Transact Campus

Coordinate supply chain operations by translating supply plans into action, managing vendor purchase orders, maintaining data hygiene, and supporting S&OP cadence. | Bachelor's degree with over 5 years relevant experience, proficiency in Excel, strong coordination skills for vendor and internal stakeholder management. | Who we are: Illumia is an industry leader in bringing the best integrated technology solutions to education, healthcare, and business campuses worldwide. Illumia was built on the collective expertise of two legacy cultures, and brings together people, technology, and insight to pioneer the art of the experience across the communities we serve. Be a part of this exciting organization and improving the lives of people doing mission-critical work. This position is hybrid if local to our office in Alpharetta, GA or Scottsdale, AZ. Alpharetta, GA - 1125 Sanctuary Parkway, Ste 220, Alpharetta, GA 30009 Scottsdale, AZ - 18700 N. Hayden Rd, Ste 230, Scottsdale, AZ 85255. Why join our team? We strive to provide the 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 named company is 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: As we modernize our supply chain planning platform to drive automated demand and supply forecasting, this role focuses on the coordination and execution work that keeps the planning engine — and the broader supply chain — running smoothly. Job Summary / Purpose The Supply Chain Operations Coordinator is an individual contributor who partners across Purchasing, Operations, Services, and Sales to translate the supply plan into action - surfacing exceptions in the planning system, coordinating vendor purchase orders, supporting the S&OP cadence, and keeping associated master data and cross-functional commitments on track. Who you will work with: Partners closely with internal teams including Purchasing, Operations (Warehouse), Product, Services, Sales, Partnerships, and Finance, the Supply Chain Planning function, the Enterprise Apps team, and supply chain leadership. Also works directly with hardware vendors and logistics partners. Key Responsibilities and Duties Monitor outputs from the planning and forecasting reports, triage exceptions and anomalies, and escalate or resolve issues in partnership with the planning function and Operations. Maintain planning/purchasing data hygiene inside D365 - item attributes, lead times, vendor records, pricing updates, and other master data so the system continues to produce trustworthy forecasts and signals. Coordinate purchase order activity with vendors: place and track POs, follow up on acknowledgments, expedite when needed, and confirm delivery dates back into the system. Own min/max inventory levels - establishing, validating, and adjusting them as conditions change with inputs including, but not limited to, RMA return volumes, pipeline win rates, project installation schedules, and warehouse capacity. Support the Sales & Operations Planning (S&OP) cadence by scheduling sessions, preparing materials, distributing pre-reads, and capturing decisions, action items, and follow-ups. Coordinate logistics for New Product Introduction (NPI) - partnering with Product, Services, and Operations to ensure hardware and accessories are available and sequenced correctly for client installations and launch milestones. Partner with Operations and Services to keep hardware and accessory priorities visible across active projects and client installs. Pull and organize data from the ERP system and related tools to spot trends, surface process gaps, and recommend control improvements to supply chain leadership. Serve as a day-to-day point of contact for vendors and internal stakeholders on order status, planning data corrections, and routine planning questions. Own the vendor meeting cadence: schedule and lead regular check-ins and quarterly business reviews with key hardware vendors and logistics partners, and capture and distribute notes, decisions, and action items. What You’ll Bring: Skills, experience, and attributes that will make you successful in this role: Required Qualifications Education: Associate's or Bachelor's degree in Supply Chain, Business, Operations, or a related field, or equivalent combination of education and relevant experience. Experience: 5+ years of experience in supply chain, operations, purchasing, logistics, or a related coordination role. Skills: Strong coordination and follow-through; clear written and verbal communication for vendor outreach and cross-functional updates; comfort working in data, including pulling, cleaning, and interpreting reports in Excel and/or a planning system. Self-starter who can work independently and collaborate cross-functionally across multiple internal teams without dropping balls. Preferred Qualifications Prior exposure to S&OP processes, demand and supply planning, or ERP/planning systems. Experience working with hardware vendors and purchase order workflows in a technology, distribution, or manufacturing environment. Working knowledge of inventory management concepts and master data management (MDM) practices. Strong Excel skills (pivot tables, lookups, basic data cleanup); familiarity with BI tools (Power BI, Tableau) a plus. Essential Functions of the job: The duties and responsibilities described in this job description are intended to represent the essential functions of the position as defined under applicable federal, state, and local labor laws, including the Americans with Disabilities Act (ADA). These functions are the fundamental job duties required for successful performance. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions unless such accommodations impose an undue hardship on the organization. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Duties may be added, removed, or modified at any time in accordance with business needs and applicable law. What is good to know: Potential travel to internal warehouses to learn products and services associated with inventory management. Competencies and Behaviors Core competencies for this role include collaboration, adaptability, problem-solving, and disciplined follow-through. Illumia's leadership values (below) also shape how we work day to day. Humble: The right leaders for Illumia don't need to own the spotlight — they share credit, define success collectively, and are quick to elevate the contributions of others. This is a company that still writes its story. The leaders who thrive here find energy in building something together, not in being recognized as the smartest person in the room. Hungry: We are not looking for caretakers. We are looking for leaders who are restless about what's possible, self-motivated to close the gap between where we are today and where we need to be, and who are already thinking about the next opportunity before anyone asks. Smart: At Illumia, our leaders must operate across a complex, distributed organization spanning multiple product lines, two legacy cultures, and thousands of customers with competing priorities. Technical skills matter, but the ability to read a room, build trust across functions, and bring people along is what separates a great leader from one who burns the organization out. This position is classified as Exempt under the Fair Labor Standards Act (FLSA) and applicable state wage-and-hour laws. 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. Illumia 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.

