About the role 

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

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

What you’ll be doing 

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

We’re excited if you have 

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

Nice to have 

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

#LI-RR1 

About the team + 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.

Location: Remote (For Non-Local) or Hybrid (Local to NYC area or Denver, CO)

Position Summary:

As a member of the Enterprise Solutions team, you will play a critical role in contributing to the success of Judi Health’s customers leveraging Judi, our Enterprise Health Platform, to service their own pharmacy administrative needs. The Enterprise Solutions team seeks individuals who are passionate to change the landscape of claims processing while providing superior service. This individual will hold responsibility for the setup and ongoing maintenance of accumulator, claims and override data in Judi.

Position Responsibilities:

• Accountable for configuration, load, and maintenance of data from previous adjudication systems into Judi.
• Provide customers with subject matter expertise in Judi’s capabilities, ensuring successful migration to the adjudication platform, with parity of all logic and initiatives.
• Devise a repeatable process for implementing data in Judi, establishing key milestones, and maintaining up to date project plan.
• Build and maintain trusting relationships with customers through superior customer service, meeting or exceeded service level metrics.
• Perform QA and claims testing to validate that data loads yield appropriate adjudication results.
• Partner with Analytics colleagues to author automated/manual test cases and monitoring processes for configurations and data loads.
• Proactively identify execution risks around build status and defects, partnering with internal Product teams and clients to surface mitigation strategies.
• Contribute to playbooks/templates that scale configurations for future client onboardings.
• Take charge of critical issues or problems to key stakeholders, ensuring swift resolution and communication within service level agreements.
• Certain times of year may require meeting participation, travel, service support or other requirements outside of standard business hours, including weekends.
• Responsible for adherence to the Capital Rx Code of Conduct, including reporting of noncompliance.

Minimum Qualifications:

• 1+ years of experience in an Analyst role, Software Engineering role or related work experience
• 1+ year of PBM or Health Plan operations experience handling adjudication configurations.
• Experience performing complex analyses on large sets of data
• Knowledge of data management, statistics, modeling
• Experience working with structured and unstructured data
• Proficient in SQL, JSON, Java, R, Excel, and other data visualization tools
• Track record of leading cross-functional initiatives, driving high performance, meeting deadlines, and executing on deliverables.
• Exceptional project / time management, prioritization, and organizational skills to ensure customer satisfaction.
• Ability to shift between competing priorities and meet organizational goals.
• Excellent verbal, written, interpersonal and presentation skills.
• Ability to work effectively with virtual teams.
• Ability to travel 5-10%.

Preferred Qualifications:

• Bachelor's Degree preferred, or equivalent combination of education, training, and experience.

• Experience working with AWS Redshift

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

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:

Competencies:

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

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 the Role

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

Senior RevOps Analyst

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

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

What you’ll do

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

What you bring

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

What you’ll get

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

#LI-AG1

The 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

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

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

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

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

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

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

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

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

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

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

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

Senior Business Analyst — Workforce Development Software

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

Responsibilities

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

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

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

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

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

Requirements

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

Salary: $100k - $130k

Why Join Us

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

Who You Are

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

How We Work

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

About SRS Acquiom    

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

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

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

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

A few benefits our employees enjoy

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

Position Summary    

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

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

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

Primary Responsibilities    

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

 Required Qualifications & Skills  

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

Desired Characteristics    

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

Physical Requirements/Special Demands   

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

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

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

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

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

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.

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.

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.

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.

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

What you'll do

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

What you bring

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

What you’ll get

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

Position Summary

The Drug Pricing Surveillance Senior Analyst will play a key role in advancing Capital Rx’s pharmaceutical pricing strategy by collecting, analyzing, and interpreting market data across diverse reimbursement and distribution channels. This role partners closely with cross‑functional teams—including Analytics, Legal, Network Management, and Audit—to compare market pricing to Judi Health’s contracted rates, surface pricing variability, and identify opportunities for improved value for client plans and their members. The specialist will design integrated, user‑friendly reporting that enables data‑driven decision‑making and supports operational workflows across the organization. Additionally, this role contributes to safeguarding fiduciary responsibilities by helping stakeholders understand evolving industry dynamics and compliance expectations. The ideal candidate brings strong analytical skills, experience with pharmaceutical or healthcare data, exceptional communication abilities, and the capacity to manage multiple complex projects in a fast‑paced environment.

