Senior Financial Analyst

Role Overview

• Own financial forecasting, budgeting, and long-range planning for the card production product, including volume, revenue, cost, and margin analysis.
• Develop and maintain detailed financial models to assess current performance and project future results under various business and operational scenarios.
• Partner closely with product, operations, and supply chain leaders to understand drivers of card production volumes, unit costs, capacity, and investments.
• Lead the annual budget and periodic forecast cycles, establishing timelines, assumptions, and methodologies in collaboration with cross-functional stakeholders.
• Analyze monthly financial results, comparing actuals to budget and forecast, identifying key variances, risks, and opportunities, and recommending corrective actions.
• Perform trend analysis and scenario planning related to demand fluctuations, input cost changes, pricing, and operational efficiencies.
• Conduct economic and financial analyses related to capital investments, depreciation, working capital, vendor contracts, and return-on-investment for card production initiatives.
• Prepare clear, concise management reporting and executive-ready presentations that summarize financial performance, forecasts, and key business insights.
• Support strategic decision-making by evaluating new products, process improvements, automation initiatives, and sourcing strategies impacting card production.
• Continuously improve FP&A processes, models, and reporting to increase accuracy, transparency, and efficiency.
• Ensure financial assumptions and analyses align with corporate accounting policies, internal controls, and governance standards.
• Act as a trusted financial advisor to business leaders, translating complex financial data into actionable recommendations.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CPA, CFA, or similar advanced credential preferred.
• 3–5+ years of progressive experience in financial planning & analysis, forecasting, budgeting, or related finance roles.
• Strong expertise in financial modeling, forecasting methodologies, variance analysis, and scenario planning.
• Proven ability to translate complex financial data into clear insights and actionable recommendations for senior leaders.
• Advanced proficiency in Excel, including complex formulas, pivot tables, and financial models; experience with financial planning systems (e.g., Hyperion, Anaplan, Adaptive, SAP, Oracle, or similar) preferred.
• Solid understanding of cost accounting concepts, including fixed vs. variable costs, unit economics, capital depreciation, and working capital.
• Experience leading or supporting annual budget cycles, monthly forecasting, and long‑range planning processes.
• Strong business partnership skills with the ability to collaborate effectively with product, operations, and non‑finance stakeholders.
• Excellent communication and presentation skills, with the ability to convey financial results to both technical and non‑technical audiences.
• High attention to detail, strong analytical thinking, and the ability to manage multiple priorities in a fast‑paced environment.
• Self‑motivated, proactive, and comfortable working with ambiguity while driving continuous improvement in FP&A processes and reporting.

Tech Stack

• Oracle

Benefits

• A voice in the future of fintech
• Always-on learning and development
• Collaborative work environment
• Opportunities to give back
• Competitive salary and benefits