Transfr

• Lead Transfr’s SEO and AEO strategy, helping workforce and education leaders discover Transfr when they are searching for solutions. • Build and execute an organic content strategy that turns audience questions, search insights, and business priorities into high-performing onsite and offsite content. • Own the day-to-day health and accuracy of transfrinc.com, making content updates in Webflow and ensuring the site reflects current messaging, products, campaigns, and priorities. • Improve website performance by optimizing page content, metadata, internal linking, content structure, calls to action, and conversion paths. • Identify technical SEO opportunities to improve crawlability, indexation, redirects, page speed, schema, broken links, and site health. • Manage Transfr’s social media agency and coordinate with Webflow design agency, freelancers, or other external partners to move projects forward.

Role Description Transfr is seeking a highly analytical and business-oriented Senior Financial Analyst to support the company’s Financial Planning & Analysis organization. This role will primarily focus on operating expense planning, budgeting, forecasting, financial reporting, and cross-functional business partnerships across the organization. The analyst will work closely with department leaders to help drive financial visibility, accountability, and operational decision-making. Over time, the role will also gain exposure to broader strategic finance and revenue-related initiatives, offering significant opportunity for growth and development within a highly collaborative Finance organization. The position reports to the Vice President of Finance & Quantitative Operations. Location: This position is 100% Remote and can sit anywhere in the US but will need to work EST hours. The base salary range for this position is $100,000 - $110,000. Actual compensation may vary based on factors including experience, skills, education, location, and internal equity considerations. This role is also eligible for the company's equity program. Responsibilities - FP&A & Operating Expense Management - Support the company’s budgeting, forecasting, and monthly close processes - Partner with department leaders on operating expense planning and variance analysis - Maintain departmental budgets, headcount tracking, and spend forecasts - Analyze actual performance versus budget and provide actionable insights to business leaders - Assist with preparation of monthly financial reporting packages and executive materials - Support annual operating plan and long-range planning processes - Financial Modeling & Analysis - Build and maintain financial models to support business planning and strategic decision-making - Perform ad hoc analyses related to cost management, investment prioritization, organizational planning, and operational efficiency - Help improve forecast accuracy and reporting consistency across the organization - Support cash flow and expense forecasting initiatives - Cross-Functional Partnership - Serve as a finance partner to functional leaders across the business - Help business stakeholders understand financial performance drivers and budget implications - Support operational accountability through consistent reporting and analysis - Collaborate with Accounting, Revenue Operations, Business Intelligence, and People teams as needed - Process Improvement & Reporting - Identify opportunities to improve financial processes, reporting automation, and data quality - Assist with dashboard development and KPI reporting initiatives - Help standardize reporting definitions and financial processes across teams - Growth & Strategic Exposure - Gain exposure to SaaS operating metrics, revenue forecasting, and strategic finance initiatives over time - Support special projects and executive analyses as business needs evolve Qualifications - 2–5+ years of experience in FP&A, corporate finance, accounting, consulting, or other analytical business roles - Strong Excel / Google Sheets and financial modeling capabilities - Experience supporting budgeting and forecasting processes - Strong analytical and problem-solving skills - Ability to communicate financial concepts clearly to non-financial stakeholders - Highly organized with strong attention to detail - Comfortable operating in a fast-paced, evolving environment - Experience with SaaS businesses, ERP systems, and BI Tools (Salesforce and HiBob specifically would be a plus) Benefits - Medical, dental, and vision insurance - Annual professional development budget for each individual - 401(k) savings plan - Life, AD&D, and disability insurance coverage - Company-provided laptop and other necessary equipment - Paid time off (PTO) to support work-life balance - Paid company holidays - Company-paid parental leave - Flexible work arrangements in a remote-first environment with employees across the U.S.

• Qualify inbound leads and conduct outbound prospecting through calls, emails, and other outreach channels. • Schedule meetings and create qualified opportunities for the sales team. • Maintain accurate prospect and activity records in Salesforce. • Partner with Marketing and Sales teams to support campaigns, events, and pipeline generation efforts. • Conduct research on target accounts and key stakeholders. • Consistently meet or exceed daily, weekly, and monthly activity and pipeline goals.

