Senior Financial Analyst

Posted 8 Days Ago
Hiring Remotely in US
Remote
64K-100K Annually
Mid level
Fintech • Payments • Financial Services
The Role
The Senior Financial Analyst role involves supporting the organization through financial modeling, forecasting, budget preparation, and reporting. Responsibilities include analyzing data, communicating findings to management, and collaborating with cross-functional teams to develop strategic financial plans.
Summary Generated by Built In

Senior Financial Analyst

PayTrace by North - Remote

PayTrace by North. - Payment and ACH processing, virtual terminals, and more.

The Senior Financial Analyst is responsible for being a financial business partner, helping to cross-functionally support the organization. This will include assisting in, but not limited to: 

  • The month-end close process

  • The annual budget process

  • Monthly, quarterly, and annual financial reporting

  • Financial modeling, forecasting, and data analysis

The ideal candidate for this position is detail oriented, analytical, and has a strong aptitude for problem solving.

What you'll do:

  • Create and maintain complex financial models to analyze various business scenarios, including profitability projections and scenario planning.

  • Assist in developing accurate quarterly and annual financial forecasts based on historical data and business strategies.

  • Assist in the budgeting process by preparing annual budget proposals, identifying and tracking monthly variances to budget, and providing insights to management.

  • Drive continuous improvement efforts in vendor management for all departments.

  • Analyze large datasets to identify trends, patterns, and key performance indicators and be able to create executive-level reporting based on these datasets in a business intelligence software.

  • Collaborate with cross-functional teams to develop strategic financial plans aligned with overall business objectives.

  • Clearly and concisely communicate complex financial information to senior management through presentations and reports.

  • Assist in the calculation and administration of monthly and quarterly sales commission plans.

  • Organize and structure workload to meet daily, weekly, monthly, & annual deadlines.

  • Ad hoc reporting and analysis as needed.

What we need from you:

  • Bachelor’s Degree in Finance, Accounting, or related field.

  • Minimum four (4) years of experience in financial analysis or related role.

  • Effectively interprets and applies understanding of key financial indicators to make business decisions.

  • Learns through past successes and failures when tackling new problems.

  • Ability to identify and seize opportunities for synergy and integration.

  • Advanced proficiency in financial modeling software (e.g., Excel).

  • Strong analytical and problem-solving skills.

  • Excellent communication and presentation skills.

  • Understanding of accounting principles (GAAP).

  • Ability to work independently and as part of a team.

  • Ability to strategically collaborate and communicate with internal departments and external partners.

  • Ability to handle matters of sensitive and confidential nature.

  • Willingness to learn and grow with the position, department, and company.

How to stand out:

  • Payments industry knowledge and experience highly preferred.

  • Big 4 experience a plus.

  • SaaS knowledge and experience preferred.

Travel: 5-10%

Salary Range: $64,000-$100,000

Pay within this range varies by work location and on job-related knowledge, skills, and experience. We look forward to discussing your salary expectations and our full total rewards offerings throughout the interview process.

Please note: North is a US based company and no sponsorship is available for this position at this time.

What we offer

We offer a comprehensive benefits package that enables our teams to live a life well lived, both personally and professionally. Some of our perks include:

  • Medical, Dental, & Vision Coverage

  • Flexible Paid Time Off

  • 401(k) + Match

  • Mental Health Support & Well-Being Program

  • Paid Maternity & Paternity Leave

  • Education Assistance

  • Company-funded Lifestyle Spending Account

Who we are:

PayTrace by North, your B2B payments experts, transforms financial and accounting processes to future-proof your business. With advanced payment automation solutions and a user-friendly API, they help B2B companies become more efficient, successful, and profitable. Processing more than $48 billion in payment transactions, PayTrace is committed to providing easy-to-use payment solutions and merchant services, with built-in PCI compliance and security, and 5-star service.

At North, we celebrate diversity and create an inclusive environment for everyone. We are an equal-opportunity employer.

To learn more about North and our family of companies, visit our website: https://www.north.com/company/about/our-companies-brands 

Top Skills

Accounting Principles
Business Intelligence Software
Excel
Financial Analysis
Financial Modeling
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The Company
Troy, MI
1,571 Employees
On-site Workplace

What We Do

North, and our family of companies, are committed to helping entrepreneurs grow their businesses. As an end-to-end payment solutions company, we provide everything business owners need to get paid, whether they serve customers in a physical storefront, online, or both. We pride ourselves on being large enough to offer customized solutions to our enterprise-level clients while remaining agile enough to take an award-winning, hands-on approach to personal service that our merchants won’t find anywhere else.

Let’s go North, together! Our most important resource is our people. Join our diverse team of innovators and do-ers and make your mark on the future of payments technology. We're proud to offer benefits that help our team members further their overall well-being through unique initiatives that are both personally and professionally fulfilling.

To learn about current openings with North and our family of companies, visit us at north.com!

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