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What's the Short Version? The Credit Analyst works closely with SanMar's customers, and internal teams to assist in business building opportunities while managing SanMar's risk of financial loss.

Pennsylvania Workers’ Compensation Billing Specialist Position SummaryMUST LIVE IN NJ, PA, OR FLWe are seeking an experienced Pennsylvania Workers’ Compensation Billing Specialist to manage billing and accounts receivable for our Pennsylvania Workers’ Compensation claims.

About Melita

Melita is an HR, Benefits, and Payroll outsourcing company, serving and building lasting relationships with small and mid-sized employers in the U.S. and abroad. We were founded over 30 years ago on a simple principle: to help our clients succeed by innovating, serving, and supporting their Human Resources, Employee Benefits, and Payroll needs. As a results-driven organization, we hold ourselves accountable for our promises and we celebrate the successes of our clients. We live by a set of shared values that drive everything we do, and we are known for our high-integrity approach to building relationships with our clients and partners.

Position Summary

The Global Payroll Specialist is a key role on Melita’s growing Payroll Services team as we expand our payroll services beyond the U.S. You will own the end-to-end payroll process for our international clients, using primarily ADP and Rippling payroll technologies (with additional platforms possible as we grow), and hold yourself to a standard of 100% error-free, on-time payrolls.

Just as important, you will help build Melita’s global payroll capability. As our clients grow into new countries, you will learn each country’s statutory, tax, and processing requirements and help stand up the internal processes that let us deliver a complete payroll solution wherever our clients operate. This role suits someone who loves payroll, brings strong critical-thinking and problem-solving skills, and genuinely enjoys learning new systems, rules, and geographies.

Reporting and Scope

• Reports to: Global Payroll Services Manager
• Location: Remote
• Current scope: International payroll clients across multiple countries, with Canada and the United Kingdom currently making up the majority, expanding to additional countries as our client base grows
• Key partners: Client payroll and HR contacts, and Melita’s Payroll, Tax, and Client Service teams

Core Responsibilities:

International Payroll Execution

• Execute and manage the entire payroll process for your assigned international clients using ADP and Rippling payroll technologies, with the goal of 100% error-free payrolls.
• Process new hires, changes, terminations, and off-cycle items accurately and on time for every pay cycle, respecting each country’s statutory rules and deadlines.
• Reconcile and validate each payroll before release, and coordinate funding, filings, and reporting as required in each jurisdiction.

Client Partnership

• Work directly with client contacts to collect required data, resolve issues, process changes, and obtain the approvals needed for timely processing of each payroll.
• Earn each client’s trust and confidence by executing every detail expertly and on time, so they can focus on their business knowing Melita is on the job.
• Communicate proactively and professionally, and keep clean, well-documented records of every payroll and issue.

Global Expansion and New-Country Build-Out

• Help establish payroll-processing capability in new countries as needed to support key clients: learn the country’s statutory, tax, and processing requirements, define and implement the internal payroll process, and partner with the client to launch a complete payroll solution.

Systems and Continuous Improvement

• Become an advanced user of ADP and Rippling payroll platforms (and any additional platforms we adopt) as well as Melita’s custom Salesforce CRM.
• Document repeatable processes and contribute to the standards and tools that let the Payroll Services team scale internationally.

Qualifications:

Required Qualifications

• Hands-on payroll experience in US, Canada and the UK; experience in other international jurisdictions is a plus.
• Experience with ADP Workforce Now payroll technology.
• Strong critical-thinking, problem-solving, and attention to detail, with comfort managing payroll for multiple clients under deadline pressure.
• A genuine enthusiasm for payroll and for learning new systems, rules, and geographies.
• Excellent communication skills and a high-integrity, client-first approach.

Preferred Qualifications

• A college degree and/or a professional payroll designation (for example the Canadian PCP or CPM, the UK CIPP, or the US CPP).
• Experience standing up or building out a payroll process in a new country.
• Familiarity with a CRM (Salesforce) and modern, technology-enabled payroll workflows.

What Success Looks Like

• Your clients’ payrolls run error-free and on time, every cycle, in every country you support.
• Clients rely on you as their payroll expert and trust your proactive, professional communication.
• When a client expands into a new country, Melita is ready, because you helped build the

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Company Description

At lastminute.com, we live for the holidays. We are the European Travel-Tech leader in Dynamic Holiday Packages. With technology, we turn spontaneous thoughts into meaningful experiences, helping people travel the world

Job Description

The Consolidation team is deliberately small. There is no layer between you and the output: you will own workstreams end to end, report directly to the Head of Consolidation, and see your work land in the numbers the Group publishes.

It also puts you at the centre of the finance organisation. Consolidation sits at the point where every local finance team, the Group functions and the external auditors converge, so you will build a view of how the whole business works that few other roles offer. If you want technical IFRS work with visibility, this is the seat.

The job in brief:

• Job Title: Consolidation specialist
• Working model : Hybrid from Chiasso or full-remote from Romania
• Team: Consolidation team within the Finance department.
• Location: Chiasso (CH) or Romania
• Contract: Permanent (100%)
• Travel time required: Very limited

What your impact will be:

You will contribute actively to the preparation, analysis and release of the Group consolidated financial statements, in line with IFRS, our internal control requirements and the Group monthly financial calendar. You will also support the team on work that serves other departments across the Group.

What You Will Need to Solve:

• Prepare, maintain and execute the reconciliation of consolidated ledger accounts and financial statements: monthly consolidated balance sheet, profit and loss, cash flow and equity statements, capital expenditure schedules, intercompany schedules and related deliverables
• Preparation and execution of consolidation adjustments and intercompany calculations according to the Group’s Transfer Pricing policies
• Reconciliation of the Group Net Financial Position on a monthly basis and accounting of key personnel long-term incentive plans
• Run periodical reviews of the reporting packages prepared by local finance managers in Tagetik
• Support the preparation of the Impairment Test (IAS 36) and of interim and annual disclosures
• Support the preparation of forecast figures and financial modelling on request both at Group and local level.

Systems, process and control:

• Develop, test, deploy and maintain consolidated reports in Tagetik
• Design and maintain internal controls over financial reporting processes, ensuring control activities in your area of responsibility are fully executed, documented, and formalised
• Build and maintain documented procedures that keep systems, processes and controls running efficiently and financial reporting accurate, including reporting guidelines for Group subsidiaries and maintaining of the Group Chart of Accounts
• Support the implementation and set-up of consolidation procedures and the intercompany set-up

Working with others

• Manage the relationship with external auditors and consultants on ordinary requests under the supervision of the Head of Consolidation
• Act as a reference point for local finance teams and other Group functions on consolidation and reporting matters

Qualifications

Your expertise:

• Master’s degree in accounting or finance
• At least three years in technical accounting and financial reporting, with deep knowledge of IFRS, gained in a large multinational group or in an audit or consultancy firm
• Deep knowledge of consolidation rules and techniques
• Professional-level English, written and spoken
• Practical fluency in AI tools like Claude, standing alongside IFRS expertise. Candidates must already use AI to speed up real-world reporting and analysis while possessing the critical judgment required to know when to trust AI outputs and when to double-check them for accuracy
• Advanced Microsoft Excel: lookups, pivot tables and confidence working with large volumes of data. Solid working knowledge of Google Workspace, in particular G-Sheets

Desirable:

• Audit experience gained in a Big 4 firm
• Working knowledge of Tagetik, or of a comparable consolidation and reporting system

Additional Information

Perks of working with us:

How we work together:

- An inclusive, friendly, and international environment (you’ll be working with colleagues from +10 countries and over 48 nationalities)

- Shorter working week (36h as full time), with a half working day on Fridays

- Flexible start and end of the working day

- Possibility to work from anywhere for a period of time per year defined according to local regulations

How we learn together:

- Fri-Yays: half a day on Friday morning with a no-meeting mandate and dedicated to deep work, personal growth, learning and training and/or focus time.

