Transact Campus · 6 hours ago
Senior Financial Analyst
United States
Full-time
Remote
Mid, Senior Level
3+ years expTransact Campus, formed by the merger of CBORD and Transact, is a leader in integrated technology solutions for various sectors including education and healthcare. The Senior Financial Analyst will support the Global Services organization by providing financial insights, collaborating with business leaders, and driving operational performance across multiple functions.
EdTechFinancial ServicesFinTechInformation ServicesInformation TechnologyPayments
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
Qualification
Required
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
Preferred
Experience in an Enterprise SaaS environment is a plus
Experience with Datarails, Microsoft Dynamics D365 or Power BI is a plus
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 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.
Company
Transact Campus
Transact Campus provides comprehensive campus commerce solutions, enhancing convenience and operational efficiency.
501-1000 employees
H1B Sponsorship
Transact Campus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (5)
2023 (2)
2022 (3)
2021 (5)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
unknown2024-08-15Acquired
Leadership Team
Chris Setcos
SVP Partnerships and M&A- Transact+CBORD
Chris Burton
Account Executive
Recent News
2025-12-04
2025-12-02
Company data provided by crunchbase