Transact Campus

Support BSA/AML compliance programs by monitoring transactions, investigating suspicious activity, and preparing regulatory reports. | Requires 3-5 years in BSA/AML or related compliance roles, with knowledge of transaction monitoring, regulatory reporting, and compliance software. | Job title: BSA Analyst Location: Transact Campus 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. What you will be doing: The BSA Analyst at Transact Campus plays a critical role in supporting the Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) compliance program within the banking operations function. Reporting directly to the Director of Banking Operations, the analyst will assist in monitoring, analyzing, and investigating transactional activity to identify suspicious behavior, ensure regulatory compliance, and mitigate financial risk related to money laundering and other illicit activities. Job Summary / Purpose • Support the implementation and administration of Transact Campus's BSA/AML compliance program. Coordinate and execute program revisions and enhancements with the Transact Campus Legal & Compliance Department. • Monitor daily and weekly transaction alerts using BSA/AML software tools; conduct timely reviews and investigations of suspicious activity. • Conduct customer due diligence and enhanced due diligence risk assessments as applicable for new clients, industries, products and services. Advise the Director on new client acceptance or denial. • Prepare and file required regulatory reports such as Suspicious Activity Reports (SARs) and Currency Transaction Reports (CTRs) according to applicable law. • Assist the Director and compliance team in investigation efforts, regulatory exam preparations, and audit responses. • Collaborate cross-functionally with banking operations and legal and compliance teams to maintain sound risk control and compliance processes. • Identify areas for process improvement and contribute to risk assessments and compliance training efforts. • Maintain current knowledge of regulatory changes impacting BSA/AML requirements for non-bank financial institutions and Third-Party Payment Processors. Who you will work with: You will be an integral part of the Banking Operations team, reporting directly to the Director of Banking Operations. In this role, you will work closely with the Banking Operations legal and compliance teams to ensure adherence to Bank Secrecy Act (BSA) requirements and related compliance standards. You will collaborate across multiple departments including Operations, Accounting, Client Success, Product, and Professional Services to identify, track, and resolve BSA related issues. Your responsibilities will include monitoring compliance activities, support investigations, and contributing to process improvements that strengthen our risk management framework. Key Responsibilities and Duties • Monitor and track BSA/AML compliance issues. • Investigate suspicious transactions and escalate as needed. • Maintain accurate records and prepare compliance reports. • Collaborate with Operations, Compliance, Accounting, and other teams. • Support audits and regulatory examinations. • Assist with process improvements and risk mitigation. • Ensure adherence to all regulatory requirements and internal policies. Additional Duties • Stay updated on industry trends and best practices. • Ensure compliance with regulatory and organizational standards. • Provide training or support for new systems or processes. What you bring to the table: Required Qualifications • Bachelor's degree or equivalent experience preferred. • Minimum 3 - 5 years of experience in BSA/AML, banking operations, or related compliance roles, preferably in third-party payment processing services or non-bank financial institution. • Strong understanding of BSA, AML, OFAC, US Patriot Act, Third-Party Payment Processor Regulations, Fraud, Know Your Customer (KYC) processes, Third Party Risk Analysis. • Proficiency with transaction monitoring software and case management tools is a plus. • Strong analytical, investigative, and problem-solving skills. • Clear and concise written and verbal communication skills. • Detail-oriented with the ability to manage multiple priorities and deadlines in a dynamic environment. Preferred Qualifications • Experience working in a third-party payment processor, non-bank financial institution or full-service bank. • CAMS Certification or other equivalent professional certification in BSA, AML or Fraud • Ability to work independently and as part of a team with a high level of integrity and professionalism. What is good to know: Remote 10-15% travel based on business needs. Competencies and Behaviors • Regulatory Knowledge – Strong understanding of BSA, AML, OFAC, and KYC requirements. • Analytical Skills – Ability to analyze data and detect suspicious patterns. • Attention to Detail – Accuracy in reviewing transactions and documentation. • Communication – Clear written and verbal skills for reporting and collaboration. • Technical Proficiency – Familiarity with compliance tools, data analysis, and case management systems. • Problem-Solving – Sound judgment in assessing risk and resolving issues. • Collaboration – Effective teamwork across operations, compliance, and other departments. • Integrity & Confidentiality – Commitment to ethical standards and data security. 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, 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/).

