CPI Card Group

• Successfully manage the company's Acumatica ERP system, ensuring its smooth operation and optimal performance. • Provide ongoing support to Acumatica ERP users, resolve issues, and address user concerns promptly. • Create, troubleshoot and maintain customizations and integrations to meet business needs, ensuring their functionality and compatibility with system upgrades. • Conduct regular maintenance tasks, including customization deployments, updates, upgrades, and performance optimizations. • Offer technical guidance to other team members and stakeholders on Acumatica-related matters. • Configure and maintain role-based security, workflows, and business logic. • Use Acumatica tools such as generic inquiries, report builder, and dashboards as requested by all departments. • Lead system upgrades, hotfixes, and release rollouts in partnership with Acumatica support. • Lead ERP-related projects, including testing, validation, new module deployments and enhancements. • Act as technical project manager and liaison with external partners. • Train users for self-service reporting when appropriate. • Use and manage Acumatica add-ons. • Document system changes for audit and compliance. • Manage user testing and resolve any identified issues.

• Perform review of supplier invoices to ensure appropriate supporting documentation PO/Receiving, Adobe Approval, etc. and to minimize transaction-level errors. • Provide backup support to A/R to ensure appropriate supporting documentation Quotes, Contracts, Shipping Records, PO/Receiving, Adobe Approval and to minimize transaction-level errors. • Process AP/AR related transactions including debit/credit memos, supplier payments, supplier invoice adjustments. • Process month end job duties including review of reporting and tracking accruals. • Maintain compliance with Company policies and procedures, including Sarbanes-Oxley internal controls requirements.

• Lead the monthly management reporting process by coordinating with business leaders to gather, consolidate, and analyze financial data. • Support the development of annual budgets, rolling forecasts, and long-term financial plans, with a particular focus on capital expenditures (Capex). • Ensure the accurate and timely delivery of weekly, monthly, quarterly, and ad-hoc financial reports for internal stakeholders. • Prepare and communicate variance analyses comparing actual results to budgets and forecasts, highlighting key drivers and trends. • Evaluate proposed business initiatives, operational changes, and strategic opportunities to assess financial impact and provide actionable insights. • Analyze key performance indicators (KPIs), trends, and metrics to support data-driven decision-making by leadership. • Create clear and impactful presentations and reports to communicate financial findings to senior leadership. • Collaborate with other FP&A team members on shared goals, special projects, and organizational priorities. • Continuously identify opportunities for process optimization, automation, and value-added analysis to enhance business performance. • Develop ad-hoc financial models and insights to support strategic initiatives and answer business questions.

Role Description We are looking for candidates who are within commutable distance of Denver, CO or Nashville TN area. The Financial Analyst is a key member of the Corporate FP&A team, responsible for delivering financial support and insights that help the organization achieve both its short- and long-term goals. This role will focus on the preparation, analysis, and reporting of key financial and operational metrics, enabling data-driven decision-making across the company. - Lead the monthly management reporting process by coordinating with business leaders to gather, consolidate, and analyze financial data. - Support the development of annual budgets, rolling forecasts, and long-term financial plans, with a particular focus on capital expenditures (Capex). - Ensure the accurate and timely delivery of weekly, monthly, quarterly, and ad-hoc financial reports for internal stakeholders. - Prepare and communicate variance analyses comparing actual results to budgets and forecasts, highlighting key drivers and trends. - Evaluate proposed business initiatives, operational changes, and strategic opportunities to assess financial impact and provide actionable insights. - Analyze key performance indicators (KPIs), trends, and metrics to support data-driven decision-making by leadership. - Create clear and impactful presentations and reports to communicate financial findings to senior leadership. - Collaborate with other FP&A team members on shared goals, special projects, and organizational priorities. - Continuously identify opportunities for process optimization, automation, and value-added analysis to enhance business performance. - Develop ad-hoc financial models and insights to support strategic initiatives and answer business questions. Pay range depending on experience: $80k - $90k + bonus potential Qualifications - Proven experience in developing annual budgets and financial forecasts to support strategic and operational planning. - Demonstrated ability to develop financial reports and conduct in-depth variance and performance analysis. - Excellent communication skills, with the ability to present complex financial information in a clear, concise, and actionable manner. - Strong analytical and problem-solving skills, with proficiency in leveraging technology to extract, manipulate, and interpret financial data. - Team-oriented mindset with a commitment to collaboration and delivering high-quality, accurate work. - Strong written and verbal communication skills, adaptable for both technical and non-technical audiences. - Ability to think critically, anticipate business needs, and provide proactive insights. - Highly organized with a proven ability to manage multiple projects and deadlines in a fast-paced environment. - Self-motivated with a desire for professional growth and a willingness to take on increasing responsibility within the organization. - Advanced proficiency in Microsoft Excel and PowerPoint; experience with financial systems such as PBCS, Hyperion (HFM), or other ERP tools is a plus. Requirements - Bachelor’s degree in a business-related field; finance or accounting preferred. - 1+ years’ applicable work experience. This role requires the ability to work from home in a virtual environment, where the following is required: - Reliable high-speed internet access (hotspot not acceptable). - Dedicated distraction-free home work environment. - Work is conducted primarily in a seated position with extensive use of office equipment. Work involves dealing with detail, accuracy, and extensive human interaction. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Benefits - Competitive pay rates and an inclusive, empowering and rewarding culture. - Solid benefits package including Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life Insurance, Accident Insurance, Critical Illness Insurance, FSA, HSA, Vacation and Holiday Pay, Tuition Reimbursement and 401(k) with a competitive company match percentage. - CPI is an Equal Opportunity Employer, including disability/vets. A complete background including drug screen is contingent upon hire.

