Financial Analyst II - IT

At Early Warning, we've powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle, Paze, and so much more. As a trusted name in payments, we partner with thousands of institutions to increase access to financial services and protect transactions for hundreds of millions of consumers and small businesses.

Positions located in Scottsdale, San Francisco, Chicago, or New York follow a hybrid work model to allow for a more collaborative working environment.

Candidates responding to this posting must independently possess the eligibility to work in the United States, for any employer, at the date of hire. This position is ineligible for employment Visa sponsorship.

Overall Purpose

The Financial Analyst plays a key role on the Financial Planning and Analysis ("FP&A") team focusing on the Technology segment. This dynamic hands-on role drives financial/operational forecasts and analyses that illuminate business performance and enable executive decision making.

Essential Functions

• Leads analyses and development of driver-based financial models and forecasts with guidance from subject matter experts. Scope may be broad-based and include product revenues by customer, operating expenses and related allocations, staffing requirements, and capital expenditures

• Builds deep familiarity with assigned subject matter in order to illuminate key financial/operational drivers of revenue/expense and provides actionable insights to management, illuminating the story behind the numbers

• Synthesizes large quantities of data to recognize patterns and call out insights. Applies statistical and visualization methods for highlighting critical variables when testing hypothesis/scenarios

• Participates in annual budget and monthly rolling forecast creation, coordinating with designated cross-functional team members and budget owners to complete respective deliverables on time

• Produces monthly Financial Management Reports with accompanying variances analysis narrative and supporting analytical schedules to efficiently communicate the performance against key indices (e.g., Budget, Last Year and Last Forecast) and key drivers (e.g., price, volume).

• Reviews financial/operational results with assigned owners in order to maximize performance accountability

• Proactively contributes to departmental efficiency by improving processes and leveraging progressive technologies for automation and data visualization/reporting

• Acts as a liaison between Billing, Finance, and Accounting to support the monthly close process, contributing to the accuracy across financial statements. Requires general knowledge of GAAP rules

• Prepares a variety of regular and ad hoc financial reports/statements for management's review, inclusive of procuring and validating data from multiple sources

• Prepares presentation materials including graphs, charts, and data summaries needed for management meetings and may present findings as appropriate

• Support the company's commitment to risk management and protecting the integrity and confidentiality of systems and data

Minimum Qualifications

• Education and/or experience typically obtained through completion of a Bachelor's degree in Accounting, Finance or related fields

• Two or more years of relevant work experience (e.g. FP&A, investment banking or corporate development)

• Outstanding business/financial modeling, analytical and quantitative skills; able to resolve business problems with well-structured analyses communicated in an effective manner

• Familiar with common capital budgeting techniques such as NPV, IRR, Payback Period and ROI

• Proven budgeting/forecasting experience

• Strong knowledge of MS Excel, PowerPoint and related MS Office programs

• Excellent general organizational, problem solving, and communication skills

• Background and drug screen

Preferred Qualifications

• Experience with the following, or analogous software, Adaptive Insights (financial planning), Tableau (dashboarding and data visualization), Planview (project management), Salesforce.com (CRM), Business Objects (BI Reporting) and MS Dynamics/GP (GL)

• Experience with pricing, cost accounting and managerial statistics a plus

• Prior financial modeling experience in a Technology/Information Services environment

Employee must be able to perform essential functions and physical requirements of position with or without reasonable accommodation.

Physical Requirements

Working conditions consist of a normal office environment. Work is primarily sedentary and requires extensive use of a computer and involves sitting for periods of approximately four hours. Work may require occasional standing, walking, kneeling, and reaching. Must be able to lift 10 pounds occasionally and/or negligible amount of force frequently. Requires visual acuity and dexterity to view, prepare, and manipulate documents and office equipment including personal computers. Requires the ability to communicate with internal and/or external customers.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow instructions and perform other related duties as assigned by their supervisor.

The base pay scale for this position in:
Phoenix, AZ in USD per year is: $84,000 - $105,000.
Additionally, candidates are eligible for a discretionary incentive plan and benefits.

This pay scale is subject to change and is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any specific candidate, which is always dependent on legitimate factors considered at the time of job offer. Early Warning Services takes into consideration a variety of factors when determining a competitive salary offer, including, but not limited to, the job scope, market rates and geographic location of a position, candidate's education, experience, training, and specialized skills or certification(s) in relation to the job requirements and compared with internal equity (peers). The business actively supports and reviews wage equity to ensure that pay decisions are not based on gender, race, national origin, or any other protected classes.

Some of the Ways We Prioritize Your Health and Happiness

• Healthcare Coverage-Competitive medical (PPO/HDHP), dental, and vision plans as well as company contributions to your Health Savings Account (HSA) or pre-tax savings through flexible spending accounts (FSA) for commuting, health & dependent care expenses.

• 401(k) Retirement Plan-Featuring a 100% Company Safe Harbor Match on your first 6% deferral immediately upon eligibility.

• Paid Time Off -Flexible Time Off for Exempt (salaried) employees, as well as generous PTO for Non-Exempt (hourly) employees, plus 11 paid company holidays and a paid volunteer day.

• 12 weeks of Paid Parental Leave

• Maven Family Planning - provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work.

AndSOmuch more! We continue to enhance our program, so be sure tocheck our Benefits page here for the latest. Ourteamcan share more during the interview process!

Early Warning Services, LLC ("Early Warning") considers for employment, hires, retains and promotes qualified candidates on the basis of ability, potential, and valid qualifications without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote equal employment opportunity and affirmative action, in accordance with all applicable federal, state, and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our employees.

Early Warning Services LLC is a proud participant in E-Verify, a federal program to help ensure a legal and authorized workforce. As part of our hiring process, we electronically verify the employment eligibility of all new hires through E-Verify. For more information on your rights and responsibilities under E-Verify please visit Home | E-Verify.