Position Responsibilities:

• Pharmaceutical Market Data Collection: Collect data on available prices to end users for pharmaceuticals across distribution and reimbursement channels, including traditional insurance reimbursement, direct-to-patient, and direct-to-employer models
• Pricing Comparison and Analytics: Use available reporting and analytics tools (and collaborate with our dedicated Analytics team) to compare available market pricing to Judi Health’s contracted pricing for pharmaceuticals; facilitate executive understanding of pricing variability
• Opportunity Analyses: Identify and investigate opportunities for pricing improvement, working with other teams and departments to scope initiatives aimed at achieving more favorable pricing for client plans and their members
• Integrated Report Design: Design and implement pricing variability data reporting for consumption by users across teams and levels that can be integrated into workflows of relevant teams (for example, audit, network management, etc.)
• Fiduciary Duty Protection: Use industry news and direction from our Legal team to facilitate understanding among key stakeholders of health plan sponsor fiduciary duty and our strategies to fulfill our responsibilities as dedicated administrators

Required Qualifications:

• Bachelor’s Degree required
• 2+ years of experience with significant data analytics responsibilities applicable to pharmaceutical pricing, such as in a health plan, PBM, value-based care, or managed care environment; consulting, advising, or tech enablement focused on the preceding areas also considered applicable
• Ability to balance multiple complex projects simultaneously with minimal direction
• Great time-management and organizational skills to manage multiple active projects simultaneously
• Exceptional written, verbal, and presentation skills
• Experience working with data reporting tools, conducting data analyses, and effectively consuming/interpreting data reports and visualizations
• Proficient in Microsoft Office Suite with emphasis on Microsoft Excel and PowerPoint
• Experience with programming languages relevant to data analytics, such as SQL or Python

Preferred Qualifications:

• Master’s Degree in relevant field (Management, Accounting, Healthcare Administration, Health Policy, Data Science, etc.)
• Experience with prescription drug channels and payment workflows (pharmacy reimbursement, rebate administration and GPO relations, regulatory requirements, etc.)
• Experience with health insurance or health benefits administration (pharmacy benefits in particular)
• Experience producing reporting that facilitates data-driven decisions and workflows for stakeholders across functions and levels
• Ability to think strategically and identify inefficiencies, develop long-term solutions, and challenge and improve existing processes through automation and redesign
• Highly detail-oriented and analytical
• Ability to travel occasionally as needed for internal, client, and vendor/partner meetings

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

Position Summary:

As an individual contributor on the Product team, you will pay a critical role in contributing to the success of Capital Rx. The Capital Rx Product team seeks individuals who are passionate about improving the landscape of pharmacy prior authorizations, while providing superior service. The expectations for growth in this role are to push beyond the core data and reporting and to serve as an expert across all domains of Judi, our Enterprise Health Platform.

Position Responsibilities:

• Provide subject matter expertise support on Judi’s function and reporting capabilities related to prior authorization
• Take accountability for accurate translation of reporting requirements for Capital Rx’s customers 
• Support analytics and reporting needs for the prior authorization team and related groups
• Own swift resolution and clear communication of critical reporting issues
• Present analysis results clearly
• Assist in testing of new Judi functionality to ensure enhancements are functioning as expected and accurately processing claims transactions
• Build key cross-functional relationships with other internal teams
• Provide virtual and in person product demonstrations
• Note: Role may periodically require meeting participation, service support or other requirements outside of standard business hours

Minimum Qualifications:

• Bachelor’s degree, with record of strong academic performance in Computer Science, Actuarial Science, Statistics, or Economics or equivalent work experience strongly preferred
• 2+ years of proven experience in data analytics and reporting required
• 2+ years of experience in Structured Query Language (SQL) required
• 2+ years of experience with ETL or ELT preferred
• 2+ years of PBM, pharmacy, health plan, or related experience preferred
• 1+ years working with JSON or other data-exchange format tools preferred
• 1+ year of Python, R, or similar programming experience preferred
• Experience presenting analysis to clients and/or management preferred
• Proficient in Microsoft Excel
• Extremely organized, detail-oriented, and able to easily pivot priorities
• Ability to work effectively with virtual teams
• Ability to travel 5-10%

Position Summary

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

Position Responsibilities:

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

Required Qualifications:

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

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.

Position Summary

As the Total Rewards Analyst in a fast-paced, high-growth, health tech environment, you will be key in ensuring seamless benefits, compensation, payroll and HRIS administrative processes. This position manages job descriptions, enhances internal workflows, maintains compliance, analyzes and manages employee contributions, and supports company culture through effective people-centered practices.  The ideal candidate is detail-oriented, process-driven, and passionate about creating a smooth employee experience. This role provides administrative and analytical support to the human resource function as needed, including record-keeping, file maintenance, and HRIS entry.