• Under general supervision, solicit business from targeted market segments by regularly calling on all customers/prospects to develop and maintain strong working relationships with key decision-makers. • The associate must remain flexible and proactive in dealing with changing priorities. • The associate will gather data, analyze programs, problems and products, and utilize counselor selling and negotiation skills in building value-added relationships. • The associate will remain knowledgeable about our programs, products, market conditions, and competitors, and keep management informed of trends and customer expectations to assist in new product/program development. • Major challenges include developing a thorough understanding of our capabilities; keeping current on changes in the marketplace and with our competition; learning competitors' sales strategies and thwarting their efforts in order to maintain/grow our business; effectively defining, evaluating, and communicating issues externally and internally; and establishing priorities and managing time. • The associate must be effective in differentiating our products and services in a market that many perceive as a commodity business. • Performance is measured by increased dollar sales, account profitability, current and accurate customer information, ability to develop contacts and relationships, and the further enhancement of CPI's image and market position. • Maximize sales growth and profitability. • Utilize a "solutions-based" selling approach to build and maintain relationships at all levels within our account base. • The quality and depth of these relationships will differentiate CPI from our competition. • Plan, execute, and monitor territorial coverage to optimize our effectiveness and return on selling expenses. • Work with product managers, marketing, customer service, technical support, and operations to develop a strategic plan for the geographic area by account. • Contribute to the company's financial goals through accurate budgeting, forecasting, expense control, and selling and negotiating higher price points. • Systematically gather data from the marketplace regarding competitive strategies and customer needs and communicate/translate information into new product/market opportunities. • Must be a team player working with all personnel and resources in maintaining and growing a customer-focused organization.