Manage day-to-day business operations focusing on order lifecycle and operational stability while collaborating cross-functionally. | Bachelor's degree and 5+ years in operations or order management with ERP/CRM experience, preferably Microsoft Dynamics 365. | Who we are: Illumia is an industry leader in bringing the best integrated technology solutions to education, healthcare, and business campuses worldwide. Illumia was built on the collective expertise of two legacy cultures and brings together people, technology, and insight to pioneer the art of the experience across the communities we serve. Be a part of this exciting organization improving the lives of people doing mission-critical work. Why join our team? We strive to provide the 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. We foster a culture of integrity, respect, continuous development, and innovation. This position is hybrid if local to our office in Alpharetta, GA or Scottsdale, AZ. Alpharetta, GA - 1125 Sanctuary Parkway, Ste 220, Alpharetta, GA 30009 Scottsdale, AZ - 18700 N. Hayden Rd, Ste 230, Scottsdale, AZ 85255 What you will be doing: Job Summary / Purpose The Sales Operations Manager oversees day-to-day business operations to ensure efficiency, quality, and service, with a strong focus on order lifecycle management and continuous improvement. This role ensures operational stability across people, processes, and platforms while partnering cross-functionally with Sales, Finance, and technical teams to protect revenue and customer experience. Who you will work with: This role partners closely with cross-functional teams including Enterprise Applications (EA), Finance, Sales, Accounts Receivable (AR), Accounts Payable (AP), IT, and Product teams. The position also manages and develops a geographically distributed operations team. Key Responsibilities and Duties Own daily operational performance across order processing, renewals, and system integrations Monitor alerts, exceptions, and system failures and ensure timely resolution Ensure adherence to SLAs, internal controls, and compliance requirements Lead operational processes within ERP/CRM systems (e.g., Microsoft Dynamics 365) Partner with IT and Product teams to improve system reliability, automation, and data quality Translate operational issues into clear technical requirements for system enhancements Manage, coach, and develop a geographically distributed operations team Establish performance expectations and drive accountability across the team Identify recurring issues and lead root-cause analysis and continuous improvement initiatives Improve cross-functional workflows between Sales, Operations, Finance, and technical teams Provide clear and actionable reporting to leadership on operational performance Serve as escalation point for complex operational or system-related issues What You’ll Bring Required Qualifications Bachelor’s degree in Business, Operations Management, Supply Chain, or related field (or equivalent experience) 5+ years of experience in operations, order management, or system-driven environments Hands-on experience with ERP/CRM platforms (preferably Microsoft Dynamics 365) Proven ability to manage operational incidents and cross-functional escalations Strong analytical, organizational, and communication skills Preferred Qualifications Experience in SaaS, technology, manufacturing, or distribution operations Familiarity with system integrations, data flows, and operational controls Experience leading teams across multiple time zones Essential Functions of the Job The duties and responsibilities described above represent the essential functions of the role. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform these functions in accordance with applicable laws. What is good to know: This role is critical to ensuring accurate and reliable order flow through complex systems, early issue detection, and continuous operational improvement The Operations Manager plays a key role in protecting revenue, customer experience, and operational credibility Competencies and Behaviors Humble: Shares credit, prioritizes team success, and builds collective outcomes Hungry: Continuously seeks improvement and drives progress proactively Smart: Demonstrates strong interpersonal awareness, collaboration, and cross-functional influence What you get when you join our team: Flexible time off including holidays and volunteer time Health, dental, and vision insurance starting day one Employee assistance program (EAP) Employer-paid life and disability insurance FSA/HSA options 401(k) with company match Employee stock purchase plan Competitive compensation with potential bonus or incentive components

Manage complex, cross-functional strategic initiatives with risk identification and operational improvements. | 5+ years program management experience with ability to handle complex initiatives, preferably in software or consulting. | Who we are: Illumia is an industry leader in bringing the best integrated technology solutions to education, healthcare, and business campuses worldwide. Illumia was built on the collective expertise of two legacy cultures, and brings together people, technology, and insight to pioneer the art of the experience across the communities we serve. Be a part of this exciting organization and improving the lives of people doing mission-critical work. This position is hybrid if local to our office in Alpharetta, GA or Scottsdale, AZ. Alpharetta, GA - 1125 Sanctuary Parkway, Ste 220, Alpharetta, GA 30009 Scottsdale, AZ - 18700 N. Hayden Rd, Ste 230, Scottsdale, AZ 85255 Why join our team? We strive to provide the 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 named company is 