Senior Financial Analyst, Payments and Fintech

Senior Financial Analyst, Payments & FinTech (reports to Sr. Manager, Payments)

In this role, the candidate would be responsible for assisting all payment team members with financial and analytic support related to both the evaluation of new initiatives (e.g., business cases) as well as creation of performance monitoring reports for existing products/processes (e.g., weekly/monthly KPI reporting, P&Ls, etc.). He/she would also be responsible for ad hoc analysis to help identify issues and opportunities as requested by leadership. The candidate would be expected to be familiar with the operational and strategic priorities of the group and be knowledgeable about the location and extraction of the available data in support of those objectives. Both data mining and data manipulation will be important elements of the job.

The ideal candidate will be adept at using modern data mining and manipulation tools/services (e.g., Qlik, Tableau, Power BI, Google Big Query, etc.) as well as capable of learning internal legacy systems (e.g., PeopleSoft reporting, IBM PAC, etc.). He/she should be capable of summarizing data in a format that will be effective in communicating to leadership (e.g., visualization tools, Microsoft Office, etc.).

Primary Responsibilities

1. Creation of routine reporting (e.g., financial statements, KPI reporting, etc.), utilizing a variety of different systems and processes
2. Standardization of certain reports through visualization tools, such as Power BI or Tableau
3. Work with FP&A to establish and maintain annual plans/quotas as well as routine forecast updates
4. Assist with financial transactions (PO creation through invoice approval) for Payments & FinTech Team
5. Help lead monthly close process to ensure P&L statements are accurate
6. Data mining in a variety of source systems to generate ad hoc analyses as requested by leadership
7. Evaluate trends, as well as identify and investigate unusual or unexpected variances
8. Own Payment & FinTech business case models, created in partnership with business owners and other finance partners
9. Create and update reporting on business case operating and capital expenses, as well as post-implementation benefits realization
10. Develop concise, yet comprehensive presentations or other written updates that appropriately communicate findings
11. Participate in executive level updates and confidently represent the work product within the assigned scope of responsibilities
12. Identify and implement areas of opportunity to enhance current processes and ensure processes are documented
13. Work with business units across the globe to understand sources of information and create similar capabilities in different geographies
14. Other duties as assigned

Preferred Qualifications

1. Bachelor's degree from an accredited college or university with a major in Business, Finance, Economics, or a related quantitative field is required
2. MBA or relevant graduate degree is preferred
3. 3 – 5 years of relevant work experience (e.g., Corporate Finance, Financial Planning & Analysis, etc.)
4. Prior experience with data analysis (mining, manipulation, and visualization)
5. Prior exposure to large and complex enterprise IT environments
6. Knowledge of concepts, practices, and procedures as relates to general finance principles (e.g., NPV, ROI, etc.) and general ledger accounting
7. Excellent oral/written communication skills
8. Strong analytical skills
9. Excellent computer skills, especially with Excel and PowerPoint
10. Power BI and/or Tableau experience preferred
11. PeopleSoft GL and TM1/Planning & Analytics experience preferred
12. Ability to thrive in an environment of change and openness to new challenges and opportunities
13. Strong problem solving abilities
14. Detail oriented, with keen focus on accuracy
15. Self-starter with a strong work ethic
16. Team player

Primary Skills Required

1. Data skills – ability to understand data sources, mine for the appropriate data, and manipulate said data to arrive at conclusions and recommendations
2. Financial skills – understanding of P&L and Balance Sheet and how projects impact both, creating standardized reporting when requested by leadership
3. Presentation skills – ability to communicate (both verbal and written, including slide creation) with executive level audience