About the role

  • Financial Analyst in Merchant Services responsible for billing collections and revenue growth modeling through forecasting and analysis. Collaborating across teams to maximize collections and enhance operational efficiency.

Responsibilities

  • Proactively track, reconcile, and forecast Merchant’s manual invoices (Remit billing) generating over $12MM+ annually
  • Collaborate with Lock Box team, Accounting, Strategic Account Managers, and Sales to ensure 100% collection efforts are made on these outstanding receivables
  • Protect against a $1MM+ monthly risk exposure from uncollectable receivables
  • Develop and maintain a revenue growth forecasting tool by collaborating with the DNA team for monthly forecasts on DIAA, Total Recurring Revenue, Volumes, and Transactions by merchant segment size/industry
  • Work with Finance and Accounting to analyze trends and establish baseline forecasts
  • Develop unit revenue metrics forecasts for new sales by segment
  • Collaborate with Sales on key metrics to support future planning and forecasting
  • Develop and build automated reconcilement processes using SQL tools or Automate Excel Macro tool
  • Perform other duties and projects assigned

Requirements

  • Bachelor’s Degree or equivalent work experience
  • Minimum of 5+ years’ related experience, ideally in the Merchant Acquirer industry
  • Strong analytical, interpersonal, and organizational skills
  • Strong verbal and written communications skills
  • Advanced proficiency in Excel
  • Intermediate proficiency in SQL Query Language using AWS
  • Experience collaborating cross-functionally (Sales, Accounting, Finance, DNA team, Strategic Account Managers)

Benefits

  • health insurance coverage
  • wellness program
  • life and disability insurance
  • retirement savings plan
  • paid leave programs
  • paid holidays
  • paid time off (PTO)

Job title

Financial Business Analyst

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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