Senior Financial Analyst
Fiserv
full-time
Posted on:
Location Type: Office
Location: Alpharetta • Wisconsin • United States
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Job Level
About the role
- Deliver analysis and actionable insights that shape budgeting, forecasting, and investment decisions across our business.
- Collaborate with finance, operations, and product partners to translate data into clear recommendations.
- Build and maintain driver-based financial models to support scenario planning, investment cases, and long-range planning.
- Lead monthly forecast updates and partner with stakeholders to explain revenue, expense, and margin trends versus plan and prior periods.
- Support monthly close activities by preparing analyses for accruals, reclasses, and variance explanations and coordinating with Accounting.
- Analyze key business drivers, KPIs, and unit economics to identify risks, opportunities, and performance improvement actions.
- Develop executive-ready dashboards and reports using Excel and business intelligence tools to visualize performance and progress to goals.
- Present findings and recommendations to finance and business leaders, ensuring clarity, traceability, and alignment to objectives.
Requirements
- 2+ years of experience in financial planning and analysis (financial planning and analysis (FP&A)) including budgeting, forecasting, and variance analysis for a mid-to-large enterprise.
- Advanced Excel skills (pivot tables, lookup functions, data modeling)
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- Exposure to payments, fintech, or merchant acquiring economics and KPI frameworks.
- Experience automating reporting with VBA or Python to improve cycle times and accuracy.
- Familiarity with Generally Accepted Accounting Principles (GAAP) concepts related to revenue recognition and expense accruals.
Benefits
- Fuel Your Life program to support your physical, financial, social, and emotional well-being.
- Paid holidays and generous time away policies.
- No-cost mental health support through Employee Assistance Programs.
- Living Proof program to recognize your peers’ extra effort with points redeemable for rewards.
- Eight Employee Resource Groups to foster a collaborative culture and expand your network.
- Unparalleled professional growth with training, development, and internal mobility opportunities.
- Medical, dental, vision, life, and disability insurance options available from day one.
- Retirement planning and discounted shares with the Employee Stock Purchase Plan.
- Tuition assistance and reimbursement program.
- Paid parental, caregiver, and military leave.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planning and analysisbudgetingforecastingvariance analysisExcelVBAPythondata modelingdriver-based financial modelsKPI analysis
Soft Skills
collaborationcommunicationpresentationanalytical thinkingproblem-solvingstakeholder managementclaritytraceabilityalignment to objectivesperformance improvement