ABOUT THE ROLE

We are seeking a highly analytical and motivated Senior Financial Analyst to join our high-growth FP&A team within a fast-paced fintech/payments organization. This role will support Revenue and COGS forecasting, reporting, and strategic analysis across a complex, data-rich business with a deep client base.

This position is ideal for someone who enjoys solving complex business problems, working with large datasets, building scalable financial models, and helping shape FP&A processes in a rapidly evolving environment. The role will partner closely with Finance, Sales, Product, Operations, and Executive Leadership to improve forecasting accuracy, enhance reporting capabilities, and support key strategic initiatives, including ongoing business transformation and M&A integration efforts.

This is a high-visibility opportunity for someone looking to grow within a modern FP&A organization focused on data-driven decision making, process improvement, and strategic business partnership.

KEY RESPONSIBILITIES

Forecasting & Financial Analysis

• Support Revenue and COGS forecasting across multiple products, customer segments, and business lines
• Build and enhance forecasting models and planning tools from the ground up
• Analyze business trends, seasonality, customer behavior, and operational drivers to improve forecast accuracy
• Assist with monthly forecasting, budgeting, long-range planning, and ad hoc financial analysis
• Develop scenario analyses and support pricing, sales, and product-related business cases

Data & Reporting

• Work with large and complex datasets from multiple financial and operational systems
• Clean, validate, reconcile, and organize data used in forecasting and reporting processes
• Develop and maintain reporting dashboards and KPI packages for senior leadership
• Utilize BI and reporting tools, including Power BI, to improve visibility into business performance
• Partner with cross-functional teams to improve data consistency and reporting efficiency

Business Partnership

• Collaborate with Sales, Product, Operations, and Finance leaders to provide actionable financial insights
• Support development of business case reviews and financial "sanity checks" for new initiatives and strategic opportunities
• Assist with financial analysis related to pricing strategy, profitability, and operational performance
• Contribute to integration and reporting efforts associated with ongoing M&A activity

Process Improvement & FP&A Development

• Help build scalable FP&A processes, reporting infrastructure, and forecasting methodologies in a growing organization
• Identify opportunities to automate reporting and improve financial workflows
• Support initiatives focused on improving data quality, reporting accuracy, and operational efficiency

QUALIFICATIONS

• Bachelor's degree in Finance, Accounting, Economics, Analytics, or related field
• 3+ years of experience in FP&A, financial analytics, or strategic finance
• Advanced Excel skills, including experience with: Complex formulas, Large data sets, Pivot tables, Data modeling
• Payments, fintech, SaaS, or transaction-based business experience
• Strong analytical, problem-solving, and financial modeling skills
• Experience supporting process improvement or building FP&A infrastructure
• Experience with BI and reporting tools such as Power BI
• Strong communication skills with ability to present insights to business stakeholders
• Ability to thrive in a fast-paced, evolving environment with multiple priorities