Financial Analyst Jobs in Denver.
All active Financial Analyst roles based in Denver.
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Roku is changing how the world watches TV
Roku is the #1 TV streaming platform in the U.S., Canada, and Mexico, and we've set our sights on powering every television in the world. Roku pioneered streaming to the TV. Our mission is to be the TV streaming platform that connects the entire TV ecosystem. We connect consumers to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers unique capabilities to engage consumers.
From your first day at Roku, you'll make a valuable - and valued - contribution. We're a fast-growing public company where no one is a bystander. We offer you the opportunity to delight millions of TV streamers around the world while gaining meaningful experience across a variety of disciplines.
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
Our Hybrid Work Approach
Roku fosters an inclusive and collaborative environment where teams work in the office Monday through Thursday. Fridays are flexible for remote work except for employees whose roles are required to be in the office five days a week or employees who are in offices with a five day in office policy.
Benefits
Roku is committed to offering a diverse range of benefits as part of our compensation package to support our employees and their families. Our comprehensive benefits include global access to mental health and financial wellness support and resources. Local benefits include statutory and voluntary benefits which may include healthcare (medical, dental, and vision), life, accident, disability, commuter, and retirement options (401(k)/pension). Employees are supported in taking time off, in accordance with local leave policies and other personal needs to support their evolving work and life needs. It's important to note that not every benefit is available in all locations or for every role. For details specific to your location, please consult with your recruiter.
Accommodations
Roku welcomes applicants of all backgrounds and provides reasonable accommodations and adjustments in accordance with applicable law. If you require reasonable accommodation at any point in the hiring process, please direct your inquiries to EmployeeRelations@Roku.com.
The Roku Culture
Roku is a great place for people who want to work in a fast-paced environment where everyone is focused on the company's success rather than their own. We try to surround ourselves with people who are great at their jobs, who are easy to work with, and who keep their egos in check. We appreciate a sense of humor. We believe a fewer number of very talented folks can do more for less cost than a larger number of less talented teams. We're independent thinkers with big ideas who act boldly, move fast and accomplish extraordinary things through collaboration and trust. In short, at Roku you'll be part of a company that's changing how the world watches TV.
We have a unique culture that we are proud of. We think of ourselves primarily as problem-solvers, which itself is a two-part idea. We come up with the solution, but the solution isn't real until it is built and delivered to the customer. That penchant for action gives us a pragmatic approach to innovation, one that has served us well since 2002.
To learn more about Roku, our global footprint, and how we've grown, visit https://www.weareroku.com/factsheet.
By providing your information, you acknowledge that you want Roku to contact you about job roles, that you have read Roku's Applicant Privacy Notice, and understand that Roku will use your information as described in that notice. If you do not wish to receive any communications from Roku regarding this role or similar roles in the future, you may unsubscribe at any time by emailing WorkforcePrivacy@Roku.com.
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Market Risk Senior Analyst
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Join us in building the future of finance.
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.
About the team + role
We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards.
The Market Risk team’s mission is to assess prevailing risk conditions across multiple asset classes and ensure Robinhood’s customers and margin book are positioned for success in a dynamic risk landscape. We analyze information in real time to optimize risk across multiple dimensions, and partner cross-functionally to improve monitoring systems, build a best-in-class margin product offering, and identify evolving risks.
As a Market Risk Senior Analyst, you will operate at the forefront of margin risk policy, development, and implementation. You will serve as a risk expert at the intersection of traditional and evolving trading products, developing both proactive and reactive risk analyses and the controls that support them.
This role is based in our Chicago, IL, Denver, CO, Lake Mary, FL, and New York, NY office(s), with in-person attendance expected at least 3 days per week.
At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams.
Applications for this role will be accepted through March 31st, 2026. Please connect with your recruiter for more information about this role’s application window.
What you’ll do
- Assess emerging market conditions and provide actionable insights and recommendations on the margin risk profile.
- Research volatility catalysts, including earnings, regulatory announcements, geopolitical events, and broader market trends.
- Monitor market risk dashboards to identify significant exposures or shifts in customer behavior.
- Analyze data to identify risks and opportunities to improve the customer experience related to margin products.
- Partner on cross-functional initiatives to enhance the firm’s margin products, drive revenue, and improve the overall customer experience.
- Embrace evolving technologies and analytical tools to continuously improve personal and team workflows.
What you bring
- Bachelor’s degree in Finance, Economics, or a related field.
- 8+ years of experience at a brokerage or trading firm.
- Strong SQL skills, with the ability to query complex datasets and perform statistical analysis.
- Strong analytical and problem-solving skills, particularly related to market risk and financial products.
- Familiarity with financial markets, sector trends, and risk management tools.
- Curiosity and a willingness to learn new approaches for working with complex datasets and analyses.
What we offer
- Challenging, high-impact work to grow your career.
- Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
- Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents.
- Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more.
- Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
- Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
- Exceptional office experience with catered meals, events, and comfortable workspaces.
In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits.
Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process.
Base Pay Range:
Click here to learn more about our Total Rewards, which vary by region and entity.
If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application.
Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.
Ready to apply?
Apply to Robinhood
Senior Business Intelligence Analyst
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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
Who are we?
Contentful is a leading digital experience platform that helps modern businesses meet the growing demand for engaging, personalized content at scale. By blending composability with native AI capabilities, Contentful enables dynamic personalization, automated content delivery, and real-time experimentation, powering next-generation digital experiences across brands, regions, and channels for more than 4,200 organizations worldwide. More than 700 people from more than 70 nations contribute their energy and creativity to Contentful, working from hubs in Berlin, Denver, San Francisco, London, New York, and distributed worldwide.
Everyone is welcome here!
“Everyone is welcome here” is a celebrated component of our culture. At Contentful, we strive to create an inclusive environment that empowers our employees. We believe that our products and services benefit from our diverse backgrounds and experiences, and we are proud to be an equal opportunity employer. All qualified applications will receive consideration for employment without regard to race, color, national origin, religion, sexual orientation, gender, gender identity, age, physical [dis]ability, or length of time spent unemployed. We invite you to apply and join us!
If you need reasonable accommodations at any point during the application or interview process, please let your recruiting coordinator know.
Please be aware of scammers who may fraudulently allege to be from Contentful. These types of fraud can be carried out through copycat websites, fake email addresses claiming to be from our company, or social media. We do not ask for your personal information, such as bank account numbers, identification numbers, etc, through social media or chat-based apps, nor do we request or send money for the purchase of business equipment. If you suspect fraud, please report it to your local authorities, as well as reach out to us at security-esk@contentful.com with any information you may have.
By clicking “Apply for this job,” I acknowledge that I have read the “Contentful’s Candidate Privacy Notice” and hereby consent to the collection, processing, use, and storage of my personal information as described therein.
Ready to apply?
Apply to Contentful
Wealth Advisor (Colorado)
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Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
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
The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.
This position may also be eligible for a comprehensive benefits package, which includes:
- Medical, dental, and vision coverage
- Life insurance
- 401(k) contributions
- Health Savings Account (HSA)
- Short- and long-term disability
- Additional benefits designed to support your health and financial well-being
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
Ready to apply?
Apply to Mercer AdvisorsWealth Advisor (Boulder; Fort Collins, CO)
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Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts.
Essential Job Functions for the Wealth Advisor will include:
- Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients
- Ensuring retention of the firm’s clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth
- Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients
- Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning
- Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
- Managing client communications and follow-up with clients’ other advisors
- Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention
- Attending company workshops or lectures and speak to groups of potential clients when called upon
- Implementing company policies and procedure
- Other duties as needed
Required Knowledge, Skills and Abilities:
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Education: |
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Experience: |
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Certifications: |
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Job Skills: |
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Competencies:
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Business & Technological Knowledge |
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Industry Experience |
Advanced knowledge of the industry, financial products, and financial planning concepts |
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Economic Landscape |
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients |
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Business Ops - CSU |
Strong working/core understanding of CSU Operations |
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SO's - FWS |
Can generate and review performance reports and present recommendations to client relationship manager |
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SO’s - FP |
Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients |
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Wealth Management |
Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities |
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Core Tech/Platforms |
Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) |
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Compliance |
Comprehensive understanding of compliance requirements |
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INTERPERSONAL EFFECTIVENESS |
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Teamwork & Collaboration |
Role model for cross-Firm teamwork and collaboration |
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Work Environment |
Role model for contributing to a positive work environment |
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Balancing Priorities |
Balances competing priorities and manages time pressures with composure |
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Trustworthiness |
Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability |
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Professional Presence |
If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions |
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Communications |
Presents oral and written communications in a concise and well-organized form |
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CLIENT FOCUS & ACCOUNTABILITY |
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Client Service |
Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors |
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Resource Coordination |
Begins to establish internal resource channels needed to deliver high quality work on a timely basis |
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Growth Mindset |
Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market |
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Quality |
Takes responsibility for ensuring work quality |
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LEADERSHIP |
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Guiding Principles |
Consistently demonstrates full commitment to Firm vision and values |
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Talent Development & Team Leadership |
Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities. |
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Innovation & Change Management |
Identifies opportunities for improvement and proposes solutions |
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Firm-building |
Represents the Firm in a professional manner |
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Driving Results |
Partners with others to support achievement of KPI goals |
Work Schedule: Business hours Monday through Friday.
Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.
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
The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.
This position may also be eligible for a comprehensive benefits package, which includes:
- Medical, dental, and vision coverage
- Life insurance
- 401(k) contributions
- Health Savings Account (HSA)
- Short- and long-term disability
- Additional benefits designed to support your health and financial well-being
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
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Dialpad is the AI-native business communications platform. We unify calling, messaging, meetings, and contact center on a single platform - powered by AI that understands every conversation in real time.
More than 70,000 companies around the globe, including WeWork, Asana, NASDAQ, AAA Insurance, COMPASS Realty, Uber, Randstad, and Tractor Supply, rely on Dialpad to build stronger customer connections using real-time, AI-driven insights.
We’re now leading the shift to Agentic AI: intelligent agents that don’t just analyze conversations but take action by automating workflows, resolving customer issues, and accelerating revenue in real time. Our DAART initiative (Dialpad Agentic AI in Real Time) is redefining what a communications platform can do.
Visit dialpad.com to learn more.
Being a Dialer
At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more.
We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves.
We look for people who are intensely curious and hold themselves to a high bar. Our ambition is significant, and achieving it requires a team that operates at the highest level. We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent, and Empathetic.
Your role
As an AVP, AI Ecosystem & Marketplace you’ll own formalizing our ISV and Strategic Technology Alliance motion. With Marketplace v2 nearing launch and a growing base of pre-existing ISV influence across the customer base, we are hiring an AVP to own the commercial strategy, partner ecosystem, and revenue motion for ISVs across Dialpad’s Contact Center, UC, Collaboration, and Agentic AI portfolio. This is a highly visible, founding-style senior role. You will be the single accountable leader for designing and scaling three distinct revenue motions — (1) OEM / Embed, (2) Marketplace Resell, and (3) Referral / ISV-Influenced — and for establishing Dialpad’s position in the Google Cloud Marketplace and wider technology alliance ecosystem.
This position reports to our SVP, Channel Sales, and has the opportunity to be based remotely. This role requires travel.
What you’ll do
- OEM / Embed: Define the commercial model, pricing, and deal-desk process to embed Dialpad into third-party products.
- Marketplace Resell: Build take-rate, listing, and co-sell motions across Google Cloud Marketplace and Dialpad’s marketplace with Product.
- Referral / Influenced: Turn ISV-influenced pipeline into a measurable, repeatable motion with clear attribution, incentives, and SLAs.
- Partner Strategy: Define and prioritize the ISV target map across CCaaS, UCaaS, collaboration, and agentic AI adjacencies.
- Partner Lifecycle: Recruit, onboard, and activate strategic ISVs—from category leaders to high-growth AI-native players.
- Alliances: Own executive relationships with hyperscalers (e.g., Google Cloud), aligning GTM with co-sell programs.
- Product Alignment: Translate commercial needs into roadmap priorities with the CPO and marketplace product teams.
- Financial Model: Partner with Finance on take-rate, rev-share, and OEM margin structures that withstand Board scrutiny.
- GTM Alignment: Co-design attribution, comp, and deal registration with RevOps and CRO org to align channel and direct sales.
- Governance: Partner with Legal on agreements, data terms, and commercial guardrails.
- Revenue Delivery: Hit multi-million ARR targets for net-new ISV revenue using a staged investment model.
- Channel Impact: Grow ISV-influenced bookings into a durable share of channel revenue.
- Operating Cadence: Establish QBRs, pipeline reviews, and exec sponsor rhythms to ensure accountability.
- Team Build: Develop the business case and hiring plan for ISV Partner, Alliance, and Program Ops teams as the motion scales.
Skills you’ll bring
- 10+ years in enterprise SaaS with at least 5 years focused on ISV, OEM, cloud marketplace, or strategic technology alliances.
- Proven experience building or scaling a commercial motion on Google Cloud Marketplace, AWS Marketplace, or Azure Marketplace — including listing, co-sell, and take-rate economics.
- Track record designing and closing OEM, embed, or rev-share agreements with measurable ARR contribution.
- Demonstrated success partnering with Product and Engineering leadership to shape platform and marketplace roadmap.
- Experience in Contact Center, Unified Communications, Collaboration, or Agentic AI / conversational AI categories strongly preferred.
- Background in a Gartner Magic Quadrant or Canalys-tracked vendor environment, with fluency in analyst-driven category narratives.
Why Join Dialpad
- Work at the center of the AI transformation in business communications
- Build and ship agentic AI products that are redefining how companies operate
- Join a team where AI amplifies every employee’s impact
- Competitive salary, comprehensive benefits, and real opportunities for growth
We believe in investing in our people. Dialpad offers competitive benefits and perks, cutting-edge AI tools, and a robust training program that help you reach your full potential. We have designed our offices to be inclusive, offering a vibrant environment to cultivate collaboration and connection. Our exceptional culture, repeatedly recognized as a Great Place to Work, ensures that every employee feels valued and empowered to contribute to our collective success.
Don’t meet every single requirement? If you’re excited about this role and possess the fundamental traits, drive, and strong ambition we seek, but your experience doesn’t meet every qualification, we encourage you to apply.
Dialpad is an equal-opportunity employer. We are dedicated to creating a community of inclusion and an environment free from discrimination or harassment.
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Lead Business Analyst — Workforce Development Software
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Career TEAM is a leading workforce development organization on a mission to transform lives. We blend cutting-edge technology with compassionate, high-touch services to drive real, measurable outcomes in the lives of job seekers across the country. At Career TEAM, we’re solving today’s unemployment challenges with smart software, world-class trainers, dedicated case managers, dynamic job developers, and innovative partners. If you're passionate about making a difference and believe in the power of technology to transform lives, you’ll feel right at home here.
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
About Career TEAM:
Founded in 1996, Career TEAM, LLC is a private workforce development organization.
Career TEAM’s outstanding record of accelerating the human condition has resulted in numerous honors:
- Named by Inc. Magazine as one of America's 500 fastest growing privately held companies
- Recipient of the US Chamber of Commerce Blue Chip Enterprise Award for innovation
- Featured by 60 Minutes, CNN, Money Magazine, Inc. Magazine and the British Broadcasting Network as an innovative, government funded solutions program
- Invited to the White House after being cited by the National Welfare-to-Work Partnership and National Alliance of Business as a top 10 US training provider
As a socially conscious organization, Career TEAM has found a healthy balance between for-profit innovation and community enrichment. Looking ahead, the organization will continue to close the nation’s opportunity divide with additional government-funded workforce sites; while also building staff capacity of workforce funding sources and industry providers. See www.careerteam.com for more information.
Career Team is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
Background Check Requirements. Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current employees who apply for the position.
California Consumer Privacy Act ("CCPA"). Career Team is committed to complying with the CCPA and all data privacy and laws in the jurisdictions in which it recruits and hires employees. Career Team collects and uses Personal Information for human resources, employment, benefits administration, health and safety, and business-related purposes and to be in legal compliance. Below are the categories of Personal Information we collect and the purposes for which we intend to use this information:
Identifying information, such as your full name, gender, date of birth, and signature; Demographic data, such as race, ethnic origin, marital status, disability, and veteran or military status; Contact information, such as your home address, telephone numbers, email addresses, and emergency contact information; Dependent's or other individual's information, such as their full name, address, date of birth, and Social Security numbers (SSN); National identifiers, such as SSN, passport and visa information, and immigration status and documentation; Educational and professional background, such as your work history, academic and professional qualifications, educational records, references, and interview notes; Employment details, such as your job title, position, hire dates, compensation, performance and disciplinary records, and vacation and sick leave records; Financial information, such as banking details, tax information, payroll information, and withholdings; Health and Safety information, such as health conditions (if relevant to your employment), job restrictions, workplace illness and injury information, and health insurance policy information; Information Systems (IS) information, such as your search history, browsing history, login information, and IP addresses on the Company's information systems and networks; Biometric information, such as facial recognition, fingerprints, iris or retina scans, keystroke, or other physical patterns; and Geolocation data, such as time and physical location related to use of an internet website, application, device, or physical access to a Company office location.
The Company collects Personal Information to use or disclose as appropriate to:
(1) Comply with all applicable laws and regulations; (2) Recruit and evaluate job applicants and candidates for employment; (3) Conduct background checks; (4) Manage your employment relationship with us, including for: (a) onboarding processes; (b) timekeeping, payroll, and expense report administration; (c) employee benefits administration; (d) employee training and development requirements; (d) the creation, maintenance, and security of your online employee accounts; (e) reaching your emergency contacts when needed, such as when you are not reachable or are injured or ill; (f) workers' compensation claims management; (g) employee job performance, including goals and performance reviews, promotions, discipline, and termination; and (h) other human resources purposes; (5) Manage and monitor employee access to company facilities, equipment, and systems; (6) Conduct internal audits and workplace investigations; (7) Investigate and enforce compliance with and potential breaches of Company policies and procedures; (8) Engage in corporate transactions requiring review of employee records, such as for evaluating potential mergers and acquisitions of the Company; (9) Maintain commercial insurance policies and coverages, including for workers' compensation and other liability insurance; (10) Perform workforce analytics, data analytics, and benchmarking; (11) Administer and maintain the Company's operations, including for safety purposes; (12) For client marketing purposes; (13) Exercise or defend the legal rights of the Company and its employees, and affiliates, customers, contractors, and agents; and (14) to comply with requirements of government grants, including, but not limited to, program and audit requirements.
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Sr. Sales Compensation Analyst
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About Gusto
At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff — payroll, health insurance, 401(k)s, and HR — so owners can focus on their craft and their customers. With teams in Denver, San Francisco, and New York, we support more than 500,000 small businesses nationwide and are building a workplace that reflects the people we serve.
All full-time employees receive competitive base pay, benefits, and equity (RSUs) — because everyone who helps build Gusto should share in its success. Offer amounts are determined by role, level, and location. Learn more about our Total Rewards philosophy.
AI is a fundamental part of how work gets done at Gusto. We expect all team members to actively engage with AI tools relevant to their role and grow their fluency as the technology evolves. AI experience requirements vary by role and will be assessed during the interview process.
About the Role:
We're looking for a Senior Sales Compensation Analyst to join our Revenue Operations team. As a senior individual contributor, you will serve as a hands-on operator, subject matter expert, and strategic partner to our sales organization — owning end-to-end compensation administration while independently shaping the compensation programs and operational frameworks that drive Gusto's growth.