- Professional and managerial skills development training paths, access to e-learning platforms such as O’reilly, Udemy, Coursera (depending on the department), and to our internal platform offering bespoke training content

Other perks:

- 2 paid days off per year for volunteering purposes

- Occasional social events to foster connections among colleagues

- Travel industry discounts and flash exclusive staff fares

- We support our employees through life’s significant moments with leave options (e.g parental responsibilities, marriages, bereavements, relocations, etc.) in line with local laws.

Wish you were here? We do, too!

Selection process steps*:

- HR interview

- 1st interview (Manager): soft skills + technical knowledge

-  Final meeting in person (Chiasso)

- Offer extended

(*Please note the process can slightly vary. The recruiter in charge will share more details when setting up the interview)

Our commitment to celebrate diversity and generate belonging

At the heart of our culture is a commitment to inclusion across race, gender, age, sexual orientation, religion, gender identity or expression, and accessibility. We strongly believe in an equal opportunity space, which is welcoming and celebrates the uniqueness of everyone who works here. We value different lived experiences and respect viewpoints, as we know unicity drives innovation. We want to make sure our people reflect the communities across the world we help travel.

Eligibility criteria:

By submitting your information and application, you confirm that you are legally authorised to work in the country of employment and that you do not require visa sponsorship to obtain employment visa status.

Company Description

At lastminute.com, we live for the holidays. We are the European Travel-Tech leader in Dynamic Holiday Packages. With technology, we turn spontaneous thoughts into meaningful experiences, helping people travel the world

Job Description

The Consolidation team is deliberately small. There is no layer between you and the output: you will own workstreams end to end, report directly to the Head of Consolidation, and see your work land in the numbers the Group publishes.

It also puts you at the centre of the finance organisation. Consolidation sits at the point where every local finance team, the Group functions and the external auditors converge, so you will build a view of how the whole business works that few other roles offer. If you want technical IFRS work with visibility, this is the seat.

The job in brief:

• Job Title: Consolidation specialist
• Working model : Hybrid from Chiasso or full-remote from Romania
• Team: Consolidation team within the Finance department.
• Location: Chiasso (CH) or Romania
• Contract: Permanent (100%)
• Travel time required: Very limited

What your impact will be:

You will contribute actively to the preparation, analysis and release of the Group consolidated financial statements, in line with IFRS, our internal control requirements and the Group monthly financial calendar. You will also support the team on work that serves other departments across the Group.

What You Will Need to Solve:

• Prepare, maintain and execute the reconciliation of consolidated ledger accounts and financial statements: monthly consolidated balance sheet, profit and loss, cash flow and equity statements, capital expenditure schedules, intercompany schedules and related deliverables
• Preparation and execution of consolidation adjustments and intercompany calculations according to the Group’s Transfer Pricing policies
• Reconciliation of the Group Net Financial Position on a monthly basis and accounting of key personnel long-term incentive plans
• Run periodical reviews of the reporting packages prepared by local finance managers in Tagetik
• Support the preparation of the Impairment Test (IAS 36) and of interim and annual disclosures
• Support the preparation of forecast figures and financial modelling on request both at Group and local level.

Systems, process and control:

• Develop, test, deploy and maintain consolidated reports in Tagetik
• Design and maintain internal controls over financial reporting processes, ensuring control activities in your area of responsibility are fully executed, documented, and formalised
• Build and maintain documented procedures that keep systems, processes and controls running efficiently and financial reporting accurate, including reporting guidelines for Group subsidiaries and maintaining of the Group Chart of Accounts
• Support the implementation and set-up of consolidation procedures and the intercompany set-up

Working with others

• Manage the relationship with external auditors and consultants on ordinary requests under the supervision of the Head of Consolidation
• Act as a reference point for local finance teams and other Group functions on consolidation and reporting matters

Qualifications

Your expertise:

• Master’s degree in accounting or finance
• At least three years in technical accounting and financial reporting, with deep knowledge of IFRS, gained in a large multinational group or in an audit or consultancy firm
• Deep knowledge of consolidation rules and techniques
• Professional-level English, written and spoken
• Practical fluency in AI tools like Claude, standing alongside IFRS expertise. Candidates must already use AI to speed up real-world reporting and analysis while possessing the critical judgment required to know when to trust AI outputs and when to double-check them for accuracy
• Advanced Microsoft Excel: lookups, pivot tables and confidence working with large volumes of data. Solid working knowledge of Google Workspace, in particular G-Sheets

Desirable:

• Audit experience gained in a Big 4 firm
• Working knowledge of Tagetik, or of a comparable consolidation and reporting system

Additional Information

Perks of working with us:

How we work together:

- An inclusive, friendly, and international environment (you’ll be working with colleagues from +10 countries and over 48 nationalities)

- Shorter working week (36h as full time), with a half working day on Fridays

- Flexible start and end of the working day

- Possibility to work from anywhere for a period of time per year defined according to local regulations

How we learn together:

- Fri-Yays: half a day on Friday morning with a no-meeting mandate and dedicated to deep work, personal growth, learning and training and/or focus time.

- Professional and managerial skills development training paths, access to e-learning platforms such as O’reilly, Udemy, Coursera (depending on the department), and to our internal platform offering bespoke training content

Other perks:

- 2 paid days off per year for volunteering purposes

- Occasional social events to foster connections among colleagues

- Travel industry discounts and flash exclusive staff fares

- We support our employees through life’s significant moments with leave options (e.g parental responsibilities, marriages, bereavements, relocations, etc.) in line with local laws.

Wish you were here? We do, too!

Selection process steps*:

- HR interview

- 1st interview (Manager): soft skills + technical knowledge

-  Final meeting in person (Chiasso)

- Offer extended

(*Please note the process can slightly vary. The recruiter in charge will share more details when setting up the interview)

Our commitment to celebrate diversity and generate belonging

At the heart of our culture is a commitment to inclusion across race, gender, age, sexual orientation, religion, gender identity or expression, and accessibility. We strongly believe in an equal opportunity space, which is welcoming and celebrates the uniqueness of everyone who works here. We value different lived experiences and respect viewpoints, as we know unicity drives innovation. We want to make sure our people reflect the communities across the world we help travel.

Eligibility criteria:

By submitting your information and application, you confirm that you are legally authorised to work in the country of employment and that you do not require visa sponsorship to obtain employment visa status.