Position Responsibilities:

• Support the Head of Benefits and Compensation with creating project plans for the team, defining milestones, and coordinating with stakeholders to deliver initiatives.
• Support team members by mapping, documenting and standardizing current workflows.
• Analyze current HR workflows to identify bottlenecks, redundancies, and opportunities for automation or improvement.
• Tracks and analyzes employee contributions, monitors deductions against payroll register, and identifies and documents adjustments to resolve discrepancies.
• Identify primary duties and responsibilities of current jobs, assess the nature of work, and research and map them to an occupational classification.
• Manage the Benefits inbox by addressing employee inquiries regarding compensation, benefits, and payroll and escalate complex issues to the designated subject matter expert.
• Conduct regular audits of payroll, benefits or other HR programs to ensure data accuracy, compliance with regulations, and recommend corrective action.
• Maintain, organize, and ensure the confidentiality of documents related to benefits, compensation and payroll.
• Ensure HR processes meet both organizational goals and health regulatory requirements.
• Collaborate with cross-functional teams to ensure consistent human resource practices.
• Monitor state and local employment laws, including minimum wage adjustment, pay transparency, leave programs, determine their impact on company policy, distribute updates, and revise process workflow.
• Maintain HRIS by ensuring employee information such as benefit, equity, job titles, address, and bonuses is correct before each pay cycle.
• Responsible for adherence to the Judi Health Code of Conduct, including reporting of non-compliance.
• Performs other related duties as assigned.

Required Qualifications:

• Bachelor’s degree required.
• 2+ years of experience in Human Resources.
• High level of integrity and discretion when handling confidential information.
• Knowledge of employment law and HR compliance standards.
• Exceptional attention to detail, with the ability to manage multiple priorities and deadlines.
• Experience working in HRIS or HCM systems is strongly preferred. Previous experience with UKG is a plus.
• Ability to work independently and take on increasing responsibilities over time.
• Strict adherence to confidentiality and professionalism.
• Strong problem-solving skills and sound judgment.
• Strong communication and organizational skills with a customer service mindset.
• Strong ability to use MS Office products.
• Flexibility to adapt to shifting priorities in a fast-paced environment.

About the Role

Fivetran is building data pipelines to power the modern data stack for thousands of companies. We are looking for a highly motivated and detail-oriented Order Management Senior Analyst to lead our global order validation operations. This is a critical role in ensuring accurate bookings, system integrity, and scalable operational rigor as we prepare for continued growth and public company readiness.

You will lead our global order management process, starting with direct oversight of an India-based analyst. You’ll serve as the key point of coordination across Salesforce, Product, and NetSuite to ensure seamless order processing, identify and resolve deal exceptions, and enhance audit-ready controls across our Quote-to-Cash (QTC) lifecycle.

This is a full-time, hybrid position based out of our Denver, CO office. 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.

Technologies You’ll Use

Salesforce CPQ, NetSuite, Celigo, Jira, Looker, Avalara, Google Workspace, OTC tools

What You’ll Do

• Own global order management operations and be responsible for final review and movement of opportunities to closed/won in Salesforce.

• Serve as the frontline owner for validating order completeness, accuracy, and compliance with Fivetran’s bookings policy, revenue recognition rules, and SOX standards.

• Partner with Deal Desk, GTM, and Revenue Accounting teams to review contracts, resolve booking blockers, and ensure timely deal closure.

• Monitor and manage order data flows across Salesforce, our Product platform, and NetSuite via Celigo, ensuring data integrity and identifying integration or system sync issues.

• Lead root cause analysis of order issues; propose process or system improvements and document exception handling playbooks.

• Collaborate with Systems Engineering, Product, and IT on automation initiatives, including user acceptance testing (UAT) and system enhancements.

• Build, track, and report on key booking metrics, including SLAs, order error rates, rework volume, exception trends, and post-close corrections.

• Directly hire, manage, and mentor an Order Management Analyst, providing guidance on escalation paths, performance, and knowledge development.

• Support month-end and quarter-end close activities; assist in internal and external audit support related to order operations.

Skills We’re Looking For

• 4+ years of experience in SaaS Order Management, Deal Desk, Revenue Accounting, or Billing functions.

• Demonstrated expertise with Salesforce CPQ and NetSuite; experience with order sync tools (e.g., Celigo) strongly preferred.

• Proven ability to work across functions, resolve issues independently, and influence stakeholders in a fast-paced, scale-up environment.

• Strong understanding of bookings policies, revenue recognition principles, and SOX control frameworks.