This is a high-visibility role at the intersection of Sales, Finance, and Revenue Operations. You'll bring deep expertise in sales compensation administration, advanced analytical capabilities, and a track record of building scalable programs that are fair, accurate, and motivating. You'll operate with a high degree of autonomy alongside the Head of Sales Compensation — driving plan administration, contributing to plan design for assigned segments, and setting the operational and analytical standard for the team. You'll leverage AI tools to push the boundaries of what our team can deliver.
About the Team:
The Sales Compensation team at Gusto sits within the Revenue Operations organization and serves as the backbone of how Gusto's sales force is motivated, rewarded, and aligned to company growth. We are a small, high-impact team with outsized visibility — our work touches every quota-carrying role across the company and directly influences how Gusto attracts, retains, and drives performance from top sales talent.
Here’s what you’ll do day-to-day:
- Own sales compensation administration for assigned teams — execute accurate, on-time commission calculations, payment processing, crediting, draws, clawbacks, and dispute resolution each pay cycle; Serve as the team's Xactly platform owner and subject matter expert, defining configuration standards, driving platform decisions, and maintaining data integrity across plan setup, participant management, and workflow automation
- Own monthly reporting & analytics for assigned segments — deliver attainment summaries and payout forecasts to Sales, Finance/Accounting, and Rev Ops; maintain KPI dashboards and perform ad hoc analysis on performance trends and budget adherence.
- Contribute to plan design for assigned segments — Support and, where designated, independently own compensation plan inputs for assigned sales segments, including rate validation, accelerator analysis, and rules of engagement; build financial models and scenario analyses that inform quota-setting and plan design decisions; connect compensation mechanics to broader outcomes across Finance, HR, and Sales Strategy
- Define and improve processes and compliance — document and continuously improve comp processes; maintain adherence to internal compliance standards and accounting rules; ensure role changes, new hires, and terminations are reflected accurately across Xactly and downstream systems
- Lead assigned cross-functional initiatives - Drive projects spanning Sales, Finance, HR, and Rev Ops; use data and structured analysis to influence stakeholders and build alignment across functions
- Leverage AI to elevate comp operations — actively incorporate AI tools to automate repetitive tasks, accelerate reporting, and surface insights; partner with the Head of Sales Compensation to identify and scale AI-driven improvements across the team
Here’s what we're looking for:
- 8+ years of hands-on sales compensation administration experience with demonstrated end-to-end ownership of commission processes in a high-growth environment
- Experience in full-cycle comp administration — calculations, crediting, draws, clawbacks, and dispute resolution.
- Xactly platform expertise - intermediate-to-advanced admin required (certification preferred); proven ability to own system configuration, data integrity, and workflow design; Salesforce and Tableau/Looker/Power BI proficiency; other ICM platforms a plus
- Advanced analytical skills - compensation modeling, scenario analysis, and reporting; solid understanding of quota-setting methodologies, GTM motions, and sales roles (AE, AM, SDR, overlay)
- Cross-functional influence — track record of leading initiatives and driving alignment across Sales, Finance, HR, and Operations without direct authority
- AI competency — actively uses AI tools to automate tasks, accelerate analysis, and improve accuracy with a habit of exploring and applying new tools practically
- Attributes — detail-oriented, proactive, and highly organized; clear communicator who can simplify complex comp mechanics for reps, managers, and cross-functional partners
- Bachelor's degree in Finance, Business, Mathematics, or related field — or equivalent experience
Our cash compensation amount for this role is $113,880 to $139,500 for Denver, Atlanta & Las Vegas. $138,365 to $169,500 for San Francisco & New York. $106,940 to $131,000 for Phoenix. Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above.
Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale.
Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas.
When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required. This includes non-office days for hybrid employees.
Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home at Gusto.
Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. We want to see our candidates perform to the best of their ability. If you require a medical or religious accommodation at any time throughout your candidate journey, please fill out this form and a member of our team will get in touch with you.
Gusto takes security and protection of your personal information very seriously. Please review our Fraudulent Activity Disclaimer.
Personal information collected and processed as part of your Gusto application will be subject to Gusto's Applicant Privacy Notice.
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Senior RevOps Analyst
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About Checkr
Checkr is building the data platform to power safe and fair decisions. Checkr’s innovative technology and robust data platform help customers assess risk and ensure safety and compliance to build trusted workplaces and communities. Checkr has over 100,000 customers including Amazon, DoorDash, Netflix, Kimpton, and Anthropic.
We’re a team that thrives on solving complex problems with innovative solutions that advance our mission. Checkr is recognized on Forbes Cloud 100 2025 List and is a Y Combinator 2024 Breakthrough Company.
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
Pay Transparency Disclosure
One of Checkr’s core values is Transparency. To live by that value, we’ve made the decision to disclose salary ranges in all of our job postings. We use geographic cost of labor as an input to develop ranges for our roles and as such, each location where we hire may have a different range. If this role is remote, we have listed the top to the bottom of the possible range, but we will specify the target range for an exact location when you are selected for a recruiting discussion. For more information on our compensation philosophy, see our website.
At Checkr, we believe an in office work environment strengthens collaboration, drives innovation, and encourages connection. Our hub locations are Denver, CO; San Francisco, CA; Nashville, TN; and Santiago, Chile. Individuals are expected to work from the office 3+ days a week. In-office perks are provided, such as lunch five times a week, a commuter stipend, and an abundance of snacks and beverages. A relocation stipend may be available for those willing to relocate to a Checkr hub location.
Equal Employment Opportunities at Checkr
Checkr is committed to building the best product and company, which requires hiring talented and qualified individuals with a diverse set of perspectives and lived experiences. Checkr believes in hiring people of all backgrounds, including those whose histories are impacted by the justice system in accordance with local, state, and/or federal laws, including the San Francisco’s Fair Chance Ordinance.
Applicant Privacy Policy
If you are a California resident or are located in Alberta or British Columbia, our Applicant Privacy Policy applies to our collection and processing of your personal information when you apply for a role with us or otherwise participate in our recruitment process.
*Legitimate Checkr emails will always include our official domain name after the @ symbol (e.g., name@checkr.com or name@ext.checkr.com).
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Fund Administration, Operations Analyst
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At Forge, we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more.
With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect.
Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way.
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
Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.
Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.
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Business Systems Analyst / Administrator
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At Forge, we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more.
With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect.
Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way.
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 role requires 2-3 days a week in office in San Francisco, CA.
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 San Francisco, CA the annual salary range for this role is $122,000 - $150,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors
Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.
Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.
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Apply to Forge Global
Business Systems Analyst / Administrator
Share this job
At Forge, we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more.
With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect.
Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way.
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 role requires 2-3 days a week in office in Soho, NY.
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 New York, New York the annual salary range for this role is $122,000 - $150,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors
Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.
Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.
Ready to apply?
Apply to Forge Global
Business Systems Analyst / Administrator
Share this job
At Forge, we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more.
With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect.
Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way.
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
Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.
Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.
Ready to apply?
Apply to Forge Global
Senior Deal Desk Analyst
Share this job
Dive in and do the best work of your career at DigitalOcean. Journey alongside a strong community of top talent who are relentless in their drive to build the simplest scalable cloud. If you have a growth mindset, naturally like to think big and bold, and are energized by the fast-paced environment of a true industry disruptor, you’ll find your place here. We value winning together—while learning, having fun, and making a profound difference for the dreamers and builders in the world.
The Strategic Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed, and that our financial results are appropriately accounted for. We provide financial analysis to determine critical strategic and operational decisions within a rapidly growing organization. We are looking for a senior Deal Desk analyst to join our team to support our growing commercial selling motion through financial analysis and guidance on standard and non-standard commercial agreements.
This position requires a nimble and curious professional capable of managing multiple priorities in a dynamic, rapidly growing, and fluid organization. You must be highly analytical, organized, and skilled at communication and problem-solving. This role will work to enforce and help define the process behind our discount and credit policies, appropriately structuring deals in alignment with DigitalOcean’s financial goals.
What You’ll Be Doing:
- Build trusted cross-functional relationships with Sales, Revenue Operations, Legal and Revenue Accounting and Strategic Finance; proactively identify opportunities for process improvements.
- Partner with Sales and Revenue Operations to structure commercially sound deals by evaluating tradeoffs across price, term, volume, and risk, aligned with financial guidelines.
- Lead financial modeling and evaluation of deal structures, ensuring alignment with margin targets, ARR goals, and long-term profitability.
- Enforce approval frameworks and policies; manage escalations and exceptions for strategic deals.
- Design and own discount reporting and cadence analytics to enable organization wide visibility into trends in the discounting program.
- Work alongside R&D Finance and D&A teams to refine customer and product-level margin profiles.
What We’ll Expect From You:
- High standards of accuracy and precision; extremely detail-oriented, highly organized and resourceful.
- Strong financial modeling, analytical and problem-solving skills with the ability to quickly grasp and apply analytical concepts.
- 2+ years of experience in investment banking, consulting, FP&A/ sales finance, deal management, sales operations, or business operations.
- Demonstrated ability to work within fixed timeframes and meet deadlines consistently.
- Proactive communicator with excellent verbal and written skills.
- Strong Excel and Google Sheets skills.
- Experience with Salesforce, Hubspot or other CRM tools desired.
- Experience with data analysis programs like Looker and Tableau is a plus.
- Bachelor’s degree required.
Compensation Range:
- $93,600.00 - $117,000.00
*This is a remote role
JR: 2026-7739
#LI-Remote
Why You’ll Like Working for DigitalOcean
- We innovate with purpose. You’ll be a part of a cutting-edge technology company with an upward trajectory, who are proud to simplify cloud and AI so builders can spend more time creating software that changes the world. As a member of the team, you will be a Shark who thinks big, bold, and scrappy, like an owner with a bias for action and a powerful sense of responsibility for customers, products, employees, and decisions.
- We prioritize career development. At DO, you’ll do the best work of your career. You will work with some of the smartest and most interesting people in the industry. We are a high-performance organization that will always challenge you to think big. Our organizational development team will provide you with resources to ensure you keep growing. We provide employees with reimbursement for relevant conferences, training, and education. All employees have access to LinkedIn Learning's 10,000+ courses to support their continued growth and development.
- We care about your well-being. Regardless of your location, we will provide you with a competitive array of benefits to support you from our Employee Assistance Program to Local Employee Meetups to flexible time off policy, to name a few. While the philosophy around our benefits is the same worldwide, specific benefits may vary based on local regulations and preferences.
- We reward our employees. The salary range for this position is based on market data, relevant years of experience, and skills. You may qualify for a bonus in addition to base salary; bonus amounts are determined based on company and individual performance. We also provide equity compensation to eligible employees, including equity grants upon hire and the option to participate in our Employee Stock Purchase Program.
- DigitalOcean is an equal-opportunity employer. We do not discriminate on the basis of race, religion, color, ancestry, national origin, caste, sex, sexual orientation, gender, gender identity or expression, age, disability, medical condition, pregnancy, genetic makeup, marital status, or military service.
Application Limit: You may apply to a maximum of 3 positions within any 180-day period. This policy promotes better role-candidate matching and encourages thoughtful applications where your qualifications align most strongly.
Ready to apply?
Apply to DigitalOcean
Senior Deal Desk Analyst
Share this job
Dive in and do the best work of your career at DigitalOcean. Journey alongside a strong community of top talent who are relentless in their drive to build the simplest scalable cloud. If you have a growth mindset, naturally like to think big and bold, and are energized by the fast-paced environment of a true industry disruptor, you’ll find your place here. We value winning together—while learning, having fun, and making a profound difference for the dreamers and builders in the world.
The Strategic Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed, and that our financial results are appropriately accounted for. We provide financial analysis to determine critical strategic and operational decisions within a rapidly growing organization. We are looking for a senior Deal Desk analyst to join our team to support our growing commercial selling motion through financial analysis and guidance on standard and non-standard commercial agreements.
This position requires a nimble and curious professional capable of managing multiple priorities in a dynamic, rapidly growing, and fluid organization. You must be highly analytical, organized, and skilled at communication and problem-solving. This role will work to enforce and help define the process behind our discount and credit policies, appropriately structuring deals in alignment with DigitalOcean’s financial goals.
What You’ll Be Doing:
- Build trusted cross-functional relationships with Sales, Revenue Operations, Legal and Revenue Accounting and Strategic Finance; proactively identify opportunities for process improvements.
- Partner with Sales and Revenue Operations to structure commercially sound deals by evaluating tradeoffs across price, term, volume, and risk, aligned with financial guidelines.
- Lead financial modeling and evaluation of deal structures, ensuring alignment with margin targets, ARR goals, and long-term profitability.
- Enforce approval frameworks and policies; manage escalations and exceptions for strategic deals.
- Design and own discount reporting and cadence analytics to enable organization wide visibility into trends in the discounting program.
- Work alongside R&D Finance and D&A teams to refine customer and product-level margin profiles.
What We’ll Expect From You:
- High standards of accuracy and precision; extremely detail-oriented, highly organized and resourceful.
- Strong financial modeling, analytical and problem-solving skills with the ability to quickly grasp and apply analytical concepts.
- 2+ years of experience in investment banking, consulting, FP&A/ sales finance, deal management, sales operations, or business operations.
- Demonstrated ability to work within fixed timeframes and meet deadlines consistently.
- Proactive communicator with excellent verbal and written skills.
- Strong Excel and Google Sheets skills.
- Experience with Salesforce, Hubspot or other CRM tools desired.
- Experience with data analysis programs like Looker and Tableau is a plus.
- Bachelor’s degree required.
Compensation Range:
- $93,600.00 - $117,000.00
*This is a remote role
JR: 2026-7739
#LI-Remote
Why You’ll Like Working for DigitalOcean
- We innovate with purpose. You’ll be a part of a cutting-edge technology company with an upward trajectory, who are proud to simplify cloud and AI so builders can spend more time creating software that changes the world. As a member of the team, you will be a Shark who thinks big, bold, and scrappy, like an owner with a bias for action and a powerful sense of responsibility for customers, products, employees, and decisions.
- We prioritize career development. At DO, you’ll do the best work of your career. You will work with some of the smartest and most interesting people in the industry. We are a high-performance organization that will always challenge you to think big. Our organizational development team will provide you with resources to ensure you keep growing. We provide employees with reimbursement for relevant conferences, training, and education. All employees have access to LinkedIn Learning's 10,000+ courses to support their continued growth and development.
- We care about your well-being. Regardless of your location, we will provide you with a competitive array of benefits to support you from our Employee Assistance Program to Local Employee Meetups to flexible time off policy, to name a few. While the philosophy around our benefits is the same worldwide, specific benefits may vary based on local regulations and preferences.
- We reward our employees. The salary range for this position is based on market data, relevant years of experience, and skills. You may qualify for a bonus in addition to base salary; bonus amounts are determined based on company and individual performance. We also provide equity compensation to eligible employees, including equity grants upon hire and the option to participate in our Employee Stock Purchase Program.
- DigitalOcean is an equal-opportunity employer. We do not discriminate on the basis of race, religion, color, ancestry, national origin, caste, sex, sexual orientation, gender, gender identity or expression, age, disability, medical condition, pregnancy, genetic makeup, marital status, or military service.
Application Limit: You may apply to a maximum of 3 positions within any 180-day period. This policy promotes better role-candidate matching and encourages thoughtful applications where your qualifications align most strongly.
Ready to apply?
Apply to DigitalOcean
Senior Deal Desk Analyst
Share this job
Dive in and do the best work of your career at DigitalOcean. Journey alongside a strong community of top talent who are relentless in their drive to build the simplest scalable cloud. If you have a growth mindset, naturally like to think big and bold, and are energized by the fast-paced environment of a true industry disruptor, you’ll find your place here. We value winning together—while learning, having fun, and making a profound difference for the dreamers and builders in the world.
The Strategic Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed, and that our financial results are appropriately accounted for. We provide financial analysis to determine critical strategic and operational decisions within a rapidly growing organization. We are looking for a senior Deal Desk analyst to join our team to support our growing commercial selling motion through financial analysis and guidance on standard and non-standard commercial agreements.
This position requires a nimble and curious professional capable of managing multiple priorities in a dynamic, rapidly growing, and fluid organization. You must be highly analytical, organized, and skilled at communication and problem-solving. This role will work to enforce and help define the process behind our discount and credit policies, appropriately structuring deals in alignment with DigitalOcean’s financial goals.
What You’ll Be Doing:
- Build trusted cross-functional relationships with Sales, Revenue Operations, Legal and Revenue Accounting and Strategic Finance; proactively identify opportunities for process improvements.
- Partner with Sales and Revenue Operations to structure commercially sound deals by evaluating tradeoffs across price, term, volume, and risk, aligned with financial guidelines.
- Lead financial modeling and evaluation of deal structures, ensuring alignment with margin targets, ARR goals, and long-term profitability.
- Enforce approval frameworks and policies; manage escalations and exceptions for strategic deals.
- Design and own discount reporting and cadence analytics to enable organization wide visibility into trends in the discounting program.
- Work alongside R&D Finance and D&A teams to refine customer and product-level margin profiles.
What We’ll Expect From You:
- High standards of accuracy and precision; extremely detail-oriented, highly organized and resourceful.
- Strong financial modeling, analytical and problem-solving skills with the ability to quickly grasp and apply analytical concepts.
- 2+ years of experience in investment banking, consulting, FP&A/ sales finance, deal management, sales operations, or business operations.
- Demonstrated ability to work within fixed timeframes and meet deadlines consistently.
- Proactive communicator with excellent verbal and written skills.
- Strong Excel and Google Sheets skills.
- Experience with Salesforce, Hubspot or other CRM tools desired.
- Experience with data analysis programs like Looker and Tableau is a plus.
- Bachelor’s degree required.
Compensation Range:
- $93,600.00 - $117,000.00
*This is a remote role
JR: 2026-7739
#LI-Remote
Why You’ll Like Working for DigitalOcean
- We innovate with purpose. You’ll be a part of a cutting-edge technology company with an upward trajectory, who are proud to simplify cloud and AI so builders can spend more time creating software that changes the world. As a member of the team, you will be a Shark who thinks big, bold, and scrappy, like an owner with a bias for action and a powerful sense of responsibility for customers, products, employees, and decisions.
- We prioritize career development. At DO, you’ll do the best work of your career. You will work with some of the smartest and most interesting people in the industry. We are a high-performance organization that will always challenge you to think big. Our organizational development team will provide you with resources to ensure you keep growing. We provide employees with reimbursement for relevant conferences, training, and education. All employees have access to LinkedIn Learning's 10,000+ courses to support their continued growth and development.
- We care about your well-being. Regardless of your location, we will provide you with a competitive array of benefits to support you from our Employee Assistance Program to Local Employee Meetups to flexible time off policy, to name a few. While the philosophy around our benefits is the same worldwide, specific benefits may vary based on local regulations and preferences.
- We reward our employees. The salary range for this position is based on market data, relevant years of experience, and skills. You may qualify for a bonus in addition to base salary; bonus amounts are determined based on company and individual performance. We also provide equity compensation to eligible employees, including equity grants upon hire and the option to participate in our Employee Stock Purchase Program.
- DigitalOcean is an equal-opportunity employer. We do not discriminate on the basis of race, religion, color, ancestry, national origin, caste, sex, sexual orientation, gender, gender identity or expression, age, disability, medical condition, pregnancy, genetic makeup, marital status, or military service.
Application Limit: You may apply to a maximum of 3 positions within any 180-day period. This policy promotes better role-candidate matching and encourages thoughtful applications where your qualifications align most strongly.
Ready to apply?
