• The Financial Management Analyst is responsible for the preparation and oversight of high-quality customer budgets and contracts on behalf of investigative sites. • This position plays a critical role in pricing, planning, execution, and control of investigator grants. • This role is directly involved with the development of negotiation strategies. • Develop and negotiate (complex) grant budgets based on protocols, SOAs, Rate Cards, and sponsor provided materials on behalf of investigative sites. • Develop full grant budgets if sponsor or CRO does not provide a budget template and review with site as applicable. • Develop and review Clinical Trial Agreements (CTAs) utilizing standard templates and project related information on behalf of investigative sites. • Ensure CTAs are executed in a timely manner in order to meet expected timelines for study start-up. • Develop and review other agreements (e.g. confidentiality agreements, Work Orders, Change Orders, etc.) as needed in support of the business. • Liaise with the legal departments as necessary to ensure any content changes to the CTAs are agreeable. • Provide ongoing account management and financial support to the Director, operations Finance FMS, and the FMS analysts to ensure productive investigative site relationships. • Ensure contract and budget statuses remain updated on a regular basis to support project timelines and allow management insight into financials associated with the contracting process.

• Assist in developing and executing pricing and revenue strategies. • Analyze historical data, market trends, and competitor pricing to support decision-making. • Monitor daily, weekly, and monthly revenue performance metrics. • Support forecasting and budgeting processes. • Prepare reports and dashboards for senior management. • Identify opportunities to optimize pricing, inventory, and distribution channels. • Collaborate with sales and operations teams to align revenue strategies. • Maintain and update revenue management systems and tools. • Ensure data accuracy and consistency across platforms. • Lead weekly revenue calls, including preparing insights, presenting performance updates, and documenting key decisions and action items.

Role Description Business Analyst – Salt Lake City, UT. Seeking Master’s degree in IT Management, Management Information Systems, Computer Science, or closely related field and two (2) years business analyst experience required. Position reports to HQ in Salt Lake City, UT; may telecommute. Qualifications - Master’s degree in IT Management, Management Information Systems, Computer Science, or closely related field - Two (2) years business analyst experience Requirements - Position reports to HQ in Salt Lake City, UT; may telecommute Benefits - Equal opportunity employer - Celebration of diversity and commitment to an inclusive environment - Support for applicants requiring accommodations during the recruitment process

Role Description The Sr. Business Analyst will report to the Sr. Product Manager in the Product Management department. This role is responsible for owning complex domain and rule clarity across multiple workflows or products by identifying business needs, analyzing data, and developing data-driven solutions. This individual will collaborate closely with other product, operations, legal, compliance, and technology teams to evaluate current processes, uncover areas for improvement, and design scalable, operationally sound solutions that optimize business performance and reduce risk. Key responsibilities include: - Own domain and rule clarity across products and workflows - Define, document, and validate complex business rules across interconnected workflows - Raise the quality bar for requirements, documentation, and operational readiness - Mentor other team members on rule design, edge cases, and testability - Anticipate impacts of rule changes, customer insights, and regulatory considerations - Design scenario-based validation plans defining conditions for success - Evaluate solution options for rule completeness and exception coverage - Identify hidden operational costs and risks to inform prioritization decisions - Establish and enforce requirements standards - Unblock teams by clarifying rules and driving timely decision-making - Ensure test and operational readiness activities are clearly defined and executed - Lead root cause analysis for rule-driven defects - Lead discussions to align stakeholders on conflicting interpretations - Document tradeoffs, decisions, and rationale for auditability and future reference - Facilitate working sessions across teams for shared services and journeys - Maintain centralized repositories for domain knowledge and documentation - Develop reusable playbooks for complex processes - Define and standardize operational metrics - Define and maintain BA templates, checklists, and standardized artifacts - Ensure consistency in tagging, linking, and documentation across tools (ADO, wiki, etc.) - Support rollout and adoption of enterprise frameworks - Act as product manager delegate when needed, providing continuity in decision-making, prioritization, and stakeholder engagement in the absence of the product manager - Engage directly with external clients, demonstrating a high degree of professionalism and clarity in communication to gather requirements, manage expectations, provide software demos and ensure successful outcomes - Develop and deliver training materials and sessions to ensure stakeholders and operational teams are equipped to adopt new processes and product capabilities - Foster a culture of clarity, accountability, and continuous learning - Advocate for operational excellence and trust-building across teams - Other duties as assigned Typical schedule for this position is 8 a.m. CT to 5 p.m. CT. Qualifications - 7+ years of experience in business analysis, product operations, or related roles (fintech or highly regulated industry preferred) - Bachelor’s Degree in Business, Finance, Technology, or related field required - Agile and Product Management certifications are a plus Requirements - Strong analytical and problem-solving skills with the ability to interpret complex rule sets and operational processes - Strong communication skills with the ability to influence and align stakeholders - Proactive, engaged contributor who actively participates in discussions, drives clarity in the moment, and takes ownership to move work forward—operating with a high degree of independence and initiative - Advanced capability in authoring high-quality user stories and scenario-based acceptance criteria that ensure clarity, completeness, and testability across complex workflows - Ability to cut through ambiguity by structuring unclear problem spaces into defined rules, scenarios, and measurable outcomes—enabling teams to move forward with clarity and confidence - Demonstrated ability to manage multiple projects and workstreams in a fast-paced environment, effectively prioritizing and delivering high-quality outcomes within established timelines - Deep understanding of product development lifecycle and Agile methodologies - Expertise in requirements definition, scenario design, and operational readiness planning - Proven ability to lead cross-functional initiatives and drive decision clarity - Experience with data analysis and visualization tools (e.g., Excel, SQL, Tableau) - Proficiency with process modeling and documentation tools (e.g., Visio, Miro) - Highly detail-oriented with a focus on quality, consistency, and scalability Other Requirements - Travel up to (10%) - Prolonged periods of sitting at a desk and working on a computer - Occasionally lifts up to 25 pounds