• Qualify inbound leads and conduct outbound prospecting through calls, emails, and other outreach channels. • Schedule meetings and create qualified opportunities for the sales team. • Maintain accurate prospect and activity records in Salesforce. • Partner with Marketing and Sales teams to support campaigns, events, and pipeline generation efforts. • Conduct research on target accounts and key stakeholders. • Consistently meet or exceed daily, weekly, and monthly activity and pipeline goals.

• Qualify inbound leads and conduct outbound prospecting through calls, emails, and other outreach channels. • Schedule meetings and create qualified opportunities for the sales team. • Maintain accurate prospect and activity records in Salesforce. • Partner with Marketing and Sales teams to support campaigns, events, and pipeline generation efforts. • Conduct research on target accounts and key stakeholders. • Consistently meet or exceed daily, weekly, and monthly activity and pipeline goals.

• Qualify inbound leads and conduct outbound prospecting through calls, emails, and other outreach channels. • Schedule meetings and create qualified opportunities for the sales team. • Maintain accurate prospect and activity records in Salesforce. • Partner with Marketing and Sales teams to support campaigns, events, and pipeline generation efforts. • Conduct research on target accounts and key stakeholders. • Consistently meet or exceed daily, weekly, and monthly activity and pipeline goals.

• Serve as the embedded operations partner for the Sales and SDR teams supporting operational excellence, pipeline management, opportunity governance, and Salesforce execution. • Support and refine qualification frameworks and the key metrics each team is measured against, such as meeting set rate, qualification rate, and stage conversion • Drive pipeline hygiene, forecasting cadences, and qualification frameworks to improve visibility, predictability, and conversion performance. • Manage the roadmap of operational projects for Sales and SDRs through disciplined project management in partnership with the team • Run weekly pipeline hygiene reviews and monthly 90-day rolling forecast reviews with reps and managers • Develop, optimize and own Salesforce reporting, workflows, validation rules, and system processes that support new business acquisition. • Partner with Sales, SDR, Marketing, and Business Intelligence teams to develop reporting, outbound motions, and operational best practices. • Analyze funnel performance, closed-lost trends, and key revenue metrics to identify opportunities for growth and process improvement. • Build ad hoc analyses and models in Excel or Google Sheets to inform strategic decisions and operational enhancements. • Manage the Sales and SDR operations project roadmap, driving initiatives from concept through execution. • Manage Enablement resources and set up documentation to prepare for a to be hired Revenue Enablement Manager to ensure processes are documented, adopted, and continuously improved, while identifying opportunities to leverage AI and automation across the revenue organization.

• Propose and implement solutions for long-term IT project work (e.g. software transitions, implementation of new IT software and processes, etc.) • Review hardware fixes and coordinate hardware and software purchases. • Identify best-in-class machines for targeted price point and functionality. • Manage all new hire credentialing for new employees. • Set up and manage internal support and service including system ownership. • Lead configuration and management of IT software for a distributed workforce (MDM, RMM, antivirus, VPN, etc.) • Test software and hardware to evaluate ease of use and whether the product will aid users in performing work. • Create user-training manuals and procedures to help increase the efficiency of the employee onboarding and off boarding processes. • Train employees on software and hardware. • Provide IT help desk support for Transfr staff.

• Qualify inbound leads and conduct outbound prospecting through calls, emails, and other outreach channels. • Schedule meetings and create qualified opportunities for the sales team. • Maintain accurate prospect and activity records in Salesforce. • Partner with Marketing and Sales teams to support campaigns, events, and pipeline generation efforts. • Conduct research on target accounts and key stakeholders. • Consistently meet or exceed daily, weekly, and monthly activity and pipeline goals.

• Design, maintain, and continuously improve on internal reporting tools and dashboards for a wide array of teams, including Sales, Marketing, Customer Success, and Product Engineering. • Conduct comprehensive data analysis across multiple business domains, focusing on business operations, product utilization, and overall financial performance. • Analyze business operations, product utilization, customer engagement, and financial performance data to identify trends and actionable insights. • Write SQL queries to extract, transform, and validate data from multiple sources. • Partner with stakeholders across the organization to coordinate projects, gather requirements, and present complex analytical findings in a clear, accessible manner. • Present findings and recommendations in a clear and concise manner to both technical and non-technical audiences.