• Experience leading or mentoring global teams; able to prioritize and communicate across time zones.

• Analytical mindset with a process improvement focus and comfort using dashboards and reports.

• Exceptional organizational, written, and verbal communication skills.
  
  
  
  
  
  
  
  
  
  
  #LI-HYBRID #LI-SE1

ABOUT THIS OPPORTUNITY

onX is seeking a Business Intelligence Analyst with a passion for marketing analytics and a strong ability to translate data into actionable insights. In this role, you will support marketing measurement efforts by analyzing performance, identifying trends, and helping stakeholders make informed decisions.

You will work closely with marketing, product, and analytics partners to deliver high-quality reporting and analysis. This role is expected to operate independently on defined workstreams, contribute to team priorities, and help improve how data is used across the organization.

The ideal candidate is comfortable working with data, curious about uncovering insights, and motivated to improve business outcomes through analysis. They should be able to navigate ambiguity within their scope, communicate clearly with stakeholders, and deliver reliable, high-quality outputs. This person will report to the Business Intelligence Manager.

WHAT YOU'LL DO
^{Essential Job Duties & Functions}

Marketing Measurement Support

• Support the development and application of marketing measurement frameworks (e.g., attribution, incrementality testing) through analysis and execution
• Partner across marketing functions (e.g., brand, growth, lifecycle) to understand campaign objectives, tactics, and measurement needs
• Contribute insights that help evaluate marketing effectiveness across channels
• Partner with senior analysts to refine approaches and improve measurement over time

Top-of-Funnel & Acquisition Analytics

• Partner with brand and digital acquisition teams to support analysis that informs day-to-day decision-making, rather than owning channel performance directly
• Apply a strong understanding of top-of-funnel metrics (e.g., impressions, reach, CTR, CAC, conversion rates) to help stakeholders interpret performance and make informed trade-offs
• Translate business questions from marketing partners into structured analyses, helping clarify what is happening and whyProvide insights on audience behavior, channel dynamics, and funnel progression, enabling marketers to optimize campaigns and investments
• Connect top-of-funnel activity to downstream outcomes (e.g., activation, engagement, conversion), helping teams understand impact without owning execution
• Support testing and learning efforts by helping design analysis, interpret results, and communicate clear takeaways to stakeholders

Collaboration & Execution

• Navigate ambiguous problem spaces by asking the right questions, defining scope, and proposing a clear analytical approach
• Communicate findings clearly to stakeholders, adapting level of detail to the audience
• Share learnings, document work, and contribute to improving team processes and outputs
• Proactively identify trends or opportunities in marketing performance and bring forward insights that inform stakeholder decisions
• Ensure accuracy and reliability of data used in analysis, validating assumptions and investigating discrepancies when they arise
• Develop a strong understanding of underlying data sources and definitions to ensure consistency in reporting and insights
• Look for opportunities to embed AI as a repeatable co-pilot in daily workflows by integrating experimentation into real work, and continuously refining its use with sound judgment and validation.

WHAT YOU’LL BRING

• 3–5 years in marketing analytics, business intelligence, or related field
• Demonstrated ability to deliver insights that support business decisions
• Experience working with stakeholders to answer business questions using data
• Bachelor’s degree in Marketing, Statistics, Data Science, Business, or related field
• Ability to travel bi-annually for multiple days to a corporate office or other onX strategic location, such as a Basecamp. 

ADDED BONUSES

Though not required, we would be thrilled to consider candidates with any of the following:

• Technical Skills: Proficiency in analytics tools such as Tableau, Excel, SQL, Python, or similar. Experience with A/B testing platforms and statistical modeling is a must.
• Analytical skills:Strong quantitative and analytical skills to translate complex data, identify trends, and make data-driven recommendations.
• Communication Skills: Strong written and verbal communication skills with the ability to explain technical concepts to non-technical stakeholders. Enthusiastic collaborator with Finance, Product Management, and  Executive teams
• Marketing Acumen: Experience working with multiple types of marketing data, such as MMP and SKAd Attribution data and models, GA4, Offline/Endemic Marketing Tactics, Market Research and Sentiment, and other organic and non-organic marketing data. Relevant experience building and leveraging marketing frameworks for decision making. 
• Project Management: Advanced organizational skills with the ability to manage large, complex projects and prioritize competing demands.
• Statistical Knowledge: Understanding of statistical techniques for A/B testing, incrementally testing, regression analysis, and forecasting.

THE ONX EXPERIENCE

onX is a distributed company with more than 400 employees across the country. We come together regularly to work in person and stay connected through regional basecamps and a culture that balances individual ownership with deep collaboration.

