Fortis

Senior Financial Planning & Analysis Analyst

Fortis

full-time

Posted on:

Location Type: Office

Location: Atlanta • Texas • 🇺🇸 United States

Visit company website
AI Apply
Apply

Job Level

Senior

Tech Stack

ERPSQL

About the role

  • Provide close support to, and interact frequently with, leaders across all areas of the organization as well as Private Equity partners.
  • Reconciliation of monthly residual payments and other primary sources of revenue.
  • Monitor revenue trends and identify discrepancies in residual payments.
  • Perform variance analysis to assess profitability and optimize residual revenue streams.
  • Develop and refine merchant pricing strategies, including Interchange Plus, Tiered, and Flat Rate models.
  • Analyze transaction fees, interchange costs, and risk factors to improve pricing models.
  • Work with sales teams to structure competitive and profitable merchant pricing agreements.
  • Provide leadership with timely, accurate, and insightful financial analysis to monitor business KPIs and financial results to enable key strategic decision-making.
  • Build complex financial models for recurring and ad hoc reporting purposes.
  • Provide insights into revenue and cost variances to budget.

Requirements

  • 4+ years of experience in financial analysis at a payment processing company.
  • Highly analytical, naturally curious, and detail oriented.
  • Experience working independently and creatively with large and diverse data environments via tools like SQL, SAS, Access is strongly preferred
  • Experience with Amazon Quicksight or other Business Intelligence tools is a strong plus but not required
  • Experience with Netsuite (ERP) is preferred
  • Experience with Private Equity backed companies is a strong preference
  • Excellent communication and written/verbal presentation skills – you need to be able to synthesize complex analysis into easily consumable content for executive management to use to make informed decisions
  • Experience with and solid understanding of US GAAP
  • Must have the ability to independently develop and maintain strong relationships at all levels of the organization
  • Expert level MS Excel proficiency is required, including proven ability to create financial models.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial analysisvariance analysisfinancial modelingmerchant pricing strategiestransaction fee analysisinterchange cost analysisdata analysisUS GAAPSQLMS Excel
Soft skills
analyticaldetail orientedcommunication skillspresentation skillsrelationship buildingindependent workcreativitycuriositysynthesis of complex analysisstrategic decision-making
PwC

Valuation Financial Analytics and Derivatives Intern

PwC
Entryinternship$29–$48🇺🇸 United States
Posted: 7 days agoSource: pwc.wd3.myworkdayjobs.com
Children's Healthcare of Atlanta

Manager, Financial Operations – Emergency Service Line

Children's Healthcare of Atlanta
Mid · Seniorfull-time🇺🇸 United States
Posted: 7 days agoSource: choa.wd12.myworkdayjobs.com
Mueller Water Products

Management Development Program – Finance

Mueller Water Products
Junior · Midfull-time$67k–$67k / yearAlabama, Illinois, North Carolina, Tennessee, Texas · 🇺🇸 United States
Posted: 9 days agoSource: muellerwaterproducts.wd5.myworkdayjobs.com