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Senior Financial Analyst, Customer Forecasting and Deal Modeling

Posted 10 days agoViewed

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💎 Seniority level: Senior, 5+ years

📍 Location: United States

💸 Salary: 114400.0 - 143000.0 USD per year

🔍 Industry: Payments

🏢 Company: Marqeta👥 1001-5000💰 Post-IPO Equity almost 4 years ago🫂 Last layoff about 2 years agoCryptocurrencyDebit CardsCredit CardsPaymentsFinTech

🗣️ Languages: English

⏳ Experience: 5+ years

🪄 Skills: SQLExcel VBASnowflakeFinancial ManagementCommunication SkillsMicrosoft ExcelNegotiationAccountingPresentation skillsData visualizationFinancial analysisData modelingCustomer SuccessBudget managementPowerPoint

Requirements:
  • 5+ years of experience in financial analysis, with a deep focus on customer forecasting and deal modeling.
  • A solid grasp of financial principles and their application in a dynamic business environment, including GAAP accounting practices.
  • Exceptional communication skills, with proven expertise in crafting and presenting financial decks to a diverse audience, including senior leadership.
Responsibilities:
  • Conduct in-depth financial analysis and provide executive leadership with relevant insights on performance of customers within your scope.
  • Build models to forecast the performance of your customers, from topline drivers through to gross profit, including deal modeling negotiations on existing and new customer programs.
  • Communicate monthly results of customer performance to sales teams to ensure they are best prepared to manage customer relationships, including building and presenting decks and providing and assisting with support files.
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