Overview This highly visible Program Manager will be leading critical initiatives, projects and programs, that require enterprise-wide coordination and aggressive pursuit of target deliverables and schedules with the CPI product management team. This includes working with the Director and Product Manager to define the scope, priority, and requirements of all strategic initiatives within the portfolio. This role will be the liaison between the business, IT, and all other functional business groups and will lead the delivery of all strategic imitative within the products portfolio. The strategic nature of this role requires someone that is comfortable working at the C-suite level and is capable of communicating technical concepts to business people in a way that is easily understood. Responsibilities - Works closely with the Director to identify and define product goals and roadmaps, owns the day-to-day delivery and execution of the roadmap; - Works with Product Manager define detailed product requirements and drive execution of the technology build; - Participates in technical discussions to review requirements, inform the technical design, and ensure that what is built supports the vision; - Translates technical discussions into project plans, timelines, and drives cross-functional teams to deliver on-time; - Provide status, action plan and recommendations to senior leadership, partners, and internal stakeholders on an ongoing basis; - Assists in the development of communications, to include ensuring timely and effective communication vehicles exist between program/project teams, sponsors, stakeholders, account managers, etc. and are leveraged effectively. - Perform ‘buy, build, partner’ analysis and provide recommendations to senior management when defining the best way to get to market for the products you support; - Participate in annual strategic planning initiatives, including roadmap planning and budget creation activities; - Supports the creation of documentation and tools required to gain adoption of the products you support; - Work with legal, accounting, marketing and operations to ensure all components are in place to support the successful delivery of your products; - Facilitates product training to internal and external stakeholders as needed; - Supports the business development organization in external facing technical conversations where needed; - Other duties as assigned by management. Qualifications - Excellent communication, team-building and team-leading skills are essential. - Proven ability to successfully plan, organize, prioritize, and execute work; respond to changing needs and balance competing priorities; - Strong ability to communicate concepts and recommendations, and the ability to build consensus - Excellent project management skills, with the capability to effectively manage projects and processes across multiple areas of the organization. - Works well in a fast-growing, constantly changing environment and is able to effectively manage in this environment. - Will interact across all levels of the organization, including the C-Suite. Requirements: - Bachelor’s Degree in business or related principle; Master’s Degree Preferred - Minimum four (4) years’ experience in a project management, solution architect, or program manager role in software or product development organization; - Excellent analytical, problem-solving, and communication skills, both written and oral - Able to maintain strategic vision; ensures scope stays in alignment with corporate strategy - Strong business and technology acumen, familiar with Agile and SDLC methodologies Physical Demands: This role requires the ability to work from home in a virtual environment, where the following is required; - reliable high-speed internet access (hotspot not acceptable) - dedicated distraction-free home work environment - Position requires moderate travel by car and/or plane both domestic and international. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time Company Overview: CPI Card Group® is a payment technology company and leading provider of credit, debit and prepaid solutions delivered physically, digitally and on-demand. CPI helps our customers foster connections and build their brands through innovative and reliable solutions, including financial payment cards, personalization and fulfillment, and Software-as-a-Service (SaaS) instant issuance. Learn more at www.cpicardgroup.com. Benefits:Competitive pay rates and an inclusive, empowering and rewarding culture.Solid benefits package including Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life Insurance, Accident Insurance, Critical Illness Insurance, FSA, HSA, Vacation and Holiday Pay, Tuition Reimbursement and 401(k) with a competitive company match percentage. CPI is an Equal Opportunity Employer, including disability/vets. A complete background including drug screen is contingent upon hire.

• Draft, review, revise, and negotiate customer contracts, vendor agreements, technology licenses, and other agreements • Assist with the development and administration of various contract policies, templates, and processes • Work with business leaders to develop or enhance legal strategies around areas such as product development and expansion, risk management, intellectual property, and geographic expansion • Assist with the preparation of RFP, data, and compliance request responses • Apply effective risk management techniques and offer proactive, pragmatic advice • Work with outside counsel, external stakeholders, and service providers • Provide clarification on legal language or specifications

