The Opportunity:

 As a Senior Credit Analyst, Portfolio Analytics, you will play a pivotal role in Flexport Capital’s portfolio management strategy. This is a hybrid role sitting at the intersection of hands-on credit stewardship and data-driven innovation. You won't just analyze high-level trends; you will actively manage the monthly financial review process, lead diligence on flagged accounts, and own the operational compliance stack. You will be the first line of defense in monitoring portfolio health while simultaneously building the tools and dashboards that make that monitoring scalable.

You Will:

• Lead Portfolio Reviews & Diligence: Manage the monthly financial review process for the entire customer base. You will direct Associate support for data gathering, but you will be responsible for the analysis, knowing exactly what red flags to look for in financial statements.
• Conduct Active Risk Management: Identify deteriorating credits or anomalies and immediately trigger deeper reviews. You will prepare for and lead diligence calls with borrowers to investigate issues and determine necessary actions.
• Prepare Credit Modifications: Evaluate requests from Business Development for line increases, term adjustments, or other modifications. You will be responsible for writing the loan modification templates/memos and providing the credit diligence and justification for your recommendations.
• Own Compliance & Operations: oversee and improve our KYB/KYC, UCC lien filing, and lien management processes. You will ensure strict compliance and proactively suggest new vendors, products, or process improvements to streamline operations.
• Build & Maintain Analytics: Design portfolio monitoring dashboards that aggregate credit, collateral, and operational data. You will continue to use tools (SQL, Python, Looker) to automate data ingestion and anomaly detection.
• Analyze Trends: Monitor borrower and portfolio trends—including CRR migration, LGD, DSO, and exposure concentration—to inform repricing or mitigation strategies.
• Drive Process Improvement: Continuously improve internal reporting and data quality, ensuring our tools serve as a reliable "single pane of glass" for portfolio risk visibility. You will use the available low-code and analytical tools (using SQL, Python, Airtable, Looker, or Power Automate) to automate data ingestion, anomaly detection, and risk flag generation.

You Should Have:

• 3–7 years of experience in commercial lending, credit risk, or portfolio management (Asset-Based Lending or Working Capital experience is highly preferred).
• Hands-on Credit Experience: You have experience manually reviewing financial statements, identifying risk factors, and writing credit memos or loan modification justifications. You are comfortable getting on the phone with a CFO to ask hard questions.
• Operational Knowledge: Familiarity with the mechanics of lending operations, including KYB/KYC regulations, UCC lien perfection, and compliance management.
• Technical Proficiency: Proven experience leveraging data analytics tools (SQL, Power BI, Tableau, Looker) to analyze portfolios.
• Low-Code/Automation Skills: Working knowledge of tools like Power Automate, Airtable, or Zapier to build scalable processes is a strong plus.
• Communication Skills: Excellent verbal and written communication skills to articulate credit rationale to the Risk Committee and partner effectively with BD and Ops.
• Education: Bachelor’s degree in Finance, Business, Data Analytics, or a related field (MBA or CFA is a plus).

 Why Flexport:

You’ll be joining Flexport Capital, a high-velocity fintech unit operating with the agility of a startup and the data advantage of a global logistics leader. This is a hands-on environment for builders, not just observers. You won’t just monitor algorithms, you’ll be in the trenches of deal structuring, operational compliance, and borrower diligence, actively shaping how we lend and recover. You will play a direct role in fusing traditional credit discipline with next-gen analytics, driving our mission to scale asset-based lending while keeping losses under 1.5%. If you’re ready to roll up your sleeves and own the outcome, you belong here.

LOCATION:

• The preferred location for this position is Round Rock, Texas.

EDUCATION REQUIREMENT:

• Bachelor's Degree in business administration, finance, accounting, agricultural economics, or other related field, plus ten (10) years’ experience focused on the credit analysis function for a related lender with a minimum of five (5) years management experience in large and/or complex loans (over $2.5 million).

• Previous experience to show a thorough understanding of agriculture / agribusiness as a business and industry.

• This experience will also include appropriately structuring loan terms, as well as experience in both operating/production and mortgage loans, accounting standards, banking regulations, operations, and credit practices.

• Experience with Farm Credit System or other Agricultural Lender preferred, A Certified Public Accounting designation, or post-graduate degree or professional certification in Accounting, Finance or related field will be considered favorably.

• Must be well versed in the effective use of various loan analysis software programs/tools.

JOB SUMMARY:

• Performs manager level credit administration of the Credit Department’s commercial portfolio and monitoring of larger credits, including those of a complex nature.
• Will oversee the staff of Association Credit Analysts and provide for the administration and flow of actions that require the Association’s Credit Committee Has a key role in implementing, communicating, and ensuring adherence to Association’s credit philosophy and underwriting standards consistent with the Association’s credit policy and business plans.
• Works under limited supervision and coordinates with others in the department as well as the entire Association. as needed.
• Assists Chief Credit Officer and CLO in strategic planning and special projects. 

FUNCTIONS:

• Effective leader of credit professionals across the Association with special emphasis on bringing consistency to credit underwriting and structuring to commercial business needs.
• Make recommendations for improvements of credit function within the Association, including new technology, enhanced processes and procedures and other resources needed to improve efficiencies in credit delivery.
• Sponsors and leads credit teams in developing systems and processes to effectively underwrite traditional credit in a consistent and effective process using a risk-differentiated approach. 
• Work directly with EVP, Chief Credit Officer in setting acceptable risk tolerance levels for the Association, particular to the commercial business portfolio.   
• Experienced in providing guidance to regional credit teams in working through problem loan situations (Special Asset accounts) to minimize the risk to the Association. A strong understanding of borrower rights, forbearance processes, foreclosure actions, etc.
• Provide input to department’s annual business plan and projected needs in the future.
• Provide, follow, and convey verbal instruction, and to provide and receive feedback as appropriate in a respectful, business-appropriate manner.
• Required to prepare and make effective business presentations, both written and oral, to small and large audiences.
• Assists EVP, Chief Credit Officer in monitoring and reporting of risk trends within the Associations commercial loan portfolio for senior management and Board.
• Serve as a member of various Association committees as assigned. Represent the Association on System efforts when called upon.
• Must be adept at: building successful teams, conflict management, adaptability, problem-solving, multi- tasking, influencing others, creativity and being a self-starter.
• Assists other association personnel in completing coordinated projects as assigned.  
• Manages the hiring and supervision of professional credit leaders (managers), as well as credit analyst. Ensure consistent, measurable, and fair performance techniques for all commercial credit staff.
• Serves as the leader in the training and development needs of credit analyst staff in the commercial credit team.
• Coordinates and manages the workflow for the credit team leads.
• Manages and coordinates loan committee activities, including the timely identification of deal teams, delegated authorities, credit reports and related presentations to loan committee and senior management.
• Assists Chief Credit and Lending Officers in the development, implementation, and maintenance of credit policies and procedures. Provide interpretation (guidance) on the adoption of any new regulation, policy, or procedure directly related to the credit function.
• Assists the Chief Credit and Lending Officer in loan portfolio management and reporting functions.  
• Work closely with Regional Presidents, and guides Commercial Credit team leads (managers) and other credit office staff through providing input on credit structure, terms, conditions, etc.
• Supports Regional Presidents on loan activity, most particularly on loans over their delegated authority, or loans requiring prior approval of the funding bank.
• Serves as a trainer/mentor to develop credit skills of direct reports and others involved in credit analysis processes and works with EVP, Chief Credit Officer in assessment of credit skills and training for credit staff.
• Serves as a key member of the Association Loan Committee, and chairing final loan decisions on larger, more complex loans within core lending.

REQUIRED SKILLS:

• A proven leader with excellence in credit analysis, interpersonal relations, public speaking, administrative, research (including Internet) and communication skills are required.
• Strong analytical skills to maintain sound credit underwriting standards and to evaluate and structure loan proposals.
• Must have knowledge of business and legal practices in mortgage and commercial/operating lending, including credit standards, real estate appraisal requirements, loan portfolio management, regulatory compliance, and credit administration.
• Must be proficient with Microsoft Office software and credit analysis software.
• Developing successful teams, understanding strategic planning and goal setting, human resource management and public / member relations are required.

DISCLAIMER:

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law.

If you need a reasonable accommodation for any part of the employment process, please contact us by email at careers@capitalfarmcredit.com and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address.

For more information, view the EEO - Know Your Rights and Pay Transparency Statement.

At the discretion of CFC, position may be offered at alternate titles and other business experience may be considered relevant. AA/EOE/M/F/D/V; Full description available on request.

ROLE SUMMARY

The M&A Integration Systems Analyst is the analytical engine behind Meriton’s acquisition integration process. This role goes well beyond data entry and system execution; it is responsible for building the employee-level impact models that quantify exactly how every acquired employee’s total compensation and benefits picture changes under Meriton. Healthcare premiums, PTO accruals, maternity leave, holiday schedules, pay structures; every data point that touches an employee’s pocket or experience is this role’s domain to calculate, visualize, and communicate clearly to all stakeholders. The right person for this role tells a story with data.

