Payments Sales & Marketing - Planning & Analysis

Join our dynamic Payments Planning and Analysis team as an Associate where youll be at the heart of driving financial success for our global Payments business. In this pivotal role youll coordinate budgeting and forecasting processes producing insightful reports that shape our Payments Strategy. Collaborate with diverse teams to support revenue realization and expense management directly influencing our global leadership in cash management liquidity escrow and commercial card solutions. With over 135000 clients worldwide your contributions will be crucial in tracking revenue goals and managing expense budgets. Be part of a team that leads the financial strategy adapting to economic scenarios and delivering impactful analyses.

As an Associate in Payments Planning and Analysis youll play a pivotal role in promoting the financial success of our Payments business through coordinating budgeting forecasting processes and producing insightful reports. Youll collaborate with various teams to support revenue realization and expense management directly influencing our global Payments Strategy. Your role will be crucial in tracking revenue goals and managing expense budgets within our Payments department a global leader in cash management liquidity escrow and commercial card solutions serving over 135000 clients worldwide.

The Financial Planning & Analysis (FP&A) team is at the forefront of our financial strategy leading and coordinating the budgeting and forecasting processes. This includes projecting earnings over both short and longterm horizons adapting to varying economic scenarios. In this role you will primarily support the Sales and Marketing functions within the Payments business by delivering timely management reporting and analysis. Your work will be crucial in tracking progress towards revenue realization goals and ensuring adherence to expense budgets. Positioned at the intersection of Product and Client segments you will contribute to shaping the overall Payments Strategy.

Job Responsibilities

• Produce highquality presentations analyses and supporting materials for key internal clients including senior management. Support and participate in adhoc special projects and requests as needed.
• Conduct indepth analyses on key issues impacting clients or management of Sales and Marketing professionals to determine root causes and propose effective solutions.
• Develop consolidate and present comprehensive qualitative and quantitative financial analyses including annual budgets and quarterly/monthly forecast variances.
• Build and maintain strong relationships with key business stakeholders including firmwide Functional Finance and lines of business teams.
• Act as a key liaison between Firmwide Planning & Analysis (P&A) lines of business Functional Finance teams and other support teams to deliver impactful reporting planning and insightful analyses.
• Work closely with business partners across P&A Business Management Product Control and lines of business and the firm to ensure timely accurate and effective delivery of recurring and adhoc initiatives.

Required qualifications capabilities and skills

• Must be a proactive selfstarter capable of thriving in a fastpaced resultsdriven environment.
• BA/BS in Finance Economics or Accounting
• Ability to build strong partnerships with colleagues with a desire to learn quickly be flexible and think strategically.
• Experience with clientlevel analysis and reporting.
• Demonstrates sound judgment professional maturity personal integrity and a strong work ethic. Must be proactive resultsoriented and able to manage multiple tasks simultaneously with comfort in frequently changing priorities.
• Ability to comprehend and clearly communicate complex concepts while maintaining composure in a fastpaced dynamic environment. Excellent organizational management and both verbal and written communication skills.
• Strong quantitative analytical and problemsolving skills. Proficiency in Excel and PowerPoint is essential.
• Ability to navigate multiple data sets and synthesize them into cohesive presentations and recommendations.
• Detailoriented individual capable of working well under pressure handling multiple projects and initiatives simultaneously.
• Teamoriented inquisitive and a critical thinker who anticipates questions from internal clients and senior management.

Preferred qualifications capabilities and skills

• CFA CPA MBA a plus
• Familiarity with coalition client segments deal stages revenue realization and key client metrics is preferable.
• At least 4 years of relevant FP&A experience preferably in the financial services industry.