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
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