KEY RESPONSIBILITIES

Employee Impact Modeling

• Build and maintain a per-employee transition impact model for every acquisition, capturing the financial and experiential delta between current-state programs and Meriton’s programs across:
• Healthcare premiums, PTO, Holiday schedules
• Commissions, bonuses, and variable pay structures
• HSA/FSA employer contributions and eligibility differences
• Any other benefit or compensation element that differs materially from Meriton’s standard programs
• Produce aggregate impact summaries: total population-level cost shifts, benefit wins, and areas of concern; equip the Director for executive and leader conversations
• Flag individual outliers: employees who experience meaningful negative financial impact that may require exception handling, retention attention, or targeted communication
• Visualize transition impacts in clear, decision-ready formats: charts, comparison tables, summary dashboards that can be presented to Meriton leadership and used to inform company leader conversations
• Update impact models as integration decisions are finalized, ensuring the analysis always reflects the current plan rather than a point-in-time snapshot

Roster Intake & Normalization

• Collect, validate, and normalize employee data from acquired companies: names, titles, compensation, pay type, deductions, org structure, and eligibility fields
• Build and maintain standardized intake templates; drive acquired companies to deliver complete, accurate data on schedule
• Produce import-ready files for ExponentHR onboarding loads

Program Mapping

• Own and maintain integration mapping workbooks across all active acquisitions:
• Job titles to Meriton job architecture
• Pay elements: commissions, bonuses, allowances, differentials
• Deductions and eligibility fields to Meriton structures
• PTO and holiday plans: accruals, caps, carryover, and payout treatment

QA, Reconciliation & Controls

• Own all pre- and post-go-live QA: data validation, post-load HRIS checks, first-payroll variance reconciliation, deduction audits, and PTO balance audits
• Maintain readiness gate checklists and QA evidence so Day 1 and Payroll 1 go/no-go decisions are objective and documented
• Track defects and root causes to closure; apply lessons to improve templates and processes for future acquisitions

HRIS System ExponentHR Execution

• Execute HRIS onboarding tasks: data loads, org and manager structure, role and access setup, and onboarding workflow configuration
• Partner with Meriton’s HRIS expert on configuration decisions; own execution and post-load validation

Reporting & Scorecards

• Maintain per-acquisition integration scorecards: data readiness, mapping completion, QA status, open risks, and milestone progress
• Contribute structured data to Power BI reporting that feeds the Director’s executive dashboard

QUALIFICATIONS

Required

• 4+ years in HR analytics, compensation analysis, total rewards, HRIS, or a comparable data-intensive HR operations role
• Advanced Excel proficiency: complex modeling, scenario analysis, conditional logic, pivot tables, and structured mapping
• Demonstrated ability to build employee-level financial models that translate program differences into individual and aggregate dollar impacts
• Experience visualizing data for non-technical audiences: charts, dashboards, and summary formats that drive decisions rather than sit in a folder
• Strong written communication skills for translating model outputs into clear narratives and risk flags
• Demonstrated ability to manage sensitive employee data with precision and strict confidentiality
• Proficiency with Microsoft 365: Excel, Teams, SharePoint, OneDrive; Power BI experience strongly preferred

Preferred

• Experience in total rewards analysis, benefits benchmarking, or compensation modeling across company transitions
• Experience supporting HRIS implementations or integrations; ExponentHR experience is a strong plus
• Familiarity with benefits plan structures (medical, PTO, leave, HSA/FSA) and how they translate to employee cost
• Exposure to M&A integration, multi-company HR environments, or acquisitive organizations
• Experience with Power BI, Tableau, or comparable data visualization tools

TRAVEL

• Limited
• Occasional on-site visits for key integration milestones — typically 0–1 trips per month

Title: Data Analyst 

Location: Austin, TX  (Flexible / Hybrid)

Reporting to: Director, GTM 

About Hippo:

Hippo exists to protect the joy of homeownership. We believe that insurance should protect the things you treasure through an intuitive, modern experience. We provide tailored insurance coverage and preventative maintenance plans that keep you protected throughout your homeowner journey. We’ll also help you find coverage for everything life brings—from auto to flood—reimagining how you care for your home.

About This Role:

The Data Analyst will play a key role in supporting Hippo’s Business Enablement & Insights function by driving analytics across both growth and core insurance domains, including sales, marketing, retention, claims and underwriting. 

This role goes beyond traditional reporting—focusing on translating complex data into actionable insights that drive profitable growth, operational efficiency, and risk-aware decision-making. The analyst will partner closely with leaders across Sales, Marketing, Underwriting, Claims, and Product to monitor performance, diagnose drivers, and identify opportunities to optimize outcomes across the business. 

As part of a centralized analytics team, this individual will help ensure consistent metrics, strong data foundations, and high-impact insights that directly support Hippo’s strategic and financial goals. 

About You: 

You have a bias for action and enjoy driving initiatives from insight to impact — innovating not just for the sake of it, but to move the needle on outcomes that matter. You bring strong analytical skills and experience in business analytics across growth (GTM) and/or insurance domains such as retention, underwriting, and claims. You act like an owner: going beyond reporting to identify trends, diagnose root causes, and recommend clear, actionable next steps. You are detail-oriented and proactive, continuously looking for opportunities to improve performance. You thrive in cross-functional environments, embrace diverse perspectives to sharpen your thinking, and communicate insights in ways that resonate with stakeholders across the business — because you know that the best results come from being in it together.

What You’ll Do:  

• Build and maintain dashboards to track performance across growth and insurance KPIs (e.g., conversion, retention, loss ratio, claims efficiency, underwriting performance).  
• Analyze trends and performance drivers across Sales, Marketing, Retention, Claims, and Underwriting, surfacing insights that impact growth and profitability.  
• Identify root causes of performance fluctuations and proactively highlight areas requiring action.  
• Partner with stakeholders across GTM and insurance functions to inform data-driven strategies and operational decisions.  
• Support retention and lifecycle analytics, including churn drivers, LTV, segmentation, and customer experience insights.  
• Contribute to claims and underwriting analytics, identifying opportunities to improve efficiency, risk selection, and loss outcomes.  
• Collaborate with Technology and Data Engineering teams to define data requirements and improve data quality, tracking, and accessibility.  
• Develop executive-ready reports and presentations with clear insights and recommended actions.  
• Support forecasting, scenario modeling, and performance tracking against AOP and strategic targets.  

Must Haves: 

• 3–5 years of experience in business analytics, strategy, or operations (experience in insurance or insurtech is a plus).  
• Strong analytical and technical skills (SQL, Excel, Tableau).  
• Experience working with performance metrics across growth and/or insurance domains (e.g., marketing funnels, retention, claims, underwriting).  
• Ability to translate complex data into clear, actionable insights for senior stakeholders.  
• Strong communication skills and ability to influence cross-functional partners.  
• A proactive problem solver who takes ownership and drives outcomes.  
• Comfortable operating in a fast-paced, dynamic environment with evolving priorities.  

Benefits and Perks:

Hippo treats its team members with the same level of dedication and care as we do our customers, which is why we’re fortunate to provide all of our Hippos with: 

• Relocation Assistance - Support available for qualified candidates relocating to one of our hub locations
• Healthy Hippos Benefits - Multiple medical plans to choose from and 100% employer covered dental & vision plans for our team members and their families. We also offer a 401(k)-retirement plan, short & long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP) 
• Equity - This position is eligible for equity compensation  
• Training and Career Growth - Training and internal career growth opportunities 
• Flexible Time Off - You know when and how you should recharge 
• Little Hippos Program - We offer 12 weeks of parental leave for primary and secondary caregivers 
• Hippo Habitat - Snacks and drinks available and catered lunches for onsite employees 

Hippo is an equal opportunity employer, and we are committed to building a team culture that celebrates diversity and inclusion.  

Hippo’s applicants are considered solely based on their qualifications, without regard to an applicant’s disability or need for accommodation. Any Hippo applicant who requires reasonable accommodations during the application process should contact the Hippo’s People Team to make the need for an accommodation known. 

We’re seeking a transformational Vice President, Professional Services to serve as a core member of Hootsuite’s Global Customer Leadership Team. This role is not a traditional services delivery role - it is a business-building mandate. Reporting to the Chief Customer Officer, you’ll be accountable for defining the vision, owning the strategy, and scaling Professional Services as a high impact, revenue-generating growth engine.

The VP, Professional Services will own the end-to-end services P&L, architect the long-range vision for how services accelerate IQRR and GRR. As a key member of the Customer Office, this role will serve as a strategic partner in shaping Hootsuite’s go-to-market strategy, influencing product investment priorities, and strengthening Hootsuite’s overall retention model. You will be expected to influence at the board level, represent Hootsuite externally as an industry thought leader, and build the next generation of Professional Services talent and capability.

WHAT YOU’LL DO:

• Define the multi-year services portfolio strategy: modernize  existing offerings, identify whitespace, and build new service lines that expand Hootsuite’s commercial footprint and deepen customer reliance on the Hootsuite platform.
• Establish Professional Services as a measurable revenue growth driver, directly tied to business outcomes, by creating commercial linkages between services investment and ARR expansion, renewal uplift, and NRR improvement.
• Lead initiatives that structurally improve PS margins through automation, AI-assisted delivery, scaled onboarding programs, and partner leverage, while protecting the premium customer experience.
• Drive a metrics-first operating culture: define leading indicators of delivery success and customer health, build dashboards that create real-time visibility, and hold the organization accountable to outcomes.
• Partner with RevOps and Finance to build robust, reliable PS forecasting models and ensure PS performance metrics are aligned with company-level revenue targets, investor reporting, and board narratives.
• As the executive leader accountable for Professional Services strategy, drive the first-year retention, designing services engagement models that accelerate time-to-value while structurally eliminating early churn risk.
• Build predictive churn models and retention frameworks informed by implementation health, adoption signals, and services consumption analytics - and leverage these insights to proactively influence the company-wide retention strategy.
• Establish services attach benchmarks, consumption thresholds, and outcome-based delivery standards that create replicable retention outcomes across segments and geographies.
• Translate services performance data into actionable insights for the ELT, influencing product roadmap decisions, CS motion design, and growth strategy.
• Serve as a strategic partner and peer to Sales, Customer Success, Support, and Product leaders - not merely a cross-functional collaborator, but a co-owner of the post-sale revenue motion.
• Drive services-to-sales alignment by designing pre-sales PS engagement models, enhancing solution design capabilities, and developing commercial packaging that accelerates deal velocity and improves deal quality.
• Champion services innovation, including partner-led models, standardized  service offerings, and AI-enabled execution - to scale PS capacity without proportional headcount growth.
• Represent Hootsuite externally as a professional services thought leader; at industry events, with strategic customers, and with analyst and investor audiences,  elevating Hootsuite’s brand in the services market.
• Define the long term Professional Services talent model, including the skills, structure, and leadership capabilities required to deliver at scale across global markets and customer segments.
• Hire, develop, and retain exceptional PS leaders, cultivating a culture of customer obsession, commercial accountability, continuous learning, and inclusive excellence.
• Drive organizational design decisions that optimize for delivery quality, margin, and scalability, including span of control, specialization models, and geo-based resource allocation.

