Senior Financial Analyst

Fiserv•Milwaukee, WI

1d•Onsite

About The Position

As a Senior Financial Analyst, you will deliver analysis and actionable insights that shape budgeting, forecasting, and investment decisions across our business. You collaborate with finance, operations, and product partners to translate data into clear, data-driven recommendations. Your work advances resource allocation, profitability, and performance reporting so leaders can make informed decisions grounded in financial rigor.

Requirements

2+ years of experience in financial planning and analysis (FP&A), including budgeting, forecasting, and variance analysis and/or similar discipline
Experience building and maintaining complex financial models and delivering insights that influence business or investment decisions
Experience Excel skills (pivot tables, lookup functions, data modeling) and experience with enterprise planning and reporting tools (for example, Oracle Hyperion, Anaplan, Workday Adaptive, or a similar platform)
Experience in data analysis
Bachelor’s degree in Finance, Accounting, Economics, or a related field

Nice To Haves

Exposure to payments, financial technology (fintech), or merchant acquiring economics and KPI frameworks.
Familiarity with Generally Accepted Accounting Principles (GAAP) concepts related to revenue recognition and expense accruals.

Responsibilities

Build and maintain driver-based financial models to support scenario planning, investment cases, and long-range planning.
Lead monthly forecast updates and partner with stakeholders to explain revenue, expense, and margin trends versus plan and prior periods.
Support monthly close activities by preparing analyses for accruals, reclasses, and variance explanations and coordinating with Accounting.
Analyze key business drivers, key performance indicators (KPIs), and unit economics to identify risks, opportunities, and performance improvement actions.
Develop executive-ready dashboards and reports using Excel and business intelligence tools to visualize performance and progress to goals.
Present findings and recommendations to finance and business leaders, ensuring clarity, traceability, and alignment to objectives.
Responsibilities listed are not intended to be all-inclusive and may be modified as necessary.

Benefits

Fuel Your Life program to support your physical, financial, social, and emotional well-being.
Paid holidays and generous time away policies.
No-cost mental health support through Employee Assistance Programs.
Living Proof program to recognize your peers’ extra effort with points redeemable for rewards.
Eight Employee Resource Groups to foster a collaborative culture and expand your network.
Unparalleled professional growth with training, development, and internal mobility opportunities.
Medical, dental, vision, life, and disability insurance options available from day one.
Retirement planning and discounted shares with the Employee Stock Purchase Plan.
Tuition assistance and reimbursement program.
Paid parental, caregiver, and military leave.