Financial Analyst

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.

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