While we move quickly, we’re not a scrappy start-up. We operate with clear goals, structure, and frameworks that guide how we prioritize and execute. Priorities matter. While they may shift, data shapes how we evolve as our business, products, and the world around us change.

Clear priorities and structure don’t limit ownership - they make it possible. You’ll have the autonomy to define your work and make meaningful decisions within clear strategic boundaries. You’ll partner closely with others to solve complex problems and build solutions that scale across teams and platforms. Along the way, you’ll be supported with feedback, tools, and opportunities to grow your craft as you take on new challenges.

WHERE YOU CAN WORK

onX has created a thriving distributed workforce designed to foster connection, collaboration, and shared experience across several US locations. We have two HQ locations in Bozeman and Missoula, MT and established virtual workforce Basecamps in Austin, TX; Denver, CO; Kalispell, MT; Minneapolis, MN; Portland, OR; Salt Lake City, UT; and Seattle, WA.

HOW YOU’LL BE COMPENSATED

 onX is committed to compensating all employees fairly and equitably for their contributions. For this position, applicants can expect to make between $100,000 and $117,000 upon hire. The pay range will vary based upon experience, skills, certifications, education among other factors as required in the job description. In addition, full-time onX employees are eligible for a grant of common share options with a vesting schedule and an annual bonus of 10% based on company performance.

WHAT WE’RE OFFERING YOU

• Competitive salaries, annual bonuses, equity, and opportunities for growth
• Comprehensive health benefits, including a no-monthly-cost medical plan
• Paid parental leave of 13 weeks for birthing parents and 5 weeks for non-birthing parents
• 401k matching at 100% for the first 3% you save and 50% from 3-5%
• Company-wide outdoor adventures and amazing outdoor industry perks
• Annual “Get Out, Get Active” funds to fuel your active lifestyle
• Flexible time away package that includes PTO, STO, VTO, and paid holidays

PERFORMANCE ESSENTIALS

In this role, success is driven by cognitive abilities such as concentration and problem-solving, essential for our computer-centric tasks. onX will explore reasonable accommodations to ensure that individuals with diverse abilities can fully engage in and contribute to the essential physical and mental functions of the job. If you need assistance or accommodation, please contact us at PC@onxmaps.com. 

Position open until filled. 

#LI-Remote

ABOUT THIS OPPORTUNITY

onX is seeking a Senior Geospatial Analyst to support the Offroad vertical, you will play a critical role in ensuring that Offroad-related geospatial content moves reliably through onX systems and into customers’ hands. You will collaborate closely with Offroad Product Managers, a Geospatial Project Manager, as well as with developers to execute geospatial work that supports the Offroad product roadmap.

This role is focused on implementation and delivery. You will apply strong technical judgment to build, maintain, and validate geospatial datasets and pipelines that are performant, scalable, and trustworthy.

This role lives within the Content domain, which is responsible for cartography, data processing, data analysis, and data sourcing across onX. You will be part of a broader team of Geospatial Analysts, Geospatial Project Managers, and Engineers supporting multiple verticals across the organization. This role reports to a Geospatial Manager.

This is a unique opportunity to lead mapping innovation at a company passionate about outdoor recreation and technical excellence.

WHAT YOU'LL DO
^{Essential Job Duties & Functions}

• Serve as the Senior Geospatial Analyst supporting the Offroad vertical, owning the technical approach, sequencing, and delivery of geospatial work defined by the Offroad Geospatial Project Manager.
• Execute geospatial work that supports connected content initiatives by implementing datasets and workflows that enable Offroad content to be used consistently across multiple product features and experiences.
• Support content trust initiatives by executing audits, refreshes, and cleanup of high-impact Offroad datasets, applying technical judgment to ensure content is accurate, maintainable, and fit for long-term use, including identifying dataset candidates for update, replacement, or retirement.
• Leverage existing geospatial pipelines and contribute to the improvement and development of new processes as needed, ensuring reliable delivery of data from source systems into customer-facing products and services.
• Lead complex geospatial processing and analysis such as multi-source data integration, conflation, and large-scale QA/QC, applying expert judgment to resolve ambiguity and edge cases.
• Use Claude Code and other AI tools to generate, optimize, and automate geospatial workflows, including feature extraction, segmentation, classification, conflation, and QA.
• Proactively identify data quality risks, pipeline gaps, or platform limitations and surface recommendations to the Offroad Geospatial Project Manager.
• Analyze data, create dashboards, and monitor data health metrics to provide insights that inform business decisions and support overall product health.
• Research and evaluate geospatial data sources, making recommendations for new sources or improvements to existing ones.
• Partner closely with engineers to ensure geospatial solutions are performant, maintainable, and aligned with platform best practices.
• Own the end-to-end execution quality of assigned initiatives, from intake through production release and post-launch validation.
• Use version control (Git) and collaborative workflows to drive consistency and repeatability across the broader Geospatial team.
• Provide technical guidance and informal mentorship to other Geospatial Analysts as needed.
• Communicate clearly and confidently about technical decisions, risks, and progress to cross-functional partners.
• Other ad hoc duties as assigned by the Supervisor.Look for opportunities to embed AI as a repeatable co-pilot in daily workflows by integrating experimentation into real work, and continuously refining its use with sound judgment and validation.

