• Analyze rental asset utilization, availability, downtime, revenue, margin, repair costs, and lifecycle performance across the portfolio. • Build, maintain, and improve Excel-based reporting models, dashboards, trackers, and performance summaries. • Work with large datasets from ERP, rental management, finance, CRM, telematics, or other operational systems to identify trends, exceptions, and improvement opportunities. • Use AI tools and data-analysis platforms to clean, classify, summarize, and interpret large volumes of rental asset data efficiently and accurately. • Support monthly and quarterly reporting on portfolio performance, asset returns, underutilized equipment, revenue leakage, and capital allocation. • Develop insights that help improve rental pricing, portfolio mix, asset redeployment, maintenance planning, and investment decisions. • Partner with operations and finance teams to investigate variances, reconcile data, validate assumptions, and ensure reporting accuracy. • Create ad hoc analyses for leadership, including asset profitability, customer rental behavior, geographic demand, replacement timing, and disposal recommendations. • Identify opportunities to automate recurring reports, streamline manual processes, and improve data quality. • Present findings clearly to stakeholders, translating complex analysis into practical business recommendations.

Role Description Trillium Health Resources has a career opening for a Senior Financial Analyst to join our team. The Senior Financial Analyst provides financial analysis, auditing, and operational oversight functions related to provider claims payments and check write processes. This position is responsible for: - Reviewing and analyzing claims payment activity. - Monitoring financial transactions. - Validating payment accuracy. - Ensuring compliance with established policies, procedures, and regulatory requirements. The Senior Financial Analyst performs detailed analysis of: - Claims payment data. - Credit memos. - Recoupments. - Hardship repayments. - Levy withholdings. - Provider payment activity. This role works closely with Claims, Information Technology, Provider Relations, and Finance teams to: - Research payment discrepancies. - Identify process improvements. - Support the timely and accurate distribution of provider payments. The position is responsible for preparing: - Financial reports. - Payment reconciliations. - Operational analyses that support decision-making and strengthen internal controls within the claims payment system. The Senior Financial Analyst also assists with: - Testing system enhancements. - Validating claims payment calculations. - Monitoring check write activity. - Developing reporting tools to improve financial oversight and operational efficiency. The employee is expected to: - Work independently within established procedures. - Exercise sound judgment when analyzing payment-related issues. - Provide recommendations to leadership regarding financial impacts, payment processing trends, and operational improvements. On a typical day, you might: - Review and analyze weekly provider check write activity for accuracy and completeness. - Monitor and reconcile claims payments, credit memos, recoupments, hardships, levies, and payment adjustments. - Research and resolve claims payment discrepancies and out-of-balance conditions. - Perform financial analysis of claims payment trends and provider payment activity. - Prepare and present claims payment summaries and financial reports to leadership. - Validate payment files, EFT transactions, remittance advice (RA), and 835 files prior to distribution. - Collaborate with Claims, IT, and operational teams to test and implement system enhancements. - Develop and maintain reporting tools, dashboards, and reconciliations supporting claims payment operations. - Ensure compliance with accounting standards, internal controls, and regulatory requirements related to provider payments. - Support audits, financial reviews, and special projects involving claims payment processing and financial operations. Qualifications - High School Diploma/GED and six (6) years of experience in Accounting/Finance/Business or financial analysis related field including analyzing financial data and preparing financial reports or preparing journal entries and performing account reconciliations; OR - Associate’s degree and four (4) years of experience in Accounting/Finance/Business or financial analysis related field including analyzing financial data and preparing financial reports or preparing journal entries and performing account reconciliations; OR - Bachelor’s degree and two (2) years of experience in Accounting/Finance/Business or financial analysis related field including analyzing financial data and preparing financial reports or preparing journal entries and performing account reconciliations; OR - Equivalent combination of education/experience. - Must have a valid driver’s license. - Must reside within North Carolina. - Must be able to travel within catchment as required. Requirements - Bachelor’s degree in Accounting, Finance, or Business (preferred). - At least two (2) years in public accounting or four (4) years in accounting role(s) in the private or public sector (preferred). - Certified Public Accountant (CPA) license or in active pursuit of certification (preferred). - Experience with healthcare claims payment processing, provider payment operations, financial reconciliations, and Microsoft Dynamics 365 or a similar financial system (preferred). Benefits - Typical working hours: 8:30 am – 5:00 pm; flexible work schedules with some roles with management approval. - Work-from-home options available for most positions. - Health Insurance with no premium for employee coverage. - Flexible Spending Accounts. - 24 days of Paid Time Off (PTO) plus 12 paid holidays in your first year. - NC Local Government Retirement Pension (defined-benefit plan). - 401k with 5% employer match and immediate vesting. - Public Service Loan Forgiveness (PSLF) qualifying employer. - Quarterly stipend for remote work supplies.

• Being part of our Customer Onboarding team means being the bridge to success for new clients. Your mission will be to ensure an agile, efficient, and delightful ramp-up (activation) experience. • You will be responsible for managing a portfolio of newly onboarded clients, monitoring strategic KPIs and ensuring high levels of satisfaction. • The team's focus is to provide the necessary technical and operational support with strong empathy so the client feels their operation is in good hands and can focus on what they do best: selling. • Strategically manage the portfolio of new clients, ensuring a smooth integration journey. • Investigate integration failures, analyze logs, and propose quick solutions during onboarding. • Provide excellent, human-centered support to internal and external clients. • Closely monitor operational indicators (KPIs) to anticipate bottlenecks. • Identify process optimization opportunities and propose action plans that add real value to the client's business. • Assist client developers in understanding our API documentation and resolve technical integration questions.

Role Description Partner One is looking for an Investment Analyst to join the team. The Investment Analyst will be part of the Mergers and Acquisitions team and will be responsible for supporting activities related to due diligence and the execution of acquisitions. - Conduct overview and analysis of commercial and financial data of acquisition targets. - Formulate and present the assessment of the acquisition targets’ initial fit. - Conduct market research to understand industry trends and recognize new acquisition opportunities. - Identify software businesses that meet our acquisition criteria and metrics, and move opportunities through the deal cycle. - Support the M&A team with various ad hoc tasks related to the closing of live deals. - Collaborate and coordinate with cross-functional teams on data requests, information sharing, project team meetings, and deal execution. Qualifications - Up to 5 years of experience in one or more of the following areas is required: - Transaction advisory services, including Quality of Earnings and Quality of Revenue engagements - Buy-side financial due diligence advisory - Public accounting / external audit serving technology or software companies - Corporate development, FP&A, or finance at software or SaaS businesses - Revenue accounting and operations at software or SaaS businesses - Controllership / accounting operations at software or SaaS businesses - Business operations or strategic finance at software or SaaS businesses - Working knowledge of US GAAP and IFRS accounting standards and policies. - Demonstrated strong academic performance at a top-tier institution. - Degree in Finance, Accounting, or a related business field; CPA or CFA track is a significant plus. - Maturity and presence to interact effectively with C-level executives. - Availability to work half of each day in alignment with the business hours of our North American office. - Self-starter with strong sales and communication skills. - Strong command of written and spoken English. - Strong analytical and Microsoft Suite skills, with a high attention to detail. Company Description Partner One is a leading investment group with a 30-year history of acquiring and growing successful software companies. Trusted by over 2,000 of the world’s largest corporations and governments, Partner One owns some of the fastest-growing enterprise software companies globally.