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 Program Manager owns end-to-end delivery of strategic programs across Illumia’s most complex, cross-functional initiatives - coordinating across Product, Sales, Finance, Legal, IT, HR, and others - while maintaining accurate status reporting, identifying risks proactively, and holding workstream owners accountable to commitments. This role exists at a defining moment for Illumia: completing the operational unification of two companies, embedding generative AI across the organization, and delivering on a set of strategic commitments that require real coordination, real follow-through, and real accountability. The PMO is the connective tissue that makes that possible. What Success Looks Like Assigned programs are executing against realistic, current plans with documented owners, milestones, dependencies, and risk registers - built and maintained to reflect the actual work, not a lagging or aspirational view Risks, blockers, and cross-functional conflicts are surfaced early and communicated clearly to the right stakeholders at the right cadence, before they become schedule problems Cross-functional program participants across Product, Sales, Finance, Legal, IT, HR, and others describe this person as someone who understands the work, holds people accountable fairly, and makes coordination easier rather than heavier Process improvements have been designed, implemented, and adopted, with measurable gains in cycle time, handoff quality, or operational efficiency visible to functional leaders Executive forums and program status artifacts reflect reality; this person represents program interests clearly and credibly at every level Over time, earns increasing ownership of Illumia's most complex and highest-stakes programs, and is recognized as a contributor to PMO capability-building: developing standards, mentoring others, and raising the bar for how transformation work gets done Who you will work with: Reports directly to the Senior Director, Program Management, and is part of the COO’s Program Management team. This role maintains regular working relationships across all functions, including Product, Engineering, Finance, Legal, IT, and HR, with periodic exposure to the Executive Leadership Team through program reporting and governance forums. There is also a close working relationship with the AI Transformation Lead, given the significant overlap between program execution and Illumia’s AI-enabled operational transformation agenda. What you will bring: Required Qualifications 5+ years of experience in program or project management, operations, or a comparable role with direct accountability for end-to-end initiative delivery Demonstrated ability to manage complex, cross-functional programs in environments with competing priorities and ambiguous problem definitions Strong written and verbal communication skills, including the ability to present program status and risk clearly to senior leaders High personal accountability and follow-through Comfort operating without a complete roadmap: able to structure work, make reasoned judgment calls, and adapt as conditions change Preferred Qualifications Experience in a software company or technology-adjacent environment, particularly in a post-merger, integration, or transformation context Familiarity with enterprise software platforms including ERP, CRM, PSA, or support tooling Background in operational or management consulting, with demonstrated ability to diagnose root causes and recommend structural fixes Formal project management training or certification is a plus Essential Functions of the job: The duties and responsibilities described in this job description are intended to represent the essential functions of the position as defined under applicable federal, state, and local labor laws, including the Americans with Disabilities Act (ADA). These functions are the fundamental job duties required for successful performance. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions unless such accommodations impose an undue hardship on the organization. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Duties may be added, removed, or modified at any time in accordance with business needs and applicable law. What is good to know: Competencies and Behaviors Humble: The right leaders for Illumia don't need to own the spotlight — they share credit, define success collectively, and are quick to elevate the contributions of others. This is a company that still writes its story. The leaders who thrive here find energy in building something together, not in being recognized as the smartest person in the room. Hungry: We are not looking for caretakers. We are looking for leaders who are restless about what's possible, self-motivated to close the gap between where we are today and where we need to be, and who are already thinking about the next opportunity before anyone asks. Smart: At Illumia, our leaders must operate across a complex, distributed organization spanning multiple product lines, two legacy cultures, and thousands of customers with competing priorities. Technical skills matter, but the ability to read a room, build trust across functions, and bring people along is what separates a great leader from one who burns the organization out. This position is classified as EXEMPT under the Fair Labor Standards Act (FLSA) and applicable state wage-and-hour laws. 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 Employer-paid life insurance/AD&D/short-term and long-term disability insurance Comprehensive employee assistance program (EAP) 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. Illumia 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.

