9 open positions available
Resolving complex technical issues, mentoring support engineers, and collaborating on product development and support strategies. | Practical IT or engineering experience, 4-7 years in technical support, advanced troubleshooting, SQL, API, and enterprise software knowledge, with leadership and mentoring skills. | Who we are: Transact and CBORD have joined forces as industry leaders to bring the best integrated technology solutions to education, healthcare, and business campuses worldwide. Be a part of this exciting new partnership, committed to transforming organizations and improving the lives of people doing mission-critical work. Why join our team? We strive to provide the very best customer experience in the industry and have succeeded with a single, strong motivating principle: We serve our user community. Our success and growth are directly attributed to our people. Our newly combined companies are dedicated to fostering a culture of integrity, respect, and continuous personal development. We maintain an entrepreneurial spirit, where creativity, innovative problem-solving, and learning agility drive our day-to-day actions. Job title: Senior Technical Support Engineer Location: Remote What you’ll be doing: As a Senior Technical Support Engineer, you will be a subject matter expert who handles our most complex technical challenges and serves as a technical mentor to junior engineers. You'll lead critical issue resolution, collaborate directly with Engineering teams on product defects, and contribute to the strategic direction of support processes. This role requires deep technical expertise combined with leadership capabilities to drive excellence across the support organization. Your responsibilities include: Resolving escalated technical issues that others cannot solve Leading customer crisis situations Developing advanced troubleshooting procedures Mentoring Technical Support Engineers and Associates. You’ll also participate in product development discussions, contribute to technical documentation, and represent the support perspective in cross-functional initiatives. Who you’ll work with: You’ll work closely with Support Managers on strategic initiatives and serve as a technical lead for your specialized team. You’ll collaborate extensively with Product Engineering, Quality Assurance, and Customer Success teams on complex issues and product improvements. You’ll mentor junior staff while partnering with Lead Support Engineers on organizational development initiatives. Your customer interactions will include technical consultations with senior IT leaders, participation in executive business reviews, and direct involvement in critical issue resolution for high-value accounts. What you bring to the table: Core Requirements: Practical experience in Information Technology, Engineering, or related technical field 4-7 years of progressive technical support experience with increasing complexity Advanced troubleshooting skills across multiple technology stacks Proven mentoring and knowledge transfer capabilities Experience leading critical issue resolution and customer crisis management Strong SQL skills including complex query writing and performance optimization Deep understanding of enterprise software architecture and integrations Experience with API development/troubleshooting and web services Excellent communication skills with ability to present to executive audiences Leadership capabilities with demonstrated influence without direct authority Preferred Qualifications: Bachelor's degree in Computer Science or related field of study Experience in healthcare, higher education, or financial services with regulatory knowledge Advanced knowledge of security protocols and compliance frameworks Experience with cloud platforms and modern DevOps practices Background in software development or system administration Project management experience and cross-functional leadership Industry certifications relevant to product portfolio Experience with customer success or professional services delivery Campus Identity & Access: Expert-level knowledge of Transact IDX architecture and enterprise credential management Advanced understanding of campus security systems, biometric integration, and emergency protocols Deep expertise in mobile credential ecosystems, NFC technology, and contactless access systems Leadership in identity management strategy, access control optimization, and security compliance Experience with campus integration architecture and identity provider service connectivity Food Service & Nutrition: Advanced expertise in NetMenu enterprise architecture and healthcare nutrition system integration Deep understanding of HL7/FHIR standards and patient information system interoperability Expert knowledge of food service optimization, dietary compliance automation, and nutrition analytics Leadership in food production workflow design, inventory optimization, and waste reduction strategies Experience with clinical nutrition systems and healthcare food service regulatory compliance Payment & Transaction Systems: Expert-level understanding of Transact One platform architecture and payment ecosystem design Advanced PCI-DSS expertise, payment security frameworks, and fraud prevention systems Deep knowledge of campus card operations optimization and financial transaction processing Leadership in payment gateway integration, merchant services strategy, and tokenization implementation Experience with fintech innovation, mobile payment technology, and financial risk management Point of Sale & Commerce: Advanced expertise in enterprise POS architecture and retail operations optimization Deep understanding of campus commerce ecosystems and merchant integration platforms Expert knowledge of vending system integration, self-service technology, and IoT device management Leadership in inventory management optimization, sales analytics, and revenue enhancement strategies Experience with e-commerce platform integration and omnichannel retail technology What’s good to know: This role requires flexibility for critical issue response including after-hours and weekend availability. Travel may be required for customer escalations, training delivery, or strategic initiatives (typically 5-10%). You'll have opportunities to present at industry conferences and contribute to thought leadership. This position offers advancement paths to Lead Support Engineer, Customer Engineering, or management roles. Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions. Transact + CBORD is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor. As of Aug. 20, 2024, Transact and CBORD have merged to drive innovation and operational excellence across education, healthcare, and corporate markets. You can read more about the merger here: Transact News or CBORD Newsroom.
