Transact Campus

Own and execute the product strategy and delivery for payment gateway and acquiring services, ensuring reliability, compliance, and operational excellence. | 5+ years in product management within payments or fintech, strong understanding of payment flows, and experience with payment partners and compliance standards. | Who We Are: Transact + 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. To learn more about our products, please visit our website located here: We are currently searching for qualified candidates for Payments Gateway and Acquiring Product Manager position. Please see the details for the position below. Title: Payments Gateway and Acquiring Product Manager Location: United States (Remote) Role Overview: The Payments Gateway & Acquiring Product Manager is responsible for owning execution and delivery of capabilities within Transact + CBORD’s payment gateway and acquiring services. This role focuses on building, enhancing, and maintaining reliable, compliant payment flows in close partnership with Engineering, Operations, and external payment partners. This is a hands-on product role for someone who understands how modern payment systems work, can translate complex technical and regulatory requirements into clear delivery plans, and uses data to continuously improve payment performance and operational outcomes. Key Responsibilities: Product Strategy & Roadmap: • Define and execute the product strategy and roadmap for the payments for all of Transact + CBORD gateway and acquiring services. • Prioritize features, enhancements, and product innovations based on business objectives, customer feedback, and market trends. • Align product development with business goals and regulatory requirements. Execution & Delivery: • Own delivery of features and enhancements across payment workflows including authorization, settlement, reconciliation, refunds, fee handling, and error management • Partner closely with Product Owners and Engineering to define scope, acceptance criteria, and sequencing • Ensure solutions meet reliability, scalability, and compliance expectations • Drive features from discovery through launch, validation, and iteration Technical & Domain Expertise: • Develop and maintain strong working knowledge of core payment concepts (authorization, capture, settlement, declines, retries, batching, etc.) • Understand how internal systems and external payment partners (processors, acquirers, gateways) interact • Clearly explain technical and payment concepts to both technical and non-technical stakeholders • Support integration of new acquiring capabilities, payment methods, or partner services Analytics & Decision-Making: • Understand and analyze operational payment metrics such as authorization rates, declines, error rates, latency, and Illumination failures • Use data to identify issues, prioritize improvements, and inform delivery decisions • Partner with Engineering and Operations to validate root causes and measure impact of changes Regulatory & Risk Awareness: • Operate with working knowledge of PCI DSS, NACHA, card brand rules, and partner compliance requirements • Identify and surface risks related to security, compliance, or operational exposure • Partner with Risk, Compliance, and Legal teams to ensure issues are addressed early and appropriately Cross-Functional Influence: • Work day-to-day with Engineering, QA, and Operations to deliver payment capabilities • Provide clear, regular updates on delivery status, risks, and outcomes to product leadership and project teams • Tailor communication style and artifacts (written, visual, verbal) to technical and business audiences Customer & Partner Insight: • Engage with select customers and payment partners to gather feedback and validate needs • Support QA and UAT activities to ensure functional correctness and operational readiness • Participate in limited customer pilots and phased rollouts to validate changes before full release Skills: • Strong understanding of end-to-end payment flows, including authorization, capture, settlement, reconciliation, refunds, fee handling, and error management • Familiarity with payment gateways, acquiring models, processors, and third-party payment partners • Ability to translate business and regulatory requirements into clear product features and requirements • Comfort operating in strategic discussions, connecting day-to-day delivery decisions to broader product, business, and platform goals • Strong outcomes-driven mindset, with a focus on measurable impact (e.g., reliability, conversion, efficiency, risk reduction) rather than output alone • Proven execution and delivery discipline in partnership with Engineering, QA, and Operations teams • Experience tracking and interpreting operational payment metrics such as authorization rates, declines, error rates, latency, and Illumination failures • Ability to use data to identify issues, prioritize work, and evaluate the impact of delivered solutions • Working knowledge of PCI DSS, NACHA, card network rules, and related compliance requirements • Ability to identify and escalate security, compliance, or operational risks early and collaborate on mitigation • Clear, effective communicator across technical and business audiences, both verbally and in writing • Experience collaborating cross-functionally and influencing outcomes without formal authority • Comfort engaging directly with customers and external partners to gather feedback, validate changes, and support pilots or phased rollouts • Bias toward practical problem-solving, operational reliability, and continuous improvement over process overhead • Demonstrates a growth mindset by actively seeking feedback, learning from delivery outcomes, and continuously building deeper technical, domain, and decision-making expertise over time Qualifications: • Bachelor’s degree in business, Engineering, Computer Science, or related field. • 5+ years of product management experience in payments, fintech, or e-commerce. Preferred Qualifications: • Experience with acquiring platforms such as Global, Worldpay, FISERV, etc. • Knowledge of emerging payment technologies such as alternative payments and digital wallets. • Technical background in software development, APIs, and system architecture. • Experience with Higher Education a plus. 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 Campus Inc. 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. For more information on other job opportunities and our amazing culture, check us out HERE.