WHAT YOU’LL NEED:

• 15+ years of progressive leadership experience in technology services, including 10+ years in SaaS with deep expertise in professional services delivery, customer onboarding, and retention strategy.
• Demonstrated success driving IQRR, GRR, and customer health metrics through strategic services design and execution.
• Proven experience leading a services organization, with accountability for revenue, margin, utilization, and investment decisions.
• Expertise in building global service delivery teams at scale, with focus on margin optimization, utilization management, and service innovation.
• Deep experience partnering with Sales and Customer Success teams to align service delivery with commercial outcomes and account strategy.
• Strong operational acumen, with experience owning and optimizing complex project portfolios across multiple geographies and segments. Ability to translate operational data into strategic narrative - for internal ELT audiences, board presentations, and external customer and partner stakeholders.
• Executive presence and influence: proven ability to drive cross-functional alignment, manage senior stakeholders, and act as a key voice in revenue planning.
• High EQ, inclusive leadership mindset, and a track record of building and scaling high-performing, diverse teams.
• Passion for customer value and continuous improvement, balanced with strong business acumen and commercial rigor.
• Commitment to Results: consistently achieves results, demonstrating high performance, and challenging self and others to deliver results
• Customer Focus: demonstrates a desire to proactively help and serve internal/external customers to meet their needs
• Resilience & Adaptability: can effectively cope with change, finding ways to advance work and projects
• Inclusive Leadership: Builds inclusive, cohesive teams which apply diversity to achieve common goals
• Play to Win: Capably delivers results through others, is good at establishing clear direction, helping others achieve their best work
• Long Range Planning: Identifies key issues and relationships relevant to achieving a long-range goal or vision; Builds an integrated plan for course of action to accomplish this vision
• Enablement: Challenges and supports others to create results but also develop new capabilities. Successfully develops the capacity and capability of team and individuals on the team

WHO YOU ARE:

• Solution seeker: You’re focused on tackling new challenges, solving problems, and moving the business forward—and you don’t wait to be asked.
• Lifelong learner: You have a growth mindset – you’re here to learn, experiment, seek, apply, and provide feedback, share what works with your team, and move on from what doesn’t.
• Resilient adapter: In the face of change and challenges, you bring a thoughtful, calm approach, and a focus on finding the new opportunity.
• Intentional collaborator. You build positive working relationships across the business, bringing people together to foster new opportunities and to facilitate the efficient flow of information.
• Critical challenger: You have the trust in your team to ask difficult questions in order to get to the best end result.
• Active communicator: You listen actively and communicate ideas and information clearly, inclusively, and proactively.
• Integrated thinker: You look beyond your role and responsibilities to understand how your team’s work drives broader organizational goals.
• Accountable owner: You take pride in the work you’re responsible for with a mindset of ultimate accountability and reliability for the outcomes.
• Bar-raiser: You step up to help your team grow and succeed, even when that means going beyond what might be expected.

In all we do, our six guiding principles light the way:

Step Up: Dare to go beyond the expected to achieve greatness. #StepUp

One Team: Make Hootsuite a place we soar together by respecting each other's individuality, building trust, and showing up for the team. #OneTeam #FreeToBeMe

Customer Obsessed: Focus relentlessly on helping our customers succeed. #CustomerObsessed

Go Fast, Be Agile: Widen our competitive advantage by committing to speed and simplicity over perfection and complexity. #GoFastBeAgile

Play to Win: Commit to building an incredible, profitable company for our customers, our employees, and our stakeholders. #PlayToWin #NoExcuses

Neighbours & Allies: Give back to our communities and be an ally. #SocialForGood #Allies

Accommodations will be provided as requested by candidates taking part in all aspects of the selection process.

#LI-IA #LI-Hybrid

Octane is unlocking the power of financial products for merchants and consumers. Our cutting-edge technology and innovative financial products empower businesses with more control and flexibility, enabling them to deliver seamless digital experiences, drive customer loyalty, and build long-term value.  

Octane supports merchants throughout the sales cycle: connecting dealerships with high-intent buyers, driving transparent, fast, and easy closings with award-winning technology, and providing on-going customer care with superior loan servicing.

Founded in 2014, Octane supports over 60 OEM partner brands and over 4,000 dealer partners, and has a team of over 600. Visit www.octane.co for more information.

As part of the Credit Operations team at Roadrunner Financial, you will be immersed in the day-to-day operations of the loan verification process. This position will be based out of our Irving office and will report to the Supervisor of Credit Operations. We are currently looking for candidates to work either a 10 AM - 7 PM CST shift or a 4 day/week 10 hour shift with Saturdays required. 

Specifically, you will:  

• Perform accurate credit investigation analysis, verifications and audits to complete funding processes within assigned deliverable standards.
• Ensure all credit decision requirements, document and/or stipulations are followed according to company policies and guidelines.
• Collect and accurately review and verify applicant's personal information and financial records for the loan in an efficient and timely manner while adhering to company policies and underwriting guidelines.
• Analyze the information on the loan application against various lending standards to determine if the loan applicant should receive the loan amount requested and closely inspect application documentation for suspicious or fraudulent activity.
• Operate as quickly and effectively, while mitigating risk at the same time, to ensure quick response time for Dealer partners with the ability to multitask, prioritize, and manage a large volume of tasks while providing excellent customer service and strong attention to detail.
• Perform manual fraud reviews in order to detect fraudulent applications.
• Investigate any discrepancies within the review process utilizing all tools and resources provided. 
• Make outbound and receive incoming calls to and from consumers for identity verification purposes. 
• Identify potential fraud based on red flags and escalate for further review.
• Understand all of the various loan programs, platform functionality, and proprietary decisioning engine/mode while being able to provide thorough explanations of declines; and corresponding DTI & PTI caps. 
• Collaborate with various teams and departments ensuring a high level of communication.
• Have a basic understanding of our regression model as it pertains to loan decisioning and loan terms.
• On occasion, communicate externally with our Dealership partners in regards to the status of reviewed loan applications including both inbound and outbound Dealership and Customer calls/texts.

Requirements:

• At least 1-2  years of experience in Loan Processing, Underwriting, or Funding. Preferably in the auto or powersports industry.
• High School or equivalent degree.
• Must be able to work every Saturday and be flexible to work any shift during our hours of operation; 9am - 10pm EST. 
• Able to work well under pressure to meet daily and monthly goals while passing quality assurance audits and dealer feedback responses, and consistently meeting all SLAs. 
• Able to prioritize and execute tasks using multiple tools at any given time: Salesforce, Slack, e-mail, Google Sheets, and  proprietary LOS. 
• Strong work ethic and high attention to detail. 
• Must have a basic understanding of loan processing and be familiar with all documents required  for loan funding.

Benefits:

• Robust Health Care Plans (Medical, Dental & Vision)
• Up to 20 Days PTO (Accrued)
• Generous Parental Leave
• Retirement Plan (401k with Company Match).
• Educational Assistance/Tuition Reimbursement up to $3K/year 
• Powersports Safety Benefit
• Wellhub (Gympass) Wellness Benefit

Disclaimer:  The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification.  They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.  All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Octane Lending is an equal opportunity employer committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment.

The opportunity
We are seeking a detail-oriented Temporary Procurement Third-Party Risk Analyst to manage our vendor risk assessment lifecycle. As a critical part of the Procurement team, you will ensure that all third-party engagements align with our corporate standards for privacy, compliance, and sustainability. You will be responsible for evaluating vendor risk tiers, conducting deep-dive assessments, and partnering with internal and external stakeholders to mitigate potential vulnerabilities before contracts are finalized.

The successful candidate will be expected to maintain the current 10-day SLA while working toward the end-of-year goal of 8-day turnaround per assessment. They must operate with high autonomy, determining when a "No Review" closure is appropriate versus when a "Full Assessment" is required.

What you'll be doing

• Risk Tiering & Initial Analysis: Review incoming Third-Party Risk Assessment (TPRA) tickets via Jira to determine preliminary risk levels (No, Low, Medium, or High) based on spend, data types, and vendor location.
• Multi-Disciplinary Review: Evaluate vendor responses across several key domains: Privacy, Corporate Compliance, ESG & Sustainability, and Health & Safety
• Risk Mitigation: Actively engage with vendors and internal Business Partners to resolve identified "red flags." This includes requesting clarifying information or supplemental questionnaires for medium and high-risk areas.
• Cross-Functional Collaboration: Escalate complex risks to Legal and TPRA Leads; coordinate with the Contracts (PCA) team to ensure risk findings are reflected in final agreements.

What we're looking for

• Procurement Process Knowledge: A strong understanding of the Source-to-Pay lifecycle and how risk management integrates into the purchasing process.
• Risk Methodology: Experience applying tiered risk frameworks to determine revalidation frequencies (e.g., annual for High, triennial for Low).
• Analytical Rigor: Ability to review complex documents (e.g., Trust Centers, Security Portals) to find compliance gaps.
• Professional Communication: Ability to use Slack, Gmail, and formal reminders to move unresponsive vendors through the process.
• Attention to Detail: Precision in logging closure notes and revalidation dates to ensure audit readiness.

You might also have

• AI Research: Experience using AI tools to conduct independent research on vendor risk areas when vendor responses are lacking.
• Global Compliance: Knowledge of specific international high-risk country lists and embargoed regions.
• ESG Specialization: Familiarity with EcoVadis or CDP disclosure scorecards.

