Financial Analyst

Financial Analyst

Our client, a Financial technology company, is looking to hire a Financial Analyst in Mountain View CA Pay Rate Range: $80/hr -$85/hr

Duties / Responsibilities

Serve as a trusted advisor to ICS Customer Success Finance Managers, supporting 1-year and 3-year strategic planning.

Proactively identify budget and margin risks and opportunities and provide data-driven insights to support optimal investment decisions.

Lead quarterly forecasting and current estimate cycles, including driver-based assumptions, risk and opportunity management, and timely escalation.

Own monthly close, forecasting, consolidation, and reporting processes and prepare materials for business reviews.

Develop executive-ready variance commentary highlighting key business drivers, trends, risks, opportunities, and strategic insights.

Partner with cross-functional stakeholders to ensure alignment on financial results, forecasts, and business priorities.

Analyze margin levers and unit economics by quantifying and tracking spread drivers and translating them into risks and opportunities for the Payments P&L.

Build and maintain unit economics and margin analysis to provide Senior Leadership Teams (SLT) with clear visibility into business performance and R&O.

Partner with the ICS Finance Team to maintain accurate P&L, risks and opportunities (R&O), and financial metrics.

Streamline, standardize, and automate forecasting and reporting processes to improve operational efficiency.

Apply an AI-first mindset to identify opportunities to automate and simplify financial reporting, forecasting, and analytical processes.

Prepare accounting entries, including reclassification entries, while ensuring financial accuracy and compliance.

Track expenses and purchase orders (POs) and ensure accurate accruals are captured for monthly and quarterly close.

Maintain strong financial rigor and collaborate with accounting and finance partners to support accurate reporting.

Skills / Qualifications

6+ years of FP&A experience or equivalent experience in corporate finance, investment banking, private equity, or analytics.

4+ years of experience in financial forecasting, financial analysis, or analytical modeling.

Experience working effectively in a fast-paced, entrepreneurial environment.

Proven ability to translate business results and financial data into clear, insightful, and actionable stories for leadership.

Experience working in high-growth software or technology environments is preferred.

Excellent verbal and written communication skills with the ability to partner across all organizational levels.

Strong stakeholder management and influencing skills with a data-driven approach to decision-making.

Strong analytical, problem-solving, financial modeling, and attention-to-detail skills.

Self-starter with the ability to quickly learn, initiate, manage, and execute projects with minimal supervision.

Ability to remain calm and effective under pressure with a collaborative and humble approach.

Advanced Microsoft Excel and PowerPoint skills.

Experience with Hyperion Essbase preferred.

Experience working within a FinTech/payments business is a plus.