Provide technical support by troubleshooting and resolving customer issues related to software and hardware, using various tools and techniques, and maintaining customer relationships. | Experience in technical support or software troubleshooting, familiarity with Windows/Linux servers, SQL, web technologies, and strong communication skills. | Title: Technical Support Engineer-QuickCharge Location:Albany, NY Office or Fully remote within the US Transact+CBORD is the leader in innovative payment, mobile credential, and commerce solutions for a connected campus. Our mission is to create compelling technology that uniquely simplifies campus operations and makes a meaningful difference in students' lives. With a highly configurable, mobile-centric campus technology ecosystem, we partner with over 1,750 higher education and health institutions to simplify the student experience across the full spectrum of student life. To learn more about our products, please visit our website located here: Transact+CBORD | One Connected Experience (Transact+CBORDcampus.com) We are currently searching for qualified candidates for Technical Support Engineer-QuickCharge. Please see the details for the position below. 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. Key Responsibilities: • Receives and records incident related information using a variety of tools, techniques and procedures. • Conducts analysis, gathers information (i.e. click steps, logs, screen shots), troubleshoots and resolves or recommends resolutions to moderately complex customer problems. • Uses judgment within defined practices and procedures. • Uses knowledge and skills to address customers' needs and resolve problems within existing specifications and standards; unusual problems which may require exceptions to procedures or processes are referred to a more senior engineer. • Troubleshooting with tools and techniques, including network browsers, through Wireshark (or equivalent), Microsoft Windows • Server analysis using built-in and third-party tools, SQL database analysis, HTTP/HTTPS, APIs, web browsers, and Microsoft Internet Information Systems analysis, and more. • Maintains customer relationships by handling their questions and concerns with speed and professionalism. • Establishes priorities and communicates effectively with clients. • Overcomes constraints to resolve client issues and meet established deadlines. • Actively contributes to a knowledge base that improves the effectiveness of the team, and information available to our clients. • Communicate with product teams on customer feedback and help develop longer-term improvement options. • Acting as primary contact for assigned clients with respect to product company performance and operational processes. What you will bring: Able to work in a high-energy, fast-paced environment where change is the order of the day. Ability to troubleshoot using skills related to software functionality / hardware configuration, and technical issues. • Comfortable troubleshooting technical issues via phone/email/ticketing/chat. • Strong analytical, problem solving and interpersonal skills. • Excellent written and verbal communication skills with ability to explain technical concepts to non-technical users • Analytical, methodical, detail-oriented individual. • Strong desire and passion for learning new technologies, investigating technical problems and helping customers. • Demonstrated ability to accept feedback, engage in self-reflection and transform that process into performance improvement. • Practical experience in Information Technology, Engineering, or related technical field • 2-4 years of technical support or software troubleshooting experience • Experience with SQL databases and basic query writing • Familiarity with Windows and/or Linux server environments • Understanding of web technologies (HTTP/HTTPS, APIs, web browsers) • Customer service orientation with patience and empathy • Ability to work independently and manage multiple cases simultaneously • Willingness to learn new technologies and adapt to changing environments 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 Campus Inc. 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. For more information on other job opportunities and our amazing culture, check us out HERE. Remote About the Company: Transact Campus