WHAT YOU’LL BRING

• Bachelor’s degree in Geospatial, Geospatial Engineering, Computer Science, Hydrology, Geography, or related field; or equivalent technical experience.
• 8+ years of geospatial industry experience, including dataset sourcing, development, transformation, and deployment.
• Expert-level proficiency in QGIS and advanced geoprocessing techniques.
• Expert with SQL, cloud-based analytical databases (e.g., BigQuery), PostGIS, spatial indexing, and performance optimization.
• Strong Python skills, including experience with GDAL, geopandas, PyQGIS, and automation frameworks.
• Demonstrated ability to operate within complex spatial data pipelines, using version control (Git), and collaborative workflows to deliver reliable, maintainable solutions.
• Proven ability to use Claude Code or other AI coding assistants to generate scripts, automate tasks, and accelerate spatial workflows.
• Familiarity with Offroad-relevant datasets such as trail networks, road and route conditions, terrain data, land ownership, or other location-based content used in off-road recreation and land-access contexts.
• Familiarity with trail data sources, vendors, and key players in that space.
• Proven ability to work autonomously on complex, ill-defined projects, bringing structure, clarity, and execution rigor to ambiguous problem spaces.
• Ability to clearly communicate technical concepts to non-technical partners.
• Ability to travel bi-annually for multiple days to a corporate office or other onX strategic location, such as a Basecamp. 

ADDED BONUSES

Though not required, we would be thrilled to consider candidates with any of the following:

• Master's degree in Geospatial, Geography, Computer Science, or a related field.
• Experience with graph-based data systems, including knowledge graphs or hierarchical spatial data stores.
• Experience working with modern geospatial data formats such as GeoParquet for scalable storage and processing.
• Experience building micro-services or distributed workflows for spatial data.
• Familiarity with cloud-based storage, Airflow, and Docker.
• Interest in off-road recreation, trail and route planning, terrain navigation, or related outdoor recreation products.
• Experience with distributed or remote teams.

THE ONX EXPERIENCE

onX is a distributed company with more than 400 employees across the country. We come together regularly to work in person and stay connected through regional basecamps and a culture that balances individual ownership with deep collaboration.

While we move quickly, we’re not a scrappy start-up. We operate with clear goals, structure, and frameworks that guide how we prioritize and execute. Priorities matter. While they may shift, data shapes how we evolve as our business, products, and the world around us change.

Clear priorities and structure don’t limit ownership - they make it possible. You’ll have the autonomy to define your work and make meaningful decisions within clear strategic boundaries. You’ll partner closely with others to solve complex problems and build solutions that scale across teams and platforms. Along the way, you’ll be supported with feedback, tools, and opportunities to grow your craft as you take on new challenges.

WHERE YOU CAN WORK

onX has created a thriving distributed workforce designed to foster connection, collaboration, and shared experience across several US locations. We have two HQ locations in Bozeman and Missoula, MT and established virtual workforce Basecamps in Austin, TX; Denver, CO; Kalispell, MT; Minneapolis, MN; Portland, OR; Salt Lake City, UT; and Seattle, WA.

HOW YOU’LL BE COMPENSATED

 onX is committed to compensating all employees fairly and equitably for their contributions. For this position, applicants can expect to make between $94,000 and $118,000 upon hire. The pay range will vary based upon experience, skills, certifications, education among other factors as required in the job description. In addition, full-time onX employees are eligible for a grant of common share options with a vesting schedule and an annual bonus of 10% based on company performance.