Lead client-facing implementations, manage project scope, timelines, and quality, and coordinate technical and functional teams. | Bachelor's degree, 3-5 years managing complex system implementations, client-facing experience, and strong communication skills. | Who We Are: CBORD and Transact have come together as industry leaders in integrated technology solutions, powering housing, access, foodservice, nutrition, eCommerce, card systems, and innovative payment, mobile credential, and commerce solutions. Our technology supports K-12 and higher education, healthcare, senior living, and business campuses, creating connected campus experiences that simplify operations and enhance lives. With a mobile-centric ecosystem and partnerships with over 1,750 institutions, we are dedicated to improving the student experience across all aspects of campus life. We are currently searching for qualified candidates for Project Manager. Please see the details for the position below. Title: Project Manager Location: Remote within the US Job Description: We are seeking an experienced Project Manager to lead client-facing implementations across our physical access and mobile credential product offerings. This individual will oversee project execution, drive quality outcomes, and maintain exceptional client relationships throughout each engagement. Qualifications: We are seeking an experienced Project Manager to lead client-facing implementations across our physical access and mobile credential product offerings. This individual will oversee project execution, drive quality outcomes, and maintain exceptional client relationships throughout each engagement. What You’ll Do Client & Stakeholder Management Serve as the primary point of contact for clients throughout project lifecycles. Build strong relationships with technical and project leaders at client institutions. Ensure high levels of responsiveness, communication, and customer satisfaction. Project Planning & Delivery Lead the end-to-end delivery of projects, ensuring scope, timelines, and quality standards are met. Develop project schedules, documentation, and work assignments for consulting team members. Monitor progress, resolve issues, and provide hands-on support for complex technical or customer needs. Manage project changes, risks, dependencies, and interventions to keep initiatives on track. Requirements & Technical Leadership Gather and evaluate requirements through interviews, workshops, documentation analysis, site visits, and workflow reviews. Translate user requests into clear scope definitions and actionable requirements. Provide functional and technical guidance to consulting staff; act as project lead on advanced or specialized initiatives. Communication & Reporting Prepare and deliver project status reports for clients, internal teams, and leadership. Ensure accurate collection, dissemination, and storage of project information across stakeholders. Resource & Financial Management Plan and manage project team resources to leverage strengths and support development needs. Oversee project administration including forecasting, financial tracking, time/expense reconciliation, and adherence to standards. Required Qualifications Bachelor’s degree in Business Administration, Project Management, or related field. 3–5 years of experience managing complex system implementations or integrations. Background in fast-paced consulting or similar client-facing environments. Strong ability to manage scope, budgets, schedules, risks, and stakeholder expectations. Demonstrated leadership and people management capabilities. Excellent communication, presentation, analytical, and problem-solving skills. Ability to partner effectively with technical and functional teams on both client and internal sides. Preferred Qualifications PMP or equivalent certification. Experience delivering technical projects in Higher Education. Knowledge of physical security, access control, mobile credentials, or campus software (e.g., carding, meal plans). Experience working directly within or supporting Higher Ed organizations. Travel Requirements Approximately 10% travel. Planning for the Future: Employer paid Life Insurance / AD&D / Short-Term Voluntary Long-Term Disability Insurance / Term Life Insurance / AD&D Access to FSA Plans & Commuter Benefit Plans 401(k) Savings Plan where the Company Match of $0.50 for each $1 you contribute on the first 8% of pay. Both your contribution and the company contribution are immediately 100% vested. Access to the Roper Employee Stock Purchase Plan Paid Parental Leave Program. Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions. Transact + CBORD is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor. As of Aug. 20, 2024, Transact and CBORD have merged to drive innovation and operational excellence across education, healthcare, and corporate markets. You can read more about the merger here: Transact News or CBORD Newsroom. This position will be responsible for the handling of PHI (personal health information) and/or other types of SPI (sensitive personal information) and will be expected to comply with all applicable laws and internal policies with regards to handling of PHI/SPI. https://illinoisjoblink.illinois.gov/ CBORD Employment Candidate Privacy Notice Transact Employment Candidate Privacy Notice