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About Standard Bots

Standard Bots builds AI-native industrial robot arms deployed at manufacturing facilities across the U.S. In June 2026 we closed a $200M Series C at a $1B valuation, led by RoboStrategy with continued backing from General Catalyst and new participation from the Amazon Industrial Innovation Fund and Samsung Next. This role is central to building the financial infrastructure to match our growth.

Note: This is a full-time, remote role open to candidates based anywhere in the U.S.

The Role

We’re bringing payroll in-house. Standard Bots is migrating off a PEO onto Workday, with a January 1 go-live, and we’re hiring a Payroll Specialist to own payroll end-to-end from day one of that transition.

This is a hands-on role with real scope. You’ll run every payroll cycle, own the accuracy of what lands in employees’ bank accounts, and be the person the rest of the company comes to with payroll questions. You’ll also help finish standing up Workday Payroll – testing, parallel runs, configuration cleanup – and then run the system you helped build. If you like the combination of building something new and running it well, this is that job.

You’ll report directly to the Senior Finance Manager and work closely with People Ops.

What You’ll Do

Payroll Operations

- Own and execute full-cycle multi-state payroll in Workday for salaried and hourly employees, including off-cycle runs, terminations, retro pay, and bonus and commission payments

- Maintain payroll data integrity in Workday – earnings and deduction codes, pay groups, work locations, tax elections, garnishments, and direct deposit

- Track hourly time and attendance, overtime, shift differentials, and PTO accruals in coordination with Manufacturing Operations

- Serve as the first point of contact for employee payroll questions, resolving them accurately and discreetly

Workday Implementation Support

- Support the final phase of the Workday Payroll implementation: configuration validation, test and parallel payroll runs, data migration checks, and cutover from our current PEO

- Document payroll procedures and build the internal controls, checklists, and approval workflows a growing company needs

Tax & Compliance

- Register and maintain state and local payroll tax accounts as we hire into new jurisdictions; monitor filings, deposits, and agency notices, and resolve issues through to closure

- Support quarter- and year-end payroll processes: 941s, W-2s, state filings, and amendments

Benefits, GL & Audit

- Administer payroll-side benefit and 401(k) deductions, including contribution changes and funding files; partner with People Ops and the plan provider on reconciliations and census data

- Reconcile payroll to the general ledger each cycle; prepare payroll journal entries and accruals and support the monthly close

- Provide payroll data and reconciliations for the annual financial statement audit, 401(k) audit, workers’ compensation audit, and R&D tax credit studies

What We’re Looking For

- 3+ years of full-cycle payroll experience, including multi-state payroll in the U.S.

- Hands-on Workday Payroll experience is required – processing payroll in Workday, not just viewing reports in it

- Working knowledge of federal, state, and local payroll tax rules, wage and hour law, and FLSA classification

- Experience with payroll GL mapping, reconciliation, and journal entries

- Strong Excel skills and comfort working with large data sets

- Exceptional accuracy and follow-through – the judgment to spot when a number looks wrong before it goes out the door

- Sound discretion with confidential compensation and employee data

- Clear written communication and the ability to work independently in a remote, fast-moving environment

Nice to Have

- Experience transitioning payroll from a PEO to an in-house Workday environment

- Experience with a manufacturing or other hourly, non-exempt workforce

- Workday Payroll implementation or configuration exposure (EIBs, calculated fields, payroll reporting)

- Experience at a venture-backed company scaling through rapid headcount growth

- CPP or FPC certification

Compensation and Benefits

The salary range for this role is $70,000 to $90,000, depending on experience. We are open to a variety of seniority levels for this role and will build compensation packages that are commensurate with seniority and skill level. Base salary is just one part of the overall compensation at Standard Bots. All Full-Time Employees are eligible for Employee Stock Options. We also offer a package of benefits including paid time off, medical/dental/vision insurance, life insurance, disability insurance, and 401(k) to regular full-time employees.

We are seeking a highly skilled Payroll Analyst to support accurate, timely, and compliant payroll operations across multiple countries, including the U.S. This role is responsible for processing end-to-end payroll, administering Workday Payroll and Time Tracking, investigating and resolving complex payroll issues, performing payroll audits and reconciliations, ensuring compliance with payroll tax regulations, and delivering exceptional customer service to stakeholders. The ideal candidate will possess strong analytical skills, payroll processing experience, the ability to work collaboratively across HR, Finance, and other business functions, while contributing to continuous process improvement, with a proven ability to enhance efficiency, strengthen controls, and support global payroll strategy

What You Will Do

• Responsible for end-to-end U.S. payroll processing and assist with international payroll activities.
• Analyze payroll data to identify discrepancies, investigate root causes, and resolve issues accurately and within established timelines.
• Review and validate payroll inputs, including earnings, deductions, taxes, garnishments, tax levies, and one-time payments, ensuring accuracy and compliance with company policies and regulatory requirements.
• Analyze payroll reports and perform payroll reconciliations, including gross-to-net balancing, payroll tax reconciliations, and time-to-payroll reconciliations.
• Manage off-cycle payrolls, payroll adjustments, and employee terminations, including final pay compliance.
• Ensure payroll deadlines are consistently met through adherence to payroll calendars, checklists, and sign-off procedures.
• Support compliance with federal, state, and local payroll tax regulations and wage and hour requirements.
• Support quarterly and year-end payroll activities, including W-2 processing, payroll tax reconciliations, audits, and regulatory reporting.
• Support internal and external audits by maintaining accurate payroll documentation and records.
• Administer and support Workday Payroll and Time Tracking, including payroll processing, time entry, approvals, and time calculation rules.
• Support the configuration, testing, troubleshooting, and enhancement of Workday Payroll and Time Tracking in accordance with Change Management procedures.
• Maintain payroll and timekeeping reports, including year-to-date earnings, exception reports, and audit reports.
• Partner with HRIS and the Payroll Manager on Workday enhancements, testing, and releases.
• Monitor, audit, and reconcile timekeeping data to ensure accuracy and compliance with company policies.
• Maintain payroll and timekeeping reports, including year-to-date earnings, exception reports, and audit reports.
• Respond promptly to payroll inquiries from employees and managers while providing exceptional customer service.
• Serve as the backup contact for managing the allotment inbox.
• Identify opportunities to improve payroll and timekeeping processes through automation and continuous improvement initiatives.
• Develop and maintain payroll documentation, standard operating procedures (SOPs), and process documentation to support consistency and cross-training.
• Participate in cross-functional projects and perform other duties and special projects as assigned by the Payroll Manager or Corporate Accounting Team Lead

What You Will Need

• Bachelor’s degree in Accounting, Finance, Human Resources, or related field preferred.
• 5+ years of progressive payroll experience and 3+ years with Workday payroll modules.
• Strong expertise in U.S. payroll tax compliance.
• Expert-level Microsoft Excel skills (advanced PivotTables, VLOOKUP, database creation).
• Strong report writing and data analysis skills.
• Proven ability to manage complexity in a global payroll environment with attention to detail and accuracy.
• Excellent analytical, problem-solving, and communication skills with commitment to confidentiality and integrity.
• Ability to thrive in a dynamic, global workplace and build strong cross-cultural partnerships.
• Ability to work independently with minimal supervision

What We Offer

What We Offer

The base salary range for this position is $80k to $84k/year.  Offered salary will be determined by several factors, including but not limited to: applicant’s education, experience, knowledge, skills and abilities, as well as internal equity and alignment with geographic market data.  Business Wire reserves the right to modify this salary range at any time.