Additional information

• Relocation support is not available for this position
• Work visa/immigration sponsorship is not available for this position

Benefits
At Unity, we want our team members to thrive. We offer a wide range of benefits designed to support well-being and work-life balance.

Please note: Benefits eligibility, specific offerings, and coverage vary based on the country and employment status.

While specific benefits vary, here are some of the ways we strive to take care of our eligible team members globally: Comprehensive health, life, and disability insurance | Commute subsidy | Employee stock ownership | Competitive retirement/pension plans | Generous vacation and personal days | Support for new parents through leave and family-care programs | Office food snacks | Mental Health and Wellbeing programs and support | Employee Resource Groups | Global Employee Assistance Program | Training and development programs | Volunteering and donation matching program

Life at Unity
Unity [NYSE: U] is the world’s leading game engine, powering play for more than 3 billion consumers each month. The top mobile games in the world, the most played PC indie titles, the most innovative console games, and virtually all of the top XR and Web Games are developed, deployed, and grown in Unity. Unity also enables teams across industries like automotive, manufacturing, and healthcare to design, simulate, and collaborate in 3D — closing the gap between ideas and reality. For more information, please visit www.unity.com.

Unity is a proud equal opportunity employer. We are committed to fostering an inclusive, innovative environment and celebrate our employees across age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, or any other protected status in accordance with applicable law. Our differences are strengths that enable us to support the growing and evolving needs of our customers, partners, and collaborators. If you have a disability that means there are preparations or accommodations we can make to help ensure you have a comfortable and positive interview experience, please fill out this form to let us know.

This position requires the incumbent to have a sufficient knowledge of English to have professional verbal and written exchanges in this language since the performance of the duties related to this position requires frequent and regular communication with colleagues and partners located worldwide and whose common language is English.

Headhunters and recruitment agencies may not submit resumes/CVs through this website or directly to managers. Unity does not accept unsolicited headhunter and agency resumes. Unity will not pay fees to any third-party agency or company that does not have a signed agreement with Unity.

Your privacy is important to us. Please take a moment to review our Prospect Privacy Policy and Applicant Privacy Policy. Should you have any concerns about your privacy, please contact us at DPO@unity.com.

#MID #LI-ET1

This is a part-time 1099 contractor role, with an expected commitment of 10–20 hours per week.

We are looking for a detail-oriented Privacy Analyst to support our privacy program on a part-time basis. This role is ideal for someone with hands-on experience in privacy compliance who can hit the ground running with minimal oversight. You will own the day-to-day execution of key privacy ops functions, primarily around consent management and data subject rights.

What You'll Do:

• Cookie & Consent Management
• Maintain our cookie consent management platform (CMP), ensuring banners, categories, and consent records are accurate and up to date
• Conduct periodic cookie audits to identify new or changed cookies and update the CMP accordingly
• Monitor for compliance with applicable regulations (GDPR, CCPA/CPRA, CIPA,ePrivacy, etc.)
• Data Subject Rights (DSAR/DROP)
• Serve as the primary point of contact for incoming Data Subject Access Requests and deletion/opt-out requests that come through our CMP
• Coordinate with internal teams (engineering, product, customer support) to locate, compile, and deliver responsive data
• Flag edge cases, legal holds, or high-risk requests for escalation
• Process DROP requests within the required 45-day timeframe, ensuring deletion is completed across all relevant data systems
• Maintain documentation and audit trails of DROP request fulfillment

Requirements:

• 2+ years of experience in privacy operations, compliance, or a related role
• Familiarity with GDPR, CCPA/CPRA, and other applicable privacy frameworks
• Experience with CMP platforms (e.g., OneTrust, Osano, Cookiebot) and/or DSAR management tools
• Strong organizational skills and ability to manage multiple requests simultaneously
• Ability to work independently and communicate proactively with stakeholders

Nice to Have:

• CIPP/US, CIPP/E, or similar privacy certification a plus

This is a part-time 1099 contract role paying per hour with an expected commitment of 10–20 hours per week. As a contract role, benefits are not included.

SUMMARY

The Compliance Specialist position is responsible for assisting with the administration of the compliance program for Allworth Financial, an SEC Registered Investment Adviser, and AW Securities, a FINRA registered broker/dealer.

 DUTIES AND RESPONSIBILITIES

• Assist in the ongoing implementation of the Compliance Program and its related activities to prevent illegal, unethical, or improper conduct.
• Engages in proactive surveillance activities to detect and resolve potential compliance issues.
• Assist with the implementation and maintenance of the firm’s anti-money laundering program.
• Receives and reviews requests for marketing and advertising review and approval
• Assists with inquiries from internal business partners regarding Compliance related issues.
• Identifies potential areas of compliance vulnerability and risk; develops/implements corrective action plans for resolution of issues.
• Assists in communicating the compliance program for the organization, including promoting awareness of policies and procedures, and further understanding of new and existing compliance issues.
• Assists in the filing and monitoring of registration (including continuing education and ethics requirements) and memberships of the Company and all relevant associates stay current.
• Prepare and submit regulatory filings including SEC Forms 13F, 13H and Form N-PX 

QUALIFICATIONS

• Bachelor’s degree (B.A.) in a related discipline
• Three (3-5) years of experience working with investment advisor and broker/dealer compliance issues, including review and oversight of independent investment advisors and registered representatives.
• Strong working knowledge of FINRA, SEC and state regulations including Investment Adviser’s Act of 1940.
• Securities Licenses: Series 7, 24, 63 and 65 or 66 are required.
• Experience reviewing and approving complex marketing materials
• Experience with industry specific technology platforms and vendors (Hadrius, QuestCE, WebCE, EDGAR)
• Experience with GIPS reporting standards beneficial

What The Role Is

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

What You'll Be Doing

CRR / FTR Trading & Position Management

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

Analytics & Modeling

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

Market Fundamentals

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

Risk & Energy Market Strategy

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

Governance, Compliance & Risk

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

Collaboration & Commercial Support

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

What You'll Bring

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

What Would Be Nice

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

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

#LI-Hybrid

Armis is seeking a visionary Head of Product Marketing to lead the global strategy for our industry-leading Asset Intelligence and Security platform. In this role, you will architect our market narrative, ensuring Armis’s ability to see, protect, and manage every asset—from IT and cloud to IoT and OT—is clearly communicated to the world.

You will oversee global growth plans for the Armis portfolio, defining our positioning in the Cyber Exposure Management category and developing a differentiated narrative around our AI-powered innovation. As a strategic partner to the executive leadership team, you will identify untapped market opportunities and leverage a deep understanding of the CISO’s pain points. Furthermore, you will lead our Analyst Relations strategy, ensuring Armis maintains a dominant "Leader" position across all relevant Gartner Magic Quadrants, Forrester Waves, and IDC MarketScapes.

What you will do:

• Strategic Growth: Identify expansion opportunities within the Armis portfolio, specifically targeting the convergence of IT, OT, IoT, and Medical IoT (IoMT).

• Differentiated Messaging: Develop high-impact messaging that articulates the Armis value proposition across the entire asset attack surface, ensuring resonance with both technical buyers and C-suite executives.

• Analyst Relations Leadership: Own the strategic relationship with industry analysts (Gartner, Forrester, IDC, etc.). Drive the briefing calendar, manage evaluation cycles, and ensure Armis’s innovation roadmap is accurately reflected in influential market reports.

• Market Intelligence: Oversee deep-dive research into market requirements, macroeconomic trends, and the competitive landscape to keep Armis two steps ahead of legacy security vendors.

• Cross-Functional Synergy: Partner with Product Management, Business Unit leaders, and Sales to design the "Go-to-Market" strategies and resource alignment necessary to exceed corporate ARR objectives.

• Thought Leadership & Brand: Collaborate with brand and editorial teams to elevate Armis’s storytelling, positioning the company as the definitive authority in Asset Intelligence and Cyber Exposure Management.

• Content & Campaign Architecture: Design the global content strategy for product launches, demand generation, and website presence, ensuring a consistent and compelling voice.

• Sales & Partner Enablement: Lead the creation of world-class enablement materials, equipping our global sales force and channel partners to win in complex, competitive environments.

• Team Leadership: Provide world-class mentorship to the Product Marketing and AR teams, managing the hiring, development, and retention of top-tier marketing talent.

• Executive Influence: Reporting to the CMO, act as a key member of the Marketing Executive team, bringing a product-centric lens to quarterly reviews and long-term strategic planning.

What we expect:

• Experience: 15+ years of relevant marketing experience, with a heavy focus on B2B cybersecurity or high-scale SaaS.

• Education: BSc/MSc or MBA in Marketing, Communications, or a related technical field.

• Cybersecurity: Deep expertise in the cybersecurity landscape, specifically in asset management, vulnerability management, or OT/IoT security.

• Analyst Relations: Proven track record of successfully managing or collaborating with Analyst Relations and influencing "Leader" placements in major industry reports.

• Growth Mindset: Demonstrated success in building and scaling marketing functions within hyper-growth, "Unicorn" environments.

• Master Storyteller: The ability to distill complex, technical AI and networking concepts into memorable, "human-centric" narratives.

• Systemic Thinker: A relationship builder who can connect the dots between Product, Sales, and Customer Success to create a unified market front.

• Global Leader: Experience managing large, distributed teams across multiple time zones with a focus on high-velocity execution and detail.

• C-Level Presence: Exceptional communication skills with the confidence to influence and advise C-level executives both internally and externally.

We know there is a lot to consider when applying for a new job, and quite often job descriptions provide a lot of detail for candidates… but here at Armis, we strongly encourage you to try to avoid the ​​confidence gap​.​​ We don’t expect you to meet each of the listed requirements perfectly to be considered for any of our roles.

Salary range guidance for this position is: $220,000-280,000 per year.

The salary range listed does not include other forms of compensation or benefits (e.g. i.e. bonuses, commissions, stocks, health insurance benefits, etc.) offered to candidates. Visit our careers site for more information on benefits at Armis. 