As an Associate Implementation Consultant, you will conduct on-site and remote implementations of CBORD solutions while training clients and providing best practice recommendations. You will also create detailed documentation and collaborate with team members to ensure client satisfaction. | A bachelor's degree is preferred, or 1 to 3 years of related experience in the food production industry. Strong communication skills and proficiency in training and presenting are essential. | Who We Are: Transact and CBORD have come together as industry leaders in integrated technology solutions, powering housing, access, foodservice, nutrition, eCommerce, card systems, and innovative payment, mobile credential, and commerce solutions. Our technology supports K-12 and higher education, healthcare, senior living, and business campuses, creating connected campus experiences that simplify operations and enhance lives. With a mobile-centric ecosystem and partnerships with over 1,750 institutions, we are dedicated to improving the student experience across all aspects of campus life. We are currently searching for qualified candidates for an Associate Implementation Consultant role. Please see the details for the position below. Job title: Associate Implementation Consultant Location: Remote Why join our team? We strive to provide the very best customer experience in the industry and have succeeded with a single, strong motivating principle: We serve our user community. Our success and growth are directly attributed to our people. Our newly combined companies are dedicated to fostering a culture of integrity, respect, and continuous personal development. We maintain an entrepreneurial spirit, where creativity, innovative problem-solving, and learning agility drive our day-to-day actions. What you’ll be doing: As an Associate Implementation Consultant at CBORD, you will serve as the Subject Matter Expert (SME) in conducting both on-site and remote implementations. Your pivotal role includes training clients and providing best practice recommendations to guarantee their success. Execute on-site and remote implementations of CBORD solutions Provide comprehensive training and share best practice recommendations Collaborate with internal and external team members to ensure client satisfaction Create detailed documentation, including agendas, status reports, and implementation plans Offer support and review operations to align with best practices Coordinate technical support as needed Achieve revenue and billable utilization targets Continuously develop and expand knowledge of CBORD systems and supporting tools Who you’ll work with: External customers Internal customers including Implementation, Project Managers, Database Services, FNS Integration Services, Sales, Support and Managed Services What you bring to the table: Bachelor’s degree preferred, or 1 to 3 years of related experience in food production industry or food production training (kitchen and dietary experience) Formal education in professional development, experience in adult learning and/or Registered Dietitian/DTR (FNS products), CDM experience a plus Strong experience with relevant systems and proficiency in training and presenting Excellent writing, communication, interpersonal, and human relations skills Effective time management, decision-making, and organizational abilities Customer-first mindset with a professional appearance Intermediate proficiency with Microsoft Office suite Ability to manage stressful situations effectively Personal credit card with sufficient credit for ten days of travel expenses What’s good to know: Regular business travel based on client needs, typically 50% with travel Monday-Thursday. Home office-based when not traveling. Valid driver’s license required. What you get when you join our team: Flexible time off to include paid holidays and volunteer time Robust health, dental, and vision insurance plans on your first day of employment Comprehensive employee assistance program (EAP) Employer-paid life insurance/AD&D/short-term and long-term disability insurance Flexible spending account (FSA) or health savings account (HSA) Matched 401(k) Employee stock purchase plan Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions. Transact + CBORD is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor. As of Aug. 20, 2024, Transact and CBORD have merged to drive innovation and operational excellence across education, healthcare, and corporate markets. You can read more about the merger here: Transact News or CBORD Newsroom.