WHAT WE’RE OFFERING YOU

• Competitive salaries, annual bonuses, equity, and opportunities for growth
• Comprehensive health benefits, including a no-monthly-cost medical plan
• Paid parental leave of 13 weeks for birthing parents and 5 weeks for non-birthing parents
• 401k matching at 100% for the first 3% you save and 50% from 3-5%
• Company-wide outdoor adventures and amazing outdoor industry perks
• Annual “Get Out, Get Active” funds to fuel your active lifestyle
• Flexible time away package that includes PTO, STO, VTO, and paid holidays

PERFORMANCE ESSENTIALS

In this role, success is driven by cognitive abilities such as concentration and problem-solving, essential for our computer-centric tasks. onX will explore reasonable accommodations to ensure that individuals with diverse abilities can fully engage in and contribute to the essential physical and mental functions of the job. If you need assistance or accommodation, please contact us at PC@onxmaps.com. 

Position open until filled. 

#LI-Remote

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

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.

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.

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

About the Role

Fivetran is building data pipelines to power the modern data stack for thousands of companies.

We’re looking for a Privacy Analyst to join our global SaaS company and growing legal team. This non-attorney role will report directly to the Data Protection Officer and will serve in a leading privacy role in the organization. They will be responsible for the company’s global data protection compliance program and there is potential for huge impact across our rapidly-growing global company. The successful candidate will possess strong technical acumen given the strategic nature of the role, have a right-sized risk calculus, and fluid communication skills.

A risk-adjusted privacy analyst with a technical, process, and operations-orientation to help educate and build the business as Fivetran scales. As a member of the Legal team and working with the Legal team to build and scale a world-class legal organization, you will have primary responsibility for building, maintaining and improving the global privacy and data protection compliance programs at Fivetran. 

This will include staying informed of peer company best practices and relevant global data protection developments, coordinating with our privacy attorneys to gauge applicability to the company's activities and objectives and advising the business on how to promote the company's goals while complying with applicable regulations. Your expertise will drive creative, customer-focused, practical and proactive guidance.

Fivetran is a start-up company where everyone rolls up their sleeves and digs in to work, and this role is no different. You will be an analyst on privacy and data protection compliance initiatives.

This is a full-time, hybrid position based out of our Oakland or Denver 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.

Technologies You’ll Use

Ironclad, Salesforce, Onetrust, Relyance AI, Trelica, Slab, Jira, Java, Postgres, Oracle, SQL Server, MySQL, Kubernetes, Docker, AWS, GCP, CircleCI, Zendesk, Docker, Grafana, DBeaver, Cortex Cloud

What You’ll Do

• Manage projects related to ongoing compliance with privacy and data protection laws across business areas 

• Help develop, maintain, and scale processes, policies, procedures, technical controls, and playbooks that support global privacy and data protection program

• Utilize project management and communication skills to help define scope, requirements, analyze data, and develop technical recommendations for program and operational execution 

• Drive greater consistency of process, practices, and execution across company-wide privacy and data protection work-streams

• Work closely with privacy team members to further privacy governance, monitoring, reporting, and auditing on the ongoing initiatives of the privacy and data protection program 

• Develop the privacy and data protection program for a global technology company and ability to lead the continued development, maintenance and improvement of Fivetran’s global privacy program including effective policies, procedures, technical safeguards, and documentation

• Contribute to a fast-paced environment and execute change management

• Work cross-functionally throughout the organization including with product, security, engineering teams

• Support the development of the strategy, delivery, and evaluation of the privacy program and data protection compliance

• Embody process and relationship-building skills to accomplish the mission

Skills We’re Looking For

• Understanding of technical issues (cookie management, encryption)

• Experience writing business, functional, and technical requirements with specifications, including strong documentation skills

• Strong data analysis and project management skills

• Engineering background preferred, but not required

• You love privacy-related work and view protecting privacy rights not as a compliance obligation, but as the right thing to do 

• You love working with product strategy and engineering

• Experience with privacy regulations and industry standards, including GDPR, CCPA, CPRA, ISO27701, PCI-DSS, NIST, EU Data Act, EU NIS2, and UK NIS.

Bonus Skills​

• CIPP, CIPM, or CIPT preferred, but not required

#LI-HYBRID #LI-SE1 

About the Role

Fivetran is the data foundation for AI, enabling enterprises to scale analytics and operations with confidence. By unifying data movement, management, and transformation, Fivetran enables a secure, reliable, and portable foundation for AI across clouds, engines, and tools. 

We are looking for a Senior Technical Product Marketing Manager to join our Product + Portfolio Marketing team and lead strategic initiatives across the Fivetran platform and product portfolio. This is a highly cross-functional, generalist technical PMM role that will support key product areas as needed and help scale technical product marketing across the organization. This role ensures our marketing efforts align with the technical depth, clarity, and value our customers expect. Technical Product Marketing Managers at Fivetran stay current on the evolving data and analytics landscape, modern data infrastructure, and emerging trends such as AI. As part of the Product Marketing team, you will drive product growth and marketing success through go-to-market (GTM) launches, compelling technical content, and deep product knowledge across the Fivetran platform.

