Senior Financial Analyst

FiservAlpharetta, GA
4dOnsite

About The Position

As a Senior Financial Analyst, you will deliver analysis and actionable insights that shape budgeting, forecasting, and investment decisions across our business. You will collaborate with finance, operations, and product partners to translate data into clear recommendations. Your work will advance resource allocation, profitability, and performance reporting that help leaders make informed, data-driven decisions.

Requirements

  • 2+ years of experience in financial planning and analysis (financial planning and analysis (FP&A)) including budgeting, forecasting, and variance analysis for a mid-to-large enterprise.
  • Advanced Excel skills (pivot tables, lookup functions, data modeling)
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.

Nice To Haves

  • Exposure to payments, fintech, or merchant acquiring economics and KPI frameworks.
  • Experience automating reporting with VBA or Python to improve cycle times and accuracy.
  • Familiarity with Generally Accepted Accounting Principles (GAAP) concepts related to revenue recognition and expense accruals.

Responsibilities

  • Build and maintain driver-based financial models to support scenario planning, investment cases, and long-range planning.
  • Lead monthly forecast updates and partner with stakeholders to explain revenue, expense, and margin trends versus plan and prior periods.
  • Support monthly close activities by preparing analyses for accruals, reclasses, and variance explanations and coordinating with Accounting.
  • Analyze key business drivers, KPIs, and unit economics to identify risks, opportunities, and performance improvement actions.
  • Develop executive-ready dashboards and reports using Excel and business intelligence tools to visualize performance and progress to goals.
  • Present findings and recommendations to finance and business leaders, ensuring clarity, traceability, and alignment to objectives.
  • Responsibilities listed are not intended to be all-inclusive and may be modified as necessary.

Benefits

  • Fuel Your Life program to support your physical, financial, social, and emotional well-being.
  • Paid holidays and generous time away policies.
  • No-cost mental health support through Employee Assistance Programs.
  • Living Proof program to recognize your peers’ extra effort with points redeemable for rewards.
  • Eight Employee Resource Groups to foster a collaborative culture and expand your network.
  • Unparalleled professional growth with training, development, and internal mobility opportunities.
  • Medical, dental, vision, life, and disability insurance options available from day one.
  • Retirement planning and discounted shares with the Employee Stock Purchase Plan.
  • Tuition assistance and reimbursement program.
  • Paid parental, caregiver, and military leave.
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