Overview

The Business Analyst supports and optimizes US Conec’s Manufacturing Tracking System (MTS) and its integration with accounting, financial, and ERP systems. This role partners closely with Accounting, Finance, Operations, and IT to improve system performance, strengthen data integrity, and ensure processes align with financial controls and business objectives.

Responsibilities

• Serve as the primary business analyst for the Manufacturing Tracking System (MTS), including system workflows, data structures, and integrations
• Analyze end-to-end manufacturing, accounting, and financial processes to identify system improvements and efficiencies
• Document application data flows, system logic, and cross-functional dependencies
• Translate accounting and business requirements into clear, actionable system specifications
• Develop and maintain process maps, functional documentation, and standard operating procedures (SOPs)
• Support accounting workflows including general ledger activity, inventory reconciliation, reporting, and data exchanges
• Assist with month-end and year-end system analysis and troubleshooting
• Partner with Accounting and Finance to ensure compliance with internal controls and financial reporting standards
• Provide audit support through documentation, data analysis, and system insights
• Act as liaison between business stakeholders and technical teams, including developers and IT support
• Participate in system enhancements, upgrades, integrations, and data migration initiatives
• Develop and execute test cases and support user acceptance testing (UAT)
• Prioritize system improvements based on business impact, risk, and operational needs
• Create user guides and deliver training to support system adoption and effective utilization
• Communicate system updates, process improvements, and best practices across departments

Must Haves

• Bachelor’s degree in Information Systems, Accounting, Finance, Business Administration, or related field
• 3+ years of experience as a Business Analyst, Systems Analyst, or similar role supporting internal applications
• Strong knowledge of accounting principles and financial processes
• Experience supporting manufacturing or inventory-based systems
• Proven ability to document complex systems, workflows, and business processes
• Working knowledge of inventory control, cycle counting, and reconciliation processes
• Familiarity with database concepts, including tables, relationships, and data flows
• Experience supporting internal controls, audits, or SOX compliance initiatives
• Strong analytical, problem-solving, and communication skills
• Ability to collaborate effectively with technical and non-technical stakeholders

Nice to Haves

• Experience working with ERP system integrations
• Familiarity with SQL, reporting tools, or data analysis platforms
• Experience supporting custom or internally developed applications
• Background in system enhancements, upgrades, or change management initiatives
• Continuous improvement or process optimization experience

What We Offer

• Competitive base salary with performance-based bonus potential

• 4 weeks of PTO

• Health, dental, and vision plans

• 401(k) retirement savings plan with employer match and planning resources

• Collaborative, team-based culture that fuels innovation

• Paid time off, holidays, and employee recognition programs celebrating your achievements

• Community engagement and STEM outreach opportunities to give back locally

LOCATION:

• Round Rock, Texas is the preferred location for this position. 

EDUCATION REQUIREMENT:

• Bachelor’s degree in agriculture economics, finance, business administration or other related business field or commensurate experience.
• A minimum of seven (7) years of credit underwriting, relationship management, capital markets or related experience in the financial services industry including knowledge in the analysis and structuring of complex credit facilities and dealing with large loans.  
• Strong accounting and credit background, interpersonal communication skills with proven ability to effectively communicate with external customers of the Association and Senior Management.
• Experienced in working with client management/owners and financial institutions.
• Highly competent in structuring, evaluating, and negotiating various types of senior credit facilities.
• Ability to manage large complex loans (above delegated authorities) and loan participations/syndications and be competent in analyzing direct loan/correspondent lending relationships.
• Experience in managing a large loan portfolio, working with other lenders and analyst, marketing and generating new loan volume, and making strategic decisions and recommendations about direction of a loan portfolio.

JOB SUMMARY:

• Responsible for managing and monitoring a portfolio of large corporate finance agribusiness, energy, and telecom banking relationships, including a significant number of syndicated and purchased participations.
• Works closely and collaborates with credit administration, legal, loan operations, relationship managers, and capital markets teams to develop prudent credit strategies that meet customer needs while adhering to the Association’s credit policies and guidelines.
• Assesses credit risk of portfolio through continuous monitoring of financial trends, understanding of industry drivers and competitive landscape through peer analysis, provides sound and cogent risk mitigations.
• Prepares and assists with the credit memorandum and leads discussions of recommendations to credit administration in order to make sound credit decisions.
• Primary responsible for purchased and sold capital market transactions.
• Incumbent will have complete oversight on their portfolio with increased signing authority and responsibility on both purchased and sold accounts including, working with agents, borrowers, and lender groups. 

FUNCTIONS:

• Proposes strategic recommendations to managing director and senior directors about the direction of the loan portfolio under management including new business/growth opportunities.
• Primarily responsible for managing and monitoring a portfolio of existing capital markets and agribusiness, energy, and telecommunication accounts, including the processing of customer requests, waivers, and amendments in order to support the Association’s value proposition while adhering to high credit quality standards.
• Effectively manages originated loan syndications/participations including development of market-based pricing and structuring, marketing, and servicing memoranda, legal/loan documentation negotiation, and monitoring.
• Monitors existing portfolio for covenant compliance, industry trends, financial performance, in order to uphold superior credit quality standards.
• Assists the credit analysts and regularly drafts a written credit report that presents a thorough understanding of the customer requests along with a concise and complete understanding of the credit risks and risk assessment to the credit approval group.
• Effectively coordinates with credit analysts, credit administration, loan operations, capital markets, and legal to process customer requests, waivers, and amendments.
• Establishes strong customer relationships within the portfolio accounts as the key point of contact (and provides continuity for existing customers) to include the key point of contact on directly originated loan syndications/participations. 
• Acts as the primary internal point of contact that leads credit presentations to credit/risk management committees for purchased loans. Acts as the lead capital markets representative discussing syndication strategies during credit presentations to credit/risk management committees.
• Coordinates, evaluates, and communicates risk ratings, loss given defaults, and hold strategies.
• Seeks to expand and/or develop strategies to deepen customer relationships with ancillary business including but not limited to leasing, cash management, and capital markets.
• Presents to borrowers and lender groups on directly originated loan syndications/participation sales as well as credit package recommendations to credit committees.
• Develops strong credit presentations and ability to close loans by working with other associates with financial statement analysis and negotiation of terms and conditions of such credits.
• A leader in making recommendations for improvements of credit function within Capital Markets, including new technology, resources, etc. needed to perform at a high level.
• Demonstrates a strong understanding of key ratio analysis, and the relationship of those ratios on the various financial statements (balance sheet, income statement, cash flow statement, etc.).
• Keeps abreast of current market-based syndication/participation loan transactions and provides input into directly originated loans regarding appropriate structure, pricing, underwriting of loans that will potentially be sold to other lenders.
• Provides input to department’s annual business plan and projected needs in the future.
• Assists in the development and closing of complex loans by assisting other associations with analysis and negotiation of such credits.
• Helps in development of loan participation and correspondent banking relationships with other lenders.
• Assists other bank personnel, and often leads, in completing coordinated projects as assigned.
• Serves as a trainer/mentor to develop credit skills of Capital Markets personnel, as required by MAC.

 REQUIRED SKILLS:

• This  position  requires  skills  and  knowledge  of  how  financial  institutions  operate, development of  new business and maintenance of existing business (purchase participations).
• Development of loan syndications/participations, sales strategies, and execution thereof, extension of complex  credit facilities, financial analysis.
• Ability to operate various loan analysis software programs, accounting standards (accrual and cash), legal aspects of extending credit, credit policies and procedures. 
• Thorough knowledge of financial credit analysis (including projections), collateral analysis, appraisal standards and repayment performance in the areas of agriculture/agribusiness loans, energy loans, telecommunications loans, project finance loans, mortgage loans and commercial/operating credits.
• Ability to accurately identify, measure and manage all risks involved with extending credit to these enterprises via direct, loan participations and/or syndications.
• Proficient in  Microsoft Office software and have an understanding of credit analysis software.
• A high level of independence is expected.

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law.
If you need a reasonable accommodation for any part of the employment process, please contact us by email at careers@capitalfarmcredit.com and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address.
At the discretion of CFC, position may be offered at alternate titles and other business experience may be considered relevant.
AA/EOE/M/F/D/V; Full description available on request

Business Intelligence & Data Analyst

Location: Hybrid
Type: Full-Time
Reports to: Director of Business Intelligence

We're looking for an analytically strong, hands-on BI & Data Analyst with 3-5 years of experience turning data into decisions. In this role, you'll own our Power BI environment, work directly in Microsoft Fabric, and partner across the business to deliver reporting and insights that drive better decisions.

About MyFundedFutures

MyFundedFutures (MFF) is a fast-growing futures evaluation and trading firm built for the next generation of global traders. We sit at the intersection of capital markets, technology, and risk, giving traders the tools, capital, and infrastructure to succeed.

Our data platform is already built on Microsoft Fabric using a Medallion architecture (Bronze, Silver, Gold), with clean, structured data flowing across trading platforms, CRM, risk engines, payments, support, and marketing data. The foundation is in place. Now we need someone to expand our Power BI ecosystem across the business and help strengthen a culture where decisions are backed by data.

What You'll Be Doing

Data & Reporting

• Own our Power BI environment end to end, including semantic models, DAX, and dashboards for executive leadership, risk, finance, operations, marketing, and support.
• Maintain and improve data pipelines in Microsoft Fabric, including Data Pipelines, Dataflows, and Notebooks, to keep data flowing reliably across the business.
• Build scalable data models using star schema and fact/dimension design principles.
• Deliver automated daily, weekly, and monthly reporting that gives teams timely, reliable access to key metrics.

Analysis & Insights

• Analyze trader behavior, including success rates, churn, risk signals, and anomalies.
• Support pricing, product, and growth decisions through scenario modeling, sensitivity analysis, and financial performance reviews.
• Identify early warning signals in risk and operational data before they become larger issues.

