

The ideal candidate is hard working and thrives in a fast-paced environment, managing multiple projects and priorities at once, while communicating effectively with both clients and internal teams. You will receive notable responsibility quickly and have the ability to move up in a fast growing organization.

The role requires someone who can juggle complex client demands, navigae the nuances between product changes and customizations, and lead efforts to deliver exceptional solutions.

Why Join Us?

• We change lives.
• Career Team is growing quickly and we need people who want to make an immediate impact and grow their careers as we grow our organization
• You will get to work with cutting-edge, cloud native, SaaS technologies and enterprise solutions
• We have a great culture - it’s a fun place to work!
• Career Team is large enough to have opportunity for growth, but small enough that you will work with highly experienced executives and make a real difference

What We’re Looking For:

• Analytical Skills: Ability to translate client requirements into actionable development stories.
• Bachelor’s degree or equivalent experience
• Communication: Excellent verbal and written communication skills with the ability to interact professionally with both clients and internal teams, including executives.
• Innovation Mindset: Strong problem-solving skills and the ability to work under pressure while maintaining a positive, client-focused attitude
• Ability to Zag!: Thrives in a fast-paced, ever-changing environment. Ability to prioritize tasks, balancing multiple, often competing, demands and deadlines with attention to detail and accuracy.
• Spark: Enthusiastic, self-motivated, and adaptable, with a strong desire to take initiative and drive projects forward.

Salary: 50,000–60,000 USD per year, commensurate with education and experience