Sr Analyst, Financial Planning & Analysis
About The Position
This role supports the Payments Processing Finance in managing daily finance operations across payment processing activities, with a focus on transaction economics and merchant profitability analysis. You will collaborate closely with business stakeholders to build strong partnerships and unlock value through data-driven insights. Your responsibilities will include forecasting, budgeting, month-end closing, financial/deal modeling, performance measurement, and reporting activities. You will develop deep expertise in payment processing metrics to proactively identify key business drivers and trends. Through concise storytelling and financial analysis, you'll communicate results effectively to cross-functional teams including Accounting, Corporate Finance, and Product. You will also help streamline, improve, and automate financial workstreams and processes to drive operational efficiency while supporting strategic initiatives across segments.
Requirements
- 3+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.
Nice To Haves
- Strong modeling and analytical skills; ability to translate large, complex datasets into actionable insights.
- Understanding of payments economics is a plus
- Excellent communication and storytelling skills, with the ability to simplify complex topics for senior leadership.
- Advanced Excel modeling skills; proficiency with visualization and data tools (e.g., Tableau, Power BI, SQL) preferred.
- Experience with Essbase, Hyperion, or similar financial systems a plus.
- Bias for action, curiosity, and ability to work in a fast-paced, cross-functional environment.
Responsibilities
- Support planning and forecasting processes
- Review business performance on regular cadences (weekly, monthly, quarterly)
- Collaborate with stakeholders to gather inputs and summarize insights
- Produce executive-level presentations
- Work closely with the finance and technical teams to drive process and system improvements
- Facilitate discussions with various stakeholders, manage expectations, and collaborate cross-functionally
- Consult with finance leads to review and discuss key issues, risks, and dependencies for assigned initiatives
- Document and escalate potential risks/issues, assist in developing mitigation strategies, and support their implementation
Benefits
- Generous paid time off
- Healthcare coverage for you and your family
- Resources to create financial security
- Support your mental health
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What This Job Offers
Job Type
Full-time
Career Level
Senior