Business Wire’s total rewards include:

• Ability to work remotely
• Excellent health benefits that begin on your first day of employment
• $100 monthly fitness allotment, a tuition reimbursement program, and enhanced mental health resources
• 401(k) plan with generous company match, and annual profit sharing contribution (subject to company performance)
• PTO, Floating Holidays, Wellness Day Off, Birthday Day Off, and more!

Headquarters: United States, Remote

Job Title:  Financial Analyst

Location: United State, REMOTE

Salesloft are building the next era of enterprise revenue — one where teams make confident decisions powered by AI and real signals. By combining our scale, insights, and AI innovation, we’re building the industry’s first Predictive Revenue System, enabling humans and AI to work together to make smarter decisions and drive consistent growth.

With thousands of customers using our platforms every day, we have an unmatched view into how revenue is actually won — the Revenue Context that reveals what happens, when, and with what outcome. This gives us a unique opportunity to transform an entire category and set a new benchmark for how modern revenue teams operate.

Join us to help transform how companies around the world run revenue — and build the platform that will guide leading revenue teams into the future.

THE OPPORTUNITY:

At Salesloft, our Financial Analyst will be pivotal to our company’s success. You will be a key member of our fast-growing and high-performing Finance team and will be a critical partner in scaling the company by building key business relationships across the organization. We believe that the most successful SaaS businesses rely on agile, data-driven finance partners who look beyond budget variances to turn operational data into strategic growth.

On a day-to-day basis, you will be responsible for serving as the dedicated finance partner to our Customer Success, Professional Services, and G&A organizations alongside our FP&A leadership. Specifically, you will:

• Lead Financial Partnering: Support departmental heads with headcount management, monthly budgeting, forecasting, and actuals variance analysis.
• Maintain Revenue & Retention Metrics: Own the source of truth for retention and churn forecasting models, partnering directly with Revenue Operations and Order Management to ensure data integrity.
• Drive Executive Reporting: Prepare monthly and quarterly management reporting—analyzing financial results, identifying key operational trends, and communicating insights to senior leadership.
• Leverage Modern Tech & AI: Utilize Pigment as our core FP&A planning platform and Claude AI to accelerate data analysis, reporting, and scenario modeling to automate finance workflows.
• Execute Strategic Modeling: Perform ad-hoc financial modeling and scenario analyses to evaluate operational risks and strategic business initiatives.

In addition to working with amazing colleagues who exemplify our ‘team over self’ core value, you will also have the opportunity to work directly across different management levels to solve complex financial challenges and shape how we scale a world-class revenue platform. You will have an opportunity to make a difference.

WHAT WE’RE LOOKING FOR:

We are seeking a self-motivated, customer-centric, and highly analytical problem solver who is passionate about making an impact. You are an independent thinker with an eye for process improvement, comfortable navigating fast-paced environments, and eager to leverage cutting-edge tools to automate finance workflows. If you’re looking for an opportunity to learn more, do more, and become more, then becoming a Financial Analyst is the career path for you!

THE TEAM:

The Finance team consists of results-oriented SaaS professionals with a strong analytical mindset and a passion for strategic problem solving. The team members share a few common traits: they are collaborative, highly curious, detail-oriented, and focused on helping the company scale cleanly.

THE SKILL SET:

• 2 to 3 years of experience in FP&A, Sales Operations, or quantitative financial analysis roles within a high-growth tech or B2B SaaS environment.
• Advanced proficiency in Microsoft Excel / Google Sheets for financial modeling.
• Hands-on experience with modern FP&A platforms (specifically Pigment) and comfort using AI tools (such as Claude AI) to drive analytical productivity.
• Solid understanding of core SaaS post-sales business metrics (e.g., NRR, GRR, Churn, ARR).
• Strong communication, interpersonal, and presentation skills to interact effectively with business partners and executive management.
• High adaptability and problem-solving skills; comfortable working in a fast-paced team with evolving priorities.
• Collaborative mentality by prioritizing ‘we’ and not focusing on ‘me’. 

At Salesloft, we are committed to creating an inclusive and supportive workplace where everyone belongs and can thrive. We focus on culture add, not culture fit, and believe our teams are made stronger by the unique perspectives, experiences, and identities each person brings.

We are proud to be an Equal Opportunity Employer and provide employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, pregnancy, or any other characteristic protected by law.

If you’re excited about this role even though your experience may not perfectly match every requirement, we encourage you to apply. We are actively hiring across multiple geographies and would love to welcome passionate, curious, and mission-driven individuals to our growing team. Explore our open roles and consider joining us!

______________________________________________________________________________________________

Please note that all official communication regarding job opportunities at Salesloft will come from @ salesloft.com email address. If you receive messages on LinkedIn or other job platforms claiming to be from Salesloft, they may not be legitimate. To verify the authenticity of any job-related communication, please visit our official Careers site.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, notetaking, or summarizing responses. These tools assist our recruitment team but do not replace human judgment — all hiring decisions are made by people. If you would like more information about how your data is processed or prefer to opt out of any AI-assisted tools, please let your recruiter know. Opting out will not impact your experience or consideration.

 

#LI-REMOTE

It is Salesloft’s intent to pay all Lofters competitive wages and salaries that are motivational, fair and equitable.  The goal of Salesloft’s compensation program is to be transparent, attract potential employees, meet the needs of all current employees and encourage employees to stay with our organization.  

Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location.

The total compensation package for this position may also include performance bonus, benefits and/or other applicable incentive compensation plans. 

Base Pay Range$67,000—$77,500 USD

To apply: https://weworkremotely.com/remote-jobs/salesloft-financial-analyst

Headquarters: United States, Remote

Job Title:  Financial Analyst

Location: United State, REMOTE

Clari + Salesloft are building the next era of enterprise revenue — one where teams make confident decisions powered by AI and real signals. By combining our scale, insights, and AI innovation, we’re building the industry’s first Predictive Revenue System, enabling humans and AI to work together to make smarter decisions and drive consistent growth.

With thousands of customers using our platforms every day, we have an unmatched view into how revenue is actually won — the Revenue Context that reveals what happens, when, and with what outcome. This gives us a unique opportunity to transform an entire category and set a new benchmark for how modern revenue teams operate.

Join us to help transform how companies around the world run revenue — and build the platform that will guide leading revenue teams into the future.

At Clari + Salesloft, our Financial Analyst will be pivotal to our company’s success. You will be a key member of our fast-growing and high-performing Finance team and will be a critical partner in scaling the company by building key business relationships across the organization. We believe that the most successful SaaS businesses rely on agile, data-driven finance partners who look beyond budget variances to ensure our R&D investments directly fuel platform innovation and growth.

