Role Description Apptegy is seeking a Financial Analyst to play a key role in driving financial clarity and strategic decision-making across the organization. This role sits within our Finance team and partners closely with leaders across Sales, Marketing, Customer Success, Product, and Operations to provide insights that shape how we invest, grow, and scale. This is a highly visible role designed for a strategic thinker who enjoys translating complex financial and operational data into meaningful insights for business leaders. As a senior individual contributor, you will own critical planning and analysis workflows, contribute to company-wide forecasting and performance management, and help build scalable, automated financial processes – leveraging AI tools and modern planning platforms – that support Apptegy’s continued growth. The ideal candidate combines strong analytical depth with business curiosity and the ability to influence decisions through clear, thoughtful financial storytelling. What You’ll Do - Own key parts of Apptegy’s planning cycle, including annual budgeting, quarterly forecasting, and long‑range planning. - Build and maintain scalable financial models across revenue, operating expenses, and headcount. - Run scenarios that help evaluate trade‑offs between growth, profitability, and investment levels. - Lead monthly and quarterly reviews with clear variance and trend analysis for leadership. - Analyze financial performance and SaaS metrics (e.g., revenue, pipeline, retention, customer growth) to identify trends, risks, and opportunities. - Translate complex data into clear, actionable recommendations for senior leaders and cross‑functional partners. - Serve as a trusted partner to leaders across departments and go‑to‑market teams, helping evaluate initiatives, resource allocation, and growth opportunities. - Lead ad hoc analysis and scenario modeling for high‑impact projects such as pricing, new product investments, and operational improvements. - Improve and maintain core models, dashboards, and reporting frameworks to enable faster, more accurate decision‑making. - Implement and optimize FP&A tools (e.g., Pigment) and related systems, building workflows that reduce manual effort. - Design and run automated, AI‑enabled reporting and processes that improve speed, accuracy, and data quality. - Prepare concise materials and insights for leadership and board‑level reporting, and help evolve Apptegy’s planning processes as we scale. Qualifications - 3+ years of experience in FP&A, financial analysis, corporate finance, or related analytical roles. - Bachelor’s degree in Finance, Accounting, Economics, or a related discipline. - Advanced financial modeling skills in Excel or Google Sheets, including scenario modeling and large dataset analysis. - Experience leveraging AI tools, workflow automation, or scripting (e.g., Python, Macros/VBA, Google Apps Script, or similar) to streamline financial processes and reduce manual work. - Ability to synthesize complex data into clear insights and actionable recommendations. - Experience partnering cross-functionally with business leaders and influencing decisions through financial analysis. What Makes You Stand Out - Experience in a SaaS or subscription-based business with familiarity in recurring revenue metrics (ARR, retention, LTV/CAC, payback). - Experience working in a high-growth company where processes and systems are evolving. - Demonstrated interest or experience using generative AI tools (e.g., Claude, ChatGPT, Glean, Copilot) to accelerate analysis, automate workflows, or improve reporting. - Exposure to FP&A platforms such as Pigment, Anaplan, Adaptive, or Planful. - Experience working with ERP or CRM systems such as NetSuite, Salesforce, or similar platforms. - Familiarity with BI tools or data querying (SQL, Looker, Tableau, etc.). Compensation Range $75,000 - $100,000 Benefits - Comprehensive medical, dental, vision, and life insurance coverage. - Retirement 401(k) with employer match. - Health Savings Accounts (HSA) and Flexible Spending Accounts (FSAs). - Mental Health Reimbursement. - Unlimited paid time off, including seasonal (December) company-wide time off. - Paid parental and medical leave. - Private medical insurance for you and your dependents (for MX employees). - Life insurance (for MX employees). - 15 days Aguinaldo (for MX employees). - Vales de Despensa (for MX employees). - Fondo de Ahorro (for MX employees). - Flexible paid time off policy (for MX employees). - Paid travel to/from Little Rock, Arkansas for Onboarding (for MX employees). Equal Opportunity Employer Apptegy is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.

