Role Description We are currently seeking a 401(k) New Business Analyst to join our New Business team. This team is responsible for establishing new clients on Employee Fiduciary's systems and ensuring a smooth and accurate onboarding process. This is an excellent opportunity for an individual looking to build a career in the retirement plan industry. No prior 401(k) experience is required, making this an ideal entry-level position for a motivated candidate eager to learn and grow. The New Business Analyst is responsible for setting up new retirement plans and related data within Employee Fiduciary's systems. This role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities while maintaining a high level of accuracy and customer service. - Learn and maintain proficiency in all software required to perform job responsibilities, including Relius Administration. - Establish and maintain new retirement plans within Employee Fiduciary systems, including Relius Administration, Matrix Trust Company, and CRM platforms. - Prepare enrollment materials, participant notices, and other onboarding documents for clients. - Enter employee census information and conversion data into Relius Administration. - Maintain organized and accurate electronic records in accordance with departmental standards. - Assist with special projects and additional duties as assigned. - Comply with all company policies, procedures, and operational standards. Qualifications - Advanced proficiency in Microsoft Excel and working knowledge of Microsoft Office applications. - Ability to quickly learn and become proficient in Relius Administration, CRM systems, and other company software. - Strong attention to detail and commitment to accuracy. - Excellent organizational and time management skills. - Ability to effectively manage multiple priorities and meet deadlines in a fast-paced environment. - Strong written and verbal communication skills. - Ability to work collaboratively and maintain positive working relationships with clients and coworkers. - Proficiency in reading, writing, and communicating in English. - Ability to use standard office equipment and technology. Requirements - A bachelor's degree in Business or a related field is preferred; however, candidates with one or more years of experience in the third-party administration (TPA) and/or retirement plan recordkeeping industry will also be considered. - Advanced proficiency in Microsoft Excel required. - Experience with Relius Administration or similar retirement plan administration software is a plus. Benefits - Opportunity to build a long-term career in the retirement plan industry. - Collaborative and supportive team environment. - Exposure to retirement plan administration, compliance, and client onboarding processes. - Opportunities for professional development and growth within a rapidly expanding organization.

• Coordinate and develop content for public sector RFx responses and proposals to include SaaS/PaaS solutions • Manage the submission response, and create bid/response plans and schedules • Creating milestones, navigating bid strategy, and organizing bid plan to distribute to the internal stakeholders • Co-developing the RFx responses with the AE/Solutions team • Manage/track all aspects of content preparation, revision, and submission; collaborate and coordinate inputs from sales, solution engineering, security, legal, and compliance teams • Simultaneously coordinate across multiple internal/external bidding partners at once where required; and coordinate internal content reviews with executive management and legal • Structure, edit, and format all types of response content (general, functional, technical), tailoring the content around the customer requirements, and remain current on all amendments and modifications • Participation in the development of proposals, win themes, and executive summary sections and sharing best practices with team members to enhance the quality and efficiency • Leverage AI to create baseline content for high-volume sections, such as project backgrounds, executive summaries, or standard corporate capability descriptions, to reduce initial writing time.

• Support the development and optimization of General Motors Insurance operations by analyzing business needs • Define objectives, conduct gap and ROI analyses, and gather requirements • Collaborate with stakeholders to improve claims processes and workflows • Contribute to solution design and proactively identify and manage business risks • Create and edit claims workflows and processes

Role Description As a Lead Finance Analyst – Global Partner Solutions (GPS), you will play a critical role in supporting the financial and strategic direction of a partner-driven sales organization. This position partners closely with sales, strategy, product, and finance stakeholders to deliver insights that inform key business decisions. This role is designed for a highly analytical finance professional who thrives in a fast-paced, evolving environment. You will support partner sales channels, including renewals and migrations from legacy to growth products, while driving forecasting, performance tracking, and strategic analysis. Your work will directly influence investment decisions, operational priorities, and long-term growth strategies. Work Location: Fully remote position open to candidates based anywhere in the U.S. Main Responsibilities - Provide strategic financial and analytical support to partner sales and cross-functional stakeholders, enabling insight-driven decision making. - Develop and evaluate business cases, ROI analyses, financial models, and scenario planning to support strategic initiatives. - Own forecasting, budgeting, and long-range planning activities aligned to partner-driven revenue streams. - Analyze performance across revenue, margin, productivity, and execution metrics; translate findings into actionable insights. - Design and maintain KPIs, scorecards, and performance tracking frameworks to measure business success. - Partner cross-functionally with revenue operations, sales, product, and finance teams to align insights with business priorities. - Support monthly close processes and reporting, ensuring accuracy and clarity of financial results. - Identify risks and opportunities across the business and proactively recommend actions. - Produce executive-ready reporting and presentations that synthesize complex data into clear recommendations. - Lead and support special projects related to operational excellence, transformation initiatives, and partner strategy. - Continuously enhance reporting tools, processes, and analytical frameworks to improve efficiency and impact. - Act as a thought partner to leadership, providing forward-looking insights and supporting key business discussions. Qualifications - Minimum: Bachelor’s degree in Finance, Business, Economics, or related field, or equivalent experience. - 5+ years of experience in financial analysis, FP&A, or a related strategic finance role. - Strong financial modeling, analytical, and problem-solving skills. - Advanced Excel skills with the ability to synthesize data from multiple sources. - Experience supporting revenue forecasting, budgeting, and performance analysis. - Ability to communicate complex insights clearly and effectively to senior stakeholders. - Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. - Ability to work through ambiguity and influence cross-functional stakeholders. - Preferred: Experience supporting partner, sales, go-to-market, or strategy organizations. - Background in technology, telecommunications, or related industries. - Experience with KPI development, performance management, and executive reporting. - Familiarity with SAP, SAC, Salesforce, or similar enterprise financial and data systems. - Exposure to dashboarding or reporting tools (e.g., Power BI). - Strong collaboration skills with the ability to influence without direct authority. - Interest or exposure to emerging analytical tools, including AI-enabled capabilities. Compensation This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors. - $84,629 - $112,838 in these states: AL, AR, AZ, FL, GA, IA, ID, IN, KS, KY, LA, ME, MO, MS, MT, ND, NE, NM, OH, OK, PA, SC, SD, TN, UT, VT, WI, WV, WY - $88,860 - $118,480 in these states: CO, HI, MI, MN, NC, NH, NV, OR, RI - $93,092 - $124,122 in these states: AK, CA, CT, DC, DE, IL, MA, MD, NJ, NY, TX, VA, WA Benefits - Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing.