Financial Analyst II – IT

At Early Warning, we’ve powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle®, Paze℠, and so much more. As a trusted name in payments, we partner with thousands of institutions to increase access to financial services and protect transactions for hundreds of millions of consumers and small businesses.

Positions located in Scottsdale, San Francisco, Chicago, or New York follow a hybrid work model to allow for a more collaborative working environment.

Candidates responding to this posting must independently possess the eligibility to work in the United States, for any employer, at the date of hire. This position is ineligible for employment Visa sponsorship.

Overall Purpose

The Financial Analyst plays a key role on the Financial Planning and Analysis (“FP&A”) team focusing on the Technology segment. This dynamic hands-on role drives financial/operational forecasts and analyses that illuminate business performance and enable executive decision making. 

Essential Functions

• Leads analyses and development of driver-based financial models and forecasts with guidance from subject matter experts. Scope may be broad-based and include product revenues by customer, operating expenses and related allocations, staffing requirements, and capital expenditures

• Builds deep familiarity with assigned subject matter in order to illuminate key financial/operational drivers of revenue/expense and provides actionable insights to management, illuminating the story behind the numbers

• Synthesizes large quantities of data to recognize patterns and call out insights. Applies statistical and visualization methods for highlighting critical variables when testing hypothesis/scenarios

• Participates in annual budget and monthly rolling forecast creation, coordinating with designated cross-functional team members and budget owners to complete respective deliverables on time

• Produces monthly Financial Management Reports with accompanying variances analysis narrative and supporting analytical schedules to efficiently communicate the performance against key indices (e.g., Budget, Last Year and Last Forecast) and key drivers (e.g., price, volume).

• Reviews financial/operational results with assigned owners in order to maximize performance accountability

• Proactively contributes to departmental efficiency by improving processes and leveraging progressive technologies for automation and data visualization/reporting

• Acts as a liaison between Billing, Finance, and Accounting to support the monthly close process, contributing to the accuracy across financial statements. Requires general knowledge of GAAP rules

• Prepares a variety of regular and ad hoc financial reports/statements for management’s review, inclusive of procuring and validating data from multiple sources

• Prepares presentation materials including graphs, charts, and data summaries needed for management meetings and may present findings as appropriate

• Support the company’s commitment to risk management and protecting the integrity and confidentiality of systems and data

Minimum Qualifications

• Education and/or experience typically obtained through completion of a Bachelor’s degree in Accounting, Finance or related fields

• Two or more years of relevant work experience (e.g. FP&A, investment banking or corporate development)

• Outstanding business/financial modeling, analytical and quantitative skills; able to resolve business problems with well-structured analyses communicated in an effective manner

• Familiar with common capital budgeting techniques such as NPV, IRR, Payback Period and ROI

• Proven budgeting/forecasting experience

• Strong knowledge of MS Excel, PowerPoint and related MS Office programs

• Excellent general organizational, problem solving, and communication skills

• Background and drug screen

Preferred Qualifications

• Experience with the following, or analogous software, Adaptive Insights (financial planning), Tableau (dashboarding and data visualization), Planview (project management), Salesforce.com (CRM), Business Objects (BI Reporting) and MS Dynamics/GP (GL)

• Experience with pricing, cost accounting and managerial statistics a plus

• Prior financial modeling experience in a Technology/Information