Manage a portfolio of healthcare food service accounts, ensuring system optimization, operational efficiency, and client satisfaction through strategic guidance and relationship management. | Requires 4-6 years in account or relationship management, technical aptitude, and experience in software or hardware solutions, preferably in healthcare or hospital operations. | 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 Level II Client Success Manager. Please see the details for the position below. Title: Level II Client Success Manager Location: Remote within the US. Job Description: Our Level II CSM manages a portfolio of middle market healthcare food service accounts, which typically present a balance of operational and strategic needs. These clients often require system optimization, operational efficiency, and reliable performance, while still offering opportunities to expand adoption across departments. The role focuses on building trusted relationships with key stakeholders, providing consultative guidance on best practices, and ensuring that client goals are met through consistent value deliver. Key Attributes: The below attributes are the keys to a successful CSM at CBORD: Inquisitive / Mindfully Curious - You seek to understand what winning looks like for each client Ownership Mindset – you bring grit and growth mindset to your role Connector – you build trusting and lasting relationships with your clients, enabling your champions and influencing your executive decision makers. Job Duties and Responsibilities: Customer Onboarding Work with our Sales and Implementation team members to generate seamless handoffs between groups: Confirming and aligning business goals and expected outcomes Defining the strategy, key metrics and milestones via Client Success Plans Identify the key buyers, influencers and decision makers within our clients’ organization and understand their roles, workflows, and how each contribute to the organization's success. Address any post-implementation changes uncovered through client consultation and discovery calls. Driving Time to Value Develop adoption rollout strategy to lead clients through the adoption process and overall customer engagement throughout their life. Lead change management initiatives to educate and coach clients on the why and what of these new workflows and initiatives Proactively inquire and address challenges they’re facing that’s preventing them from achieving their goals. Optimization & Growth Identify opportunities for process improvement through client chairside and optimization sessions, led over web-based software or on-site with client. Create and deliver Business Reviews (on-site and over the phone) in order to share the quantitative value our solutions are delivering to our clients, generating discussion w/ key stakeholders and decision makers about their progress and challenges. Consistently bring a strategic lens to educate our clients in 3 ways: Market Lens: educate your clients on what’s happening in the hospital industry and how it relates to them Business Lens: understand our clients’ strategic objectives and advise on what they should be thinking about next Product Lens: what tactics are they using to achieve those strategic objectives and how our solutions can help achieve them faster, more efficiently. Advise and educate through best practices and performance benchmarking. Add’l Responsibilies, as needed Proactively address red-flag and re-engage customers through training, chairside and strategy sessions. Partner with Technical Support to communicate effectively with clients on outstanding issues Serve as Voice of the Customer to internal product development teams, and include customers in process through Idea submission, User Experience sessions, Beta participation and Customer Events involvement. Communicate with customers on system upgrades and new features that relate to their objectives. Provide deep CBORD knowledge that is communicated with accuracy and confidence internally and externally. Become an expert in recruitment technology and workflow to deliver consultative solutions to customers. Customer Base: Book of business includes a higher percentage of decentralized accounts, requiring more tactical approach. Relational: Frequently interacts with decision-makers at a senior level, focusing on aligning high-value accounts with organizational objectives. Travel 15%-20% of key accounts. Additional Requirements Bachelor’s degree from a 4-year accredited college or university. 4-6 years in Account Management and/or 5-8 years in Relationship Management, Customer Success or Strategist role, preferably at a software/HW/technology provider. Skilled at building lasting relationships with customers and providing superior value and follow up. Excellent presentation, written and oral communication skills. Adaptable to frequent change. Strong technical aptitude. Ability to learn quickly, multi-task, and handle complex matters with no supervision and with excellent communication Experience in hospital operations solutions is a HUGE plus Intermediate/advanced knowledge in Word, Excel, Power Point and Outlook. Working knowledge of SalesForce.com or similar CRM system. 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

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/