Apply to DigitalOcean
Senior Deal Desk Analyst
Share this job
Dive in and do the best work of your career at DigitalOcean. Journey alongside a strong community of top talent who are relentless in their drive to build the simplest scalable cloud. If you have a growth mindset, naturally like to think big and bold, and are energized by the fast-paced environment of a true industry disruptor, you’ll find your place here. We value winning together—while learning, having fun, and making a profound difference for the dreamers and builders in the world.
The Strategic Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed, and that our financial results are appropriately accounted for. We provide financial analysis to determine critical strategic and operational decisions within a rapidly growing organization. We are looking for a senior Deal Desk analyst to join our team to support our growing commercial selling motion through financial analysis and guidance on standard and non-standard commercial agreements.
This position requires a nimble and curious professional capable of managing multiple priorities in a dynamic, rapidly growing, and fluid organization. You must be highly analytical, organized, and skilled at communication and problem-solving. This role will work to enforce and help define the process behind our discount and credit policies, appropriately structuring deals in alignment with DigitalOcean’s financial goals.
What You’ll Be Doing:
- Build trusted cross-functional relationships with Sales, Revenue Operations, Legal and Revenue Accounting and Strategic Finance; proactively identify opportunities for process improvements.
- Partner with Sales and Revenue Operations to structure commercially sound deals by evaluating tradeoffs across price, term, volume, and risk, aligned with financial guidelines.
- Lead financial modeling and evaluation of deal structures, ensuring alignment with margin targets, ARR goals, and long-term profitability.
- Enforce approval frameworks and policies; manage escalations and exceptions for strategic deals.
- Design and own discount reporting and cadence analytics to enable organization wide visibility into trends in the discounting program.
- Work alongside R&D Finance and D&A teams to refine customer and product-level margin profiles.
What We’ll Expect From You:
- High standards of accuracy and precision; extremely detail-oriented, highly organized and resourceful.
- Strong financial modeling, analytical and problem-solving skills with the ability to quickly grasp and apply analytical concepts.
- 2+ years of experience in investment banking, consulting, FP&A/ sales finance, deal management, sales operations, or business operations.
- Demonstrated ability to work within fixed timeframes and meet deadlines consistently.
- Proactive communicator with excellent verbal and written skills.
- Strong Excel and Google Sheets skills.
- Experience with Salesforce, Hubspot or other CRM tools desired.
- Experience with data analysis programs like Looker and Tableau is a plus.
- Bachelor’s degree required.
Compensation Range:
- $93,600.00 - $117,000.00
*This is a remote role
JR: 2026-7739
#LI-Remote
Why You’ll Like Working for DigitalOcean
- We innovate with purpose. You’ll be a part of a cutting-edge technology company with an upward trajectory, who are proud to simplify cloud and AI so builders can spend more time creating software that changes the world. As a member of the team, you will be a Shark who thinks big, bold, and scrappy, like an owner with a bias for action and a powerful sense of responsibility for customers, products, employees, and decisions.
- We prioritize career development. At DO, you’ll do the best work of your career. You will work with some of the smartest and most interesting people in the industry. We are a high-performance organization that will always challenge you to think big. Our organizational development team will provide you with resources to ensure you keep growing. We provide employees with reimbursement for relevant conferences, training, and education. All employees have access to LinkedIn Learning's 10,000+ courses to support their continued growth and development.
- We care about your well-being. Regardless of your location, we will provide you with a competitive array of benefits to support you from our Employee Assistance Program to Local Employee Meetups to flexible time off policy, to name a few. While the philosophy around our benefits is the same worldwide, specific benefits may vary based on local regulations and preferences.
- We reward our employees. The salary range for this position is based on market data, relevant years of experience, and skills. You may qualify for a bonus in addition to base salary; bonus amounts are determined based on company and individual performance. We also provide equity compensation to eligible employees, including equity grants upon hire and the option to participate in our Employee Stock Purchase Program.
- DigitalOcean is an equal-opportunity employer. We do not discriminate on the basis of race, religion, color, ancestry, national origin, caste, sex, sexual orientation, gender, gender identity or expression, age, disability, medical condition, pregnancy, genetic makeup, marital status, or military service.
Application Limit: You may apply to a maximum of 3 positions within any 180-day period. This policy promotes better role-candidate matching and encourages thoughtful applications where your qualifications align most strongly.
Ready to apply?
Apply to DigitalOcean
Senior Deal Desk Analyst
Share this job
Dive in and do the best work of your career at DigitalOcean. Journey alongside a strong community of top talent who are relentless in their drive to build the simplest scalable cloud. If you have a growth mindset, naturally like to think big and bold, and are energized by the fast-paced environment of a true industry disruptor, you’ll find your place here. We value winning together—while learning, having fun, and making a profound difference for the dreamers and builders in the world.
The Strategic Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed, and that our financial results are appropriately accounted for. We provide financial analysis to determine critical strategic and operational decisions within a rapidly growing organization. We are looking for a senior Deal Desk analyst to join our team to support our growing commercial selling motion through financial analysis and guidance on standard and non-standard commercial agreements.
This position requires a nimble and curious professional capable of managing multiple priorities in a dynamic, rapidly growing, and fluid organization. You must be highly analytical, organized, and skilled at communication and problem-solving. This role will work to enforce and help define the process behind our discount and credit policies, appropriately structuring deals in alignment with DigitalOcean’s financial goals.
What You’ll Be Doing:
- Build trusted cross-functional relationships with Sales, Revenue Operations, Legal and Revenue Accounting and Strategic Finance; proactively identify opportunities for process improvements.
- Partner with Sales and Revenue Operations to structure commercially sound deals by evaluating tradeoffs across price, term, volume, and risk, aligned with financial guidelines.
- Lead financial modeling and evaluation of deal structures, ensuring alignment with margin targets, ARR goals, and long-term profitability.
- Enforce approval frameworks and policies; manage escalations and exceptions for strategic deals.
- Design and own discount reporting and cadence analytics to enable organization wide visibility into trends in the discounting program.
- Work alongside R&D Finance and D&A teams to refine customer and product-level margin profiles.
What We’ll Expect From You:
- High standards of accuracy and precision; extremely detail-oriented, highly organized and resourceful.
- Strong financial modeling, analytical and problem-solving skills with the ability to quickly grasp and apply analytical concepts.
- 2+ years of experience in investment banking, consulting, FP&A/ sales finance, deal management, sales operations, or business operations.
- Demonstrated ability to work within fixed timeframes and meet deadlines consistently.
- Proactive communicator with excellent verbal and written skills.
- Strong Excel and Google Sheets skills.
- Experience with Salesforce, Hubspot or other CRM tools desired.
- Experience with data analysis programs like Looker and Tableau is a plus.
- Bachelor’s degree required.
Compensation Range:
- $93,600.00 - $117,000.00
*This is a remote role
JR: 2026-7739
#LI-Remote
Why You’ll Like Working for DigitalOcean
- We innovate with purpose. You’ll be a part of a cutting-edge technology company with an upward trajectory, who are proud to simplify cloud and AI so builders can spend more time creating software that changes the world. As a member of the team, you will be a Shark who thinks big, bold, and scrappy, like an owner with a bias for action and a powerful sense of responsibility for customers, products, employees, and decisions.
- We prioritize career development. At DO, you’ll do the best work of your career. You will work with some of the smartest and most interesting people in the industry. We are a high-performance organization that will always challenge you to think big. Our organizational development team will provide you with resources to ensure you keep growing. We provide employees with reimbursement for relevant conferences, training, and education. All employees have access to LinkedIn Learning's 10,000+ courses to support their continued growth and development.
- We care about your well-being. Regardless of your location, we will provide you with a competitive array of benefits to support you from our Employee Assistance Program to Local Employee Meetups to flexible time off policy, to name a few. While the philosophy around our benefits is the same worldwide, specific benefits may vary based on local regulations and preferences.
- We reward our employees. The salary range for this position is based on market data, relevant years of experience, and skills. You may qualify for a bonus in addition to base salary; bonus amounts are determined based on company and individual performance. We also provide equity compensation to eligible employees, including equity grants upon hire and the option to participate in our Employee Stock Purchase Program.
- DigitalOcean is an equal-opportunity employer. We do not discriminate on the basis of race, religion, color, ancestry, national origin, caste, sex, sexual orientation, gender, gender identity or expression, age, disability, medical condition, pregnancy, genetic makeup, marital status, or military service.
Application Limit: You may apply to a maximum of 3 positions within any 180-day period. This policy promotes better role-candidate matching and encourages thoughtful applications where your qualifications align most strongly.
Ready to apply?
Apply to DigitalOcean
Sr. Analyst, Corporate FP&A
Share this job
Dive in and do the best work of your career at DigitalOcean. Journey alongside a strong community of top talent who are relentless in their drive to build the simplest scalable cloud. If you have a growth mindset, naturally like to think big and bold, and are energized by the fast-paced environment of a true industry disruptor, you’ll find your place here. We value winning together—while learning, having fun, and making a profound difference for the dreamers and builders in the world.
We want people who are passionate, high performing team players who can take new challenges and go the extra mile.
The Finance team oversees the company's financial well-being while supporting operational and business planning in a dynamic, fast-paced environment. We work hard to ensure growth is accurately projected and managed and that our financial results are properly accounted for. We provide financial analysis to determine key operational decisions within a rapidly growing organization. We only hire the best to these teams, and your work will have a huge impact on the future success of this rapidly growing company.
We are seeking a high-caliber finance professional to serve as a key architect of our corporate financial strategy. This role requires a unique blend of technical modeling mastery and strategic foresight, as you will directly own the company’s cash forecasting, equity dilution models, and long-range planning integration. The ideal candidate is a "three-statement expert" who thrives in a high-growth, fluid environment and possesses the analytical rigor to manage complex balance sheet and liquidity workstreams. You must be a proactive problem-solver, capable of translating intricate financial data into clear, actionable insights. Beyond maintaining the status quo, you will be a champion for scaling our FP&A processes and leveraging tools like Adaptive Insights to enhance the sophistication of our global finance function.
What You’ll Be Doing:
- Own the cash forecast during each monthly forecast cycle, including the annual planning cycle
- Maintain and evolve the WASO (Weighted Average Shares Outstanding) and EPS (Earnings per Share) model, including equity roll-forward schedules and dilution forecasting
- Architect and update the Balance Sheet forecast, proactively monitoring leverage ratios and capital structure health
- Analyze interest expense trends and the impact of debt instruments on the overall P&L and cash position.
- Manage the Long-Range Planning (LRP) model, translating multi-year strategic initiatives into a cohesive financial outlook for various scenario analyses
- Act as the primary FP&A lead for Treasury support, providing data-driven insights for debt servicing, interest expense forecasting, and overall cash management.
- Support development of integrated modeling for CapEx and equipment lease forecasts in close collaboration with the COGS and Operations teams
- Drive accountability for cash performance metrics, specifically owning the tracking and reporting of Adjusted FCF, Unlevered FCF, and Cash Generated metrics.
- Drive end-of-quarter Cash Flow analysis with Accounts Payable and Accounting to ensure accuracy, control over final pay runs, and weekly liquidity management.
- Provide monthly, quarterly, and annual support for internal reporting and external earnings requirements related to equity, debt, and cash flow movements.
- Support the advancement of FP&A processes, Adaptive Insights planning system and related IT tools, and financial modeling to enhance the overall finance function
- Work closely with the accounting team to ensure timely and accurate financial closes on a monthly basis
- Prepare presentations and key reporting to the Board of Directors and Executive Team
- Develop business cases and analysis to inform and support business and financial decisions
- Collaborate cross functionally to understand the financial impact of, and help prioritize, new business initiatives and investments
What We’ll Expect From You:
- Strong analytical, financial modeling, and problem-solving skills with the ability to quickly grasp and apply analytical concepts
- 2-3 years of investment banking experience (Tier 1 banks preferred)
- Foundational knowledge of GAAP, specifically as it relates to Cash Flow Statement classification
- Demonstrated ability to consistently work within fixed timeframes and meet deadlines
- Proactive communicator with excellent verbal and written skills
- Maintain the highest standards of accuracy and precision; detail-oriented, highly-organized and resourceful
- Must have strong work ethic, team mentality, positive attitude, be highly-driven, self-motivated, have excellent business partnering skills and demonstrate internal stakeholder orientation
- Passion for technology and genuine desire to make meaningful contributions on a team with big aspirations
- Proactive, self-directed operator who demonstrates strong ownership mindset; comfortable working autonomously to drive initiatives and deliver results.
- Proficiency in Google Sheets and Microsoft Excel
- Bachelor’s degree required
- Final candidates will be required to complete a case study analysis during the final rounds.
Nice to have:
- Proficiency in, or an aptitude to learn, Adaptive Insights including building models and reports
- Experience in financial forecasting, planning and analysis and operational budget management, preferably in a business partner facing role
- Experience in other tools/programming languages (Looker, SQL, VBA, Netsuite, Oracle, etc.)
- MBA is a plus
Compensation Range:
- $93,000 - $140,000
*This is a remote role
JR: 2026-7580
#LI-Remote
Why You’ll Like Working for DigitalOcean
- We innovate with purpose. You’ll be a part of a cutting-edge technology company with an upward trajectory, who are proud to simplify cloud and AI so builders can spend more time creating software that changes the world. As a member of the team, you will be a Shark who thinks big, bold, and scrappy, like an owner with a bias for action and a powerful sense of responsibility for customers, products, employees, and decisions.
- We prioritize career development. At DO, you’ll do the best work of your career. You will work with some of the smartest and most interesting people in the industry. We are a high-performance organization that will always challenge you to think big. Our organizational development team will provide you with resources to ensure you keep growing. We provide employees with reimbursement for relevant conferences, training, and education. All employees have access to LinkedIn Learning's 10,000+ courses to support their continued growth and development.
- We care about your well-being. Regardless of your location, we will provide you with a competitive array of benefits to support you from our Employee Assistance Program to Local Employee Meetups to flexible time off policy, to name a few. While the philosophy around our benefits is the same worldwide, specific benefits may vary based on local regulations and preferences.
- We reward our employees. The salary range for this position is based on market data, relevant years of experience, and skills. You may qualify for a bonus in addition to base salary; bonus amounts are determined based on company and individual performance. We also provide equity compensation to eligible employees, including equity grants upon hire and the option to participate in our Employee Stock Purchase Program.
- DigitalOcean is an equal-opportunity employer. We do not discriminate on the basis of race, religion, color, ancestry, national origin, caste, sex, sexual orientation, gender, gender identity or expression, age, disability, medical condition, pregnancy, genetic makeup, marital status, or military service.
Application Limit: You may apply to a maximum of 3 positions within any 180-day period. This policy promotes better role-candidate matching and encourages thoughtful applications where your qualifications align most strongly.
Ready to apply?
Apply to DigitalOcean
Senior FP&A Analyst - Global Lease
Share this job
Dive in and do the best work of your career at DigitalOcean. Journey alongside a strong community of top talent who are relentless in their drive to build the simplest scalable cloud. If you have a growth mindset, naturally like to think big and bold, and are energized by the fast-paced environment of a true industry disruptor, you’ll find your place here. We value winning together—while learning, having fun, and making a profound difference for the dreamers and builders in the world.
We are seeking a Global Lease Sr. Analyst that is strategic and detail oriented to oversee the leasing lifecycle of infrastructure equipment across our global cloud platform. The ideal candidate will have experience managing and leasing data center equipment, expertise in negotiating with vendors along with deep knowledge of underlying financial and operational processes.
What You’ll Do:
- Develop and execute leasing strategies aligned with infrastructure growth planLead the end-to-end equipment leasing program and strategy, including the decision framework for buy vs. lease and the selection of third-party capital partners.
- Act as the main contact for financing partners, track financing terms across lenders (rates, fees, covenants), support negotiations for new leases and refinancing, compare financing options and recommend the lowest-cost structure.
- Manage all facets of the lease portfolio, including maintaining a centralized register, tracking key financial terms (principal, interest, payment schedules, maturity), and monitoring for variances and refinancing needs.
- Coordinate and liaise equipment needs / orders between the Infrastructure, Engineering, Procurement teams and the appropriate capital partner throughout the procurement process.
- Coordinate the operational execution of new leases, including required documentation, timing, validating lease contracts against vendor invoices and funding with financing partners and internal teams.
- Provide financial forecasting support including producing monthly/quarterly lease schedules, forward-looking cash flow projections, delivering structured inputs for budgeting and long-range planning and ad-hoc analysis.
- Establish and maintain processes, including standard templates for tracking and creating clear workflows for new lease intake, contract approval, payment tracking, and handoff to accounting teams.
- Serve as the primary liaison and escalation point for all internal and external program stakeholders, including financing partners, Infrastructure, Legal, and Accounting teams.
What You’ll Add to DigitalOcean:
- Bachelor's degree in a business, technical, or analytical field (e.g., Business Administration or Economics).
- Experience in financial modeling and forecasting and familiarity with accounting and finance concepts, such as cash flow management.
- Proven experience managing and leasing data center equipment, demonstrating deep knowledge of underlying financial and operational processes.
- Strong organizational, negotiation, and analytical skills to manage a large portfolio of leases, track detailed financial terms, and support lender negotiations.
- Strong communication skills and ability to communicate effectively with capital partners, senior leadership and other program stakeholders.
- We recognize that talent comes in many forms. If you’re excited about this role but your past experience doesn’t align perfectly with every qualifications listed, we still encourage you to apply. You may be just the right candidate for this or other roles.
Compensation Range:
- $93,600.00 - $125,000.00
*This is a remote role
JR: 2026-7691
#LI-Remote
Why You’ll Like Working for DigitalOcean
- We innovate with purpose. You’ll be a part of a cutting-edge technology company with an upward trajectory, who are proud to simplify cloud and AI so builders can spend more time creating software that changes the world. As a member of the team, you will be a Shark who thinks big, bold, and scrappy, like an owner with a bias for action and a powerful sense of responsibility for customers, products, employees, and decisions.
- We prioritize career development. At DO, you’ll do the best work of your career. You will work with some of the smartest and most interesting people in the industry. We are a high-performance organization that will always challenge you to think big. Our organizational development team will provide you with resources to ensure you keep growing. We provide employees with reimbursement for relevant conferences, training, and education. All employees have access to LinkedIn Learning's 10,000+ courses to support their continued growth and development.
- We care about your well-being. Regardless of your location, we will provide you with a competitive array of benefits to support you from our Employee Assistance Program to Local Employee Meetups to flexible time off policy, to name a few. While the philosophy around our benefits is the same worldwide, specific benefits may vary based on local regulations and preferences.
- We reward our employees. The salary range for this position is based on market data, relevant years of experience, and skills. You may qualify for a bonus in addition to base salary; bonus amounts are determined based on company and individual performance. We also provide equity compensation to eligible employees, including equity grants upon hire and the option to participate in our Employee Stock Purchase Program.
- DigitalOcean is an equal-opportunity employer. We do not discriminate on the basis of race, religion, color, ancestry, national origin, caste, sex, sexual orientation, gender, gender identity or expression, age, disability, medical condition, pregnancy, genetic makeup, marital status, or military service.
Application Limit: You may apply to a maximum of 3 positions within any 180-day period. This policy promotes better role-candidate matching and encourages thoughtful applications where your qualifications align most strongly.
Ready to apply?
Apply to DigitalOcean
Senior FP&A Analyst - Global Lease
Share this job
Dive in and do the best work of your career at DigitalOcean. Journey alongside a strong community of top talent who are relentless in their drive to build the simplest scalable cloud. If you have a growth mindset, naturally like to think big and bold, and are energized by the fast-paced environment of a true industry disruptor, you’ll find your place here. We value winning together—while learning, having fun, and making a profound difference for the dreamers and builders in the world.