Overview The Inside Sales Representative performs duties to increase profitable dollar sales by effectively building buying relationships with customers/prospects, aggressively soliciting new business, and discovering new opportunities to meet customer needs. Responsibilities - Develop a thorough understanding of our operations from new client implementation, customer service, graphics, procurement, daily production, key metrics, accounting, billing, IT development, and support. - Under general supervision, solicit business from customers/prospects by calling/cold calling regularly to maintain and develop strong buying relationships with key decision makers. - The associate must remain flexible and proactive in dealing with changing priorities. - The associate will gather data, analyze programs, problems, and products, and utilize consultative selling and negotiation skills in building value-added relationships both internally and externally. - The associate will remain knowledgeable about our programs, products, market conditions, and competitors and keep management informed of trends and customer expectations to assist in new product/program development. - Make effective presentations and host new product/service webinars. Limited travel may be required to attend and participate in trade shows. - Performance is measured by increased dollar sales, current and accurate customer information, ability to develop contacts and relationships, and the further enhancement of CPI’s image and market position. Qualifications - Proven ability to maximize sales growth and profitability. - Utilize a consultative selling approach to build and maintain relationships at all levels within our customer/prospect base. - Prospecting, qualifying, and generating sales within our target market - Well-rounded communications skills. Excellent written, listening, and verbal skills. - Excellent relationship-building skills - Systematically gather data from the marketplace regarding competitive strategies and customer needs and communicate/translate information into new product/market opportunities. Maintain the accuracy of our CRM. - Team player working with all personnel and resources in maintaining and growing a customer-focused organization. - Strong time management skills - Self-starter Requirements: - Bachelor’s Degree in Business or related field, or equivalent experience - 3 years of experience in sales, along with retail banking or card-related industry experience, preferred - Elementary English proficiency communication skills necessary Physical Demands: - Work is conducted primarily in a seated position with extensive use of office equipment and requires walking, bending, reaching, and stooping on an occasional basis. Frequently required to work at a desk on a computer. Work involves dealing with detail, accuracy, and extensive human interaction. This role requires the ability to work from home in a virtual environment, where the following is required; - reliable high-speed Internet access (hot-spot not acceptable) - dedicated distraction-free home work environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time Company Overview: CPI Card Group® is a payment technology company and leading provider of credit, debit and prepaid solutions delivered physically, digitally and on-demand. CPI helps our customers foster connections and build their brands through innovative and reliable solutions, including financial payment cards, personalization and fulfillment, and Software-as-a-Service (SaaS) instant issuance. Learn more at www.cpicardgroup.com. Benefits:Competitive pay rates and an inclusive, empowering and rewarding culture.Solid benefits package including Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life Insurance, Accident Insurance, Critical Illness Insurance, FSA, HSA, Vacation and Holiday Pay, Tuition Reimbursement and 401(k) with a competitive company match percentage. CPI is an Equal Opportunity Employer, including disability/vets. A complete background including drug screen is contingent upon hire.

• Automate the deployment of environments using IAC tooling such as Terraform. • Implement and maintain CI/CD pipelines to deploy services to. • Partner with Network, Security, Development, and QA teams to determine how best to migrate business systems. • Work with development to design and implement improved deployment, provisioning, and integration pipelines; ensure environments are in good working order and identify areas and plans for improvement. • Develop monitoring for business systems to track performance, resource utilization, and consumption using tools such as CloudWatch, CloudTrail or Elasticsearch. • Build reusable AMI’s for scripted deployments of infrastructure in AWS across multiple regions. • Work with existing DevOps to develop needed log retention for AWS instance business applications for retrieval per audit policy and PCI compliance. • Maintain and administer servers, storage, virtualization platforms, and endpoint management tools. • Deploy and manage cloud infrastructure on platforms like AWS, Azure, or Google Cloud. • Monitor and optimize cloud resources for performance, availability, and cost-efficiency. • Build and manage containerized applications using Docker. • Deploy and maintain Kubernetes clusters or other orchestration platforms. • Implement and maintain security best practices across infrastructure and pipelines. • Ensure compliance with internal policies and external regulations. • Set up and manage monitoring, logging, and alerting systems (e.g., Prometheus, Grafana, ELK, Datadog). • Respond to incidents, perform root cause analysis, and implement preventive measures. • Work closely with development, QA, and IT teams to support application deployment and infrastructure needs. • Provide technical guidance and support for DevOps tools and practices.

• Manage and improve the client experience by ensuring that all client needs are understood and satisfied. • Build meaningful relationships with clients. • Deliver timely and effective communication and promptly respond to and resolve any unforeseen issues. • Collaborate with dedicated cross-functional experts to lead investigation into issues and provide quick and effective resolutions. • Analyze client data; provide program solutions efficiently and accurately. • Coordinate with internal departments to ensure all customer needs are met in a timely manner. • Conduct thorough needs analysis for assigned conversions or projects. • Understand and manage client expectations and service needs by building and maintaining positive relationships. • Ensure the timely and accurate delivery of client communications; document activity in internal CRM. • Identify trends and develop customer specific solutions in collaboration with cross-functional expertise. • Exceed client expectations by introducing and implementing new and developing solutions and service enhancements. • Maintain daily/weekly/monthly Key Performance Indicators (KPIs) for clients.