On a day-to-day basis, you will be responsible for serving as the dedicated finance partner to our Research & Development (Product & Engineering) organization alongside our FP&A leadership. Specifically, you will:

• Lead R&D Financial Partnering: Serve as the dedicated finance partner to Product & Engineering leadership, evaluating unit-level economics, engineering headcount, and investment KPIs that drive our product roadmap.
• Drive Executive Reporting: Prepare monthly and quarterly management reporting—analyzing financial results, tracking key trends, and communicating business risks and insights to senior leadership.
• Leverage Modern Tech & AI: Utilize Pigment as our core FP&A planning platform and Claude AI to accelerate data analysis, reporting, and scenario modeling to automate finance workflows.
• Execute Business Case & Strategic Modeling: Perform ad-hoc business case evaluations and scenario analyses to guide strategic technology initiatives and investment decisions.
• Support Financial Operations: Partner with Accounting during the month-end close process to complete variance analysis and assist with R&D financial reporting.

In addition to working with amazing colleagues who exemplify our ‘team over self’ core value, you will also have the opportunity to work directly across different management levels to solve complex financial challenges and shape how we scale a world-class revenue platform. You will have an opportunity to make a difference.

WHAT WE’RE LOOKING FOR:

We are seeking a self-motivated, tech-savvy, and highly analytical problem solver who is passionate about making an impact. You are an independent thinker with an eye for process improvement, comfortable navigating fast-paced environments, and eager to leverage cutting-edge tools to optimize financial strategy for software engineering teams. If you’re looking for an opportunity to learn more, do more, and become more, then becoming a Financial Analyst is the career path for you!

THE TEAM:

Our Clari + Salesloft Finance team is comprised of seasoned and up-and-coming finance and analytics professionals.

The Finance team consists of results-oriented SaaS professionals with a strong analytical mindset and a passion for strategic problem solving. The team members share a few common traits: they are collaborative, highly curious, detail-oriented, and focused on helping the company scale cleanly.

THE SKILL SET:

• 2 to 3 years of experience in FP&A, Sales Operations, or quantitative financial analysis roles within a high-growth tech or B2B SaaS environment.
• Advanced proficiency in Microsoft Excel / Google Sheets for financial modeling.
• Hands-on experience with modern FP&A platforms (specifically Pigment) and comfort using AI tools (such as Claude AI) to drive analytical productivity.
• Exposure to or strong interest in R&D and technology finance (e.g., engineering headcount planning, cloud infrastructure costs, or software capitalization).
• Tech-savvy with strong analytical skills and the ability to learn new systems and workflows quickly.
• Excellent communication, interpersonal, and presentation skills to interact effectively with engineering leaders and executive management.
• Collaborative mentality by prioritizing ‘we’ and not focusing on ‘me’.

WITHIN ONE MONTH, YOU’LL:

• Attend Salesloft’s New Hire Orientation, where you will learn our Salesloft story and understand what makes our “Lofters” unique 
• Begin 1:1’s with your manager, understand your 30-60-90 plan, meet & shadow current members of the Salesloft team, and delve into your group(s)
• Set your OKRs (Objectives and Key Results) with your manager and develop an action plan to achieve them
• Meet key partners in the broader Finance team, Business partners, Operations, etc. - they will be key relationships for you
• Be introduced to our financial statements, systems (especially Pigment), processes, and data

WITHIN THREE MONTHS, YOU’LL:

• Deepen understanding of the company’s financial processes, including budgeting, forecasting, variance analysis, and reporting
• Become proficient in using al systems, especially Pigment
• Begin collaborating directly with business partners to understand their budget, forecast, and assumptions behind them to assist in the next forecast
• Drive the month end close reporting and variance analysis for your group(s)
• Develop relationships with all relevant stakeholders to provide analytical support for strategic and operational decision-making

WITHIN SIX MONTHS, YOU’LL:

• Become the direct FP&A business partner and point of contact for your group(s) to act as a trusted advisor, providing financial guidance and support
• Take ownership of budgeting and forecasting your respective group(s) with a focus on increased forecast accuracy and continual process improvement
• Own the monthly financial reporting to your respective group(s), including ELT member

WITHIN TWELVE MONTHS, YOU’LL:

• Own the budget and long-range planning for your group(s)
• Contribute to broader company-wide strategic planning in support of long-term goals and initiatives
• Proactive identity areas of risk and opportunity within your group(s) and downstream impacts to other areas of the organization 

At Clari + Salesloft, we are committed to creating an inclusive and supportive workplace where everyone belongs and can thrive. We focus on culture add, not culture fit, and believe our teams are made stronger by the unique perspectives, experiences, and identities each person brings.

We are proud to be an Equal Opportunity Employer and provide employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, pregnancy, or any other characteristic protected by law.

If you’re excited about this role even though your experience may not perfectly match every requirement, we encourage you to apply. We are actively hiring across multiple geographies and would love to welcome passionate, curious, and mission-driven individuals to our growing team. Explore our open roles and consider joining us!

______________________________________________________________________________________________

Please note that all official communication regarding job opportunities at Clari + Salesloft will come from an @clari.com  or @ salesloft.com email address. If you receive messages on LinkedIn or other job platforms claiming to be from Clari + Salesloft, they may not be legitimate. To verify the authenticity of any job-related communication, please visit our official Careers site.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, notetaking, or summarizing responses. These tools assist our recruitment team but do not replace human judgment — all hiring decisions are made by people. If you would like more information about how your data is processed or prefer to opt out of any AI-assisted tools, please let your recruiter know. Opting out will not impact your experience or consideration.

 

#LI-REMOTE

It is Salesloft’s intent to pay all Lofters competitive wages and salaries that are motivational, fair and equitable.  The goal of Salesloft’s compensation program is to be transparent, attract potential employees, meet the needs of all current employees and encourage employees to stay with our organization.  

Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location.

The total compensation package for this position may also include performance bonus, benefits and/or other applicable incentive compensation plans. 

Base Pay Range$67,000—$77,500 USD

To apply: https://weworkremotely.com/remote-jobs/salesloft-financial-analyst-r-d

Accounts Receivable Analyst, Order-to-Cash

Location: Remote | U.S.

About the Role

We are seeking an Accounts Receivable Analyst with strong Order-to-Cash and revenue cycle experience. This role will own assigned customer accounts across invoicing, invoice delivery, collections, cash application, reconciliations, and issue resolution. The ideal candidate is detail-oriented, highly organized, and able to work independently while identifying root causes, solving problems, and improving AR processes.

Location: This role is remote U.S. location

What We’re Looking For

We’re excited to meet candidates who have many of the following qualifications:

• Own assigned customer accounts throughout the Order-to-Cash lifecycle, from invoice creation and delivery through collection and payment application.

• Prepare and process customer invoices accurately and within established deadlines.

• Review invoices and supporting documentation for completeness and compliance with customer-specific billing requirements.

• Submit invoices through the appropriate customer portals, VMS platforms, EDI channels, or other delivery methods.

• Monitor invoice submissions through acceptance, promptly researching and resolving rejections, missing documentation, and other delivery issues.

• Review aging reports and perform consistent, professional follow-up on outstanding balances.