Support HR operations, manage employee records, assist with onboarding/offboarding, and contribute to HR projects. | Approximately 1-3 years of HR experience, familiarity with HRIS systems, strong organizational and communication skills, and relevant certifications preferred. | Who We Are: Transact and CBORD have come together as industry leaders in integrated technology solutions, powering housing, access, foodservice, nutrition, eCommerce, card systems, and innovative payment, mobile credential, and commerce solutions. Our technology supports K-12 and higher education, healthcare, senior living, and business campuses, creating connected campus experiences that simplify operations and enhance lives. With a mobile-centric ecosystem and partnerships with over 1,750 institutions, we are dedicated to improving the student experience across all aspects of campus life. About the Role: We’re looking for a highly organized, detail-oriented, and adaptable Human Resources Specialist to join our energetic and supportive People & Culture team. In this role, you’ll provide essential administrative and people-operations support, helping us create a smooth and meaningful employee experience. You’ll work on everything from onboarding tasks and personnel updates to organizing digital files, supporting compliance efforts, building organizational charts, and assisting with data reporting and team communications. If you enjoy keeping things running behind the scenes, love improving processes, and want to help shape a positive workplace culture, this role is a great opportunity to grow your career in Human Resources. Title: Human Resources Specialist Location: Remote Key Responsibilities: Support daily People & Culture operations, including monitoring and responding to the HR mailbox, maintaining accurate employee records, filing, and performing data entry tasks. Assist with the full employee lifecycle, including onboarding, offboarding, and new hire orientation. Help maintain compliance with I-9 documentation and employment verification requirements. Organize and manage digital files within SharePoint and other systems to keep people data accurate and accessible. Build and update organizational charts to support team planning and clarity across the organization. Run standard reports, including headcount and turnover trends. Assist with People & Culture projects, including onboarding experiences, engagement initiatives, and process improvements. Contribute to team communications, including drafting content for newsletters and updates. Protect confidential information and always uphold professional standards. Jump in on new tasks and evolving needs as the team. Qualifications: Minimum of an associate's degree—ideally in HR, Business Administration, or a related field—with approximately 1–3 years of Human Resources experience. HR certifications such as PHR, SHRM-CP, or equivalent credentials are preferred. Strong organizational skills and the ability to manage multiple priorities. Fast learner with the ability to adapt to new systems, processes, and tools. Positive, collaborative approach to working with teammates and employees across the company. Experience using UKG Pro or similar HRIS systems. Familiarity with SharePoint and the Microsoft Office Suite. Excellent written and verbal communication skills. Planning for the Future: Employer paid Life Insurance / AD&D / Short-Term Voluntary Long-Term Disability Insurance / Term Life Insurance / AD&D Access to FSA Plans & Commuter Benefits Plans 401(k) Savings Plan - Company Match of $0.50 for each $1 you contribute on the first 8% of pay. Both your contribution and the company contribution are immediately 100% vested. Access to Roper Employee Stock Purchase Plan. Paid Parental Leave Program. Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions. Transact + CBORD is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor.