We are seeking a Global Lease Sr. Analyst that is strategic and detail oriented to oversee the leasing lifecycle of infrastructure equipment across our global cloud platform. The ideal candidate will have experience managing and leasing data center equipment, expertise in negotiating with vendors along with deep knowledge of underlying financial and operational processes.
What You’ll Do:
- Develop and execute leasing strategies aligned with infrastructure growth planLead the end-to-end equipment leasing program and strategy, including the decision framework for buy vs. lease and the selection of third-party capital partners.
- Act as the main contact for financing partners, track financing terms across lenders (rates, fees, covenants), support negotiations for new leases and refinancing, compare financing options and recommend the lowest-cost structure.
- Manage all facets of the lease portfolio, including maintaining a centralized register, tracking key financial terms (principal, interest, payment schedules, maturity), and monitoring for variances and refinancing needs.
- Coordinate and liaise equipment needs / orders between the Infrastructure, Engineering, Procurement teams and the appropriate capital partner throughout the procurement process.
- Coordinate the operational execution of new leases, including required documentation, timing, validating lease contracts against vendor invoices and funding with financing partners and internal teams.
- Provide financial forecasting support including producing monthly/quarterly lease schedules, forward-looking cash flow projections, delivering structured inputs for budgeting and long-range planning and ad-hoc analysis.
- Establish and maintain processes, including standard templates for tracking and creating clear workflows for new lease intake, contract approval, payment tracking, and handoff to accounting teams.
- Serve as the primary liaison and escalation point for all internal and external program stakeholders, including financing partners, Infrastructure, Legal, and Accounting teams.
What You’ll Add to DigitalOcean:
- Bachelor's degree in a business, technical, or analytical field (e.g., Business Administration or Economics).
- Experience in financial modeling and forecasting and familiarity with accounting and finance concepts, such as cash flow management.
- Proven experience managing and leasing data center equipment, demonstrating deep knowledge of underlying financial and operational processes.
- Strong organizational, negotiation, and analytical skills to manage a large portfolio of leases, track detailed financial terms, and support lender negotiations.
- Strong communication skills and ability to communicate effectively with capital partners, senior leadership and other program stakeholders.
- We recognize that talent comes in many forms. If you’re excited about this role but your past experience doesn’t align perfectly with every qualifications listed, we still encourage you to apply. You may be just the right candidate for this or other roles.
Compensation Range:
- $93,600.00 - $125,000.00
*This is a remote role
JR: 2026-7691
#LI-Remote
Why You’ll Like Working for DigitalOcean
- We innovate with purpose. You’ll be a part of a cutting-edge technology company with an upward trajectory, who are proud to simplify cloud and AI so builders can spend more time creating software that changes the world. As a member of the team, you will be a Shark who thinks big, bold, and scrappy, like an owner with a bias for action and a powerful sense of responsibility for customers, products, employees, and decisions.
- We prioritize career development. At DO, you’ll do the best work of your career. You will work with some of the smartest and most interesting people in the industry. We are a high-performance organization that will always challenge you to think big. Our organizational development team will provide you with resources to ensure you keep growing. We provide employees with reimbursement for relevant conferences, training, and education. All employees have access to LinkedIn Learning's 10,000+ courses to support their continued growth and development.
- We care about your well-being. Regardless of your location, we will provide you with a competitive array of benefits to support you from our Employee Assistance Program to Local Employee Meetups to flexible time off policy, to name a few. While the philosophy around our benefits is the same worldwide, specific benefits may vary based on local regulations and preferences.
- We reward our employees. The salary range for this position is based on market data, relevant years of experience, and skills. You may qualify for a bonus in addition to base salary; bonus amounts are determined based on company and individual performance. We also provide equity compensation to eligible employees, including equity grants upon hire and the option to participate in our Employee Stock Purchase Program.
- DigitalOcean is an equal-opportunity employer. We do not discriminate on the basis of race, religion, color, ancestry, national origin, caste, sex, sexual orientation, gender, gender identity or expression, age, disability, medical condition, pregnancy, genetic makeup, marital status, or military service.
Application Limit: You may apply to a maximum of 3 positions within any 180-day period. This policy promotes better role-candidate matching and encourages thoughtful applications where your qualifications align most strongly.
Ready to apply?
Apply to DigitalOcean
Senior FP&A Analyst - Global Lease
Share this job
Dive in and do the best work of your career at DigitalOcean. Journey alongside a strong community of top talent who are relentless in their drive to build the simplest scalable cloud. If you have a growth mindset, naturally like to think big and bold, and are energized by the fast-paced environment of a true industry disruptor, you’ll find your place here. We value winning together—while learning, having fun, and making a profound difference for the dreamers and builders in the world.
We are seeking a Global Lease Sr. Analyst that is strategic and detail oriented to oversee the leasing lifecycle of infrastructure equipment across our global cloud platform. The ideal candidate will have experience managing and leasing data center equipment, expertise in negotiating with vendors along with deep knowledge of underlying financial and operational processes.
What You’ll Do:
- Develop and execute leasing strategies aligned with infrastructure growth planLead the end-to-end equipment leasing program and strategy, including the decision framework for buy vs. lease and the selection of third-party capital partners.
- Act as the main contact for financing partners, track financing terms across lenders (rates, fees, covenants), support negotiations for new leases and refinancing, compare financing options and recommend the lowest-cost structure.
- Manage all facets of the lease portfolio, including maintaining a centralized register, tracking key financial terms (principal, interest, payment schedules, maturity), and monitoring for variances and refinancing needs.
- Coordinate and liaise equipment needs / orders between the Infrastructure, Engineering, Procurement teams and the appropriate capital partner throughout the procurement process.
- Coordinate the operational execution of new leases, including required documentation, timing, validating lease contracts against vendor invoices and funding with financing partners and internal teams.
- Provide financial forecasting support including producing monthly/quarterly lease schedules, forward-looking cash flow projections, delivering structured inputs for budgeting and long-range planning and ad-hoc analysis.
- Establish and maintain processes, including standard templates for tracking and creating clear workflows for new lease intake, contract approval, payment tracking, and handoff to accounting teams.
- Serve as the primary liaison and escalation point for all internal and external program stakeholders, including financing partners, Infrastructure, Legal, and Accounting teams.
What You’ll Add to DigitalOcean:
- Bachelor's degree in a business, technical, or analytical field (e.g., Business Administration or Economics).
- Experience in financial modeling and forecasting and familiarity with accounting and finance concepts, such as cash flow management.
- Proven experience managing and leasing data center equipment, demonstrating deep knowledge of underlying financial and operational processes.
- Strong organizational, negotiation, and analytical skills to manage a large portfolio of leases, track detailed financial terms, and support lender negotiations.
- Strong communication skills and ability to communicate effectively with capital partners, senior leadership and other program stakeholders.
- We recognize that talent comes in many forms. If you’re excited about this role but your past experience doesn’t align perfectly with every qualifications listed, we still encourage you to apply. You may be just the right candidate for this or other roles.
Compensation Range:
- $93,600.00 - $125,000.00
*This is a remote role
JR: 2026-7691
#LI-Remote
Why You’ll Like Working for DigitalOcean
- We innovate with purpose. You’ll be a part of a cutting-edge technology company with an upward trajectory, who are proud to simplify cloud and AI so builders can spend more time creating software that changes the world. As a member of the team, you will be a Shark who thinks big, bold, and scrappy, like an owner with a bias for action and a powerful sense of responsibility for customers, products, employees, and decisions.
- We prioritize career development. At DO, you’ll do the best work of your career. You will work with some of the smartest and most interesting people in the industry. We are a high-performance organization that will always challenge you to think big. Our organizational development team will provide you with resources to ensure you keep growing. We provide employees with reimbursement for relevant conferences, training, and education. All employees have access to LinkedIn Learning's 10,000+ courses to support their continued growth and development.
- We care about your well-being. Regardless of your location, we will provide you with a competitive array of benefits to support you from our Employee Assistance Program to Local Employee Meetups to flexible time off policy, to name a few. While the philosophy around our benefits is the same worldwide, specific benefits may vary based on local regulations and preferences.
- We reward our employees. The salary range for this position is based on market data, relevant years of experience, and skills. You may qualify for a bonus in addition to base salary; bonus amounts are determined based on company and individual performance. We also provide equity compensation to eligible employees, including equity grants upon hire and the option to participate in our Employee Stock Purchase Program.
- DigitalOcean is an equal-opportunity employer. We do not discriminate on the basis of race, religion, color, ancestry, national origin, caste, sex, sexual orientation, gender, gender identity or expression, age, disability, medical condition, pregnancy, genetic makeup, marital status, or military service.
Application Limit: You may apply to a maximum of 3 positions within any 180-day period. This policy promotes better role-candidate matching and encourages thoughtful applications where your qualifications align most strongly.
Ready to apply?
Apply to DigitalOcean
Senior FP&A Analyst - Global Lease
Share this job
Dive in and do the best work of your career at DigitalOcean. Journey alongside a strong community of top talent who are relentless in their drive to build the simplest scalable cloud. If you have a growth mindset, naturally like to think big and bold, and are energized by the fast-paced environment of a true industry disruptor, you’ll find your place here. We value winning together—while learning, having fun, and making a profound difference for the dreamers and builders in the world.
We are seeking a Global Lease Sr. Analyst that is strategic and detail oriented to oversee the leasing lifecycle of infrastructure equipment across our global cloud platform. The ideal candidate will have experience managing and leasing data center equipment, expertise in negotiating with vendors along with deep knowledge of underlying financial and operational processes.
What You’ll Do:
- Develop and execute leasing strategies aligned with infrastructure growth planLead the end-to-end equipment leasing program and strategy, including the decision framework for buy vs. lease and the selection of third-party capital partners.
- Act as the main contact for financing partners, track financing terms across lenders (rates, fees, covenants), support negotiations for new leases and refinancing, compare financing options and recommend the lowest-cost structure.
- Manage all facets of the lease portfolio, including maintaining a centralized register, tracking key financial terms (principal, interest, payment schedules, maturity), and monitoring for variances and refinancing needs.
- Coordinate and liaise equipment needs / orders between the Infrastructure, Engineering, Procurement teams and the appropriate capital partner throughout the procurement process.
- Coordinate the operational execution of new leases, including required documentation, timing, validating lease contracts against vendor invoices and funding with financing partners and internal teams.
- Provide financial forecasting support including producing monthly/quarterly lease schedules, forward-looking cash flow projections, delivering structured inputs for budgeting and long-range planning and ad-hoc analysis.
- Establish and maintain processes, including standard templates for tracking and creating clear workflows for new lease intake, contract approval, payment tracking, and handoff to accounting teams.
- Serve as the primary liaison and escalation point for all internal and external program stakeholders, including financing partners, Infrastructure, Legal, and Accounting teams.
What You’ll Add to DigitalOcean:
- Bachelor's degree in a business, technical, or analytical field (e.g., Business Administration or Economics).
- Experience in financial modeling and forecasting and familiarity with accounting and finance concepts, such as cash flow management.
- Proven experience managing and leasing data center equipment, demonstrating deep knowledge of underlying financial and operational processes.
- Strong organizational, negotiation, and analytical skills to manage a large portfolio of leases, track detailed financial terms, and support lender negotiations.
- Strong communication skills and ability to communicate effectively with capital partners, senior leadership and other program stakeholders.
- We recognize that talent comes in many forms. If you’re excited about this role but your past experience doesn’t align perfectly with every qualifications listed, we still encourage you to apply. You may be just the right candidate for this or other roles.
Compensation Range:
- 93,600.00 - $125,000.00
*This is a remote role
JR: 2026-7691
#LI-Remote
Why You’ll Like Working for DigitalOcean
- We innovate with purpose. You’ll be a part of a cutting-edge technology company with an upward trajectory, who are proud to simplify cloud and AI so builders can spend more time creating software that changes the world. As a member of the team, you will be a Shark who thinks big, bold, and scrappy, like an owner with a bias for action and a powerful sense of responsibility for customers, products, employees, and decisions.
- We prioritize career development. At DO, you’ll do the best work of your career. You will work with some of the smartest and most interesting people in the industry. We are a high-performance organization that will always challenge you to think big. Our organizational development team will provide you with resources to ensure you keep growing. We provide employees with reimbursement for relevant conferences, training, and education. All employees have access to LinkedIn Learning's 10,000+ courses to support their continued growth and development.
- We care about your well-being. Regardless of your location, we will provide you with a competitive array of benefits to support you from our Employee Assistance Program to Local Employee Meetups to flexible time off policy, to name a few. While the philosophy around our benefits is the same worldwide, specific benefits may vary based on local regulations and preferences.
- We reward our employees. The salary range for this position is based on market data, relevant years of experience, and skills. You may qualify for a bonus in addition to base salary; bonus amounts are determined based on company and individual performance. We also provide equity compensation to eligible employees, including equity grants upon hire and the option to participate in our Employee Stock Purchase Program.
- DigitalOcean is an equal-opportunity employer. We do not discriminate on the basis of race, religion, color, ancestry, national origin, caste, sex, sexual orientation, gender, gender identity or expression, age, disability, medical condition, pregnancy, genetic makeup, marital status, or military service.
Application Limit: You may apply to a maximum of 3 positions within any 180-day period. This policy promotes better role-candidate matching and encourages thoughtful applications where your qualifications align most strongly.
Ready to apply?
Apply to DigitalOcean
Senior FP&A Analyst - Global Lease
Share this job
Dive in and do the best work of your career at DigitalOcean. Journey alongside a strong community of top talent who are relentless in their drive to build the simplest scalable cloud. If you have a growth mindset, naturally like to think big and bold, and are energized by the fast-paced environment of a true industry disruptor, you’ll find your place here. We value winning together—while learning, having fun, and making a profound difference for the dreamers and builders in the world.
We are seeking a Global Lease Sr. Analyst that is strategic and detail oriented to oversee the leasing lifecycle of infrastructure equipment across our global cloud platform. The ideal candidate will have experience managing and leasing data center equipment, expertise in negotiating with vendors along with deep knowledge of underlying financial and operational processes.
What You’ll Do:
- Develop and execute leasing strategies aligned with infrastructure growth planLead the end-to-end equipment leasing program and strategy, including the decision framework for buy vs. lease and the selection of third-party capital partners.
- Act as the main contact for financing partners, track financing terms across lenders (rates, fees, covenants), support negotiations for new leases and refinancing, compare financing options and recommend the lowest-cost structure.
- Manage all facets of the lease portfolio, including maintaining a centralized register, tracking key financial terms (principal, interest, payment schedules, maturity), and monitoring for variances and refinancing needs.
- Coordinate and liaise equipment needs / orders between the Infrastructure, Engineering, Procurement teams and the appropriate capital partner throughout the procurement process.
- Coordinate the operational execution of new leases, including required documentation, timing, validating lease contracts against vendor invoices and funding with financing partners and internal teams.
- Provide financial forecasting support including producing monthly/quarterly lease schedules, forward-looking cash flow projections, delivering structured inputs for budgeting and long-range planning and ad-hoc analysis.
- Establish and maintain processes, including standard templates for tracking and creating clear workflows for new lease intake, contract approval, payment tracking, and handoff to accounting teams.
- Serve as the primary liaison and escalation point for all internal and external program stakeholders, including financing partners, Infrastructure, Legal, and Accounting teams.
What You’ll Add to DigitalOcean:
- Bachelor's degree in a business, technical, or analytical field (e.g., Business Administration or Economics).
- Experience in financial modeling and forecasting and familiarity with accounting and finance concepts, such as cash flow management.
- Proven experience managing and leasing data center equipment, demonstrating deep knowledge of underlying financial and operational processes.
- Strong organizational, negotiation, and analytical skills to manage a large portfolio of leases, track detailed financial terms, and support lender negotiations.
- Strong communication skills and ability to communicate effectively with capital partners, senior leadership and other program stakeholders.
- We recognize that talent comes in many forms. If you’re excited about this role but your past experience doesn’t align perfectly with every qualifications listed, we still encourage you to apply. You may be just the right candidate for this or other roles.
Compensation Range:
- $93,600.00 - $125,000.00
*This is a remote role
JR: 2026-7691
#LI-Remote
Why You’ll Like Working for DigitalOcean
- We innovate with purpose. You’ll be a part of a cutting-edge technology company with an upward trajectory, who are proud to simplify cloud and AI so builders can spend more time creating software that changes the world. As a member of the team, you will be a Shark who thinks big, bold, and scrappy, like an owner with a bias for action and a powerful sense of responsibility for customers, products, employees, and decisions.
- We prioritize career development. At DO, you’ll do the best work of your career. You will work with some of the smartest and most interesting people in the industry. We are a high-performance organization that will always challenge you to think big. Our organizational development team will provide you with resources to ensure you keep growing. We provide employees with reimbursement for relevant conferences, training, and education. All employees have access to LinkedIn Learning's 10,000+ courses to support their continued growth and development.
- We care about your well-being. Regardless of your location, we will provide you with a competitive array of benefits to support you from our Employee Assistance Program to Local Employee Meetups to flexible time off policy, to name a few. While the philosophy around our benefits is the same worldwide, specific benefits may vary based on local regulations and preferences.
- We reward our employees. The salary range for this position is based on market data, relevant years of experience, and skills. You may qualify for a bonus in addition to base salary; bonus amounts are determined based on company and individual performance. We also provide equity compensation to eligible employees, including equity grants upon hire and the option to participate in our Employee Stock Purchase Program.
- DigitalOcean is an equal-opportunity employer. We do not discriminate on the basis of race, religion, color, ancestry, national origin, caste, sex, sexual orientation, gender, gender identity or expression, age, disability, medical condition, pregnancy, genetic makeup, marital status, or military service.
Application Limit: You may apply to a maximum of 3 positions within any 180-day period. This policy promotes better role-candidate matching and encourages thoughtful applications where your qualifications align most strongly.
Ready to apply?
Apply to DigitalOcean
Senior Business Analyst - Workforce Development Software
Share this job
Career TEAM is a leading workforce development organization on a mission to transform lives. We blend cutting-edge technology with compassionate, high-touch services to drive real, measurable outcomes in the lives of job seekers across the country. At Career TEAM, we’re solving today’s unemployment challenges with smart software, world-class trainers, dedicated case managers, dynamic job developers, and innovative partners. If you're passionate about making a difference and believe in the power of technology to transform lives, you’ll feel right at home here.
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 Career TEAM:
Founded in 1996, Career TEAM, LLC is a private workforce development organization.
Career TEAM’s outstanding record of accelerating the human condition has resulted in numerous honors:
- Named by Inc. Magazine as one of America's 500 fastest growing privately held companies
- Recipient of the US Chamber of Commerce Blue Chip Enterprise Award for innovation
- Featured by 60 Minutes, CNN, Money Magazine, Inc. Magazine and the British Broadcasting Network as an innovative, government funded solutions program
- Invited to the White House after being cited by the National Welfare-to-Work Partnership and National Alliance of Business as a top 10 US training provider
As a socially conscious organization, Career TEAM has found a healthy balance between for-profit innovation and community enrichment. Looking ahead, the organization will continue to close the nation’s opportunity divide with additional government-funded workforce sites; while also building staff capacity of workforce funding sources and industry providers. See www.careerteam.com for more information.
Career Team is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
Background Check Requirements. Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current employees who apply for the position.
