Role Description Treliant is looking for Analysts to focus on testing mortgage complaints and UDAAP related issues with key banking clients. - Perform testing activities by listening to mortgage customer service call center telephone communications and comparing documented system of record notes to the call. - Identify whether calls constitute a complaint in accordance with specified definitions. - Identify whether there may be UDAAP/UDAP concerns. - Update testing systems to report identified observations, errors, and failures. - Explain and support findings. - Contribute to the regular status reporting. - Maintain flexibility with respect to assigned tasks due to changing deadlines, deliverables, and priorities. - Relate effectively with clients at all levels, both internally and externally, and adapt to different styles and expectations in order to deliver high-quality work. Qualifications - 5+ years of relevant or applicable work experience. - Bachelor’s degree from an accredited college or university. - Mortgage customer service experience to include identification and documentation of complaints and UDAAP regulations. - Proficiency with Black Knight’s MSP, Microsoft Word, Excel, and PowerPoint (advanced Excel skills are a plus). - Strong project and time management skills and the ability to manage multiple priorities and to contribute to deliverables with varying scope and complexity. - Ability to analyze complex problems using data from multiple sources. - Excellent written and verbal communication skills and good judgment in what and how to communicate internally and externally. - Ability to communicate with confidence and demonstrate social awareness. - Strong collaborative and interpersonal skills. Benefits - Primary Location: Remote - Primary Location Salary Range: $25/hr - $75/hr - Comprehensive, total rewards package that includes competitive compensation. - Flexible benefit package reflecting commitment to a diverse and supportive workplace. - Eligibility for incentive pay as well as a full range of health benefits, vacation plan, and 401k plan.

Job Description Amazing Career Moments Happen Here Transforming the insurance industry is ambitious, we know. That's why at Applied, we're building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers - all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we're not just redefining what's achievable; we're creating a place where amazing career moments are made possible. Position Overview We are seeking a financially rigorous and technically fluent Senior Financial Analyst to join our Finance organization, focused on software and usage-based spend management. This role sits at the intersection of FP&A and FinOps - owning cost visibility, governance, and optimization across our key software and AI vendor relationships. You will partner with Engineering, IT, Procurement, and Finance leadership to drive budget accountability, improve forecast accuracy, and reduce waste. The ideal candidate brings strong financial analysis skills and the technical comfort to work directly with billing exports, usage APIs, and spend dashboards. To keep us headed in the right direction, we're looking for people who understand winning is a team sport, who value and seek to learn from our team's diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun. What You'll Do - Software Spend Reporting: Own monthly and quarterly reporting on software, SaaS, and consumption-based vendor spend. Build and maintain dashboards that deliver clear budget vs. actuals, trend analysis, and cost allocation by team and cost center. - Forecasting & Budgeting: Develop financial models for usage-based and subscription spend. Lead the annual budgeting process for software categories and produce monthly variance analysis with clear explanations of drivers. - Cost Optimization: Proactively identify waste, underutilized licenses, and inefficient consumption patterns. Quantify savings opportunities, develop business cases, and track realized savings against targets. - Vendor Financial Oversight: Manage financial relationships across the organization's software and consumption-based vendor portfolio, including cloud platforms, AI services, and SaaS tools. Monitor billing structures, track spend against commitments, and maintain a forward-looking view of contract renewals, pricing changes, and budget exposure. - Cross-Functional Collaboration: Serve as Finance's primary point of contact for Engineering and IT on software spend. Translate complex billing structures into Finance-relevant reporting and integrate software spend into QBR and strategic planning cycles. - Procurement Partnership: Partner with Procurement on contract negotiations by modeling committed spend tiers, volume discounts, and renewal scenarios to improve contract outcomes. We're Excited to Learn More About You Your experience may include: - Bachelor's degree in Finance, Accounting, Economics, or a related analytical field. - 3+ years of experience in FP&A or financial analysis, with meaningful exposure to technology or software spend management. - Demonstrated experience in budgeting, variance analysis, and financial forecasting. - Advanced proficiency in Excel or Google Sheets for financial modeling; experience working with billing exports and usage-based spend data from cloud or SaaS vendors. - Familiarity with BI tools (Power BI, Tableau, Looker) for spend reporting and dashboards. - Ability to translate complex billing structures into clear financial reporting for non-technical stakeholders. - Strong cross-functional communication skills; comfortable partnering with Engineering, Procurement, and Finance leadership. You may have other skills or credentials, including: - Familiarity with FinOps principles (FinOps Certified Practitioner a plus), applied in a Finance or FP&A context. - Hands-on experience with cloud or SaaS vendor billing platforms and cost management tooling. - Exposure to AI/ML cost structures, including token-based and consumption-driven pricing models. - Experience with SaaS spend management platforms (e.g., Apptio Cloudability, CloudHealth, Zylo). - Basic proficiency in SQL or Python for querying billing data or automating spend pipelines. - Professional certifications: CPA, CFA, or FinOps Certified Practitioner. - Experience in a high-growth technology company where software spend is a material cost driver. We know that talent comes from all backgrounds and experience levels. We encourage military members and their spouses as well as candidates without a degree or a background in tech to apply! When You Join Team Applied, You Can Expect: A culture that values who you are and recognizes that you aren't just an employee; you are a teammate, and you matter. We thrive on the benefits of our different experiences and celebrate the uniqueness our teammates bring to work with them every day. We flex our time together, collaborating remotely and in-person to empower our teams to work in the ways that work best for them. A comprehensive benefits and compensation package that centers our teammates and helps them to bring their best to work every day: - Medical, Dental, and Vision Coverage - Holiday and Vacation Time - Health & Wellness Days - A Bonus Day for Your Birthday Learn more about the people behind our products at https://www1.appliedsystems.com/en-us/about-us/jobs/ Our targeted starting base salary in the United States for this position ranges from $90,000 - $120,000 USD. To determine a new team member's starting pay, we consider a variety of factors, including someone's depth, breadth, and variety of experience, skills, and responsibilities. Depending on the role, team members may also be eligible to participate in additional compensation plans such as bonus and commission. Your Security Matters: Our candidates' personal information and online safety are top of mind for us. At Applied, we proactively protect your personal information and only communicate with candidates via a secure @appliedsystems.com email or through our official careers portal. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers. AI Utilization We leverage AI tools to streamline parts of our recruitment workflow (such as resume parsing and interview scheduling). However, candidate screening, interviews, and final decisions are conducted by real humans. EEO Statement Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don't discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law. #LI-Hybrid OR #LI-Remote