You’ll work closely with Product, Engineering, Sales Engineers, Solution Architects, Sales Enablement, and broader Marketing teams to showcase Fivetran’s platform capabilities and product innovations. You’ll engage technical personas including data engineers, analytics leaders, data architects, CDOs, CIOs, and other stakeholders responsible for building and scaling modern data infrastructure.

This is a full-time, hybrid position based out of our Denver office. 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

• Content Development & Messaging: Create high-impact technical collateral across the Fivetran platform, including architecture diagrams, demos, white papers, blogs, pitch decks, technical guides, and other customer-facing content. Develop thought leadership that translates complex technical concepts into clear, value-based messaging for technical audiences. Review and edit materials across the product portfolio to ensure technical accuracy, consistency, and strategic alignment.
• Customer & Market Insights: Conduct research on market trends, customer needs, and competitive dynamics across the modern data ecosystem to inform product positioning and messaging. Partner closely with Product Management to deeply understand features, technical capabilities, and customer use cases across multiple product areas. Develop how-to guides, demo videos, case studies, and technical whitepapers that support adoption and expansion across key products. 
• Cross-Functional Collaboration: Act as a technical marketing partner to GTM Product Marketers, Demand Generation, Regional Marketing, Sales, and Enablement to support launches, campaigns, webinars, field events, and sales plays across priority product areas. Collaborate with Partner Marketing to showcase integrations and ecosystem partnerships through joint initiatives such as webinars, workshops, and hands-on labs. 
• Technical Expertise: Operationalize technical product marketing best practices across teams. Stay up to date with trends in data integration, cloud data platforms, AI, deployment models, governance, etc. Serve as technical SME on the Fivetran platform, articulating how it fits into customers’ broader data stacks and workflows. Provide best practices, reference architectures, and technical validation to support sales cycles and customer conversations.
• Thought Leadership: Represent Fivetran as a platform expert through events, presentations, webinars, and hands-on labs. Support analyst relations and strategic conversations by providing detailed technical insights and validating product innovation across the portfolio. Help position Fivetran as a foundational component of modern, scalable data infrastructure.

Skills We’re Looking For

• 4-8 years of experience in product marketing, data engineering, product management, sales engineering, and/or data and analytics consulting
• Data industry experience and expertise: Either hands-on work with or a deep knowledge of data engineering with a focus on data integration, data lakes, open table formats (e.g. Delta Lake, Apache Iceberg), data warehouses, data catalogs and related technologies (e.g. SQL, dbt, python, Spark). 
• Technical aptitude and a desire to learn more: Knowledge of modern data infrastructure and tools, particularly in relation to data lakes and their role in analytics and storage. Has a keen interest in all things data integration and cloud destinations and a willingness to work on new product areas as they arise.  
• Experience working with multiple different teams: Proven experience partnering and coaching across Product, Sales, Marketing, and Enablement teams to deliver impactful results.
• Strong in-person, virtual, and written communication: Exceptional verbal and written communication skills, capable of adapting messaging for different technical personas and mediums.
• Highly-organized with an excellent project management track record: Strong project management skills to juggle multiple initiatives and projects, maintain proactive communication with stakeholders, and meet deadlines.
• An understanding of our target customers: The ability to gain a deep understanding of the needs and challenges of data engineers, data scientists, data architects, and technical stakeholders.

#LI-Hybrid #LI-JC1 

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

About SRS Acquiom    

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

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

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

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

A few benefits our employees enjoy

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

Position Summary    

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

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

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

Primary Responsibilities    

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

 Required Qualifications & Skills  

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

Preferred Qualifications:

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

Desired Characteristics

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

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

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

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

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

About SRS Acquiom    

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

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

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

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

A few benefits our employees enjoy

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

Position Summary    

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

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

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

Primary Responsibilities    

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

 Required Qualifications & Skills  

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

Desired Characteristics    

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

Physical Requirements/Special Demands   

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

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

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

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

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

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:

Competencies:

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 5/7/2026. 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

About SRS Acquiom    

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

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

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

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

A few benefits our employees enjoy

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

Position Summary    

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

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

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

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

Primary Responsibilities    

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

 Required Qualifications & Skills  

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

Desired Characteristics    

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

Physical Requirements/Special Demands   

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

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

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

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

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