California Consumer Privacy Act ("CCPA"). Career Team is committed to complying with the CCPA and all data privacy and laws in the jurisdictions in which it recruits and hires employees. Career Team collects and uses Personal Information for human resources, employment, benefits administration, health and safety, and business-related purposes and to be in legal compliance. Below are the categories of Personal Information we collect and the purposes for which we intend to use this information:
Identifying information, such as your full name, gender, date of birth, and signature; Demographic data, such as race, ethnic origin, marital status, disability, and veteran or military status; Contact information, such as your home address, telephone numbers, email addresses, and emergency contact information; Dependent's or other individual's information, such as their full name, address, date of birth, and Social Security numbers (SSN); National identifiers, such as SSN, passport and visa information, and immigration status and documentation; Educational and professional background, such as your work history, academic and professional qualifications, educational records, references, and interview notes; Employment details, such as your job title, position, hire dates, compensation, performance and disciplinary records, and vacation and sick leave records; Financial information, such as banking details, tax information, payroll information, and withholdings; Health and Safety information, such as health conditions (if relevant to your employment), job restrictions, workplace illness and injury information, and health insurance policy information; Information Systems (IS) information, such as your search history, browsing history, login information, and IP addresses on the Company's information systems and networks; Biometric information, such as facial recognition, fingerprints, iris or retina scans, keystroke, or other physical patterns; and Geolocation data, such as time and physical location related to use of an internet website, application, device, or physical access to a Company office location.
The Company collects Personal Information to use or disclose as appropriate to:
(1) Comply with all applicable laws and regulations; (2) Recruit and evaluate job applicants and candidates for employment; (3) Conduct background checks; (4) Manage your employment relationship with us, including for: (a) onboarding processes; (b) timekeeping, payroll, and expense report administration; (c) employee benefits administration; (d) employee training and development requirements; (d) the creation, maintenance, and security of your online employee accounts; (e) reaching your emergency contacts when needed, such as when you are not reachable or are injured or ill; (f) workers' compensation claims management; (g) employee job performance, including goals and performance reviews, promotions, discipline, and termination; and (h) other human resources purposes; (5) Manage and monitor employee access to company facilities, equipment, and systems; (6) Conduct internal audits and workplace investigations; (7) Investigate and enforce compliance with and potential breaches of Company policies and procedures; (8) Engage in corporate transactions requiring review of employee records, such as for evaluating potential mergers and acquisitions of the Company; (9) Maintain commercial insurance policies and coverages, including for workers' compensation and other liability insurance; (10) Perform workforce analytics, data analytics, and benchmarking; (11) Administer and maintain the Company's operations, including for safety purposes; (12) For client marketing purposes; (13) Exercise or defend the legal rights of the Company and its employees, and affiliates, customers, contractors, and agents; and (14) to comply with requirements of government grants, including, but not limited to, program and audit requirements.
Ready to apply?
Apply to Career Team
Shareholder Representative Imports Analyst
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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.
Ready to apply?
Apply to SRS Acquiom
At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you’re a close but not exact match with the description, we hope you’ll still consider applying. Want to learn more about life at Klaviyo? Visit klaviyo.com/careers to see how we empower creators to own their own destiny.
Compliance is critical to Klaviyo’s success. Our mission is to provide a reliable sending platform for customers by serving as an integral part of Klaviyo’s abuse prevention, detection, and response ecosystem. We balance risk mitigation with customer experience through proactive abuse detection and policy adherence with an educational mindset. The Compliance Operations Analyst plays a key role in reducing risk of abuse on the Klaviyo platform while enabling an optimal customer experience.
In this role, you’ll monitor and investigate compliance operations and abuse issues, partner with industry players and vendors, and work cross-functionally with R&D, Deliverability, and Customer teams to improve long-term outcomes across Klaviyo’s sending footprint.
Ideal candidates are deeply curious, data-driven, and excited to contribute to systems that scale. You thrive in ambiguous environments and know how to balance short-term incident response with long-term process improvement.
How You'll Make a Difference:
Monitoring & Incident Response
- Monitor anti-abuse signals, logs, and alerts to identify likely abuse and separate it from normal behavior; recommend mitigations within established guardrails.
- Investigate and address compliance and deliverability-impacting abuse events, engaging and escalating for timely response and mitigation.
- Perform customer-impacting incident triage to determine scope, urgency, and potential impact; document timelines, key facts, and execute assigned tasks with high follow-through.
- Generate and review reporting related to threat alerts and user log behavior (e.g., unwanted mail rate, time to detection, response time).
Systems & Signal Ownership
- Monitor the health of assigned signals (noise levels, failure modes) and raise issues when behavior deviates from expectations.
- Partner with Engineering and Security to test and implement signal tuning; develop in-depth knowledge of Klaviyo’s sending infrastructure and compliance policies.
Process & Operational Improvement
- Follow standard compliance workflows reliably; flag recurring pain points, failure modes, and opportunities for incremental improvement (e.g., playbook updates, dashboard filters, macro refinements).
- Enhance techniques, workflows, and tools to drive compliance team operations and support strategic growth.
- Contribute to cross-functional projects and initiatives, representing the operational voice of compliance in incident response and program design.
- Transform workflows by putting AI at the center, building smarter systems and ways of working from the ground up.
Cross-Functional Collaboration & Ecosystem Engagement
- Collaborate with R&D, Deliverability, Security, Customer Success, Support, and Sales; share clear summaries, route work to the right partners, and keep stakeholders informed.
- Coordinate with external vendors (e.g., Sift, aggregators, inbox providers) on day-to-day issues using established channels; document outcomes and surface recurring patterns to senior owners.
- Represent Klaviyo in the anti-abuse community by participating in conferences, forums, and mailing lists (e.g., M3AAWG).
- Stay current on industry trends and emerging threats; bring insights back to influence Klaviyo’s infrastructure strategy.
Knowledge Sharing & Team Contribution
- Write clear case notes, runbook steps, and dashboard annotations; contribute to internal guides and training content.
- Share observations from alerts and incidents with Specialists and peers; participate actively in team reviews and standups.
- Drive knowledge-sharing through documentation, cross-functional training, and thought leadership (e.g., blogs, whitepapers, internal guides).
Who You Are
- Thoughtful communicator—skilled at explaining technical processes clearly in both written and verbal channels, including to non-technical audiences.
- Self-motivated and curious—eager to dive deep into data and infrastructure to understand and solve root causes.
- Calm under pressure—with a track record of navigating fast-paced, ambiguous environments with changing priorities.
- Structured problem-solver—known for technical investigation skills and a logical approach to triage and resolution.
- Process-oriented—constantly thinking about how to improve, automate, or streamline repetitive work.
- Collaborative by nature—thriving on cross-functional partnerships and comfortable engaging directly with customers, internal stakeholders, and technical vendors.
- Growth-oriented—actively seeks feedback, practices new tools and techniques, and applies lessons learned to subsequent work.
Required
- 3+ years in a technical SaaS company, anti-abuse, trust & safety, or compliance operations role—preferably at an ESP or high-volume marketing communications provider.
- Data analysis proficiency—comfortable working with infrastructure-level and behavioral data (e.g., unwanted mail rates, time-to-detection, log behavior); able to pull and review dashboards, spot anomalies, and summarize findings into clear observations and recommendations. SQL or equivalent query experience is strongly preferred.
- AI fluency—understands how AI and automation are used in detection systems and operational workflows; comfortable using approved AI tools (e.g., LLMs, AI-assisted log analysis) to accelerate investigation, summarize incidents, or draft communications, while maintaining human judgment in the loop.
- Anti-abuse and fraud prevention tools—proven experience with platforms such as Sift, Stripe Radar, eHawk, or similar.
- Strong understanding of fraud and abuse landscapes, security protocols, and messaging compliance (email, SMS, privacy standards, and global regulations).
- Monitoring & alerting systems—familiarity with log analysis, signal monitoring, or SIEM-style tools (e.g., Splunk, Datadog, or equivalent); able to read and interpret system logs and alert outputs.
- Familiarity with APIs, email and text message marketing platforms, and e-commerce ecosystems.
- Proficiency with Google Workspace, Zendesk (or equivalent case management), Salesforce, and ticketing systems.
- You’ve already experimented with AI in work or personal projects, and you’re excited to dive in and learn fast. You’re hungry to responsibly explore new AI tools and workflows, finding ways to make your work smarter and more efficient.
Bonus
- Presence or active participation in anti-abuse industry groups (M3AAWG, etc.).
- Experience with SMS/MMS technologies, technical writing, training, or web development.
- Python, pandas, or BI tool experience (e.g., Looker, Tableau) for deeper data analysis.
- Familiarity with workflow automation tools (e.g., Zapier, internal scripting) for building repeatable, scalable processes.
Massachusetts Applicants:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant’s job-related skills, relevant experience, education or training, and work location.
In addition to base salary, our total compensation package may include participation in the company’s annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility.
Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process.
This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance.
Get to Know Klaviyo
We’re Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we’re developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you’re ready to do the best work of your career, where you’ll be welcomed as your whole self from day one and supported with generous benefits, we hope you’ll join us.
AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed.
By participating in Klaviyo’s interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice.
Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.
Ready to apply?
Apply to Klaviyo
At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you’re a close but not exact match with the description, we hope you’ll still consider applying. Want to learn more about life at Klaviyo? Visit klaviyo.com/careers to see how we empower creators to own their own destiny.
Compliance is critical to Klaviyo’s success. Our mission is to provide a reliable sending platform for customers by serving as an integral part of Klaviyo’s abuse prevention, detection, and response ecosystem. We balance risk mitigation with customer experience through proactive abuse detection and policy adherence with an educational mindset. The Compliance Operations Analyst plays a key role in reducing risk of abuse on the Klaviyo platform while enabling an optimal customer experience.
In this role, you’ll monitor and investigate compliance operations and abuse issues, partner with industry players and vendors, and work cross-functionally with R&D, Deliverability, and Customer teams to improve long-term outcomes across Klaviyo’s sending footprint.
Ideal candidates are deeply curious, data-driven, and excited to contribute to systems that scale. You thrive in ambiguous environments and know how to balance short-term incident response with long-term process improvement.
How You'll Make a Difference:
Monitoring & Incident Response
- Monitor anti-abuse signals, logs, and alerts to identify likely abuse and separate it from normal behavior; recommend mitigations within established guardrails.
- Investigate and address compliance and deliverability-impacting abuse events, engaging and escalating for timely response and mitigation.
- Perform customer-impacting incident triage to determine scope, urgency, and potential impact; document timelines, key facts, and execute assigned tasks with high follow-through.
- Generate and review reporting related to threat alerts and user log behavior (e.g., unwanted mail rate, time to detection, response time).
Systems & Signal Ownership
- Monitor the health of assigned signals (noise levels, failure modes) and raise issues when behavior deviates from expectations.
- Partner with Engineering and Security to test and implement signal tuning; develop in-depth knowledge of Klaviyo’s sending infrastructure and compliance policies.
Process & Operational Improvement
- Follow standard compliance workflows reliably; flag recurring pain points, failure modes, and opportunities for incremental improvement (e.g., playbook updates, dashboard filters, macro refinements).
- Enhance techniques, workflows, and tools to drive compliance team operations and support strategic growth.
- Contribute to cross-functional projects and initiatives, representing the operational voice of compliance in incident response and program design.
- Transform workflows by putting AI at the center, building smarter systems and ways of working from the ground up.
Cross-Functional Collaboration & Ecosystem Engagement
- Collaborate with R&D, Deliverability, Security, Customer Success, Support, and Sales; share clear summaries, route work to the right partners, and keep stakeholders informed.
- Coordinate with external vendors (e.g., Sift, aggregators, inbox providers) on day-to-day issues using established channels; document outcomes and surface recurring patterns to senior owners.
- Represent Klaviyo in the anti-abuse community by participating in conferences, forums, and mailing lists (e.g., M3AAWG).
- Stay current on industry trends and emerging threats; bring insights back to influence Klaviyo’s infrastructure strategy.
Knowledge Sharing & Team Contribution
- Write clear case notes, runbook steps, and dashboard annotations; contribute to internal guides and training content.
- Share observations from alerts and incidents with Specialists and peers; participate actively in team reviews and standups.
- Drive knowledge-sharing through documentation, cross-functional training, and thought leadership (e.g., blogs, whitepapers, internal guides).
Who You Are
- Thoughtful communicator—skilled at explaining technical processes clearly in both written and verbal channels, including to non-technical audiences.
- Self-motivated and curious—eager to dive deep into data and infrastructure to understand and solve root causes.
- Calm under pressure—with a track record of navigating fast-paced, ambiguous environments with changing priorities.
- Structured problem-solver—known for technical investigation skills and a logical approach to triage and resolution.
- Process-oriented—constantly thinking about how to improve, automate, or streamline repetitive work.
- Collaborative by nature—thriving on cross-functional partnerships and comfortable engaging directly with customers, internal stakeholders, and technical vendors.
- Growth-oriented—actively seeks feedback, practices new tools and techniques, and applies lessons learned to subsequent work.
Required
- 3+ years in a technical SaaS company, anti-abuse, trust & safety, or compliance operations role—preferably at an ESP or high-volume marketing communications provider.
- Data analysis proficiency—comfortable working with infrastructure-level and behavioral data (e.g., unwanted mail rates, time-to-detection, log behavior); able to pull and review dashboards, spot anomalies, and summarize findings into clear observations and recommendations. SQL or equivalent query experience is strongly preferred.
- AI fluency—understands how AI and automation are used in detection systems and operational workflows; comfortable using approved AI tools (e.g., LLMs, AI-assisted log analysis) to accelerate investigation, summarize incidents, or draft communications, while maintaining human judgment in the loop.
- Anti-abuse and fraud prevention tools—proven experience with platforms such as Sift, Stripe Radar, eHawk, or similar.
- Strong understanding of fraud and abuse landscapes, security protocols, and messaging compliance (email, SMS, privacy standards, and global regulations).
- Monitoring & alerting systems—familiarity with log analysis, signal monitoring, or SIEM-style tools (e.g., Splunk, Datadog, or equivalent); able to read and interpret system logs and alert outputs.
- Familiarity with APIs, email and text message marketing platforms, and e-commerce ecosystems.
- Proficiency with Google Workspace, Zendesk (or equivalent case management), Salesforce, and ticketing systems.
- You’ve already experimented with AI in work or personal projects, and you’re excited to dive in and learn fast. You’re hungry to responsibly explore new AI tools and workflows, finding ways to make your work smarter and more efficient.
Bonus
- Presence or active participation in anti-abuse industry groups (M3AAWG, etc.).
- Experience with SMS/MMS technologies, technical writing, training, or web development.
- Python, pandas, or BI tool experience (e.g., Looker, Tableau) for deeper data analysis.
- Familiarity with workflow automation tools (e.g., Zapier, internal scripting) for building repeatable, scalable processes.
Massachusetts Applicants:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant’s job-related skills, relevant experience, education or training, and work location.
In addition to base salary, our total compensation package may include participation in the company’s annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility.
Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process.
This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance.
Get to Know Klaviyo
We’re Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we’re developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you’re ready to do the best work of your career, where you’ll be welcomed as your whole self from day one and supported with generous benefits, we hope you’ll join us.
AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed.
By participating in Klaviyo’s interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice.
Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.
Ready to apply?
Apply to Klaviyo
At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you’re a close but not exact match with the description, we hope you’ll still consider applying. Want to learn more about life at Klaviyo? Visit klaviyo.com/careers to see how we empower creators to own their own destiny.
Compliance is critical to Klaviyo’s success. Our mission is to provide a reliable sending platform for customers by serving as an integral part of Klaviyo’s abuse prevention, detection, and response ecosystem. We balance risk mitigation with customer experience through proactive abuse detection and policy adherence with an educational mindset. The Compliance Operations Analyst plays a key role in reducing risk of abuse on the Klaviyo platform while enabling an optimal customer experience.
In this role, you’ll monitor and investigate compliance operations and abuse issues, partner with industry players and vendors, and work cross-functionally with R&D, Deliverability, and Customer teams to improve long-term outcomes across Klaviyo’s sending footprint.
Ideal candidates are deeply curious, data-driven, and excited to contribute to systems that scale. You thrive in ambiguous environments and know how to balance short-term incident response with long-term process improvement.
How You'll Make a Difference:
Monitoring & Incident Response
- Monitor anti-abuse signals, logs, and alerts to identify likely abuse and separate it from normal behavior; recommend mitigations within established guardrails.
- Investigate and address compliance and deliverability-impacting abuse events, engaging and escalating for timely response and mitigation.
- Perform customer-impacting incident triage to determine scope, urgency, and potential impact; document timelines, key facts, and execute assigned tasks with high follow-through.
- Generate and review reporting related to threat alerts and user log behavior (e.g., unwanted mail rate, time to detection, response time).
Systems & Signal Ownership
- Monitor the health of assigned signals (noise levels, failure modes) and raise issues when behavior deviates from expectations.
- Partner with Engineering and Security to test and implement signal tuning; develop in-depth knowledge of Klaviyo’s sending infrastructure and compliance policies.
Process & Operational Improvement
- Follow standard compliance workflows reliably; flag recurring pain points, failure modes, and opportunities for incremental improvement (e.g., playbook updates, dashboard filters, macro refinements).
- Enhance techniques, workflows, and tools to drive compliance team operations and support strategic growth.
- Contribute to cross-functional projects and initiatives, representing the operational voice of compliance in incident response and program design.
- Transform workflows by putting AI at the center, building smarter systems and ways of working from the ground up.
Cross-Functional Collaboration & Ecosystem Engagement
- Collaborate with R&D, Deliverability, Security, Customer Success, Support, and Sales; share clear summaries, route work to the right partners, and keep stakeholders informed.
- Coordinate with external vendors (e.g., Sift, aggregators, inbox providers) on day-to-day issues using established channels; document outcomes and surface recurring patterns to senior owners.
- Represent Klaviyo in the anti-abuse community by participating in conferences, forums, and mailing lists (e.g., M3AAWG).
- Stay current on industry trends and emerging threats; bring insights back to influence Klaviyo’s infrastructure strategy.
Knowledge Sharing & Team Contribution
- Write clear case notes, runbook steps, and dashboard annotations; contribute to internal guides and training content.
- Share observations from alerts and incidents with Specialists and peers; participate actively in team reviews and standups.
- Drive knowledge-sharing through documentation, cross-functional training, and thought leadership (e.g., blogs, whitepapers, internal guides).
Who You Are
- Thoughtful communicator—skilled at explaining technical processes clearly in both written and verbal channels, including to non-technical audiences.
- Self-motivated and curious—eager to dive deep into data and infrastructure to understand and solve root causes.
- Calm under pressure—with a track record of navigating fast-paced, ambiguous environments with changing priorities.
- Structured problem-solver—known for technical investigation skills and a logical approach to triage and resolution.
- Process-oriented—constantly thinking about how to improve, automate, or streamline repetitive work.
- Collaborative by nature—thriving on cross-functional partnerships and comfortable engaging directly with customers, internal stakeholders, and technical vendors.
- Growth-oriented—actively seeks feedback, practices new tools and techniques, and applies lessons learned to subsequent work.
Required
- 3+ years in a technical SaaS company, anti-abuse, trust & safety, or compliance operations role—preferably at an ESP or high-volume marketing communications provider.
- Data analysis proficiency—comfortable working with infrastructure-level and behavioral data (e.g., unwanted mail rates, time-to-detection, log behavior); able to pull and review dashboards, spot anomalies, and summarize findings into clear observations and recommendations. SQL or equivalent query experience is strongly preferred.
- AI fluency—understands how AI and automation are used in detection systems and operational workflows; comfortable using approved AI tools (e.g., LLMs, AI-assisted log analysis) to accelerate investigation, summarize incidents, or draft communications, while maintaining human judgment in the loop.