• Communicate directly with customers to obtain payment status, resolve disputes, and secure payment commitments.

• Maintain clear collection notes, follow-up dates, supporting documentation, and account histories.

• Escalate unresolved balances, process delays, and other risks proactively with sufficient supporting detail.

• Apply cash receipts accurately and promptly.

• Research and resolve unapplied cash, misapplied payments, short payments, overpayments, deductions, and unidentified remittances.

• Perform detailed customer account reconciliations involving invoices, payments, credits, adjustments, and disputed balances.

• Partner with internal teams to resolve issues while retaining ownership and following each item through completion.

• Identify recurring problems, determine root causes, and recommend improvements to Order-to-Cash processes and controls.

• Create and maintain clear process documentation and standard operating procedures.

• Maintain accurate, audit-ready AR records and support period-end close activities, reconciliations, and reporting as needed.

• Balance routine transactional responsibilities with time-sensitive research, customer requests, and exception handling in a high-volume environment.

Requirements

• Experience in Order-to-Cash, Accounts Receivable, revenue cycle, or a related finance operations role.

• Experience with invoicing, invoice delivery, collections, cash application, and account reconciliations.

• Strong Excel skills, including VLOOKUP and the ability to analyze and reconcile large data sets.

• Ability to work independently, take ownership of assigned accounts, and follow issues through resolution.

• Strong problem-solving skills with the ability to identify root causes and improve processes.

• Experience with NetSuite and Salesforce preferred.

• Strong attention to detail, organization, documentation, and follow-through.

• Professional communication skills and the ability to work effectively with customers and internal teams.

Compensation

The anticipated total compensation for this role is $75,000 - $85,000, depending on factors such as experience, skills, location, and internal equity.

Specific compensation details will be discussed during the interview process.

Benefits

In addition to competitive compensation, Doximity offers a comprehensive benefits package for full time employees. Some of our offerings include:

• Medical, dental, and vision insurance
• 401(k) with company match
• Flexible paid time off and company holidays
• Paid parental leave
• Professional development and learning opportunities
• Wellness and mental health resources
• Remote work support and home office stipend (where applicable)

Why You’ll Love Working Here

At Doximity, you’ll join a mission-driven company where your work has a meaningful impact on healthcare. We believe great ideas come from empowered teams, and we’re committed to creating an environment where people can do their best work.

• Make a real impact. Help build products that support over a million healthcare professionals and ultimately improve patient care.
• Work with exceptional teammates. Collaborate with thoughtful, talented colleagues who value curiosity, humility, and continuous learning.
• Enjoy flexibility and trust. We support flexible ways of working and empower employees with the autonomy to own their work.
• Grow your career. Take on meaningful challenges, develop new skills, and shape your career through mentorship and professional development.
• Bring your authentic self. We’re committed to fostering an inclusive culture where diverse perspectives are welcomed, respected, and celebrated.

Our Hiring Process & AI Tools

Doximity may use artificial intelligence (AI)-enabled tools throughout the hiring process to help improve the candidate experience and support our recruiting team. These tools may assist with administrative tasks such as scheduling, general communication, interview coordination, note-taking, or summarizing interview feedback. Human recruiters and hiring managers make all hiring decisions. We are committed to using AI responsibly, transparently, and in accordance with applicable laws.

Equal Employment Opportunity

Doximity is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive workplace where everyone can thrive. We consider all qualified applicants without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, veteran status, genetic information, marital status, or any other characteristic protected by applicable federal, state, or local law.

If you require a reasonable accommodation during the application or interview process, please let us know so we can support your participation.

Accounts Receivable Analyst, Order-to-Cash

Location: Remote | U.S.

About the Role

We are seeking an Accounts Receivable Analyst with strong Order-to-Cash and revenue cycle experience. This role will own assigned customer accounts across invoicing, invoice delivery, collections, cash application, reconciliations, and issue resolution. The ideal candidate is detail-oriented, highly organized, and able to work independently while identifying root causes, solving problems, and improving AR processes.

Location: This role is remote U.S. location

What We’re Looking For

We’re excited to meet candidates who have many of the following qualifications:

• Own assigned customer accounts throughout the Order-to-Cash lifecycle, from invoice creation and delivery through collection and payment application.

• Prepare and process customer invoices accurately and within established deadlines.

• Review invoices and supporting documentation for completeness and compliance with customer-specific billing requirements.

• Submit invoices through the appropriate customer portals, VMS platforms, EDI channels, or other delivery methods.

• Monitor invoice submissions through acceptance, promptly researching and resolving rejections, missing documentation, and other delivery issues.

• Review aging reports and perform consistent, professional follow-up on outstanding balances.

• Communicate directly with customers to obtain payment status, resolve disputes, and secure payment commitments.

• Maintain clear collection notes, follow-up dates, supporting documentation, and account histories.

• Escalate unresolved balances, process delays, and other risks proactively with sufficient supporting detail.

• Apply cash receipts accurately and promptly.

• Research and resolve unapplied cash, misapplied payments, short payments, overpayments, deductions, and unidentified remittances.

• Perform detailed customer account reconciliations involving invoices, payments, credits, adjustments, and disputed balances.

• Partner with internal teams to resolve issues while retaining ownership and following each item through completion.

• Identify recurring problems, determine root causes, and recommend improvements to Order-to-Cash processes and controls.

• Create and maintain clear process documentation and standard operating procedures.

• Maintain accurate, audit-ready AR records and support period-end close activities, reconciliations, and reporting as needed.

• Balance routine transactional responsibilities with time-sensitive research, customer requests, and exception handling in a high-volume environment.

Requirements

• Experience in Order-to-Cash, Accounts Receivable, revenue cycle, or a related finance operations role.

• Experience with invoicing, invoice delivery, collections, cash application, and account reconciliations.

• Strong Excel skills, including VLOOKUP and the ability to analyze and reconcile large data sets.

• Ability to work independently, take ownership of assigned accounts, and follow issues through resolution.

• Strong problem-solving skills with the ability to identify root causes and improve processes.

• Experience with NetSuite and Salesforce preferred.

• Strong attention to detail, organization, documentation, and follow-through.

• Professional communication skills and the ability to work effectively with customers and internal teams.

Compensation

The anticipated total compensation for this role is $75,000 - $85,000, depending on factors such as experience, skills, location, and internal equity.

Specific compensation details will be discussed during the interview process.

Benefits

In addition to competitive compensation, Doximity offers a comprehensive benefits package for full time employees. Some of our offerings include:

• Medical, dental, and vision insurance
• 401(k) with company match
• Flexible paid time off and company holidays
• Paid parental leave
• Professional development and learning opportunities
• Wellness and mental health resources
• Remote work support and home office stipend (where applicable)

Why You’ll Love Working Here

At Doximity, you’ll join a mission-driven company where your work has a meaningful impact on healthcare. We believe great ideas come from empowered teams, and we’re committed to creating an environment where people can do their best work.