Cross-Functional Partnership

• Partner closely with the COO, Risk, Finance, Marketing, Product, and Support teams to translate business questions into analytical frameworks and actionable insights.
• Act as a trusted internal partner who helps teams understand what is happening in their area of the business and why.

What We're Looking For

Required

• 3-5 years of experience in business intelligence, data analytics, or a related field.
• Strong SQL skills, including complex queries, CTEs, window functions, and performance tuning.
• Hands-on Power BI experience, including semantic models, DAX, and business-critical reporting.
• Python and/or PySpark experience for data work, including pandas, scripting, API calls, and automation.
• Strong data modeling fundamentals, including schema design, grain definition, and scalable reporting structures.
• Experience with Microsoft Fabric or a comparable platform such as Azure Synapse, Data Factory, or Databricks.
• Experience integrating data from APIs, webhooks, or third-party SaaS platforms.
  
  

Nice to Have

• Experience in capital markets, futures trading, prop firms, or brokerage operations.
• Familiarity with drawdowns, leverage, volatility, and liquidation concepts.
• Experience working with financial time-series data.
• Interest in machine learning use cases such as churn prediction, anomaly detection, and forecasting, with openness to tools such as AutoML and MLflow as that capability evolves.

How You Work

• You translate complex data into clear, practical narratives for non-technical stakeholders.
• You work autonomously and are comfortable taking initiative in a fast-moving environment.
• You bring a strong sense of ownership and follow through on problems from identification to resolution.
• You are comfortable operating in ambiguity and can create structure when priorities are evolving.
• You think critically and creatively, challenge assumptions, and look for better ways to solve problems.

Why MFF

• Help shape how a high-growth trading firm makes decisions.
• Work alongside experienced operators from capital markets, fintech, and trading technology.
• Flexible work environment focused on outcomes and impact.
• Competitive compensation and meaningful room to grow as the company scales.

LOCATION:

• The preferred location for this position is Lubbock, Texas.

EDUCATION REQUIREMENT:

• Bachelor’s degree in business administration, Finance, Accounting, Agricultural Economics, or a related field.

JOB REQUIREMENTS:

• Seven (7) to ten (10) of experience in the administration and analysis of complex credit facilities for large agribusiness and commercial loans and leases, or equivalent experience.
• Three (3) or more years in a lead, supervisory and/or management position required.

FUNCTIONS:

•    Coaches and trains commercial and capital markets relationship managers, credit analysts and loan administrators in the origination and servicing of Association’s largest and most complex borrowers' loans and leases (direct, purchased participations and sold participations). 
•    Establishes goals and objectives for credit analyst team in the Division served.
•    Manages delegated authority for credit analysts in the Division served
•    Assists in the management of loan and leases in the Division served in an effort to maintain acceptable risk levels and carry out association goals and objectives.
•    Hires, and evaluates credit analysts in the Division served.
•    Consults and works closely with Chief Credit Officer, Directors of Credit, Commercial and Capital Market's Lending Directors, other Commercial Ag Credit Group Credit Managers and their respective staffs on loan/lease origination and servicing.
•    Provides input on analysis, pricing and structuring of credits in Division served.
•    Mentors credit and administrative staff in the analysis and structuring of loans and leases.
•    Serves as a loan committee member to review and approve or deny loans and leases that exceed the delegated authority of loan officers and credit analysts.
•    Resolves issues related to credit underwriting by actively working with the Commercial and Capital Market's Lending Directors.
•    Responsible for compliance with credit standards for the Division served.
•    Ensures that loans and leases in Division portfolio are properly underwritten by credit analyst team. This include ensuring loans and leases are properly risk rated and assigned appropriate Probability of Default (PD) and Loss Given Default (LGD) ratings.
•    Complies with proper credit administration practices as outlined in association’s policies and procedures.
•    Demonstrates the “CFC Way” in all areas of credit underwriting.
•    Conducts complex credit analyses, including properly identifying risk rating on large commercial and capital markets loans and leases.
•    Determines creditworthiness of applicants for new loans or leases and credit servicing action in Division served.
•    Manages and oversees the underwriting process on credits in the Division served which are non-performing and assist other stakeholders in the development of corrective action plans or restructuring actions.
•    Prepares budgets for credit underwriting operations associated with the Division served. Collaborates with the Director of Commercial Ag Credit in the budget process.
•    Maintains awareness of agricultural trends and business activity, FCA regulations, and legal obligations. Ensures all credit underwriting operations comply with applicable policies, regulations, and laws. Oversees the preparation of all reports required by association management, the Board of Directors, and regulatory bodies.
•    Oversees and consults completion of complex loan and lease servicing tasks.
•    Promotes the association by maintaining good public and member relations.

REQUIRED SKILLS:

• Experience leading teams in structuring and evaluating large complex loan, lease, and credit servicing actions for commercial, agribusiness and capital markets customers.
• Commitment to mentoring and developing others.
• Deep understanding of relevant market trends in Division served.
• Excellent communication (oral and written) and interpersonal skills, with the ability to work effectively as part of a deal team
• Ability to work independently and under minimal supervision, with appreciable latitude for decision-making.
• Specialized knowledge of accounting and finance principles.
• Intermediate skill level in Microsoft Office applications.

PREFERRED SKILLS:

• Knowledge of Farm Credit System and its lending and credit practices.

DISCLAIMER:

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law.

If you need a reasonable accommodation for any part of the employment process, please contact us by email at careers@capitalfarmcredit.com and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address.

For more information, view the EEO - Know Your Rights and Pay Transparency Statement.

At the discretion of CFC, position may be offered at alternate titles and other business experience may be considered relevant. AA/EOE/M/F/D/V; Full description available on request.

LOCATION:

• The preferred location for this position is Round Rock, Texas.

EDUCATION REQUIREMENT:

• Bachelor’s degree in business administration, Finance, Accounting, Agricultural Economics, or a related field.

JOB REQUIREMENTS:

• Seven (7) to ten (10) of experience in the administration and analysis of complex credit facilities for large agribusiness and commercial loans and leases, or equivalent experience.
• Three (3) or more years in a lead, supervisory and/or management position required.

FUNCTIONS:

•    Coaches and trains commercial and capital markets relationship managers, credit analysts and loan administrators in the origination and servicing of Association’s largest and most complex borrowers' loans and leases (direct, purchased participations and sold participations). 
•    Establishes goals and objectives for credit analyst team in the Division served.
•    Manages delegated authority for credit analysts in the Division served
•    Assists in the management of loan and leases in the Division served in an effort to maintain acceptable risk levels and carry out association goals and objectives.
•    Hires, and evaluates credit analysts in the Division served.
•    Consults and works closely with Chief Credit Officer, Directors of Credit, Commercial and Capital Market's Lending Directors, other Commercial Ag Credit Group Credit Managers and their respective staffs on loan/lease origination and servicing.
•    Provides input on analysis, pricing and structuring of credits in Division served.
•    Mentors credit and administrative staff in the analysis and structuring of loans and leases.
•    Serves as a loan committee member to review and approve or deny loans and leases that exceed the delegated authority of loan officers and credit analysts.
•    Resolves issues related to credit underwriting by actively working with the Commercial and Capital Market's Lending Directors.
•    Responsible for compliance with credit standards for the Division served.
•    Ensures that loans and leases in Division portfolio are properly underwritten by credit analyst team. This include ensuring loans and leases are properly risk rated and assigned appropriate Probability of Default (PD) and Loss Given Default (LGD) ratings.
•    Complies with proper credit administration practices as outlined in association’s policies and procedures.
•    Demonstrates the “CFC Way” in all areas of credit underwriting.
•    Conducts complex credit analyses, including properly identifying risk rating on large commercial and capital markets loans and leases.
•    Determines creditworthiness of applicants for new loans or leases and credit servicing action in Division served.
•    Manages and oversees the underwriting process on credits in the Division served which are non-performing and assist other stakeholders in the development of corrective action plans or restructuring actions.
•    Prepares budgets for credit underwriting operations associated with the Division served. Collaborates with the Director of Commercial Ag Credit in the budget process.
•    Maintains awareness of agricultural trends and business activity, FCA regulations, and legal obligations. Ensures all credit underwriting operations comply with applicable policies, regulations, and laws. Oversees the preparation of all reports required by association management, the Board of Directors, and regulatory bodies.
•    Oversees and consults completion of complex loan and lease servicing tasks.
•    Promotes the association by maintaining good public and member relations.

REQUIRED SKILLS:

• Experience leading teams in structuring and evaluating large complex loan, lease, and credit servicing actions for commercial, agribusiness and capital markets customers.
• Commitment to mentoring and developing others.
• Deep understanding of relevant market trends in Division served.
• Excellent communication (oral and written) and interpersonal skills, with the ability to work effectively as part of a deal team
• Ability to work independently and under minimal supervision, with appreciable latitude for decision-making.
• Specialized knowledge of accounting and finance principles.
• Intermediate skill level in Microsoft Office applications.

PREFERRED SKILLS:

• Knowledge of Farm Credit System and its lending and credit practices.

DISCLAIMER:

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law.

If you need a reasonable accommodation for any part of the employment process, please contact us by email at careers@capitalfarmcredit.com and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address.

For more information, view the EEO - Know Your Rights and Pay Transparency Statement.

At the discretion of CFC, position may be offered at alternate titles and other business experience may be considered relevant. AA/EOE/M/F/D/V; Full description available on request.

Acquisitions Analyst

Reports to: Market Officer

Location: Speed Bay Warehouse Solutions – Dallas, Texas
Schedule: Full-time, Exempt, In-Office

Overview

Speed Bay Warehouse Solutions is a vertically integrated real estate investment and management platform focused on acquiring and operating shallow bay, multi-tenant light industrial assets in prime infill markets throughout the U.S. Sponsored by the founders of Black Creek Group—whose 30-year track record includes over $25 billion in real estate transactions—the firm is led by a seasoned executive team with extensive real estate industry experience and deep expertise investing in and managing multi-tenant light industrial properties. Speed Bay is building a national portfolio designed to deliver durable, long-term value through disciplined acquisitions, operational excellence, and technology-enabled performance.