- Anti-abuse and fraud prevention tools—proven experience with platforms such as Sift, Stripe Radar, eHawk, or similar.
- Strong understanding of fraud and abuse landscapes, security protocols, and messaging compliance (email, SMS, privacy standards, and global regulations).
- Monitoring & alerting systems—familiarity with log analysis, signal monitoring, or SIEM-style tools (e.g., Splunk, Datadog, or equivalent); able to read and interpret system logs and alert outputs.
- Familiarity with APIs, email and text message marketing platforms, and e-commerce ecosystems.
- Proficiency with Google Workspace, Zendesk (or equivalent case management), Salesforce, and ticketing systems.
- You’ve already experimented with AI in work or personal projects, and you’re excited to dive in and learn fast. You’re hungry to responsibly explore new AI tools and workflows, finding ways to make your work smarter and more efficient.
Bonus
- Presence or active participation in anti-abuse industry groups (M3AAWG, etc.).
- Experience with SMS/MMS technologies, technical writing, training, or web development.
- Python, pandas, or BI tool experience (e.g., Looker, Tableau) for deeper data analysis.
- Familiarity with workflow automation tools (e.g., Zapier, internal scripting) for building repeatable, scalable processes.
Massachusetts Applicants:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant’s job-related skills, relevant experience, education or training, and work location.
In addition to base salary, our total compensation package may include participation in the company’s annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility.
Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process.
This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance.
Get to Know Klaviyo
We’re Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we’re developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you’re ready to do the best work of your career, where you’ll be welcomed as your whole self from day one and supported with generous benefits, we hope you’ll join us.
AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed.
By participating in Klaviyo’s interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice.
Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.
Ready to apply?
Apply to Klaviyo
At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you’re a close but not exact match with the description, we hope you’ll still consider applying. Want to learn more about life at Klaviyo? Visit klaviyo.com/careers to see how we empower creators to own their own destiny.
Why This Role, Why Now
GTM Data Strategy & Operations stood up from scratch with no predecessor. Today the function runs on three offshore contractors and zero FTEs, managed by a single leader who is simultaneously building the agentic infrastructure, operating it in production, and driving major initiatives (hierarchy redesign, data quality assessment, vendor optimization).
The operating model is deliberately agentic AI–first: a multi-agent pipeline (Cartographer, Sentinel, Resolver, Reporting) handles detection, enrichment, hierarchy mapping, and conflict resolution at scale. This is not a future-state vision, these agents are live and processing enterprise account families in production today.
The problem: one person cannot build, operate, and extend this system while also managing strategic workstreams. The function currently covers only core Tier‑1 fields. Dozens of account, contact, and lead signals remain unaddressed. Every pipeline run, every failure diagnosis, and every offshore handoff flows through a single point of failure.
This role is the first onshore execution hire for an agent operator who can keep the system running, improve it, and extend detection and resolution coverage as GTM leadership prioritizes new data elements.
Role Summary
Sit between AI systems and GTM data. Operate, tune, and extend our agentic data quality pipeline (detection, enrichment, hierarchy mapping, conflict resolution) so it runs reliably, improves continuously, and expands to cover more of the data landscape. Own the handoff between automated output and human review, managing quality and throughput with our offshore team. You don’t build agents from scratch, but you run them, evaluate their output with GTM data judgment, and make them better.
Core Responsibilities
Agent Pipeline Operations
- Run and monitor production pipeline sessions (Cartographer, Sentinel, Resolver) across scheduled cadences; diagnose and resolve failures (API errors, session timeouts, data anomalies) without escalating to the function lead.
- Execute pipeline runs in Claude Claude and tmux; manage long-running batch processes; interpret logs and output to confirm data integrity before downstream handoff.
- Maintain pipeline orchestration scripts and configuration; extend agent coverage as new data elements are prioritized by GTM leadership.
Agent Tuning & Improvement
- Refine detection rules, prompt logic, and confidence thresholds based on output analysis and false-positive/negative patterns.
- Evaluate agent accuracy by segment (Enterprise vs. MM/SMB) and recommend rule or workflow changes backed by evidence.
- Run bake-offs (vendor vs. AI enrichment) to optimize cost, coverage, and accuracy; document results for decision-making.
Sentinel → Offshore Resolution Loop
- Own the handoff between Sentinel detection output and Concentrix triage queues; define queue structure, priority tiers, and resolution instructions.
- Monitor offshore resolution quality and throughput; refine detection rules based on patterns surfaced through triage.
- Close the feedback loop: track resolution outcomes back to agent configuration to reduce recurring false positives and improve detection precision.
Data Quality & Enrichment Operations
- Maintain ops-only staging fields; manage the promote-to-production flow with audit controls.
- Design and run AI-assisted enrichment workflows (Clay + LLM prompts) with evidence links and confidence thresholds.
- Monitor fill-rate, sampled accuracy, freshness, and cost-per-record by source and segment; surface vendor performance issues and recommend changes.
- Keep data dictionaries, SOPs, and runbooks current as agents and processes evolve.
Cross-Functional Partnership
- GTM Systems (SFDC): field configuration, permission sets, automation, flows.
- Data Engineering: source availability, ID mapping, lineage (no pipeline coding).
- Reporting: define metrics and acceptance criteria; partner on dashboard requirements.
What to Expect
This is a triage environment, not a steady-state one. The function is young, the data has known gaps, and the work is to stabilize and extend, not maintain and optimize. You’ll be building the plane while flying it, alongside a small team that operates with high autonomy and a bias toward measurable outcomes. If ambiguity and mess energize you, this is the right fit.
Success Metrics (6–12 Months)
Pipeline Reliability
- Scheduled pipeline runs execute without function-lead intervention; failure-to-resolution cycle time under 24 hours for non-blocking issues.
- Agent coverage extended to new data elements as prioritized (measured by number of signals under active detection).
Detection & Resolution Quality
- Sentinel detection precision and recall improve quarter over quarter, tracked by segment.
- Concentrix resolution queue throughput and accuracy meet defined acceptance thresholds.
- False-positive rate decreases through feedback-loop refinement.
Data Quality Outcomes
- Tier-1 field fill-rates: Country ≥95%; Vertical ≥90% at ≥85% sampled accuracy; Revenue bands ≥90%.
- Hierarchy coverage 65–80%+ across target segments.
- Enterprise cost-per-record reduction of 30–40% via AI-first + selective vendor usage.
Qualifications
Required
- 3–6 years in Data Ops, Sales Ops, or GTM Ops with hands-on data quality ownership for account and contact data.
- Proficiency with Snowflake (SQL for querying, analysis, validation) and SFDC (object model, field configuration, data flows).
- Working experience with Claude Code or comparable LLM-based tooling in an operational (not just experimental) context.
- Experience designing and running AI-assisted enrichment workflows (e.g., Clay + LLM prompts) and evaluating accuracy/coverage.
- Comfort operating in a command-line environment: tmux, shell scripts, log analysis, batch process monitoring.
- Process design mindset with a bias toward measurable outcomes; strong written communication.
Strong Plus
- Experience with account/contact data vendors (D&B, ZoomInfo, Clearbit, StoreLeads) and waterfall enrichment logic.
- Python for QA scripting, sampling, or light automation.
- Familiarity with prompt engineering, confidence scoring, and AI guardrails (evidence capture, versioned prompts, QA sampling gates).
Tool Stack
- Core: Snowflake (SQL), SFDC, Claude Code, Clay
- Pipeline: Shell orchestration, Cartographer / Sentinel / Resolver agents
- Enrichment: D&B, ZoomInfo, Clearbit, StoreLeads, LLM prompts
- Nice to Have: Python, SOQL, prompt engineering frameworks
- AI Guardrails (Expected Practice): Confidence floors, evidence capture, versioned prompts, 10% QA sampling gates, audit-on-promote, drift alerts, and privacy/compliance checks. This role is expected to uphold and improve these practices, not just follow them.
Massachusetts Applicants:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant’s job-related skills, relevant experience, education or training, and work location.
In addition to base salary, our total compensation package may include participation in the company’s annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility.
Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process.
This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance.
Get to Know Klaviyo
We’re Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we’re developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you’re ready to do the best work of your career, where you’ll be welcomed as your whole self from day one and supported with generous benefits, we hope you’ll join us.
AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed.
By participating in Klaviyo’s interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice.
Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.
Ready to apply?
Apply to Klaviyo
Senior Analytics Engineer, Finance
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About Checkr
Checkr is building the data platform to power safe and fair decisions. Checkr’s innovative technology and robust data platform help customers assess risk and ensure safety and compliance to build trusted workplaces and communities. Checkr has over 100,000 customers including Amazon, DoorDash, Netflix, Kimpton, and Anthropic.
We’re a team that thrives on solving complex problems with innovative solutions that advance our mission. Checkr is recognized on Forbes Cloud 100 2025 List and is a Y Combinator 2024 Breakthrough Company.
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
Pay Transparency Disclosure
One of Checkr’s core values is Transparency. To live by that value, we’ve made the decision to disclose salary ranges in all of our job postings. We use geographic cost of labor as an input to develop ranges for our roles and as such, each location where we hire may have a different range. If this role is remote, we have listed the top to the bottom of the possible range, but we will specify the target range for an exact location when you are selected for a recruiting discussion. For more information on our compensation philosophy, see our website.
At Checkr, we believe an in office work environment strengthens collaboration, drives innovation, and encourages connection. Our hub locations are Denver, CO; San Francisco, CA; Nashville, TN; and Santiago, Chile. Individuals are expected to work from the office 3+ days a week. In-office perks are provided, such as lunch five times a week, a commuter stipend, and an abundance of snacks and beverages. A relocation stipend may be available for those willing to relocate to a Checkr hub location.
Equal Employment Opportunities at Checkr
Checkr is committed to building the best product and company, which requires hiring talented and qualified individuals with a diverse set of perspectives and lived experiences. Checkr believes in hiring people of all backgrounds, including those whose histories are impacted by the justice system in accordance with local, state, and/or federal laws, including the San Francisco’s Fair Chance Ordinance.
Applicant Privacy Policy
If you are a California resident or are located in Alberta or British Columbia, our Applicant Privacy Policy applies to our collection and processing of your personal information when you apply for a role with us or otherwise participate in our recruitment process.
*Legitimate Checkr emails will always include our official domain name after the @ symbol (e.g., name@checkr.com or name@ext.checkr.com).
Ready to apply?
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Proposal Development Analyst
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About Judi Health
Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including:
- Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers,
- Judi Health™, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and
- Judi®, the industry’s leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform.
Together with our clients, we’re rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve. To learn more, visit www.judi.health.
Location: Remote (For Non-Local) or Hybrid (Local to NYC, Denver, or Charlotte)
Position Responsibilities:
- Support RFP/RFI opportunities for new and renewal PBM opportunities with low to moderate complexity.
- Comply fully with Capital Rx’s policies and procedures for proposal development.
- Support the creation and maintenance of consultant templates for assigned channel partners.
- Create and refine SOPs to support RFP response development and submission working in collaboration with proposal managers and directors.
- Within 9-12 months following hire date, demonstrate mastery of Capital Rx’s products, services, and financial model to complete assignments with minimal oversight.
- Comply with Capital Rx’s time and attendance policies for all salaried employees, including working a base of 40 hours per week.
- Responsible for adherence to the Capital Rx Code of Conduct, including reporting of noncompliance.
- Support the management of the RFP response database by returning new and revised responses to the RFP Content Manager.
- Assist in the creation and ongoing updates/edits to new RFP content.
- Help obtain and catalog ancillary RFP samples and attachments.
- Assist Content Manager with day-to-day maintenance of RFP library content (Qvidian).
- Assist Content Manager with maintenance of SME list.
- Contribute ideas for improvement across proposal & underwriting department including content management processes or tools.
Minimum Qualifications:
- Undergraduate bachelor’s degree, with record of strong academic performance in English, Journalism, Marketing or Communications
- 1+ years of proven experience in proposal writing, project management, or benefits consulting
- Attention to detail & commitment to delivering high quality work product
- Extremely flexible, highly organized, and able to shift priorities easily
- Ability to lead multiple projects simultaneously and balance a range of key internal and external stakeholders
- Track record of supporting multiple projects simultaneously, driving high performance, meeting deadlines, and executing on deliverables
- Proficient in Microsoft Office, Adobe, and other editing software
- Experience with RFP library software such as Qvidian, Loopio, Responsive, Expedience, etc. preferred
- Knowledge of healthcare industry trends and best practices
- Ability to write in plain language
- Exceptional written and verbal communication skills, including technical copy editing
- Passion for learning, including intricacies of pharmacy benefits products
Nothing in this position description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Remote, US Salary Range
$75,000.00 - $87,000.00 USD
New York, NY Salary Range
$74,000.00 - $92,500.00 USD
Denver, CO Salary Range
$67,600.00 - $84,500.00 USD
Benefits
Judi Health provides all full-time and part-time benefit-eligible employees with the ability to elect medical and pharmacy coverage, dental insurance, vision insurance, accidental injury insurance, critical illness insurance, hospital indemnity insurance, and flexible spending accounts. Full-time employees also have access to a health savings account, voluntary life insurance, and voluntary accidental death and dismemberment insurance for themselves and their eligible dependents.
About Judi Health
Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including:
- Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers,
- Judi Health™, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and
- Judi®, the industry’s leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform.
Together with our clients, we’re rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve.
Capital Rx values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This range represents the low and high end of the anticipated base salary range. The actual base salary will depend on several factors such as: experience, knowledge, skills, and location of the job.
All employees are responsible for adherence to the Capital Rx Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals.
Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at https://www.judi.health/legal/privacy-policy.
Ready to apply?
Apply to Judi Health
Analyst, Client Audit and Performance
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About Judi Health
Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including:
- Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers,
- Judi Health™, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and
- Judi®, the industry’s leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform.
Together with our clients, we’re rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve. To learn more, visit www.judi.health.
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
This range represents the low and high end of the anticipated base salary range. The actual base salary will depend on several factors such as: experience, knowledge, skills, and location of the job.
All employees are responsible for adherence to the Capital Rx Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals.
Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at https://www.judi.health/legal/privacy-policy.
Ready to apply?
Apply to Judi Health
Strategic Business Analyst
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Pay Range: $74,000 - $90,800
Remote Eligible: Hybrid
We offer a pay-for-performance compensation program including bonuses for all employees and a competitive benefits package. See https://www.cuofco.org/careers for a high-level overview of our benefits package and bonus offerings.
General Purpose of the Position
Provides business analysis expertise for organizational initiatives, strategies, innovative solutions, and process improvements through development of business requirements, collaboration with business owners and other stakeholders, and coordination with vendor partners in support of business unit and member service needs. The Business Analyst will work with all areas of the organization to develop, document, and communicate detailed business requirements that describe the business need and solution scope in addition to providing quality analysis and testing expertise. This position will interact and drive consultative conversations across all areas of the organization. This is an operational role, requiring attention to detail, stakeholder interactions, and management of expectations within business and technical teams.
ESSENTIAL DUTIES AND RESPONSIBILITIES (including the following). May perform other duties as requested or assigned.
- Accountable for developing, defining, and documenting business requirements that describe the business need and solution scope, and communicate them effectively to organizational stakeholders, vendors, and Project Managers as needed
- Collaborate with technical and business experts, adhering to enterprise architectural frameworks and roadmaps to design processes, systems, and information/data architectures
- Responsible for writing comprehensive functional specifications that can be used by solutions/systems engineers to support the creation of technical designs and delivery of business and technical requirements
- Build and maintain an in-depth knowledge of the processes, systems, and data in a defined capability/service delivery area
- Provide process expertise to others to understand the impact of system enhancements on the company’s processes and how system functions and processes will generate the intended outcomes for business
- Remain up to date on technology trends, opportunities, compliance, and regulatory requirements within a defined capability/service delivery area
- Responsible for communicating documented findings to technical team members, creating, and validating proposed resolutions, ensuring the initial issues were corrected, and that impacts are understood.
- Coordinate user acceptance testing (UAT) to ensure business requirements are satisfied and ensure proper UAT documentation is produced (based on use cases and test requirements)
- Support proper training, transition, change management, and cutover plans are developed and executed to ensure proper user adoption and minimize business disruption
- Provide project management support for small/medium size projects. For example, project planning and execution, issue management and status reporting
- Support and organize research on financial, product, market, operational, and other relevant areas to assist in strategic and business planning across the organization
- Own and develop relationship with key stakeholders and vender partners, working with them to optimize and enhance our integration efforts
- Contributes to developing organizational skills and fostering teamwork to support and execute strategic initiatives. Collaborates with business leaders to define, communicate, and evaluate initiatives aligned with organizational objectives. Aligns all project work with membership needs, organizational strategic areas of focus, and credit union core competencies.
- Adhere to all Federal and State laws and regulations applicable to the Credit Union, including the Bank Secrecy Act and OFAC. Adheres to all regulatory requirements, both within the Credit Union industry and in general. Maintain an understanding of regulations and other external drivers that may affect the organization.
- Responsible for compliance with the Fair and Accurate Credit Transaction Act (FACTA), the Bank Secrecy Act (BSA) and the Anti Money Laundering Act, including monitoring for such illegal activity as it applies to this position.
Requirements
EDUCATION AND EXPERIENCE
A bachelor's degree in finance, Business Administration, Marketing, Information Systems Management, Computer Science, or a related field, or an equivalent combination of education and experience, is required. Candidates should have at least four (4) years of relevant work experience with progressively increasing responsibilities. Certification from IIBA, PMI, or other industry-recognized organizations is preferred, or candidates should be able to obtain such certification within one (1) year of hire.
A solid understanding of financial services and the technologies relevant to the service delivery area is necessary. Proficiency in the Microsoft Office Suite, including Visio or similar applications, is required. Experience in creating key business analysis deliverables, such as functional specifications and test cases, is essential. Demonstrated experience with process analysis methodologies, including process flow definition, data flow diagramming, and use case development is required. A working knowledge of project management methodologies, such as Agile and Waterfall, as well as familiarity with the ITIL framework is preferred.
OTHER SKILLS AND ABILITIES
- Strong written and verbal communication skills.
- Ability to collaborate with team members and stakeholders.
- Understanding of organizational data flow and its use in decision-making.
- Ability to perform basic cost/benefit analysis and assist in business case development.
- Strong analytical, critical thinking, and problem-solving skills.
- Ability to adapt to fast-paced, matrix environments and work on multiple tasks simultaneously.
PHYSICAL DEMANDS
While performing the duties of this job, the employee is typically required to sit for long periods. The employee continually is required to talk or hear. The employee is occasionally required to stand, walk, stoop, and reach with hands and arms. The employee will occasionally lift and/or move up to [10] pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Core Competencies
Every position at Credit Union of Colorado is grounded in our organizational Values and Core Competencies. These skills and behaviors guide how we work, collaborate, and deliver results. Click here to view our Values and Core Competencies on Atlas.
Credit Union of Colorado is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local laws.
Please note applicants can redact any information that identifies their age, birth date, or dates of schooling on either their resume or any additional materials provided.
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Staff Data Analyst, Block Compliance
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Block is one company built from many blocks, all united by the same purpose of economic empowerment. The blocks that form our foundational teams — People, Finance, Counsel, Hardware, Information Security, Platform Infrastructure Engineering, and more — provide support and guidance at the corporate level. They work across business groups and around the globe, spanning time zones and disciplines to develop inclusive People policies, forecast finances, give legal counsel, safeguard systems, nurture new initiatives, and more. Every challenge creates possibilities, and we need different perspectives to see them all. Bring yours to Block.