The Data Analyst will focus on creating dashboards across multiple teams and delivering insights for data-driven decisions. Responsibilities include building and maintaining Power BI dashboards and ensuring data accuracy. | Candidates should have a bachelor's degree in a related field and 1-2 years of experience in data analytics. Proficiency in Power BI and Excel, along with basic SQL knowledge, is required. | Who We Are: CBORD and Transact have come together as industry leaders in integrated technology solutions, powering housing, access, foodservice, nutrition, eCommerce, card systems, and innovative payment, mobile credential, and commerce solutions. Our technology supports K-12 and higher education, healthcare, senior living, and business campuses, creating connected campus experiences that simplify operations and enhance lives. With a mobile-centric ecosystem and partnerships with over 1,750 institutions, we are dedicated to improving the student experience across all aspects of campus life. We are currently searching for qualified candidates for Data Analyst. Please see the details for the position below. Title: Data Analyst – Healthcare and Corporate Location: Remote within the US Job Description: We are seeking a Data Analyst to join our Healthcare Business Operations team. This role will focus on creating dashboards across multiple teams (Sales, Customer Success, Operations, Finance, and Product) and delivering insights that enable leaders to make data-driven decisions. The analyst will be responsible for building and maintaining Power BI dashboards, ensuring data accuracy, and translating business needs into actionable reporting. This is an excellent opportunity for someone early in their analytics career who is eager to grow, develop technical skills, and make an immediate impact by improving how our teams use data. Qualifications: Build and maintain dashboards that provide clear, accurate, and actionable insights. Gather and analyze data from multiple systems (CRM, ERP, support, product usage, and financial systems). Partner with cross-functional teams to understand reporting needs and translate them into dashboard requirements. Ensure data accuracy and consistency across all reporting outputs. Provide ad-hoc analysis to support business initiatives and leadership decisions . Document dashboard processes, data sources, and business rules for long-term maintainability. Required Skills & Qualifications: Bachelor’s degree in Business, Analytics, Data Science, or related field (or equivalent experience). 1–2 years of experience in a data, reporting, or analytics. Hands-on experience with Power BI (preferred), or similar BI tools (Tableau, Looker, etc.). Strong proficiency in Excel and basic knowledge of SQL. Analytical thinker with attention to detail and accuracy. Strong communication skills — able to explain data and dashboards to non-technical stakeholders. Curiosity and eagerness to learn new tools, techniques, and business processes. Planning for the Future: Employer paid Life Insurance / AD&D / Short-Term Voluntary Long-Term Disability Insurance / Term Life Insurance / AD&D Access to FSA Plans & Commuter Benefit Plans 401(k) Savings Plan where the Company Match of $0.50 for each $1 you contribute on the first 8% of pay. Both your contribution and the company contribution are immediately 100% vested. Access to the Roper Employee Stock Purchase Plan Paid Parental Leave Program. Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions. Transact + CBORD is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor. As of Aug. 20, 2024, Transact and CBORD have merged to drive innovation and operational excellence across education, healthcare, and corporate markets. You can read more about the merger here: Transact News or CBORD Newsroom. This position will be responsible for the handling of PHI (personal health information) and/or other types of SPI (sensitive personal information) and will be expected to comply with all applicable laws and internal policies with regards to handling of PHI/SPI. https://illinoisjoblink.illinois.gov/ CBORD Employment Candidate Privacy Notice Transact Employment Candidate Privacy Notice
Create and maintain Power BI dashboards, analyze data from multiple systems, provide ad-hoc analysis, and collaborate with teams to enable data-driven decisions. | 1-2 years experience in data or analytics role, proficiency in Power BI and Excel, basic SQL knowledge, strong communication skills, and ability to handle PHI/SPI data. | Description: • Create, build, and maintain Power BI dashboards across Sales, Customer Success, Operations, Finance, and Product teams • Gather and analyze data from multiple systems (CRM, ERP, support, product usage, and financial systems) • Translate business needs into actionable reporting and dashboard requirements • Ensure data accuracy and consistency across all reporting outputs • Provide ad-hoc analysis to support business initiatives and leadership decisions • Document dashboard processes, data sources, and business rules for long-term maintainability • Collaborate with cross-functional teams to deliver insights that enable data-driven decisions • Handle PHI/SPI in accordance with applicable laws and internal policies Requirements: • Bachelor’s degree in Business, Analytics, Data Science, or related field (or equivalent experience) • 