• Make a real impact. Help build products that support over a million healthcare professionals and ultimately improve patient care.
• Work with exceptional teammates. Collaborate with thoughtful, talented colleagues who value curiosity, humility, and continuous learning.
• Enjoy flexibility and trust. We support flexible ways of working and empower employees with the autonomy to own their work.
• Grow your career. Take on meaningful challenges, develop new skills, and shape your career through mentorship and professional development.
• Bring your authentic self. We’re committed to fostering an inclusive culture where diverse perspectives are welcomed, respected, and celebrated.

Our Hiring Process & AI Tools

Doximity may use artificial intelligence (AI)-enabled tools throughout the hiring process to help improve the candidate experience and support our recruiting team. These tools may assist with administrative tasks such as scheduling, general communication, interview coordination, note-taking, or summarizing interview feedback. Human recruiters and hiring managers make all hiring decisions. We are committed to using AI responsibly, transparently, and in accordance with applicable laws.

Equal Employment Opportunity

Doximity is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive workplace where everyone can thrive. We consider all qualified applicants without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, veteran status, genetic information, marital status, or any other characteristic protected by applicable federal, state, or local law.

If you require a reasonable accommodation during the application or interview process, please let us know so we can support your participation.

ABOUT THE TEAM The Deal Desk team sits within Finance and helps Mural execute complex and non-standard sales agreements. As a small, highly collaborative team, we work closely with Sales,...

Melita is an HR, Benefits, and Payroll outsourcing company, serving and building lasting relationships with small and mid-sized employers in the U.S. and abroad. We were founded over 30 years ago on a simple principle: to help our clients succeed by innovating, serving, and supporting their Human Resources, Employee Benefits, and Payroll needs. As a results-driven organization, we hold ourselves accountable for our promises and we celebrate the successes of our clients. We live by a set of shared values that drive everything we do, and we are known for our high-integrity approach to building relationships with our clients and partners.

Position Summary:

The Benefits Analyst is a hybrid role on Melita’s Benefits Analysis (Benefits Marketing) team that combines hands-on client advisory work with the financial and underwriting analysis behind it. You are the person who both builds the numbers and explains them: projecting renewal costs, evaluating carrier proposals, modeling plan and contribution changes, benchmarking against the market, and then presenting clear, well-reasoned recommendations to small and mid-sized business clients.

This is not a sales role. It is, however, a critical position in the client relationship, so the ideal candidate pairs strong analytical ability and deep employee benefits knowledge with the interpersonal and relationship-building skills to advise decision-makers with confidence. You will report to the Director of Benefits Analysis.

Core Responsibilities:

Client Advisory and Presentation

• Analyze and present proposals for a full range of benefit plans and options, including medical, dental, vision, disability, group life, and voluntary benefits, to small and mid-sized business clients.
• Advise and guide clients on benefits package design and employee contribution strategy, aligning recommendations with competitive benchmarks and each company’s goals, culture, and budget.
• Lead client renewal presentations and plan-change discussions, translating complex financial and benefits concepts into clear, actionable guidance for non-technical audiences.

Benefits Analysis and Underwriting

• Own the analysis behind each client’s renewal: budget and renewal projections, rate development, rate-tier and contribution analysis, and plan-change modeling and pricing.
• Benchmark plan designs, contributions, and costs against market data to support your recommendations.
• Produce disruption, network-discount, administration-fee, and fully insured rate analyses when evaluating alternatives.
• For level-funded and self-funded arrangements where applicable, develop claim projections and IBNR reserve estimates and interpret experience reporting.
• Maintain clean, well-documented analytical files that another analyst can pick up and understand.

RFP and Carrier Marketing

• Build and run RFPs to insurance carriers and general agency partners, soliciting renewal and alternative quotes for each line of coverage.
• Review and validate the quotes that come back, then assemble the annual renewal proposal that the client decision rests on.
• Manage relationships with carrier and GA partners to ensure Melita is well-supported, well-informed, and receiving competitive options for our clients.

Renewal-to-Open-Enrollment Handoff

• Work closely with the internal Benefits Support team to drive timely annual renewal decisions and deliver a clean handoff, giving the support team ample time to execute a flawless Open Enrollment for every client.

Tools and Continuous Improvement

• Work fluently in Microsoft Excel, Salesforce, and Melita’s proprietary proposal and analytical tools.
• Contribute to file-documentation standards, process improvements, and the firm’s growing use of AI-enabled automation in analytical work.

Qualifications:

Required Qualifications

• 3+ years in a role that involves small group benefits analysis and/or support.
• Bachelor’s degree.
• Active Life, Accident and Health Producer License, or the willingness and ability to obtain licensing in the relevant states within a defined onboarding period.
• Solid grounding in benefits financial analysis: budget and claim projection, rate development, contribution analysis, and disruption and discount analysis.
• Strong proficiency with Microsoft Excel and comfort working in a CRM (Salesforce) and AI-enabled workflows.
• Strong communication and presentation skills, with the ability to build trusted relationships with client decision-makers.

Preferred Qualifications

• Experience in a brokerage or consulting environment supporting small and mid-sized groups.
• Hands-on experience across fully insured and level-funded (and ideally self-funded) programs.
• Established relationships with carriers and general agency partners.
• Familiarity with ancillary and voluntary benefit product lines.
• Experience leading, mentoring, or coordinating the work of others, including offshore staff.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

At Melita, payroll is where trust is earned. We are an HR, Benefits, and Payroll outsourcing company that has served small and mid-sized employers for over 30 years, founded on a simple principle: help our clients succeed by innovating, serving, and supporting their HR, Benefits, and Payroll needs. Accurate, on-time payroll protects our clients’ businesses and their employees’ confidence, and we take that responsibility seriously.

This role is for someone who enjoys working with numbers and technology, thrives on precision, and takes real pride in getting it right for every client, every cycle. If you bring high integrity, a positive attitude, and hold yourself to a high standard, we would love to meet you.

Job Responsibilities:

• Own the full payroll process for your assigned clients, start to finish, accurately and on time.
• Work as an advanced user of ADP Workforce Now and/or Rippling, and of our custom Salesforce CRM.
• Process the full range of payroll administration tasks efficiently and with fine attention to detail.
• Earn client survey scores of 9 or higher by delivering dependable, high-quality service.
• Build strong, trusting relationships with your client contacts and colleagues.

Job Requirements:

• Experience with multi-client payroll and payroll technology, and comfort managing many clients at once.
• Someone who enjoys working with numbers and keeps a cool head under deadline pressure.
• A commitment to quality work and a strong drive to excel in everything you do.
• A college degree is preferred but not required.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Melita is an HR, Benefits, and Payroll outsourcing company, serving and building lasting relationships with small and mid-sized employers in the U.S. and abroad. We were founded over 30 years ago on a simple principle: to help our clients succeed by innovating, serving, and supporting their Human Resources, Employee Benefits, and Payroll needs. As a results-driven organization, we hold ourselves accountable for our promises and we celebrate the successes of our clients. We live by a set of shared values that drive everything we do, and we are known for our high-integrity approach to building relationships with our clients and partners.

Position Summary:

The Benefits Analyst is a hybrid role on Melita’s Benefits Analysis (Benefits Marketing) team that combines hands-on client advisory work with the financial and underwriting analysis behind it. You are the person who both builds the numbers and explains them: projecting renewal costs, evaluating carrier proposals, modeling plan and contribution changes, benchmarking against the market, and then presenting clear, well-reasoned recommendations to small and mid-sized business clients.

