Senior Financial Analyst In-person in Orem UT Nexio is seeking a Senior Financial Analyst to join our Finance Planning & Analysis (FP&A) team! This role will report to the Manager of Financial Planning and Analysis and will be a key contributor in driving accurate and insightful forecasting analysis and reporting of revenue interchange processing expenses and operating expenses with an emphasis on producing actionable conclusions from the analysis and reporting. The ideal candidate is detail-oriented analytically strong and thrives in a dynamic data-driven environment. Responsibilities - Forecasting & Modeling:
- Develop and maintain detailed financial models to forecast revenue interchange fees processing expenses and operating expenses.
- Support the monthly and quarterly forecasting cycles incorporating business drivers volume trends and pricing dynamics.
- Revenue & Cost Analysis:
- Analyze revenue streams by lead source industry/vertical pricing risk profile and other factors to identify key performance trends and growth opportunities.
- Project and analyze interchange and processing cost structures partnering with operations and data teams to understand underlying drivers and variances and identify opportunities for optimization.
- Reporting & Insights:
- Prepare and deliver recurring management reports and variance analyses comparing actual results to forecast budget and prior periods.
- Translate complex data into tables graphs and slides that are easily understood by business leaders throughout the company.
- Identify actionable insights and strategic recommendations for Finance and company leadership.
- Produce ad hoc analyses and reports as requested.
- Cross-Functional Collaboration:
- Partner with Accounting Operations Data Analytics and Data Engineering teams to ensure data availability integrity and accuracy for financial reporting and analysis.
- Collaborate with the Manager of FP&A to improve forecasting accuracy automate reporting enhance financial visibility across the organization and identify areas for improvement.
- Process Improvement:
- Identify and implement process improvements to increase efficiency in data gathering analysis reporting and delivery.
- Support system enhancements and automation efforts related to financial modeling and data visualization.
Qualifications Required: - Bachelors degree in Finance Accounting Economics or a related field.
- 3-5 years of progressive financial planning and analysis experience.
- Advanced Excel and financial modeling skills; experience with BI tools (e.g. Domo Power BI Tableau or Looker) preferred.
- Proven ability to synthesize complex financial data into clear concise analyses and recommendations.
- Excellent communication and presentation skills; comfortable working cross-functionally in a fast-paced environment.
- High attention to detail and ability to manage multiple priorities with accuracy and timeliness.
Preferred: - MBA or CFA or CMA
- Experience in a mid-sized growth-stage company
- Experience in payments fintech SaaS or transaction-based businesses
- Strong understanding
What is Nexio Nexio transforms payment chaos into simplicity giving merchants the freedom to focus on what truly matters to themgrowing their business. From smoothing out inefficiencies to securing seamless transactions Nexio helps turn payments into a businesss competitive edge. Benefits - Unlimited PTO
- Medical Dental Vision Life STD and LTD insurances; 5% 401k match HSA match
- Free therapy for employees and their dependents
- Nail Tech Barber Massage Therapist on-site
- Costco snacks for days!
| Required Experience:
Senior IC
Senior Financial AnalystIn-person in Orem UTNexio is seeking a Senior Financial Analyst to join our Finance Planning & Analysis (FP&A) team! This role will report to the Manager of Financial Planning and Analysis and will be a key contributor in driving accurate and insightful forecasting analysis a...
Senior Financial Analyst In-person in Orem UT Nexio is seeking a Senior Financial Analyst to join our Finance Planning & Analysis (FP&A) team! This role will report to the Manager of Financial Planning and Analysis and will be a key contributor in driving accurate and insightful forecasting analysis and reporting of revenue interchange processing expenses and operating expenses with an emphasis on producing actionable conclusions from the analysis and reporting. The ideal candidate is detail-oriented analytically strong and thrives in a dynamic data-driven environment. Responsibilities - Forecasting & Modeling:
- Develop and maintain detailed financial models to forecast revenue interchange fees processing expenses and operating expenses.
- Support the monthly and quarterly forecasting cycles incorporating business drivers volume trends and pricing dynamics.
- Revenue & Cost Analysis:
- Analyze revenue streams by lead source industry/vertical pricing risk profile and other factors to identify key performance trends and growth opportunities.
- Project and analyze interchange and processing cost structures partnering with operations and data teams to understand underlying drivers and variances and identify opportunities for optimization.
- Reporting & Insights:
- Prepare and deliver recurring management reports and variance analyses comparing actual results to forecast budget and prior periods.
- Translate complex data into tables graphs and slides that are easily understood by business leaders throughout the company.
- Identify actionable insights and strategic recommendations for Finance and company leadership.
- Produce ad hoc analyses and reports as requested.
- Cross-Functional Collaboration:
- Partner with Accounting Operations Data Analytics and Data Engineering teams to ensure data availability integrity and accuracy for financial reporting and analysis.
- Collaborate with the Manager of FP&A to improve forecasting accuracy automate reporting enhance financial visibility across the organization and identify areas for improvement.
- Process Improvement:
- Identify and implement process improvements to increase efficiency in data gathering analysis reporting and delivery.
- Support system enhancements and automation efforts related to financial modeling and data visualization.
Qualifications Required: - Bachelors degree in Finance Accounting Economics or a related field.
- 3-5 years of progressive financial planning and analysis experience.
- Advanced Excel and financial modeling skills; experience with BI tools (e.g. Domo Power BI Tableau or Looker) preferred.
- Proven ability to synthesize complex financial data into clear concise analyses and recommendations.
- Excellent communication and presentation skills; comfortable working cross-functionally in a fast-paced environment.
- High attention to detail and ability to manage multiple priorities with accuracy and timeliness.
Preferred: - MBA or CFA or CMA
- Experience in a mid-sized growth-stage company
- Experience in payments fintech SaaS or transaction-based businesses
- Strong understanding
What is Nexio Nexio transforms payment chaos into simplicity giving merchants the freedom to focus on what truly matters to themgrowing their business. From smoothing out inefficiencies to securing seamless transactions Nexio helps turn payments into a businesss competitive edge. Benefits - Unlimited PTO
- Medical Dental Vision Life STD and LTD insurances; 5% 401k match HSA match
- Free therapy for employees and their dependents
- Nail Tech Barber Massage Therapist on-site
- Costco snacks for days!
| Required Experience:
Senior IC
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