This is an exciting opportunity to join an emerging commercial real estate operating platform focused on acquiring and managing multi-tenant light industrial shallow bay properties in key metropolitan areas across the US.

About the Role

The Acquisitions Associate will play a key role in supporting the evaluation and execution of commercial real estate investments. This individual will be responsible for financial modeling, underwriting, and asset valuation using tools such as Argus Enterprise (AE) and Microsoft Excel. In addition, the Associate will contribute to the preparation of investment presentations, investor memos, and internal reports to support decision-making. The ideal candidate is proactive, detail-oriented, and able to balance multiple priorities in a fast-paced environment. Strong organizational and project management skills are essential, along with the ability to work independently as well as collaboratively across teams. A successful candidate will demonstrate initiative, problem-solving ability, and a focus on driving efficiencies within the investment process.

Key Responsibilities

• Build and maintain detailed financial models and cash flow projections using Microsoft Excel, Argus Enterprise, and Argus DCF.
• Prepare comprehensive investment memoranda for internal stakeholders and external partners, translating complex financial data into clear, actionable insights.
• Analyze property-level financials including historical operating results, budgets, rent rolls, leases, loan agreements, and ground leases.
• Review real estate documents related to ownership structures, contracts, accounting, and operational performance.
• Collaborate with brokers, lenders, and third-party consultants to validate assumptions and strengthen underwriting analyses.
• Prepare lease abstracts and conduct detailed lease reviews to assess risk and identify value opportunities.
• Perform market and property-level research utilizing industry platforms (e.g., CoStar, Greenstreet…etc.) to support investment decision-making.
• Evaluate CAM reconciliations, operating statements, and debt documents to ensure accuracy and consistency across models.
• Monitor market trends and real estate fundamentals to inform and refine underwriting assumptions.
• Identify key financial and operational drivers at the asset level and provide recommendations to enhance value and resolve challenges.
• Travel as required to fulfill job responsibilities and attend meetings, trainings, or events, based on business needs.

Qualifications

• 1-2 years of experience in commercial real estate and financial analysis
• Strong understanding and knowledge of the industrial sector a plus
• Substantial proficiency in MS Excel and Argus Enterprise; considered an expert with financial and data modeling
• Must have extremely strong work ethic, high attention to detail, be organized and have the ability to work under pressure and meet deadlines.
• Excellent verbal and written communication skills
• Ability to anticipate needs, think critically, and offer solutions
• Professional demeanor, discretion, and a proactive mindset

What We Offer

• Competitive salary + bonus structure
• Benefits package including Medical, Dental, Vision and Life Insurance
• 401k Plan with company match
• Paid office parking
• Growth opportunities within a thriving real estate company
• A collaborative and supportive work environment
• The opportunity to directly impact executive success and office culture

Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. 

The annual full-time base salary range for this role is:

$90,000 - $110,000

Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and Speed Bay Senior Management approval.  Speed Bay offers PTO and paid holidays, the terms of which are set forth in the program policies. All full-time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K, in each case in accordance with the terms of the applicable plans.

Pay Transparency Nondiscrimination Provision:

Speed Bay is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Know Your Rights, Workplace Discrimination is Illegal

Speed Bay does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to Speed Bay in any manner will be considered Speed Bay property, and Speed Bay will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

Hi, we're Oscar. We're hiring a Senior Actuarial Analyst to join our Actuarial team.

Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family.

About the role:

The Senior Analyst, Actuarial will play a key role in Oscar’s valuation function, focusing specifically on risk adjustment across all Affordable Care Act (ACA) markets. This role will own the maintenance and review of actuarial models used to develop risk adjustment accrual estimates, forecasting estimates, and various other analyses.  This is a very dynamic space, which makes this a great opportunity to work on interesting projects and have a BIG impact.

You will report into the Director, Actuarial.

Work Location: This is a remote position, open to candidates who reside in:  Dallas, TX. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote

Pay Transparency: The base pay for this role is: $91,659 - $120,303 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses.

Responsibilities:

• Model Management: Maintain and enhance core risk adjustment reporting and forecasting models, ensuring consistency and standardization across all team users.
• Infrastructure & Design: Serve as a key contributor in improving modeling infrastructure; develop recommendations for model design decisions, best practices, and automation/documentation standards.
• Financial Strategy: Develop recommendations for the risk adjustment accrual setting process and provide data-driven insights for the financial planning process.
• Trend Analysis: Identify, triage, and investigate core drivers of observed trends across plan designs, providers, vendors, and markets.
• Stakeholder Engagement: Maintain strong relationships and clear lines of communication with internal and external stakeholders.
• Team Development: Aid in the onboarding of new analysts by collaborating and integrating them into existing processes.
• Governance: Compliance with all applicable laws and regulations.
• Other duties as assigned.
•  

Requirements:

• Bachelor's degree in a STEM field.
• Associate or Fellow of the Society of Actuaries (SOA), or on the track to become one.
• 3+ years of experience in a related field.

Bonus points:

• Strong knowledge of core health insurance concepts and experience with actuarial applications.
• Highly technical with a strong enthusiasm to apply tech-forward methods in actuarial models.

Hi, we're Oscar. We're hiring an Analyst II, Actuarial to join our Actuarial.

Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family.

About the role:

The Analyst II, Actuarial maintains Oscar's forecasting, valuation, and pricing processes for several Affordable Care Act (ACA) markets. You will oversee regularly maintaining and reviewing actuarial models used to develop pricing, forecasting, trend analytics, Incurred but not Reported (IBNR) projections and risk adjustment accruals.

You will report into the Manager, Actuarial.

Work Location: This is a remote position, open to candidates who reside in: Dallas, TX. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote

Pay Transparency: The base pay for this role is: $65,520 - $85,995 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses.

Responsibilities:

• Maintain core pricing and plan design models. Ensure consistency and standardization across team users.
• Important contributor in developing and submitting regulatory filings, and developing a viewpoint and recommendation for strategic pricing decisions.
• Develop and provide recommendations for the accrual setting process with respect to IBNR claims, Risk adjustment and Shared Savings deals.
• Identify and triages meaningful observations of experience across plan designs, providers, vendors, and markets.
• Promote and shape Oscar actuarial best practices concerning automation and documentation.
• Maintain relationships, rapport, and lines of communication with all partners.
• Aid in the onboarding of analysts by collaborating and integrating them into existing processes.
• Compliance with all applicable laws and regulations
• Other duties as assigned

Requirements:

• Bachelor's degree in a STEM field.
• Passed a minimum of two actuarial exams.
• 2+ years of experience in a related field.

Bonus points:

• Experience with health insurance concepts and nuances.
• Highly technical with a strong enthusiasm to apply tech-forward methods in actuarial models.
• Proficient in coding

As Tipalti continues to dominate the global finance automation space, we are seeking a visionary Director of KYC and Compliance Onboarding. This is a pivotal leadership role designed to transform our compliance operations from a defensive function into a strategic engine for global growth.

Reporting to the VP of Customer Onboarding, you will lead the evolution of our onboarding architecture to support our next phase of hyper-growth. You are a customer-centric leader who believes that rigorous compliance and a frictionless user experience are not mutually exclusive. Your mission is to build a "best-in-class" KYC process that is recognized by our customers and partners as the most seamless in the fintech industry.

Responsibilities

• Strategic Vision & Roadmap: Own the vision for Tipalti’s KYC/KYB future. You will design a "painless" onboarding journey that eliminates traditional compliance bottlenecks while maintaining ironclad regulatory integrity.
• Operational Standardization: Drive absolute consistency across our global team of KYC analysts. You will design and enforce a Global Standard Operating Procedure (SOP) that ensures uniform decision-making, quality, and speed, regardless of the analyst’s location.
• Customer-Centric Compliance: Champion the customer at every stage of the compliance lifecycle. You will constantly iterate on the "Customer Journey" to reduce friction, simplify documentation requests, and improve transparency.
• Cross-Departmental Collaboration: Act as a high-impact partner to Sales, Onboarding Management, Product, and Legal. You will bridge the gap between commercial urgency and regulatory requirements, ensuring all teams are aligned on a unified "Go-Live" strategy.
• Tech Strategy & Execution: Lead the evaluation, selection, and high-velocity implementation of advanced RegTech tools (Id verification, Registries, Data sources, risk-scoring engine etc). You will move beyond "tools as a service" to "tools as a solution," ensuring deep integration into our existing ecosystems.
• AI & Automation Leadership: Spearhead the transition to an "Always-On" monitoring environment. Use AI to automate identity verification and business entity checks, significantly reducing "Time-to-Green" for our customers.
• Quality Assurance Framework: Implement a robust QA and feedback loop to identify variances in analyst performance and drive continuous improvement through training and process refinement.
• Performance Analytics: Establish executive-level KPIs focusing on onboarding velocity, customer satisfaction (CSAT) during compliance, and automated pass rates.

Requirements

• Customer-First Mindset: A proven track record of designing compliance processes with the end-user in mind. You don't just "enforce" policy; you solve for the customer experience.
• Process Engineering Mastery: Exceptional ability to take complex, fragmented workflows and turn them into scalable, standardized global processes.
• Visionary Leadership: The ability to articulate a clear "North Star" for what modern, automated KYC should look like in a multi-billion dollar fintech.
• Exceptional Execution: 12+ years in Compliance or FinCrime, with a demonstrable history of successfully deploying large-scale technical solutions and third-party integrations (like Trulioo, Alloy, etc.).
• Technology & Innovation: Demonstrated experience implementing automation tools to enhance and drive customer experience. Must possess a Technology-first/AI-first mindset when approaching compliance and KYC workflows.
• Cross-Functional Influence: The ability to navigate complex internal organizations, gaining buy-in from Sales and Operations to drive compliance initiatives forward.
• Global Regulatory Mastery: Deep knowledge of international AML/KYC standards (US, UK, EU, etc.).
• Certifications: CAMS or CFE certification is desired.