This is not a sales role. It is, however, a critical position in the client relationship, so the ideal candidate pairs strong analytical ability and deep employee benefits knowledge with the interpersonal and relationship-building skills to advise decision-makers with confidence. You will report to the Director of Benefits Analysis.

Core Responsibilities:

Client Advisory and Presentation

• Analyze and present proposals for a full range of benefit plans and options, including medical, dental, vision, disability, group life, and voluntary benefits, to small and mid-sized business clients.
• Advise and guide clients on benefits package design and employee contribution strategy, aligning recommendations with competitive benchmarks and each company’s goals, culture, and budget.
• Lead client renewal presentations and plan-change discussions, translating complex financial and benefits concepts into clear, actionable guidance for non-technical audiences.

Benefits Analysis and Underwriting

• Own the analysis behind each client’s renewal: budget and renewal projections, rate development, rate-tier and contribution analysis, and plan-change modeling and pricing.
• Benchmark plan designs, contributions, and costs against market data to support your recommendations.
• Produce disruption, network-discount, administration-fee, and fully insured rate analyses when evaluating alternatives.
• For level-funded and self-funded arrangements where applicable, develop claim projections and IBNR reserve estimates and interpret experience reporting.
• Maintain clean, well-documented analytical files that another analyst can pick up and understand.

RFP and Carrier Marketing

• Build and run RFPs to insurance carriers and general agency partners, soliciting renewal and alternative quotes for each line of coverage.
• Review and validate the quotes that come back, then assemble the annual renewal proposal that the client decision rests on.
• Manage relationships with carrier and GA partners to ensure Melita is well-supported, well-informed, and receiving competitive options for our clients.

Renewal-to-Open-Enrollment Handoff

• Work closely with the internal Benefits Support team to drive timely annual renewal decisions and deliver a clean handoff, giving the support team ample time to execute a flawless Open Enrollment for every client.

Tools and Continuous Improvement

• Work fluently in Microsoft Excel, Salesforce, and Melita’s proprietary proposal and analytical tools.
• Contribute to file-documentation standards, process improvements, and the firm’s growing use of AI-enabled automation in analytical work.

Qualifications:

Required Qualifications

• 3+ years in a role that involves small group benefits analysis and/or support.
• Bachelor’s degree.
• Active Life, Accident and Health Producer License, or the willingness and ability to obtain licensing in the relevant states within a defined onboarding period.
• Solid grounding in benefits financial analysis: budget and claim projection, rate development, contribution analysis, and disruption and discount analysis.
• Strong proficiency with Microsoft Excel and comfort working in a CRM (Salesforce) and AI-enabled workflows.
• Strong communication and presentation skills, with the ability to build trusted relationships with client decision-makers.

Preferred Qualifications

• Experience in a brokerage or consulting environment supporting small and mid-sized groups.
• Hands-on experience across fully insured and level-funded (and ideally self-funded) programs.
• Established relationships with carriers and general agency partners.
• Familiarity with ancillary and voluntary benefit product lines.
• Experience leading, mentoring, or coordinating the work of others, including offshore staff.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Since 2018, Wisetack has been building transparent and intuitive consumer lending products that help service-based businesses thrive (think HVAC companies, veterinarians, or auto repair shops).

Our leadership team comes from top fintech companies such as Lending Club, Affirm, and Varo Money. And we’re backed by leading VCs, including Insight Partners, Greylock, Quadrille, and Bain Capital Ventures (investors in Airbnb, LinkedIn, Instagram, Dropbox, and more).

Having raised $84M, we’re a well-funded startup and have invested in people and technology while growing our partnerships — responsibly.

We’re also proud to have received recognition from the fintech world. Awards we’ve won include:

• Ranked #21 on 2024 Inc. 5000 based on revenue growth
• Ranked #15 on 2024 Deloitte Fast 500 based on revenue growth
• 2024 Best Embedded Finance Solution for Banking Tech Awards
• 2023 Best Consumer Lending Program by Tearsheet
• 2023 Best Point of Sale Product by Fintech Breakthrough

But what you’ll find us gleaming about the most is the recognition from our own customers, particularly our sky-high NPS rating of 79. (For reference, the average score is 44 for financial services and 36 for SaaS companies.)

As a result of our efforts in building this healthy company culture, we’ve been nominated to several Great Places to Work lists, such as Best Small Workplaces, Best Workplaces in the Bay Area, and Best Workplaces in Financial Services & Insurance.

Like any startup, we’re in it for the long haul, and we’re looking for people willing to join our journey of building something special together.

This process starts with our company values, which guide us in everything we do — and have played a critical role in our success. We valiantly abide by them, and would expect you to do the same:

• Put customers first (that’s our M.O.)
• Act fast (leverage our startup environment).
• Lead the way (show and tell).
• Take ownership (everyone is hands-on here).
• Be a good human (no egos, build financial products that do right by people).

Learn more about our values here.

The Role

Wisetack’s Treasury team helps power how money moves through our products. We work closely with Product and Data Engineering to ensure accuracy between our merchants, borrowers, and capital partners.

We’re looking for a Financial Operations Analyst II, Treasury to run, improve and automate critical money movement workflows. You’ll use AI tools, SQL and Python to work with large datasets, streamline recurring processes, and investigate financial discrepancies.

This role is ideal for someone who combines a finance mindset and attention to detail with the technical curiosity to automate scalable, reliable processes.

Responsibilities

• Perform finance related recurring operations, such as loan sales to our investors
• Process automation – initiate, engineer and maintain scripts used to streamline different business functions
• Read, debug, and modernize existing SQL and Python pipelines — not just build new ones — including work inherited from prior analysts
• Empower Customer Support, Product, and other Finance team members by being a subject matter expert and resource for loan data and finance processes
• Perform ad hoc data analysis projects and clearly communicate insights to both internal and external business partners
• Build out validations and financial-governance controls that protect Wisetack against fraud and financial error

Requirements

• 2+ years professional experience
• Bachelor’s degree (Economics, Accounting, Finance, or similar preferred)
• Knowledge of SQL is essential
• Python experience a plus, with the desire to learn a must
• An automation-oriented mindset and a real aptitude for AI tools — using them to write and debug queries and build reconciliation tooling faster
• Analytical and inquisitive mindset with a desire to learn
• Strong Excel knowledge
• Ability to work independently, with the attention to detail to own high dollar processes
• Collaborates seamlessly across both technical and non-technical teams

Bonus Points

• Experience automating processes out of excel and into a SQL or script-based process
• FinTech experience, such as experience with loan-level, credit, or lending data

The range of base salary for the position is between $70,800 - $99,100 plus equity, and benefits . Please note that the base salary range is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level and competencies. Spend a little time on our About Us page and check out our Press page and our blog for more. If you think this might be a fit, we’d love to hear from you!

This hiring process utilizes artificial intelligence tools to assist in candidate screening and assessment. Our AI tools are designed to complement, not replace, human decision-making. Our data practices are described in Wisetack’s Privacy Policy.