• Perform Epic application build, configuration, optimization, and maintenance for Radiant, Cupid, and Lumens modules • Collaborate with clinical, operational, and technical teams to gather requirements and implement solutions • Troubleshoot application issues and provide timely resolution support • Participate in workflow analysis, system testing, validation, and upgrades • Create and maintain documentation related to build decisions, workflows, and change management • Support integrated workflows across multiple Epic applications • Assist with go-live support, enhancements, and ongoing optimization initiatives • Ensure system configurations align with organizational standards and best practices • Participate in meetings with stakeholders and provide recommendations for process improvement

Role Description The Financial Analyst supports revenue, commissions, and month-end close activities, while building reporting models and improving financial processes and controls. This role develops and maintains financial reporting models and dashboards to drive insights, strengthens internal controls and process efficiencies, and partners cross-functionally with Sales, Operations, and IT to ensure financial data integrity and alignment with business objectives. Schedule: M-F During training, hours are typically 7:30am - 4:30pm PST. After training, there’s more flexibility, as long as the majority of your working hours fall within our core business hours (7:00am – 5:00pm PST) and you’re available for required meetings. Work Setting: Remote Pay: $70,000 – $82,000 Essential Duties and Responsibilities - Commissions Management: Calculate and book monthly/quarterly commission accruals, ensuring accurate payment processing and alignment with sales plans. Assist in designing and reviewing commission structures to align with company growth targets. - Revenue Recognition & ASC 606: Review customer contracts to ensure proper revenue recognition for multi-element arrangements, including recurring monthly revenue and the management of deferred revenue and contract assets. - Deferred Costs Accounting: Calculate, record, and amortize deferred commission assets related to contract acquisition costs. - Month-End Close: Support and execute month-end close processes related to revenue, COGS and operating expenses; analyze variances to ensure accurate and timely financial reporting. - Financial Reporting: Build, maintain, and enhance financial reporting models and dashboards to support forecasting, budgeting, and performance analysis, ensuring accuracy and usability for decision-making. - Process Improvement & Controls: Design and maintain internal controls for revenue and commissions, implementing efficiencies to streamline workflows. - Cross-Functional Partnership: Collaborate with Sales, operations and IT to ensure commission plans and contract terms are accurately reflected in financial systems. Qualifications - 2–4+ years of experience in finance, accounting and commissions processing - Bachelor’s degree in Accounting or Finance - Advanced Excel skills (formulas, lookups, data validation, power query, macros) - Working knowledge of SQL and Power BI - Strong attention to detail and comfort working with numbers, calculations, and deadlines - Experience working cross‑functionally with Sales, Payroll, and IT - Experience supporting sales commissions or variable compensation Benefits - Low-cost medical insurance - Low-cost dental Insurance - Vision and Life Insurance premiums paid for by Guardian - 401(k) with company match after 1 year - Sick Time - Paid Time Off that builds with tenure + an additional 8 paid holidays - Employee assistance program (EAP) - Health Reimbursement Arrangement (HRA) - Flexible spending account (FSA) - AD&D insurance - Tuition reimbursement/PAID Professional Development PTO (24 hours that renews every year!) - Early release Fridays during the summer months! Computer Skills To perform this job successfully, an individual should have knowledge of: - MS Office Suite – comfortable with Outlook and Microsoft Word - MS Excel – higher than average knowledge, comfortable with pivot tables, VLOOKUP’s, macros and formulas - Working knowledge of SQL Physical Demands/Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This job is 99% sedentary and it uses fingers, hands, arms when working with mouse, keyboard, monitors. Close vision and distance vision are necessary. While performing the duties of this Job, the employee must regularly lift and/or move up to 10 pounds and occasionally will lift and/or move up to 25 pounds. This role is eligible for remote work. The employee will perform work primarily from a home-based office, using Guardian-provided or approved technology. Regular collaboration occurs via phone, email, and video meetings with Payroll, Accounting, and Sales teams. Standard business hours apply, with flexibility around commission and payroll processing deadlines. Internet Requirements: Remote positions require a strong and reliable internet connection. Interview Process We know an endless loop of interviews can be draining! To combat this, our interview process is capped at 3 interviews: - Phone call with internal Recruiter, 20-30 minutes - Video call with Director of Finance, Financial Analyst II - Video call with Director of Finance, Director of People & Culture, VP of Sales Equal Employment Opportunity We are committed to creating a diverse and inclusive workplace and encourage all qualified candidates to apply. All employment decisions are made without regard to race, color, religion, gender, sexual orientation, national origin, disability, or any other characteristic protected by applicable law.

• Review and analyze criminal records to assess applicant eligibility and mitigate risks for clients • Develop expert knowledge of screening software and maintain compliance with Fair Credit Reporting Act (FCRA) regulations • Manage and respond to inquiries from clients and consumers via phone and email • Provide guidance to clients and consumers on the next steps in the screening process • Deliver accurate and timely updates on open tasks to relevant stakeholders • Assist peers and co-workers with workload management and problem resolution • Participate in ongoing training sessions and team meetings

• Develop market analyses and studies on expansion and commercial opportunities; • Support the guidance and prioritization of commercial teams based on market indicators and potential; • Build, monitor and analyze market indicators and commercial performance metrics; • Prepare executive presentations and analytical materials to support decision-making; • Conduct studies related to competitors, customer base behavior, commercial efficiency and growth opportunities; • Be curious and support automation initiatives, process improvements, use of artificial intelligence and new technologies applied to activities; • Work closely with commercial areas, planning, marketing and other strategic departments of the company; • Experience with data analysis, commercial intelligence, planning, strategy or related areas; • Experience building indicators, performance analysis and generating insights for decision-making; • Intermediate to advanced knowledge of Excel and Power BI; • Ease in creating presentations and communicating analyses; • Analytical, organized and collaborative profile; • Curiosity, proactivity and interest in technology;