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.
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