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Senior Financial Analyst
1 month ago
We are a technology-driven company. We built our business with the purpose of empowering people and improving their organizations, one payment at a time.
We started our journey by providing smart and simple payment processing tools and products but have not stopped there. We are backed by a team of world-class experts and the best technology talent, and we are committed to helping more new businesses get started, increase the revenues of our customers, and bridge the gap between online merchants and payment solutions.
Our mission is to give companies the tools they need to change the future of their business.
Job Summary
We are seeking a highly skilled and Senior Financial Analyst who will play a pivotal role in supporting key business functions within our organization by delivering actionable insights and leveraging data to drive strategic decisions and create operational leverage.
You will play a pivotal role in driving innovation within the Finance team. You will be a seeker of best practices and technology, and an advocate for individualized approaches to building solid relationships for effective cross-functional collaboration.
Responsibilities & Duties
- Data Analysis and Insights: Utilize advanced analytical techniques to extract actionable insights from data. Present findings in a clear and compelling manner to support informed decision-making.
- Financial Modelling: Develop and maintain sophisticated financial models using SQL and MS Excel to support forecasting, budgeting, strategic (M&A) and capacity planning.
- Cross-Functional Collaboration: Work closely with department leaders to understand their specific data requirements and provide customized solutions where needed to realize opportunities for process improvement. Function as a trusted business partner to these leaders.
- Data visualization & Reporting: Gather stakeholder requirements effectively to create interactive dashboards and reports that clearly communicate performance, trends, future projections, risks, and opportunities. Design, build and automate recurring reporting. Conduct thorough analysis and quality assurance of reports prior to distribution.
- Profitability: Conduct in-depth profitability analysis by evaluating the financial performance of products, sales channels, customer, etc. to identify areas of revenue enhancement or cost reduction. Support the business with analytics on pricing, compensation plans and other projects.
- Technology: Continuously evaluate emerging BI, AI and analytics technologies, tools, and platforms against the challenges and opportunities within the Finance team to elevate overall efficiency and sophistication of team's processes and procedures.
- Performance Optimization: Continuously monitor the financial performance of management and financial reporting and make necessary optimizations to ensure effective data processing and reporting. Identify trends/variances, justify exceptions, and report potential data quality issues.
- Documentation and Training: Develop documentation and provide training to end-users on how to effectively utilize new tools and reporting prior to implementation.
Skills/Competencies
- An initiative-taker and collaborator who understands the importance of building solid relationships.
- Excellent communication and analytical skills.
- Strong critical thinker and detail-orientated
- Judgment and resourcefulness to solve problems independently.
- Growth mindset and proactive in self-development.
- Ability to thrive in a fast-paced, rapidly evolving environment.
Qualifications / Experience Required
- Proven experience (5+ years) in finance, business intelligence, data analysis, and data visualization.
- Expertise in BI tools such as Tableau, Power BI, or similar.
- Proficiency in SQL and MS Excel.
- Excellent communication and presentation skills.
- Knowledge of payment processing industry required.
Education Requirements
- Bachelor's degree in computer science, finance or a related field.