Financial Analyst Specialist

About the role

Financial Analyst Specialist joining the FP&A team at a major payments company. This hybrid role requires 3 days per week in office at either Cincinnati, OH or Denver, CO location. Note: sponsorship or transfer of sponsorship is not available for this position. The team is inclusive and global, composed of industry‑leading minds who collaborate to drive impact, think like clients, act like owners, and win as one team.

Responsibilities

• Develop and implement forecasting models to predict financial performance.
• Own forecasting process from end-to-end.
• Establish processes and governance structures.
• Research and compile data to forecast and prepare annual and monthly budget projections for a division or similar group of organizations.
• Track revenue and expenses monthly, comparing actual to forecasted figures, and making necessary adjustments.
• Conduct detailed data analysis to identify trends, variances, and opportunities for improvement.
• Prepare regular financial reports to keep leadership informed about key metrics and financial health.
• Analysis to support KPIs & OKRs for leadership.
• Leverage advanced analytics to enhance performance reporting and support data‑driven decision‑making.
• Provide valuable insights into performance metrics, helping prioritize and track progress against overall targets.
• Assess existing tools and identify new ones to streamline processes, increase productivity, and reduce manual effort.
• Ensure tools integrate seamlessly into the overall process.
• Coordinate efforts to align with long‑range planning (LRP) and annual planning cycles.
• Ensure activities fit into the overall objectives of the organization.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• 7+ years of proven experience in financial analysis, reporting, and data management within the payments industry.
• Revenue accounting experience.
• Strong analytical skills and proficiency in Excel and data analysis tools.
• Effective communication and collaboration skills.
• Knowledge of GAAP accounting.