The Role
The Staff Data Analyst will join the Block Compliance Analytics team chartered to put data at the center of the Compliance organization. You have a proven track record in the Financial Crimes and AML space, and in this role you will develop strategies and lead key workstreams to deliver actionable analytics to leaders throughout the Block business and tell the story of our Compliance program to regulators and external parties. Focused on quantifying compliance risks and driving effectiveness, you will enable Block to redefine the world's relationship with money.
You Will
- Lead data strategy for our regulatory engagements - from ETL development to source data validation to analysis
- Connect the dots between regulatory expectations, commitments, and the Compliance and Product roadmaps in order to influence strategy
- Harness raw data to educate internal and external partners on the impact of new regulation, policies, or environmental changes to our compliance program and the Block platforms.
- Collaborate with partners from legal to engineering to inform strategic builds of essential compliance program elements
- Establish yourself as a leader in the organization, by connecting insights to action through expert communication and cross-functional alignment
- Leverage your subject matter expertise to educate, coach and influence in and out of the organization with a focus on contributing to the overall, long-term success of Block
- Lead multiple high-impact workstreams, through ability to seamlessly navigate levels of abstraction in written and verbal communications.
You Have
- 8+ years of related experience with a Bachelor’s degree; or 6+ years and a Master’s degree; or equivalent work experience.
- 5+ years of Compliance/AML experience
- Expert level abilities in SQL and data analysis/visualization tools (i.e. Tableau, Looker)
- Expert in ETL development
- Proven track record solving large and complex problems without clear answers, using deep and broad technical expertise
- Vision to define problems and manage projects in a fast-paced, evolving organization
- Experience bringing data to life for any audience through written and verbal communication and data visualization.
- Impeccable attention to detail and polish
Even Better (but not required):
- CAMS or other AML certification
- Experience in the FinTech or consulting industry or with financial crimes compliance systems, technologies and processes.
- Experience with automation using Python, R or Prefect
Block takes a market-based approach to pay, and pay may vary depending on your location. U.S. locations are categorized into one of four zones based on a cost of labor index for that geographic area. The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. These ranges may be modified in the future.
To find a location’s zone designation, please refer to this resource. If a location of interest is not listed, please speak with a recruiter for additional information.
Application Guidelines
Candidates may submit up to 9 active applications within a 60-day period. Reapplications to the same role are accepted 90 days after a previous application has been reviewed.
Use of AI in Our Hiring Process
We may use automated AI tools to evaluate job applications for efficiency and consistency. These tools comply with local regulations, including bias audits, and we handle all personal data in accordance with state and local privacy laws.
Contact us here with hiring practice or data usage questions.
Every benefit we offer is designed with one goal: empowering you to do the best work of your career while building the life you want. Remote work, medical insurance, flexible time off, retirement savings plans, and modern family planning are just some of our offering. Check out our other benefits at Block.
Block, Inc. (NYSE: XYZ) builds technology to increase access to the global economy. Each of our brands unlocks different aspects of the economy for more people. Square makes commerce and financial services accessible to sellers. Cash App is the easy way to spend, send, and store money. Afterpay is transforming the way customers manage their spending over time. TIDAL is a music platform that empowers artists to thrive as entrepreneurs. Bitkey is a simple self-custody wallet built for bitcoin. Proto is a suite of bitcoin mining products and services. Together, we’re helping build a financial system that is open to everyone.
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Associate Vice President, Community (Denver, CO)
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Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
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Job Summary: |
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The Community Associate Vice President (AVP) supports market-level Community growth by executing prospecting and community engagement activities, supporting events and follow-up, and partnering closely with the Lead Community RVP to expand advisor activities, partner firm support, and centers-of-influence (COI) development. This role is designed as a development pathway to a full Community RVP role and includes a clear trajectory toward carrying an individual target. |
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Essential Job Functions for this role include: |
Reporting Relationship & Key Partnerships Reports to: Lead Community RVP (or designated leader) Core Responsibilities (Community AVP)
Development Path & Target Readiness This role is intentionally structured as a pathway into a full Community RVP role. The AVP is expected to progress toward independently managing a book of business and carrying an individual target within a year.
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Knowledge, Skills, and Abilities: |
Work Environment & Expectations
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Work Schedule: |
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This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. |
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Working Conditions: |
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This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. |
Application Deadline: The initial deadline for applications is 5/13/2026. 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.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
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Capacity Planning & Forecasting Analyst
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Join us in building the future of finance.
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.
About the team + role
We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards.
The Workforce Management team focuses on forecasting customer demand, aligning staffing to business needs, and ensuring consistent service delivery across contact center operations. The team partners closely with operations, analytics, and vendor teams to maintain reliable service levels while adapting to changing customer behavior and business priorities. You’ll contribute to improving forecasting accuracy and workforce efficiency across a blended employee and BPO environment!
As a Workforce Management Forecasting and Capacity Planning Analyst, you will develop forecasts, build capacity plans, and analyze performance data to support staffing decisions. You will work across short- and long-term planning horizons, using data to identify trends and recommend adjustments. This role partners with cross-functional teams to address service level challenges and improve operational outcomes through clear, data-driven insights.
This role is based in our Westlake, TX or Denver, CO offices, with in-person attendance expected at least 3 days per week.
At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams.
Applications for this role will be accepted through April 21st, 2026. Please connect with your recruiter for more information about this role’s application window.
What you’ll do
- Build and maintain forecasting models to predict customer demand, contact volumes, and workload using statistical methods
- Analyze historical data to identify trends and run scenario analyses to support planning decisions
- Create capacity plans across short-, medium-, and long-term timeframes to align staffing with expected demand
- Monitor performance metrics such as service levels, productivity, and resource utilization, and recommend adjustments
- Partner with operations, HR, and other teams to align workforce plans with business goals
- Prepare reports and present forecasting results, capacity plans, and recommendations to leadership
- Support planning for peak periods, campaigns, and unexpected changes in demand
- Contribute to projects that improve workforce planning processes and service outcomes
What you bring
- You have a bachelor’s degree or equivalent experience in business, analytics, statistics, or a related field
- You have 5+ years of experience in workforce management or contact center forecasting
- You have 3+ years of experience in data analysis and project-based work
- You have experience using workforce management tools such as Assembled, Aspect, Calabrio, or NICE
- You can clearly present data insights and recommendations to stakeholders
- You are comfortable working with forecasting, scheduling concepts, and performance reporting
- You have experience optimizing staffing in contact center environments
- You have experience using AI tools to support forecasting, analysis, or planning work
What we offer
- Challenging, high-impact work to grow your career.
- Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
- Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents.
- Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more.
- Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
- Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
- Exceptional office experience with catered meals, events, and comfortable workspaces
In addition to the base pay range listed below, this role is also eligible for bonus opportunities + benefits.
Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process.
Base Pay Range:
Click here to learn more about our Total Rewards, which vary by region and entity.
If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application.
Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.
Ready to apply?
Apply to Robinhood
Join us in building the future of finance.
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.
About the team + role
We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards.
The Fraud Investigator (Customer Protection Team) is responsible for handling inbound customer calls for customers with an active fraud alert and account restriction. The team investigates fraud alerts, determining fraud or no fraud utilizing tools and investigative skills, and helping identify emerging fraud trends through data analysis. The team works directly with the customer via phone to gather additional information to help make a fraud determination on their account.
This role is based in our Denver, CO or Westlake, TX office(s), with in-person attendance expected at least 3 days per week.
This role may be required to work a weekday (M-F) or weekend (Sat-Sun) shift during hours of operation which is 7am - 9pm EST.
At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams.
What you’ll do
- Handling inbound phone calls from Robinhood customers with active fraud alerts and account restrictions and taking those fraud cases to the finish line by applying investigative techniques according to the internal procedures and policies
- Conduct in-depth and timely investigations on accounts flagged for fraud, across a range of payment vehicles including ACH, Debit Card, Cryptocurrency and Wire Transfers
- Using critical thinking and pattern detection to discover proactive ways to identify emerging fraud
- Documenting the rationale and determination for each alert and referring to other teams where necessary
- Gathering key information from the customer regarding their account as well as applicable documentation.
- Communicating with customers next steps and setting expectations.
What you bring
- Prior fraud or investigative experience preferred, including knowledge of various fraud activities such as Account Takeovers, Identity Theft and Money Movement Fraud, among others; or, equivalent experience adjacent to fraud investigations.
- Ability to work closely with customers verbally to address concerns related to fraud while maintaining a high level of customer service
- Proactively identify problems and come up with solutions (ability to think outside-the-box)
- Ability to operate in a fast paced environment
- Good written and verbal communication, analytical skills, and strong attention to detail
- Strong interpersonal skills. Experience working with cross-functional teams.
What we offer
- Challenging, high-impact work to grow your career.
- Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
- Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents.
- Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more.
- Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
- Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
- Exceptional office experience with catered meals, events, and comfortable workspaces.
Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected hourly range for this role is based on the location where the work will be performed and is aligned to one of 2 compensation zones. This role is also eligible to participate in a Robinhood bonus plan.
Click here to learn more about our Total Rewards, which vary by region and entity.
If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application.
Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.
Ready to apply?
Apply to Robinhood
Enterprise Risk Analyst
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Space is a warfighting domain. True Anomaly seeks those with the talent and ambition to build the technology that secures it.
OUR MISSION
True Anomaly delivers decisive capabilities for space superiority. We build autonomous spacecraft, advanced payloads, mission software, and space-based interceptors — enabling the U.S. and its Allies to secure the space environment and counter threats from the ultimate high ground.
OUR VALUES
- Be the offset. We create asymmetric advantages with creativity and ingenuity.
- What would it take? We challenge assumptions to deliver ambitious results.
- It’s the people. Our team is our competitive advantage and we are better together.
Your Mission
We are seeking a driven and detail-oriented Enterprise Risk Analyst to support two distinct but interconnected lines of effort: Enterprise Risk Management (ERM) and Third-Party Vendor Risk Management (TPVRM). Reporting to the Senior Enterprise Risk Manager, you will play a hands-on role in executing risk assessments, maintaining program documentation, tracking remediation activities, and building the data foundation that powers executive-level risk decision-making.
This role is ideal for a mid-career risk professional who is fluent in frameworks such as NIST RMF and CMMC, is developing practical experience with risk quantification methodologies like FAIR and OCTAVE, and is eager to grow within a fast-paced aerospace and defense SaaS environment. You will work closely with engineering, security, legal, compliance, and operations teams to help identify, document, and track risk across the enterprise and its third-party supply chain.
Responsibilities:
Enterprise Risk Management
- Support the design, execution, and continuous improvement of the enterprise risk management program under the direction of the Senior Enterprise Risk Manager.
- Assist in conducting structured risk assessments using OCTAVE or similar threat-and-asset-centric methodologies, documenting findings, threat profiles, and recommended mitigations.
- Support the application of FAIR methodology to help quantify risks in financial terms and contribute to risk prioritization analyses for leadership.
- Maintain and update the enterprise risk register, ensuring accuracy of risk ratings, ownership assignments, remediation status, and residual risk tracking.
- Build and maintain program dashboards, KPI/KRI reports, and status tracking using tools such as Jira, Confluence, enterprise GRC platforms, and MS Project.
- Assist with audit readiness activities including evidence collection, pre-assessment preparation, control documentation, and post-audit remediation tracking.
- Support POA&M management for IL5 and IL6 environments, tracking open items to closure and escalating blockers to the Enterprise Risk Manager.
- Contribute to the development and maintenance of risk policies, standards, and guidelines aligned to NIST SP 800-53 Rev. 5, NIST SP 800-171, RMF, and CMMC Level 3.
- Coordinate and track internal audit schedules, findings, and corrective action plans across business units.
Third-Party Vendor Risk Management
- Execute vendor risk assessments as part of the onboarding and periodic review lifecycle, including security questionnaire administration, documentation review, and risk scoring.
- Maintain the vendor risk inventory and lifecycle tracking records, ensuring all vendors are appropriately tiered and assessed on schedule.
- Monitor vendor risk signals including cybersecurity advisories, regulatory actions, and contractual compliance status, escalating material changes to the Enterprise Risk Manager.
- Support contract and procurement teams by providing vendor risk assessment findings and recommended risk mitigation language.
- Assist in ensuring TPVRM program alignment with CMMC supply chain requirements, DFARS clauses, and ITAR/export control considerations for critical suppliers.
- Develop and maintain vendor risk reporting inputs and dashboard content to support executive-level visibility into third-party risk exposure.
Cross-Functional Collaboration
- Serve as a reliable day-to-day point of contact for risk-related inquiries from internal stakeholders across engineering, security, operations, and legal teams.
- Track program milestones, action items, and deliverables, proactively communicating status and flagging risks or dependencies to the Enterprise Risk Manager.
- Continuously improve risk program workflows, documentation templates, and reporting processes to support scalable and repeatable execution.
- Support the preparation of materials for internal leadership briefings, external assessor interactions, and government partner reviews.
Qualifications
- 5+ years of experience in enterprise risk management, GRC, cybersecurity risk, compliance, or a closely related discipline.
- Working knowledge of NIST SP 800-53, NIST SP 800-171, DoD RMF (IL5/IL6), and CMMC, with direct experience supporting assessments or audits under one or more of these frameworks.
- Familiarity with risk assessment methodologies including FAIR and/or OCTAVE, with a desire to deepen applied expertise in risk quantification.
- Experience supporting or executing third-party/vendor risk assessments, including questionnaire administration, documentation review, and risk tracking.
- Hands-on experience with program management and GRC documentation tools including Jira, Confluence (Atlassian suite), MS Project, enterprise GRC platforms, and MS Visio or Lucidchart.
- Strong written and verbal communication skills, with the ability to clearly document findings and translate risk concepts for both technical and non-technical audiences.
- Highly organized, self-directed, and comfortable managing multiple workstreams simultaneously in a fast-paced, regulated environment.
- Active or ability to obtain SECRET, TS/SCI security clearance.
- Must be a U.S. citizen, lawful permanent resident, or protected individual per ITAR requirements (8 U.S.C. 1324b(a)(3)).
Preferred Qualifications
- Background in startup, aerospace, defense technology, or SaaS companies operating in regulated government markets.
- Industry certifications such as:
- Certified in Risk and Information Systems Control (CRISC)
- Certified Information Systems Auditor (CISA)
- Open FAIR Certification (The Open Group)
- CompTIA Security+ or equivalent
- Certified ScrumMaster (CSM) or similar Agile certification
- Experience with cloud environments, particularly Azure Government and/or AWS GovCloud.
- Familiarity with POA&M management, SSP documentation, and audit evidence collection in DoD authorization contexts.
- Working knowledge of ITAR, EAR, DFARS, and export control considerations as they relate to vendor and supply chain risk.
- Familiarity with Agile/Scrum and hybrid project delivery models.
Compensation
- Base Salary: Denver - $115,000 to $155,000, Long Beach - $120,000 to $165,000, Washington, DC - $120,000 to $165,000
- Equity + Benefits including Health, Dental, Vision, HRA/HSA options, PTO and paid holidays, 401K, Parental Leave
Your actual level and base salary will be determined on a case-by-case basis and may vary based on the following considerations: job-related knowledge and skills, education, location, and experience.
Additional Requirements
- Work Location: This role will be onsite at one of our office locations: Centennial, CO, Long Beach, CA, or Washington, DC #LI-Onsite
- Work Environment: Standard office setting, working at a desk or in a production factory environment
- Physical Demands: May include frequent standing, sitting, walking, bending, and lifting or carrying items up to 20 lbs.
This position will be open until it is successfully filled.
To conform to U.S. Government space technology export regulations, including the International Traffic in Arms Regulations (ITAR), you must be a U.S. citizen, lawful permanent resident of the U.S., protected individual as defined by 8 U.S.C. 1324b(a)(3), or eligible to obtain the required authorizations from the U.S. Department of State.
We value diversity of experience, knowledge, backgrounds, and perspectives and harness these qualities to create extraordinary impact. True Anomaly is committed to equal employment opportunity regardless of sex, race, religion or belief, ethnic or national origin, disability, age, citizenship, marital, domestic or civil partnership status, sexual orientation, gender identity, pregnancy, maternity or related condition (including breastfeeding) or any other basis as protected by applicable law. If you have a disability or additional need that requires accommodation, please do not hesitate to let us know.
To conform to U.S. Government space technology export regulations, including the International Traffic in Arms Regulations (ITAR) you must be a U.S. citizen, lawful permanent resident of the U.S., protected individual as defined by 8 U.S.C. 1324b(a)(3), or eligible to obtain the required authorizations from the U.S. Department of State.
True Anomaly is committed to equal employment opportunity on any basis protected by applicable state and federal laws. If you have a disability or additional need that requires accommodation, please do not hesitate to let us.
Ready to apply?
Apply to True Anomaly
Sr. Analyst, Actuarial
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How You’ll Make An Impact
At Strive Health, patients come first. We’re on a mission to transform chronic conditions by identifying risk earlier, coordinating thoughtful care, and supporting people through every stage of their health journey.
Our work reduces emergency visits, improves outcomes, and helps patients live fuller lives. You’ll work alongside passionate Strivers who care deeply about making an impact, show up for one another as One Team, and find ways to elevate the everyday.
If you’re looking for meaningful work where your contributions truly matter, you’ll feel right at home at Strive!
Benefits & Perks
- Hybrid-Remote Flexibility – Work from home while fulfilling in-person needs at the office, clinic, or patient home visits.
- Comprehensive Benefits – Medical, dental, and vision insurance, employee assistance programs, employer-paid and voluntary life and disability insurance, plus health and flexible spending accounts.
- Financial & Retirement Support – Competitive compensation with a performance-based bonus program, 401k with employer match, and financial wellness resources.
- Time Off & Leave – Paid holidays, vacation time, sick time, and paid birthgiving, bonding, sabbatical, and living donor leaves.
- Wellness & Growth – Family forming services through Maven Maternity at no cost and physical wellness perks, mental health support, and an annual professional development stipend.
To learn more about our offerings, click here.
What You’ll Do
The main function of this role will be to review data received from Strive clients and determine if the data is complete and accurate. If the data is not complete and accurate, the Senior Analyst will quantify the impact of imperfect data and work with the client to resolve the issues. The role will include the benefit of an actuarial study program designed to motivate and support you through your exams. This role will report to the Sr. Director, Actuarial.
The Day to Day
- Review contracts to find instances of client non-compliance, and quantify the value of said non-compliance
- Audit the data we receive for our risk partnerships and ensure completeness and accuracy
- Review material changes impacting risk settlements and quantify the impact
- Communicate instances of non-compliance to internal and external stakeholders
- Partner with key stakeholders across Strive’s Finance, Client Success, and Growth functions to identify data-driven opportunities to add value to existing and potential partners.
- Present models and delivers insights/expertise to a diverse audience and communicates analyses and results to internal and external partners.
Minimum Qualifications
- Bachelor’s degree in Mathematics, Statistics, or related field.
- 2+ years experience in Actuarial services, Healthcare Economics, or related field.
- Minimum three completed actuarial exams
- Internet Connectivity - Min Speeds: 3.8Mbps/3.0Mbps (up/down): Latency <60 ms.
- Ability to travel and be onsite to meet business needs.
Preferred Qualifications
- Experience applying or reviewing medical claim grouper logic
- Strong oral and written communication skills.
- Experience in value-based care preferred.
- Experience with CMS shared savings programs strongly preferred.
- Experience in Commercial, Medicaid or Medicare analysis.
- Experience using advanced Microsoft Excel functions and SQL.