• Analyze headcount levels across regions, markets, service lines, and operational teams. • Monitor workforce capacity and identify overstaffed or understaffed locations using operational data and business forecasts. • Support workforce planning initiatives, including hiring plans, redeployments, reductions in force, and organizational growth. • Maintain rolling headcount forecasts and workforce planning assumptions. • Evaluate labor utilization and provide recommendations regarding hiring versus overtime to optimize workforce efficiency and control costs. • Analyze subcontractor utilization and recommend opportunities to improve labor allocation. • Track and analyze labor-related costs, including direct labor, overtime, subcontractors, Travel & Entertainment (T&E), fleet expenses, and equipment and safety gear. • Partner with Finance to ensure labor plans align with budgets, forecasts, and operational objectives. • Support scenario modeling to evaluate the financial and operational impact of staffing changes. • Monitor labor cost trends and identify opportunities for operational efficiency. • Support workforce-related asset planning, including vehicles, tools, equipment, safety gear, and IT assets. • Coordinate with Fleet and Operations to ensure assets are available for new hires, transfers, and organizational changes. • Identify asset shortages or timing issues that could impact operational execution. • Assist with planning fleet and equipment requirements based on projected workforce needs. • Partner with Operations leaders to understand staffing requirements and workforce challenges. • Collaborate with Finance to align labor planning with financial forecasts. • Work closely with Human Resources on hiring plans, workforce changes, and organizational updates. • Coordinate with Fleet to ensure labor and asset planning remain synchronized. • Support communication of workforce planning updates across departments. • Develop and maintain workforce planning reports, dashboards, and labor analytics. • Perform plan-versus-actual analysis for headcount and labor costs. • Ensure workforce data remains accurate across business systems. • Document workforce planning processes and recommend improvements that increase efficiency and scalability. • Support ad hoc workforce, labor, and operational analyses as requested.

• Develop short- and medium-term forecasts for preventive maintenance and repair demand across regions, markets, and service lines • Analyze historical trends, seasonality, customer demand, and operational inputs to improve forecast accuracy • Maintain rolling demand forecasts and update plans based on changing business conditions • Identify demand variability, operational risks, and capacity constraints, communicating recommendations to Operations leadership • Support planning for equipment rentals and other operational resources tied to forecasted job volumes • Partner closely with Operations leaders to understand field execution, scheduling constraints, and workload requirements • Participate in weekly and monthly business planning meetings to align operational priorities with forecasted demand • Identify recurring operational trends and recommend process improvements to increase efficiency and resource utilization • Support continuous improvement initiatives focused on demand planning and operational execution • Partner with the Headcount Analyst to translate demand forecasts into staffing requirements • Collaborate with the Costing Analyst to ensure projected job volumes are accurately reflected in labor, equipment rental, and operational cost models • Work with the Revenue Manager to align operational demand with pricing assumptions and revenue forecasts • Ensure operational plans remain aligned with financial objectives and business strategy • Develop and maintain demand planning dashboards, KPI reporting, and operational analytics for Operations and Finance leadership • Monitor forecast accuracy and analyze variances between planned and actual workload • Provide actionable recommendations to improve forecasting accuracy and operational performance • Perform ad hoc analyses related to service expansion, market trends, seasonal demand, and operational capacity