Lead engineering team to build and support .NET applications in AWS with focus on reliability and operational excellence. | Bachelor's degree with 8+ years development and 3+ years leadership experience in C#, distributed systems, and AWS. | Who we are: Illumia is an industry leader in bringing the best integrated technology solutions to education, healthcare, and business campuses worldwide. Illumia was built on the collective expertise of two legacy cultures, and brings together people, technology, and insight to pioneer the art of the experience across the communities we serve. Be a part of this exciting organization and improving the lives of people doing mission-critical work. Why join our team? We strive to provide the 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 named company is 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: Lead a high-performing engineering team responsible for building, operating, and supporting mission-critical applications with a strong focus on system reliability and production ownership. Job Summary / Purpose The Senior Manager is responsible for leading a team of Developers and QA Engineers to deliver scalable, high-performing software solutions while maintaining strong ownership of production systems. This role drives modern engineering practices across cloud-native platforms, ensures system reliability, and supports operational excellence through effective production support, incident management, and continuous improvement. Who you will work with: • Software Developers and QA Engineers (direct team) • Product Management for roadmap alignment • Architecture and Platform teams for system design and modernization • Client Success and Support teams for production operations and issue resolution • Implementation teams for deployments and integrations Key Responsibilities and Duties • Lead development and delivery of scalable services and applications built with .NET (C#) and deployed in AWS environments • Drive adoption of modern engineering practices across cloud-native architectures, APIs, and distributed systems • Ensure high standards of code quality, system performance, and operational reliability • Own production health, uptime, and system reliability for supported applications • Lead incident management, root cause analysis, and post-incident improvements • Drive improvements in monitoring, alerting, and observability across systems • Guide system design and technical decisions aligned with architectural standards • Strengthen engineering ownership of system quality, reliability, and production outcomes • Partner with cross-functional teams to support deployments, integrations, and customer environments • Promote adoption of AI-assisted tools to improve engineering productivity, system quality, and operational efficiency • Ensure strong on-call practices and operational readiness across the team What You’ll Bring (Required Qualifications): • Bachelor’s degree in Computer Science, Engineering, or related field (or equivalent experience) • 8+ years of experience in software development and platform engineering • 3+ years of experience leading engineering or cross-functional technical teams • Strong technical expertise in .NET (C#) and distributed system architectures • Experience building and operating applications in AWS cloud environments • Strong understanding of system reliability, production support, incident management, and operational excellence • Experience designing and supporting API-driven and integration-heavy systems • Strong analytical, communication, and stakeholder management skills Preferred Qualifications: • Experience in healthcare technology or mission-critical enterprise systems • Experience supporting large-scale production environments and client deployments • Familiarity with AI-enabled platforms or intelligent automation technologies Essential Functions of the job: The duties and responsibilities described in this job description are intended to represent the essential functions of the position as defined under applicable federal, state, and local labor laws, including the Americans with Disabilities Act (ADA). These functions are the fundamental job duties required for successful performance. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions unless such accommodations impose an undue hardship on the organization. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Duties may be added, removed, or modified at any time in accordance with business needs and applicable law. What is good to know: • This role may participate in on-call rotations or production support escalations • Occasional collaboration across time zones may be required Competencies and Behaviors • Humble: The right leaders for Illumia don't need to own the spotlight — they share credit, define success collectively, and are quick to elevate the contributions of others. This is a company that still writes its story. The leaders who thrive here find energy in building something together, not in being recognized as the smartest person in the room. • Hungry: We are not looking for caretakers. We are looking for leaders who are restless about what's possible, self-motivated to close the gap between where we are today and where we need to be, and who are already thinking about the next opportunity before anyone asks. • Smart: At Illumia, our leaders must operate across a complex, distributed organization spanning multiple product lines, two legacy cultures, and thousands of customers with competing priorities. Technical skills matter, but the ability to read a room, build trust across functions, and bring people along is what separates a great leader from one who burns the organization out. This position is classified as Exempt under the Fair Labor Standards Act (FLSA) and applicable state wage-and-hour laws. 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. Illumia 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.

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/