Position Details

Salary $96K – $110K USD / year

Type Full-Time

Experience senior

Exp. Years 2+ years

Education Bachelor's Degree or military experience

Category Finance & Accounting

About this role

Sr. Associate, Financial Analysis supporting FP&A for Card Tech Finance; responsible for forecasts, budgeting, variance analysis, P&L management, data integrity, and executive reporting.

Key Responsibilities

Deliver accurate financial forecasts and management reporting to support financial objectives.
Financial reporting and analysis including budgeting, forecasting, variance analysis, and P&L management.
Coordinate and collect input data from various departments, validate data, run models, and communicate outputs.
Develop presentations for senior audiences to articulate analysis results.
Manage ad-hoc requests and special projects.

Technical Overview

Emphasis on FP&A processes and financial modeling using Excel/Google Sheets; storytelling with data for senior leadership; scenario planning.

Ideal Candidate

The ideal candidate is a senior FP&A professional with 2+ years of financial analysis and 1+ year of financial modeling, strong Excel/Sheets skills, and a track record of delivering budgeting, forecasting, and P&L analysis to drive strategic decisions.

Must-Have Skills

Bachelor's Degree or military experienceAt least 2 years of experience in financial analysisAt least 1 year of experience with financial modelingStrong Excel/Google Sheets proficiency

Nice-to-Have Skills

Bachelor's Degree in FinanceAccountingEconomicsMathematicsEngineeringMBACFA or CPA3+ years of experience

Tools & Platforms

Microsoft ExcelGoogle Sheets

Required Skills

Bachelor's Degree or military experience2+ years of financial analysis1+ year of financial modelingExcel/Google Sheetsbudgetingforecastingvariance analysisP&L management

Hard Skills

Financial Planning & AnalysisFP&AForecastingBudgetingVariance analysisP&L managementData analysisMicrosoft ExcelGoogle Sheets

Soft Skills

CommunicationInfluencingAnalytical thinkingProblem solvingTeamworkAdaptability

Certifications

Preferred

CFACPA

Industry & Role

Industry Financial Services

Job Function Provide FP&A support for Card Tech Finance, including forecasting, budgeting, and P&L management, with cross-functional collaboration.

Role Subtype Finance & Accounting analyst

Clearance & Visa

Clearance Required Not specified

Visa Sponsorship No

Keywords for Your Resume

sr. associatefinancial analysisfp&afinancial modelingp&lbudgetingforecastingvariance analysisscenario planningexcelgoogle sheetsmonthly processesmanagement reportingcoordinating data from multiple departmentsdata integritypresentationsad-hoc requestsFP&AP&LExcelGoogle Sheets

Deal Breakers

Lack of 2+ years of financial analysis, No experience with financial modeling, Inadequate Excel/Google Sheets skills

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