Conducting implementations, providing training, creating documentation, and supporting operations to ensure client satisfaction. | Bachelor's degree or 1-3 years related experience, proficiency in relevant systems, strong communication skills, and ability to manage stressful situations. | Job Description: • Serve as the Subject Matter Expert (SME) in conducting both on-site and remote implementations • 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 Requirements: • 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 Benefits: • 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

Support strategic financial decision-making through analysis, modeling, and reporting for the healthcare business. | Requires 5-10 years in financial analysis and modeling, proficiency in financial software, and experience in SaaS or technology sectors. | 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. Job Overview We are seeking a detail-oriented and strategic Senior Manager to a critical Finance business partner to our Healthcare business. The ideal candidate will have exceptional analytical skills, robust financial modeling capability, experience in financial planning and analysis, and the ability to translate complex data into actionable insights. This role will directly partner with the General Manager of the Healthcare business 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 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. Key Responsibilities • Financial Analysis & Modeling: Conduct in-depth financial analysis to evaluate company performance and financial insights, including variance analysis, trend analysis, and scenario planning regarding M&A and contingencies. • Business Decision Support: Create business recommendations informed by data-driven analysis to support the decision-making process, including business performance analyses, benchmarking and ROI analysis. • Financial Forecasting & Annual Operating Plans: Analyze and assist in monthly forecast review and consolidation. Assist in consolidation and structuring of annual budget, quarterly forecasts, and long-term financial plans. • Merger & Acquisition Modeling: When needed, perform detailed financial modeling in support of M&A strategy. • Reporting: Prepare financial reports to management, highlighting key financial trends, variances, and insights of the business. • Data Management: Ensure accuracy and integrity of financial data within the financial systems. Develop and maintain financial models, data loads and databases. • KPI Performance Metric tracking: Develop monthly key performance indicators (KPIs) to track business performance and support strategic initiatives. • Ad Hoc Analysis: Provide ad hoc financial analysis to support special projects, strategic initiatives, and business cases. • Collaboration: Work closely with cross-functional teams, including Executive Leadership team, Sales, Marketing, Engineering, Service & Support, and Operations, to gather data and insights for financial analysis. Qualifications • Education: Bachelor's degree in finance, Accounting, Economics, or a related field. MBA or relevant certification (CFA, CPA) is a plus. • Experience: 5-10 years of experience in financial analysis and modeling, preferably in a SaaS or technology company. Experience in a professional services firm, such as investment banking or consulting, is highly desirable. • Technical Skills: Proficiency in financial modeling, advanced Excel skills and robust financial modeling experience. Significant user experience with financial planning and ERP software, preferably NetSuite, and experience with financial planning software. Robust modeling experience a plus. • Analytical Skills: Strong analytical and problem-solving skills, with the ability to synthesize complex data into actionable insights. • Communication: Excellent written and verbal communication skills, with the ability to present complex financial information to non-financial stakeholders. • Attention to Detail: High level of accuracy and attention to detail. • Team Player: Ability to work effectively in a collaborative, flexible, fast-paced environment. “Can do” approach and high level of commitment to delivering accurately and on time. Preferred Qualifications • Deep Knowledge of SaaS Metrics: in-depth understanding of key SaaS metrics such as MRR, ARR, CAC, expansion, retention, churn rates, and renewal rates. • Experience with ERP Systems: Experience with ERP systems such as NetSuite or similar platforms. • Continuous Improvement: A proactive approach to improving financial processes and systems. 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, 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 (https://www.transactcampus.com/company/news-and-press) or CBORD Newsroom (https://www.cbord.com/newsroom/).

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/