Role Description Ardent is seeking a Senior Investigative Analyst to join our team in Washington, DC . This is an onsite position supporting government benefit fraud investigations and financial crime analysis. The successful candidate will apply advanced analytical techniques to identify fraud patterns, support investigative case development, and produce high-quality reports and referrals for law enforcement and government stakeholders. This role requires strong experience working with both structured and unstructured data, as well as the ability to communicate findings clearly to senior decision-makers. The ideal candidate is detail-oriented, analytically strong, and experienced in supporting complex fraud investigations involving government benefit programs and financial crimes. Responsibilities and Duties - Investigative Analysis & Fraud Detection - Conduct investigative analysis supporting government benefit fraud and financial crime cases. - Analyze structured and unstructured data from public and non-public sources to identify fraud indicators, anomalies, and behavioral patterns. - Apply knowledge of fraud typologies, including identity fraud, eligibility fraud, and organized fraud schemes. - Support case development through detailed analytical findings and investigative insights. - Data Analysis & Tool Utilization - Utilize analytical tools such as SQL, Excel, Neo4j, and i2 Analyst’s Notebook (or comparable link analysis platforms). - Perform link analysis to identify relationships among entities, transactions, and suspicious activity. - Query and manipulate datasets to support investigative hypotheses and case validation. - Reporting & Case Documentation - Prepare investigative reports, case summaries, and referral packages suitable for law enforcement action. - Ensure all findings are clearly documented, well-supported, and professionally presented. - Translate complex data analysis into clear, actionable intelligence products. - Communication & Stakeholder Engagement - Brief findings to senior government stakeholders in both written and verbal formats. - Collaborate with investigative teams, analysts, and government partners to refine case direction. - Support decision-making through clear, concise, and timely analytical reporting. Qualifications - Bachelor's degree in Criminal Justice, Data Analytics, Intelligence Studies, Information Systems, or a related field (or equivalent combination of education and experience). - Minimum of 3 years of professional experience in investigative analysis supporting government benefit fraud or financial crime investigations. - Minimum of 3 years of experience analyzing structured and unstructured data from multiple sources. - Strong understanding of fraud typologies related to government benefit programs, including: - Identity fraud - Eligibility fraud - Organized fraud schemes - Proficiency with analytical tools, including: - SQL - Excel - Neo4j - i2 Analyst’s Notebook or comparable link analysis tools - Minimum of 3 years of experience preparing investigative reports, referral packages, and case summaries for law enforcement use. - Strong written and verbal communication skills, with experience briefing senior government stakeholders. Requirements - Due to the nature of the work we support, all candidates in consideration for this role must be willing to undergo the government issued background investigation process. Benefits - Competitive pay - Comprehensive health coverage - Flexible PTO - Federal holidays off - Tuition reimbursement - Professional development support - Wellness stipends - A culture that values and rewards hard work, dedication, and adaptability Company Description Ardent is an equal opportunity employer. We will not discriminate in employment, recruitment, advertisements for employment, compensation, termination, upgrading, promotions, and other conditions of employment against any employee or job applicant on the bases of race, color, gender, national origin, age, religion, creed, disability, veteran's status, sexual orientation, gender identity, gender expression, or any other basis protected by state, local, or federal law.

**🔑 Key Responsibilities:** - Independently gather requirements for, prioritize, deliver, maintain, and continuously improve reusable data models, dashboards, analyses, A/B tests, and other data assets. Act as the product manager and implementer for your domain's data offerings using advanced SQL and BI tools. - Become the subject matter expert for data within your business areas. Identify opportunities for impact, proactively surface insights, support decision-making, and influence business strategy. Serve as a trusted partner to business stakeholders while supporting other business areas as needed. - Create and maintain comprehensive data documentation, communicate updates to stakeholders, write user stories for data engineering, validate data mapping, conduct QA, and implement data quality monitoring. - Monitor the usage of data assets, increase data literacy, and promote self-service through BI tools by providing training, guidance, and ongoing support. - Work within a centralized data team using agile methodologies. Collaborate with peer analysts through shared initiatives, shifting priorities, and code reviews to broaden your business and technical knowledge. - Partner with data architects, engineers, scientists, and analysts to help shape the vision and roadmap for the organization's data platform. Define and track annual OKRs to measure your impact.

Role Description As a senior, dedicated analytics associate you will play a critical role in supporting the end-to-end stewardship process, ensuring delivery of high-quality, timely insights that enable effective client engagement during one of the most critical program management functions. You will partner closely with Client Services, GBSC and other analytics leaders to drive alignment, enhance deliverable and support a consistent, scalable stewardship model across clients. Additionally, you will provide flexible surge support for ad hoc analytics requests, particularly during peak stewardship cycles of shifting client priorities. The ideal candidate will be able to juggle numerous inflight asks with a short timeline and communicate expectations effectively with internal and external stakeholders across the organization. In addition, you will be required to streamline processes and automate reporting where applicable. Essential responsibilities include: - Generating recurring and ad hoc analyses and reports related to client outcomes, ensuring timely delivery of both planned stewardship materials and emerging business needs. - Identifying and assessing opportunities to improve productivity, efficiency, and outcomes across the Stewardship process. - Support rapid-turn deliverables while ensuring outputs remain accurate, defensible, and aligned with client expectations. - Packaging insights from analyses into highly polished presentations for internal stakeholders and/or executive team. - Maintain a high level of responsiveness and adaptability, adjusting workload and focus as client demands and business priorities shift. - Conducting primary and/or secondary research to identify required data to solve a given business question. - Overseeing build-out of tools/technology as needed to ensure claims ops and client services have ability to comprehensively track outcomes. - Intermediate knowledge of fundamental claim concepts, practices, and procedures within GB’s operations. - Able to work independently with minimal guidance as needed. - Tasked with solving problems of moderate to high complexity. - Significant client interaction and engagement. Qualifications - Bachelor’s degree. - Minimum of 5 years professional experience with quantitative analysis. - Less than 20% travel. - Ability to think critically and break down complex business problems. - Clear and effective communication. - Strong academic credentials. - Proficient with Excel and PowerPoint. - Bonus if you possess enterprise analytics skills (e.g., R, Python, SQL, SAS, Power BI); however these skills are not required and can be taught on the job. - Bonus if you possess functional knowledge of Human Resources (not required). Requirements - Bachelor's degree in statistics, mathematics, computer science, finance, data science, engineering, or economics. - A background in insurance, insurance broking, or financial services. - Excellent problem solving skills as well as critical thinking and conceptual thinking abilities. - Expert in Microsoft products – Excel, Power Pivot, Power BI. - Expert proficiency in SQL for reading and manipulating data. Benefits - Medical/dental/vision plans, which start from day one! - Life and accident insurance. - 401(K) and Roth options. - Tax-advantaged accounts (HSA, FSA). - Educational expense reimbursement. - Paid parental leave. - Digital mental health services (Talkspace). - Flexible work hours (availability varies by office and job function). - Training programs. - Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing. - Charitable matching gift program. - And more...