1–2 years of experience in a data, reporting, or analytics role • Hands-on experience with Power BI (preferred) or similar BI tools (Tableau, Looker, etc.) • Strong proficiency in Excel • Basic knowledge of SQL • Analytical thinker with attention to detail and accuracy • Strong communication skills — able to explain data and dashboards to non-technical stakeholders • Curiosity and eagerness to learn new tools, techniques, and business processes • Ability to handle PHI/SPI and comply with applicable laws and internal policies Benefits: • Employer paid Life Insurance / AD&D / Short-Term Voluntary Long-Term Disability Insurance / Term Life Insurance / AD&D • Access to FSA Plans & Commuter Benefit Plans • 401(k) Savings Plan with Company Match of $0.50 per $1 on first 8% of pay (immediately 100% vested) • Access to the Roper Employee Stock Purchase Plan • Paid Parental Leave Program • Remote work (Location: Remote within the US)
Build and maintain Power BI dashboards and provide actionable insights to support multiple teams in data-driven decision making. | 1-2 years experience in data/analytics, proficiency in Power BI and Excel, basic SQL knowledge, strong communication skills, and eagerness to learn. | Who We Are: CBORD and Transact have come together as industry leaders in integrated technology solutions, powering housing, access, foodservice, nutrition, eCommerce, card systems, and innovative payment, mobile credential, and commerce solutions. Our technology supports K-12 and higher education, healthcare, senior living, and business campuses, creating connected campus experiences that simplify operations and enhance lives. With a mobile-centric ecosystem and partnerships with over 1,750 institutions, we are dedicated to improving the student experience across all aspects of campus life. We are currently searching for qualified candidates for Data Analyst. Please see the details for the position below. Title: Data Analyst – Healthcare and Corporate Location: Remote within the US Job Description: We are seeking a Data Analyst to join our Healthcare Business Operations team. This role will focus on creating dashboards across multiple teams (Sales, Customer Success, Operations, Finance, and Product) and delivering insights that enable leaders to make data-driven decisions. The analyst will be responsible for building and maintaining Power BI dashboards, ensuring data accuracy, and translating business needs into actionable reporting. This is an excellent opportunity for someone early in their analytics career who is eager to grow, develop technical skills, and make an immediate impact by improving how our teams use data. Qualifications: • Build and maintain dashboards that provide clear, accurate, and actionable insights. • Gather and analyze data from multiple systems (CRM, ERP, support, product usage, and financial systems). • Partner with cross-functional teams to understand reporting needs and translate them into dashboard requirements. • Ensure data accuracy and consistency across all reporting outputs. • Provide ad-hoc analysis to support business initiatives and leadership decisions . • Document dashboard processes, data sources, and business rules for long-term maintainability. Required Skills & Qualifications: • Bachelor’s degree in Business, Analytics, Data Science, or related field (or equivalent experience). • 1–2 years of experience in a data, reporting, or analytics. • Hands-on experience with Power BI (preferred), or similar BI tools (Tableau, Looker, etc.). • Strong proficiency in Excel and basic knowledge of SQL. • Analytical thinker with attention to detail and accuracy. • Strong communication skills — able to explain data and dashboards to non-technical stakeholders. • Curiosity and eagerness to learn new tools, techniques, and business processes. Planning for the Future: • Employer paid Life Insurance / AD&D / Short-Term • Voluntary Long-Term Disability Insurance / Term Life Insurance / AD&D • Access to FSA Plans & Commuter Benefit Plans • 401(k) Savings Plan where the Company Match of $0.50 for each $1 you contribute on the first 8% of pay. • Both your contribution and the company contribution are immediately 100% vested. • Access to the Roper Employee Stock Purchase Plan • Paid Parental Leave Program. Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions. Transact + CBORD is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor. As of Aug. 20, 2024, Transact and CBORD have merged to drive innovation and operational excellence across education, healthcare, and corporate markets. You can read more about the merger here: Transact News or CBORD Newsroom. This position will be responsible for the handling of PHI (personal health information) and/or other types of SPI (sensitive personal information) and will be expected to comply with all applicable laws and internal policies with regards to handling of PHI/SPI. https://illinoisjoblink.illinois.gov/ CBORD Employment Candidate Privacy Notice Transact Employment Candidate Privacy Notice