Annual Salary Range: $85,500 - $104,000. This position is also eligible for a target annual bonus of 10%
Final compensation will be determined based on location, experience, and qualifications.
Strive Health is an equal opportunity employer and drug free workplace. At this time Strive Health is unable to provide work visa sponsorship. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Please apply even if you feel you do not meet all qualifications. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to talentacquisition@strivehealth.com.
We do not accept unsolicited resumes from outside recruiters/placement agencies. Strive Health will not pay fees associated with resumes presented through unsolicited means.
Ready to apply?
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Financial Analyst - Sales
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About Ping Identity:
At Ping Identity, we believe in making digital experiences both secure and seamless for all users, without compromise. We call this digital freedom. And it's not just something we provide our customers. It's something that inspires our company. People don't come here to join a culture that's built on digital freedom. They come to cultivate it.
Our intelligent, cloud identity platform lets people shop, work, bank, and interact wherever and however they want. Without friction. Without fear.
While protecting digital identities is at the core of our technology, protecting individual identities is at the core of our culture. We champion every identity. One of our core values, Respect Individuality, reminds us to celebrate differences so you are empowered to bring your authentic self to work.
We're headquartered in Denver, Colorado and we have offices and employees around the globe. We serve the largest, most demanding enterprises worldwide, including more than half of the Fortune 100. At Ping Identity, we're changing the way people and businesses think about cybersecurity, digital experiences, and identity and access management.
Financial Analyst
We're looking for a Go-to-Market Financial Analyst to be a dedicated partner for our global Sales teams. In this role, you'll be the go-to expert for managing sales expenses, headcount, and helping us make smart, data-driven decisions that fuel company growth. You'll work closely with Sales leadership to provide the financial insights they need to enable Ping Identity’s maximum top-line impact.
The Right Fit
This role is for someone who loves the details but also sees the bigger picture. You're a proactive problem-solver who jumps in to help teams find solutions. You thrive in a fast-paced environment and genuinely enjoy collaborating with others. The role is based out of our downtown Denver headquarters with an expectation of being in the office one day per week.
On our team, you'll find a group of people who are curious, accountable, and always working to make things better. We're looking for someone who shares that positive, roll-up-your-sleeves attitude. If you're looking for a place where you can make a real impact alongside a team of bright, motivated peers, this is it. Join us and help shape the future of Ping Identity!
What You'll Do
-
Manage expenses: Being integral part of the sales expense accrual process, collaborating directly with the team to ensure costs are captured accurately.
-
Own the sales budget: Lead the forecasting and budgeting processes for all global sales teams and initiatives.
-
Reconcile with precision: Dive into the details, meticulously reconciling budget vs. actuals and providing clear insights into spending trends.
-
Process Improvement: Drive reporting consistency and simplification, streamlining how we track sales performance metrics and operational spend.
-
Leverage Anaplan: Use Anaplan for all reporting, tracking, and analysis, helping to build a single source of truth for sales headcount and financials.
What You'll Bring
-
3+ years of experience in financial analysis, with a focus on expenses and headcount.
-
A strong accounting foundation, with hands-on experience in managing accruals and expense recognition.
-
Strong experience with budget vs. actual reconciliation, financial reporting, and forecasting.
-
Direct experience with Anaplan for financial reporting and planning.
-
You are an expert with Excel and comfortable building robust financial models.
-
You have a bachelor’s degree in finance or a related field, or equivalent experience.
Salary Range: $80,000-$90,000
In accordance with Colorado’s Equal Pay for Equal Work Act (SB 19-085) the approximate compensation range for this role in Colorado is listed above. Final compensation for this role will be determined by various factors, such as knowledge, skills, and abilities.
Life at Ping:
We believe in and facilitate a flexible, collaborative work environment. We’re growing quickly, but remain true to the innovative, can-do startup values that got us here. Most importantly, we keep hiring talented, smart, fun, and genuinely nice people because that’s who we want to succeed with every day.
Here are just a few of the things that make Ping special:
- A company culture that empowers you to do your best work.
- Employee Resource Groups that create a sense of belonging for everyone.
- Regular company and team bonding events.
- Competitive benefits and perks.
- Global volunteering and community initiatives
Our Benefits:
- Generous PTO & Holiday Schedule
- Parental Leave
- Progressive Healthcare Options
- Retirement Programs
- Opportunity for Education Reimbursement
- Commuter Offset (Specific locations)
Ping is the collective sum of all our individual experiences, backgrounds and influences and we pride ourselves in growing and learning together. We are committed to building an inclusive and diverse environment where everyone’s individuality is respected and everyone has an Identity. In recruiting for new colleagues, we welcome the unique contributions you can bring and encourage you to be your best self.
We are an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
Ready to apply?
Apply to Ping Identity
Senior Financial Analyst
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About Ping Identity:
At Ping Identity, we believe in making digital experiences both secure and seamless for all users, without compromise. We call this digital freedom. And it's not just something we provide our customers. It's something that inspires our company. People don't come here to join a culture that's built on digital freedom. They come to cultivate it.
Our intelligent, cloud identity platform lets people shop, work, bank, and interact wherever and however they want. Without friction. Without fear.
While protecting digital identities is at the core of our technology, protecting individual identities is at the core of our culture. We champion every identity. One of our core values, Respect Individuality, reminds us to celebrate differences so you are empowered to bring your authentic self to work.
We're headquartered in Denver, Colorado and we have offices and employees around the globe. We serve the largest, most demanding enterprises worldwide, including more than half of the Fortune 100. At Ping Identity, we're changing the way people and businesses think about cybersecurity, digital experiences, and identity and access management.
Senior Financial Analyst
We're looking for a Senior Financial Analyst to serve as a dedicated partner to our global General & Administrative (G&A) teams. Reporting to the Director of Finance, you will act as the primary financial advisor to our People Operations, Finance, Legal, IT, IS, Security, and Executive leadership. You will support these teams through expense management and headcount planning, providing the financial insights they need to make data-driven decisions to optimize company profitability.
The Right Fit
This role is for someone who loves the details but also sees the bigger picture. You're a proactive problem-solver who jumps in to help teams find solutions. You thrive in a fast-paced environment and genuinely enjoy collaborating with others. On our team, you'll find a group of people who are curious, accountable, and always working to make things better. We're looking for someone who shares that positive, roll-up-your-sleeves attitude. If you're looking for a place where you can make a real impact alongside a team of bright, motivated peers, this is it. Join us and help shape the future of Ping Identity!
What You'll Do
- Manage expenses: Act as an integral lead in the G&A expense accrual process, collaborating with Accounting to ensure financial integrity and accurate cost capture.
- Own the G&A budget: Lead the end-to-end forecasting and budgeting processes for all global G&A initiatives, ensuring alignment with corporate goals.
- Reconcile with precision: Master the details by aligning actual spend with fiscal targets to uncover the story behind the numbers and provide actionable insights into spending trends.
- Drive Process Improvement: Drive reporting consistency and simplification, streamlining how we track G&A performance metrics and operational spend.
- Leverage Anaplan: Use Anaplan for all reporting, tracking, and analysis, helping to build a single source of truth for headcount and financials for the G&A organization.
What You'll Bring
- The Foundation: 4+ years of experience in financial analysis, specifically focusing on expenses, headcount, and accrual-based accounting.
- Strategic Communication: Articulate communicator capable of distilling intricate financial data into clear, actionable insights for non-finance stakeholders.
- Technical Expertise: You are an Excel expert comfortable building robust financial models; direct experience with Anaplan for reporting and planning is highly preferred.
- Analytical Rigor: Strong experience with budget vs. actual reconciliation, financial reporting, and complex forecasting.
- Education: Bachelor’s degree in Finance, Accounting, or a related field (or equivalent professional experience).
Salary Range: $80K-$95K
In accordance with Colorado’s Equal Pay for Equal Work Act (SB 19-085) the approximate compensation range for this role in Colorado is listed above. Final compensation for this role will be determined by various factors, such as knowledge, skills, and abilities.
Life at Ping:
We believe in and facilitate a flexible, collaborative work environment. We’re growing quickly, but remain true to the innovative, can-do startup values that got us here. Most importantly, we keep hiring talented, smart, fun, and genuinely nice people because that’s who we want to succeed with every day.
Here are just a few of the things that make Ping special:
- A company culture that empowers you to do your best work.
- Employee Resource Groups that create a sense of belonging for everyone.
- Regular company and team bonding events.
- Competitive benefits and perks.
- Global volunteering and community initiatives
Our Benefits:
- Generous PTO & Holiday Schedule
- Parental Leave
- Progressive Healthcare Options
- Retirement Programs
- Opportunity for Education Reimbursement
- Commuter Offset (Specific locations)
Ping is the collective sum of all our individual experiences, backgrounds and influences and we pride ourselves in growing and learning together. We are committed to building an inclusive and diverse environment where everyone’s individuality is respected and everyone has an Identity. In recruiting for new colleagues, we welcome the unique contributions you can bring and encourage you to be your best self.
We are an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
Ready to apply?
Apply to Ping Identity
Financial Analyst
Share this job
About Ping Identity:
At Ping Identity, we believe in making digital experiences both secure and seamless for all users, without compromise. We call this digital freedom. And it's not just something we provide our customers. It's something that inspires our company. People don't come here to join a culture that's built on digital freedom. They come to cultivate it.
Our intelligent, cloud identity platform lets people shop, work, bank, and interact wherever and however they want. Without friction. Without fear.
While protecting digital identities is at the core of our technology, protecting individual identities is at the core of our culture. We champion every identity. One of our core values, Respect Individuality, reminds us to celebrate differences so you are empowered to bring your authentic self to work.
We're headquartered in Denver, Colorado and we have offices and employees around the globe. We serve the largest, most demanding enterprises worldwide, including more than half of the Fortune 100. At Ping Identity, we're changing the way people and businesses think about cybersecurity, digital experiences, and identity and access management.
Financial Analyst
We're looking for a R&D Financial Analyst to be a dedicated partner for our global Engineering and Product teams. In this role, you'll be the go-to expert for managing business unit expenses, headcount, and helping us make smart, data-driven decisions that fuel company growth. You'll work cross-functionally with Engineering and Product leadership to provide the key takeaways and financial insights they need in order to maximize the impact of Ping’s ongoing R&D investments.
You will:
- Own the monthly forecast and annual planning: Lead forecasting, budgeting, and long-range planning for R&D headcount and spend, ensuring plans reflect company strategy and investment priorities.
- Maintain forecast integrity: Ensure R&D forecasts remain current, well-documented, and internally consistent as hiring plans and spending assumptions evolve.
- Partner closely with R&D leadership: Serve as the primary finance partner to R&D leaders, supporting headcount planning, investment decisions, and day-to-day financial questions.
- Support ad hoc and scenario analysis: Build flexible analyses and scenarios to answer evolving business questions, assess tradeoffs, and support decision-making across R&D.
- Improve processes and systems: Drive reporting consistency and simplification, leveraging Anaplan and provisioned corporate AI tools to build a scalable, single source of truth for R&D headcount and financials.
You have:
- You have a bachelor’s degree in finance, accounting, economics, or equivalent experience.
- 3+ years of experience in financial analysis, with a focus on expenses and headcount.
- A strong accounting foundation, with hands-on experience in managing accruals and expense recognition.
- Experience with budget vs. actual reconciliation, financial reporting and forecasting
- Proficient in Excel with hands-on experience building and enhancing financial models
You have an advantage if:
- Experience in SaaS business models, metrics, and financial drivers
- Experience using Anaplan, Netsuite, and/or Salesforce
- Experience using corporate AI tools
Salary Range: $80K-$90K
In accordance with Colorado’s Equal Pay for Equal Work Act (SB 19-085) the approximate compensation range for this role in Colorado is listed above. Final compensation for this role will be determined by various factors, such as knowledge, skills, and abilities.
Life at Ping:
We believe in and facilitate a flexible, collaborative work environment. We’re growing quickly, but remain true to the innovative, can-do startup values that got us here. Most importantly, we keep hiring talented, smart, fun, and genuinely nice people because that’s who we want to succeed with every day.
Here are just a few of the things that make Ping special:
- A company culture that empowers you to do your best work.
- Employee Resource Groups that create a sense of belonging for everyone.
- Regular company and team bonding events.
- Competitive benefits and perks.
- Global volunteering and community initiatives
Our Benefits:
- Generous PTO & Holiday Schedule
- Parental Leave
- Progressive Healthcare Options
- Retirement Programs
- Opportunity for Education Reimbursement
- Commuter Offset (Specific locations)
Ping is the collective sum of all our individual experiences, backgrounds and influences and we pride ourselves in growing and learning together. We are committed to building an inclusive and diverse environment where everyone’s individuality is respected and everyone has an Identity. In recruiting for new colleagues, we welcome the unique contributions you can bring and encourage you to be your best self.
We are an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
Ready to apply?
Apply to Ping Identity
Senior Financial Analyst, GTM
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From Fivetran’s founding until now, our mission has remained the same: to make access to data as simple and reliable as electricity. With Fivetran, customer data arrives in their warehouses, canonical and ready to query, with no engineering or maintenance required. We’re proud that more organizations continue to leverage our technology every day to become truly data-driven.
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
The compensation range displayed on this job posting reflects the minimum and maximum target for new hire compensation for the target position and level, and may include sales incentives or target bonuses depending on the role. Our compensation ranges are determined by role, level, and location. Our job titles may span more than one career level. Within the range, individual compensation is determined by additional factors, including job-related skills, experience, relevant education or training, business need, market demands. The compensation range is subject to change and may be modified in the future. Your recruiter can share more about the specific compensation range for your location during the hiring process.
Perks and Benefits
- 100% employer-paid medical insurance*
- Generous paid time-off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays, and volunteer days off
- RSU stock grants*
- Professional development and training opportunities
- Company virtual happy hours, free food, and fun team-building activities
- Monthly cell phone stipend
- Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching, and self-guided mindfulness exercises for all covered employees and their covered dependents.
*May vary by country and worker type - please reach out to your recruiter for more information
Click here to learn more about Fivetran's Benefits by Region.
We’re honored to be valued at over $5.6 billion, but more importantly, we’re proud of our core values of Get Stuck In, Do the Right Thing, and One Team, One Dream. Read about us in Forbes.
Fivetran brings together high-quality talent across the globe to make data access as easy and reliable as electricity for our customers. We value and recognize that our customers benefit from having innovative teams made of people from many backgrounds, experiences, and identities. Fivetran promotes diversity, equity, inclusion & belonging through attracting, recruiting, developing, and retaining a diverse workforce, not only because it is the right thing to do, but because it helps us build a world-class company to better serve our customers, our people and our communities.
To learn more about Fivetran’s culture and what it’s like to be part of the team, click here and enjoy our video.
To learn more about our candidate privacy policy, you can read our statement here.
We are committed to ensuring that all candidates have an equal opportunity to participate in our interview process. If you require accommodations at any stage of the process due to a disability, medical condition, or any other circumstance, please don't hesitate to submit your request by filling out this form. We will work with you to provide reasonable accommodations to facilitate your participation and ensure a fair and accessible interview experience. Your request and any information provided will be kept confidential and will not impact your candidacy. We look forward to hearing from you and accommodating your needs to the best of our ability.
Ready to apply?
Apply to Fivetran
Senior Manager CRR & FTR Trading, Market Optimization & Trading
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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 an 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
The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is eligible to earn an annual cash bonus, subject to personal and company performance goals.
Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway’s operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Our Commitment to Diversity, Equity, & Inclusion
Clearway Energy Group’s vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway’s operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Working at Clearway, Hybrid Together
Here at Clearway, we’re committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing corporate new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events. Our site-based employees collaborate in-person daily to keep our locations operating safely and efficiently while fostering strong relationships within their local communities.
Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans.
What We Provide
Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website.
Notice to Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to recruiting@clearwayenergy.com and let us know the nature of your request and your contact information.
All official communication regarding this position will come only from an email address ending with @clearwayenergy.com. If you receive outreach from any other email address claiming to represent Clearway Energy, please do not respond, as it is fraudulent.
Notice to California Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.
Ready to apply?
Apply to Clearway Energy
Senior Manager CRR & FTR Trading, Market Optimization & Trading
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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
The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is eligible to earn an annual cash bonus, subject to personal and company performance goals.
Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway’s operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Our Commitment to Diversity, Equity, & Inclusion
Clearway Energy Group’s vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway’s operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Working at Clearway, Hybrid Together
Here at Clearway, we’re committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing corporate new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events. Our site-based employees collaborate in-person daily to keep our locations operating safely and efficiently while fostering strong relationships within their local communities.
Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans.
What We Provide
Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website.
Notice to Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to recruiting@clearwayenergy.com and let us know the nature of your request and your contact information.
All official communication regarding this position will come only from an email address ending with @clearwayenergy.com. If you receive outreach from any other email address claiming to represent Clearway Energy, please do not respond, as it is fraudulent.
Notice to California Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.
Ready to apply?
Apply to Clearway Energy
Senior Manager CRR & FTR Trading, Market Optimization & Trading
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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
The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is eligible to earn an annual cash bonus, subject to personal and company performance goals.
Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway’s operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Our Commitment to Diversity, Equity, & Inclusion
Clearway Energy Group’s vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway’s operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Working at Clearway, Hybrid Together
Here at Clearway, we’re committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing corporate new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events. Our site-based employees collaborate in-person daily to keep our locations operating safely and efficiently while fostering strong relationships within their local communities.
Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans.
What We Provide
Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website.
Notice to Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to recruiting@clearwayenergy.com and let us know the nature of your request and your contact information.
All official communication regarding this position will come only from an email address ending with @clearwayenergy.com. If you receive outreach from any other email address claiming to represent Clearway Energy, please do not respond, as it is fraudulent.
Notice to California Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.
Ready to apply?
Apply to Clearway Energy
Senior Manager CRR & FTR Trading, Market Optimization & Trading
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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
The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is eligible to earn an annual cash bonus, subject to personal and company performance goals.
Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway’s operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Our Commitment to Diversity, Equity, & Inclusion
Clearway Energy Group’s vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway’s operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Working at Clearway, Hybrid Together
Here at Clearway, we’re committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing corporate new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events. Our site-based employees collaborate in-person daily to keep our locations operating safely and efficiently while fostering strong relationships within their local communities.
Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans.
What We Provide
Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website.
Notice to Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to recruiting@clearwayenergy.com and let us know the nature of your request and your contact information.
All official communication regarding this position will come only from an email address ending with @clearwayenergy.com. If you receive outreach from any other email address claiming to represent Clearway Energy, please do not respond, as it is fraudulent.
Notice to California Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.
Ready to apply?
Apply to Clearway Energy
Senior Manager CRR & FTR Trading, Market Optimization & Trading
Share this job
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
The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is eligible to earn an annual cash bonus, subject to personal and company performance goals.
Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway’s operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Our Commitment to Diversity, Equity, & Inclusion
Clearway Energy Group’s vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway’s operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Working at Clearway, Hybrid Together
Here at Clearway, we’re committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing corporate new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events. Our site-based employees collaborate in-person daily to keep our locations operating safely and efficiently while fostering strong relationships within their local communities.
Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans.
What We Provide
Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website.
Notice to Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to recruiting@clearwayenergy.com and let us know the nature of your request and your contact information.
All official communication regarding this position will come only from an email address ending with @clearwayenergy.com. If you receive outreach from any other email address claiming to represent Clearway Energy, please do not respond, as it is fraudulent.
Notice to California Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.
Ready to apply?
Apply to Clearway Energy
Business Intelligence Analyst
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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.
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