Why Join Us?

• Lead the Industry: You will be at the forefront of the "Resilience Era" of compliance, building systems that stop mistakes before they happen.
• Scale Fearlessly: We are a late-stage, well-funded powerhouse where your work directly impacts our ability to onboard enterprise-grade clients.
• Impact: At Tipalti, compliance is the department that makes "yes" possible for our customers globally.

The anticipated base pay rate for this position is 147,000-210,000 USD annually. 

Solution Analyst - Inspire11
 

Elevens, as we call ourselves here, are curiously smart, purposefully scrappy, and dedicated to the highest standard of quality. By being true to ourselves and others, we create a respectful environment that enhances collaboration, drives growth through high expectations, and ensures alignment with our core values. Inspire11 is more than a modern business and technology consulting firm; we're a revolution. We work differently — and it shows. Every move we make is tied to measurable value, and our success aligns with our clients’ success. We partner to simplify the complex, solve sustainably, and stay ahead by continuously pushing our own thinking forward. Value creation isn't something we talk about — it's something we live, every day. 

At Inspire11, we're not just offering a job; we're providing a platform for you to transform the future. You'll feel right at home here if you think differently, build boldly, and lead with impact. We're a place where your unique perspective is valued, your boldness is celebrated, and your potential is unleashed. 

• Growth Through Challenge:  We hold ourselves to the highest standards of excellence and accountability. At Inspire11, we are committed to delivering exceptional results and empowering our employees to take ownership of their work and drive meaningful impact. You'll work alongside elite consultants who challenge you to expand your skills and think even more creatively. 

• The Autonomy to do Your Best Work: Here, outcomes matter more than outputs. It's about the value we create. You'll have the autonomy to shape your work, drive decisions, and make an impact—not just for our clients but for your growth. You'll be challenged to think strategically, anticipate needs, and solve problems. Bold thinking, creative approaches, and challenging conventional wisdom are part of our DNA. Our clients rely on us to lead them into what's next. 

• Diverse Perspectives Driving Innovative Solutions: We champion inclusivity and authenticity, knowing that diverse perspectives drive better solutions. You'll be encouraged to bring your whole self to work, knowing that's where true innovation happens. We also believe that doing great work should be fun. Our culture thrives on energy, camaraderie, and appreciating the unique contributions that make Inspire11 an amazing place. Our teams get energy from being the best they can be. 

 What you can expect in this role: 

• Collaborate with clients and stakeholders to define, document, and validate business and technical requirements that align with business goals.
• Decompose requirements into succinct and actionable user stories to drive solution delivery.
• Facilitate Agile ceremonies and support cross-functional teams in adhering to Agile and SDLC frameworks.
• Leverage the latest automation capabilities to drive efficiencies across discovery and development activities. 
• Act as a liason across business and technical delivery teams, ensuring alignment and shared understanding.
• Support product ideation, discovery, and solution design through data profiling, rapid prototyping, and exploratory analysis.  
• Proactively identify risks, resolve conflicts, and ensure timely, high-quality delivery of solutions. 

 Tools for success: 

• 3–5 years of experience in business analysis, system analysis, or related consulting roles, with exposure to Agile delivery models.
• Proven ability to generate user stories, manage backlogs, and facilitate Agile ceremonies. 
• Strong client management, relationship building, communication, and problem-solving skills.
• Experience in technical product decomposition, requirements traceability, and risk management.
• Familiarity with data storytelling, SQL, BI tools, and technical requirements capture is a plus.
• Organized, detail-oriented, and comfortable managing multiple workstreams in dynamic, fast-paced environments. 

This role requires the willingness and ability to be onsite at the Inspire11 or client location depending on project needs to maximize in-person collaboration and build stronger relationships. 

Inspire11 is unable to sponsor employment visas at this time. Applicants must be legally authorized to work in the U.S. at the time of application and throughout the duration of employment. 

Inspire11’s Privacy Policy: https://www.inspire11.com/privacy-policy/  

U.S. Compensation & Benefits  

Compensation at Inspire11 
Inspire11 follows Title VII of the Civil Rights Act of 1964, the Equal Pay Act of 1963, the Illinois Human Rights Act, the Illinois Equal Wage Act, and the Illinois Equal Pay Act of 2003. We believe that people performing the same role at the same level, with similar levels of ability or experience, should be similarly compensated. We also believe that the most critical factors driving compensation should be an Eleven’s skill, experience, performance, responsibility, and effort. We may also consider an employee’s length of service, relevant education, training, or certification, and the requirements of a specific job. We may also consider whether the cost of living or competition for talent in specific markets requires adjustments in compensation for employees in those markets. Our goal is to fairly compensate all our Elevens based on these factors within the Company’s financial ability.   

Compensation may be increased or decreased at Inspire11’s discretion based on an employee’s performance reviews, market conditions, and the Company’s financial performance. Inspire11 will always notify an employee in writing before any change is made to their compensation.  

Bonuses 
We may allow employees in Sales, Recruiting, or Leadership to earn periodic bonuses based on sales, revenue, client-specific or practice-specific targets. These targets are communicated to each eligible employee via offer letter or annual update. All such target-based bonuses are calculated based on the Company and an individual’s periodic performance and will only be awarded if: (a) the employee is meeting performance expectations and is an employee in good standing of the Company; (b) the target is met; and (c) the Company’s current financial performance and market conditions permit the bonus to be paid out. All periodic bonuses are discretionary and are earned only when paid out.   

Each year, the Company will decide whether the Company’s financial performance, market performance, and business realities allow it to create an annual bonus pool. If the Company decides that annual bonuses may be awarded, then the Leadership Team will grant annual bonuses to employees in good standing based on the same factors discussed in the previous paragraph while also considering employees’ diligence, performance, expertise, skill, judgment, and experience. To be eligible to participate in this annual bonus pool, an employee must be hired by no later than October 1st of the preceding year. Annual bonuses and merit increases may be prorated based on hire date. Employees eligible for target-based periodic bonuses are not eligible to participate in the annual bonus pool.   

Options or Other Equity in Inspire11 
Inspire11 has a legacy program that allowed certain high-performing employees to purchase shares of the Company through an affiliate. The Company also has a newer program that grants options annually to high-performing employees based on their performance reviews, their managers’ recommendation, and leadership approval. These options have a vesting period associated with them.  

Benefits 
Full-time employees are eligible for the following contributory benefits, where premiums are partially paid by the Company and partially by the employee:   

• Medical insurance plans, 
• Dental insurance plans, and  
• Vision insurance plans.  

Full-time employees are eligible for the following benefits provided wholly by the Company:  

• Short-term disability, providing for a benefit of 60% of an employee’s salary up to a maximum of $2,000 per week for up to 11 weeks after a 7-day waiting period; 
• Long-term disability, providing for 60% of an employee’s salary up to a maximum of $10,000 per month for the time period from the 91st day after a qualifying event through the earlier of the end of the disability or age 67; 
• Life insurance, providing for a benefit of two times the employee’s annual salary, up to a maximum payout of $400,000;   
• A connectivity stipend of $325 annually; 
• Employee Assistance Program, providing for confidential counseling sessions, 24-hour crisis support, online peer support groups, skills training, behavioral health coaching, initial free legal consultations (and discounted rates on referred lawyers), online legal forms, assistance with eldercare and parenting services, among other things.  

Full-time employees are also eligible to participate in the Company’s 401(k) plan, which allows employees to contribute to a standard or Roth IRA. According to a vesting schedule, the Company matches 100% of employee contributions up to 3% of an employee’s salary.  

Depending on eligibility and their elections, full-time employees may also have access to certain tax-advantaged savings accounts set up through the Company, into which employees contribute withheld funds:   

• Flexible savings accounts
• Limited-purpose flexible savings accounts  
• Healthcare savings accounts
• Dependent care savings accounts  
• Commuter benefit accounts  

Paid Time Off and Leave 
Inspire11 grants all eligible employees any statutory leave required by federal, Illinois, or other applicable law, such as FMLA, bereavement, sick leave, emergency leave, jury duty or witness leave, and VESSA leave.   

In addition, Inspire11 has a self-managed paid time off policy (PTO) that does not set predetermined upper limits on the amount of PTO an employee may take. All PTO must be requested in advance and approved by the appropriate supervisor to ensure client work can continue. All full-time employees are expected to take a minimum of one week of PTO each year.   

Inspire11 offers paid parental leave to full-time employees who have been with the company for at least one year. Birthing parents are eligible for up to 12 weeks of paid parental leave, while non-birthing parents are eligible for up to 6 weeks. Short-term disability (STD) benefits are also provided following childbirth. When combined with PTO and STD, birthing parents may receive a total of 18–20 weeks of paid leave. Lastly, Inspire11 has eight paid holidays.  

Other Benefits 
Inspire11 also maintains other programs that provide additional benefits to employees, such as:   

• Impact to 11: a charitable giving matching program where, after being employed by Inspire11 for a year, employees may request that a qualifying charity receive up to $500 in matching donations each year. 
• Professional development benefits for qualifying employees: a program allowing for reimbursement of certain course materials and costs on a discretionary basis for employees who have been at Inspire11 for at least 6 months, with supervisor’s approval. 
• Regular gifts of Inspire11 clothes, office items, and swag.  

Disclaimer 
This document applies only to the United States and to Inspire11 LLC, not our worldwide partners.  

Inspire11 reserves the right to change the benefits offered to employees in accordance with applicable law based on business needs, market conditions, and financial stability. Before changing any benefits, Company will notify all employees of the change and will update this document.  

EEOC 
Inspire11 is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. If you need assistance or a reasonable accommodation during the application process, please contact us at hr@inspire11.com, or inform your recruiting partner.