Partner with business leaders to deliver financial insights, build financial models, lead budgeting and forecasting, develop reporting tools, and support strategic decision-making. | Requires 3+ years FP&A or related accounting experience, advanced Excel skills, strong analytical thinking, and effective communication; SaaS experience is a plus. | Who We Are: CBORD and Transact have come together as industry leaders in integrated technology solutions, powering housing, access, foodservice, nutrition, eCommerce, card systems, and innovative payment, mobile credential, and commerce solutions. Our technology supports K-12 and higher education, healthcare, senior living, and business campuses, creating connected campus experiences that simplify operations and enhance lives. With a mobile-centric ecosystem and partnerships with over 1,750 institutions, we are dedicated to improving the student experience across all aspects of campus life. Title: Sr. Financial Analyst Location: Remote within the US We are seeking a Sr. Financial Analyst to support the Global Services organization, which includes Professional Services, Customer Support, Supply Chain, and Procurement, for the combined Transact + CBORD business. This role offers a unique opportunity to work across a broad range of functions that are critical to the company’s success. As part of the FP&A team, you will collaborate closely with general managers and senior leaders to provide financial insights, support strategic initiatives, and help drive operational performance. Key Highlights: Cross-Functional Visibility: Support multiple service lines and collaborate across teams to gain deep insight into strategic and operational priorities. Process Leadership: Design and implement scalable financial processes and reporting frameworks in a fast-changing post-merger environment. Strategic Partnership: Work directly with business leaders to influence decisions, optimize outcomes, and deliver measurable value. Enterprise Impact: Build credibility across the company while helping FP&A become a key driver of growth and operational excellence. This is a high-visibility position with the potential to make a meaningful impact on the organization’s growth, efficiency, and strategic direction as the FP&A team and broader company work to optimize operations and shape the future of the unified Transact + CBORD business. Key Responsibilities: Partner closely with business leaders across Global Services to deliver financial insights, align on strategic goals, and support high-impact decision-making. Build and maintain financial models to support business planning, evaluate strategic initiatives, and conduct ad hoc analyses that drive growth and efficiency. Lead budgeting and forecasting processes across multiple functions, continuously refine financial assumptions with evolving business dynamics, and improve forecast accuracy by understanding business drivers and partnering with stakeholders. Develop and automate dashboards and reporting tools to monitor KPIs, uncover trends, and surface actionable insights; enhance performance tracking and lead variance analysis to identify key drivers and translate into operational decisions. Create and present reporting packages for senior leadership, contributing to monthly and quarterly business reviews with clear, concise narratives. Dive into complex datasets to transform swaths of data into meaningful insights that drive smart business decisions. Take initiative to streamline and elevate processes, ensuring scalable, reliable, and insightful financial reporting in a post-merger environment. Requirements: BA/BS in Finance, Accounting, Business Administration, Economics, Data Science, or related. Three (3) or more years of experience in FP&A, management consulting, or public and managerial accounting. Advanced Excel skills. Meticulous attention to detail and a drive for accuracy. Clear and confident communicator—able to translate data into stories. Highly organized with the ability to manage multiple priorities and projects simultaneously. Strong analytical thinker with a high degree of precision and critical reasoning. Self-motivated and capable of working independently with minimal direction. Experience in an Enterprise SaaS environment is a plus. Experience with Datarails, Microsoft Dynamics D365 or Power BI is a plus. Planning for the Future: Employer paid Life Insurance / AD&D / Short-Term. Voluntary Long-Term Disability Insurance / Term Life Insurance / AD&D . Access to FSA Plans & Commuter Benefit Plans . 401(k) Savings Plan where the Company Match of $0.50 for each $1 you contribute on the first 8% of pay. Both your contribution and the company contribution are immediately 100% vested. Access to the Roper Employee Stock Purchase Plan . Paid Parental Leave Program. Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions. Transact + CBORD is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor. As of Aug. 20, 2024, Transact and CBORD have merged to drive innovation and operational excellence across education, healthcare, and corporate markets. You can read more about the merger here: Transact News or CBORD Newsroom. This position will be responsible for the handling of PHI (personal health information) and/or other types of SPI (sensitive personal information) and will be expected to comply with all applicable laws and internal policies with regards to handling of PHI/SPI. https://illinoisjoblink.illinois.gov/
