Onsite Senior Financial Analyst

Posted 11 minutes ago

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About the role

  • Senior Financial Analyst delivering actionable insights for budgeting and forecasting at Fiserv. Collaborating with finance and operations to drive data-driven decisions across the business.

Responsibilities

  • Deliver analysis and actionable insights that shape budgeting, forecasting, and investment decisions across our business.
  • Collaborate with finance, operations, and product partners to translate data into clear recommendations.
  • 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.

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
  • 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.

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.

Job title

Senior Financial Analyst

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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