The Senior Financial Analyst will partner closely with business leaders to deliver financial insights and support decision-making. They will also lead budgeting and forecasting processes and develop reporting tools to monitor KPIs. | Candidates should have a BA/BS in a relevant field and at least three years of experience in FP&A or related areas. Advanced Excel skills and strong analytical thinking are essential for this role. | Who We Are: CBORD and Transact have come together as industry leaders in integrated technology solutions, powering housing, access, foodservice, nutrition, eCommerce, card systems, and innovative payment, mobile credential, and commerce solutions. Our technology supports K-12 and higher education, healthcare, senior living, and business campuses, creating connected campus experiences that simplify operations and enhance lives. With a mobile-centric ecosystem and partnerships with over 1,750 institutions, we are dedicated to improving the student experience across all aspects of campus life. Title: Sr. Financial Analyst Location: Remote within the US We are seeking a Sr. Financial Analyst to support the Global Services organization, which includes Professional Services, Customer Support, Supply Chain, and Procurement, for the combined Transact + CBORD business. This role offers a unique opportunity to work across a broad range of functions that are critical to the company’s success. As part of the FP&A team, you will collaborate closely with general managers and senior leaders to provide financial insights, support strategic initiatives, and help drive operational performance. Key Highlights: Cross-Functional Visibility: Support multiple service lines and collaborate across teams to gain deep insight into strategic and operational priorities. Process Leadership: Design and implement scalable financial processes and reporting frameworks in a fast-changing post-merger environment. Strategic Partnership: Work directly with business leaders to influence decisions, optimize outcomes, and deliver measurable value. Enterprise Impact: Build credibility across the company while helping FP&A become a key driver of growth and operational excellence. This is a high-visibility position with the potential to make a meaningful impact on the organization’s growth, efficiency, and strategic direction as the FP&A team and broader company work to optimize operations and shape the future of the unified Transact + CBORD business. Key Responsibilities: Partner closely with business leaders across Global Services to deliver financial insights, align on strategic goals, and support high-impact decision-making. Build and maintain financial models to support business planning, evaluate strategic initiatives, and conduct ad hoc analyses that drive growth and efficiency. Lead budgeting and forecasting processes across multiple functions, continuously refine financial assumptions with evolving business dynamics, and improve forecast accuracy by understanding business drivers and partnering with stakeholders. Develop and automate dashboards and reporting tools to monitor KPIs, uncover trends, and surface actionable insights; enhance performance tracking and lead variance analysis to identify key drivers and translate into operational decisions. Create and present reporting packages for senior leadership, contributing to monthly and quarterly business reviews with clear, concise narratives. Dive into complex datasets to transform swaths of data into meaningful insights that drive smart business decisions. Take initiative to streamline and elevate processes, ensuring scalable, reliable, and insightful financial reporting in a post-merger environment. Requirements: BA/BS in Finance, Accounting, Business Administration, Economics, Data Science, or related. Three (3) or more years of experience in FP&A, management consulting, or public and managerial accounting. Advanced Excel skills. Meticulous attention to detail and a drive for accuracy. Clear and confident communicator—able to translate data into stories. Highly organized with the ability to manage multiple priorities and projects simultaneously. Strong analytical thinker with a high degree of precision and critical reasoning. Self-motivated and capable of working independently with minimal direction. Experience in an Enterprise SaaS environment is a plus. Experience with Datarails, Microsoft Dynamics D365 or Power BI is a plus. Planning for the Future: Employer paid Life Insurance / AD&D / Short-Term. Voluntary Long-Term Disability Insurance / Term Life Insurance / AD&D . Access to FSA Plans & Commuter Benefit Plans . 401(k) Savings Plan where the Company Match of $0.50 for each $1 you contribute on the first 8% of pay. Both your contribution and the company contribution are immediately 100% vested. Access to the Roper Employee Stock Purchase Plan . Paid Parental Leave Program. Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions. Transact + CBORD is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor. As of Aug. 20, 2024, Transact and CBORD have merged to drive innovation and operational excellence across education, healthcare, and corporate markets. You can read more about the merger here: Transact News or CBORD Newsroom. This position will be responsible for the handling of PHI (personal health information) and/or other types of SPI (sensitive personal information) and will be expected to comply with all applicable laws and internal policies with regards to handling of PHI/SPI. https://illinoisjoblink.illinois.gov/
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