Senior Financial Analyst

Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for “on behalf.” Because that’s exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined — as an opportunity for innovation, a source of insight to customers, and a way to connect with partners around the globe!

Summary: The Senior Financial Analyst will be supporting the preparation of monthly reporting, quarterly forecasting, and the annual budgeting process. We are looking for a phenomenal teammate who enjoys building new reporting capabilities and leading large data sets and who thrives in an entrepreneurial atmosphere! Technical proficiency is a must as this role will work on data validation and access several different data platforms to help the company progress towards scalable CRM and future reporting and planning models.

This role is a hybrid role that will work onsite 2 days per week at our Plano, TX location. Occasional travel may be required as part of this position. 

Responsibilities: 

• Maintains and develops financial models, reports, and dashboards
• Assists in the development and maintenance of recurring monthly financial reporting packages to the executive leadership team and the department leads
• Analyzes actual results and identifies key financial and operating issues to be addressed; quantifies actual results versus budget and forecast
• Helps in the preparation of the company’s annual operating budget including detailed support and analysis of the company’s revenue, COGS, and expenses
• Facilitates operational improvement efforts and implementation of new financial reporting and forecasting software
• Finds opportunities to increase efficiency and effectiveness of recurring financial analysis
• Interprets complex pricing models to analyze deal economics, trends and advise management of areas of risk and upside
• Develops various financial dashboards from the initial requirement stage, data validation to ongoing maintenance, in collaboration with IT and Finance teams
• Aids preparation of monthly Executive Scorecard and all-employee Business Update reporting
• Supports quarterly board meeting material preparation, ad-hoc analysis, and client level reporting
• Collaborates with Technology, Sales, Implementations, and Accounting to find the most efficient reporting capabilities
• Strong attention to detail and focus on continuous improvement and implementation of the best reporting practices

Qualifications: 

• Bachelor’s degree in Finance, Accounting, or related field
• Familiarity with payments industry
• 3-5 years of related experience in a financial analyst or data analyst role
• Power BI and SQL abilities are strongly preferred
• Solid understanding of content building, data visualization, and publishing reports in a BI platform
• Experience with modeling large data sets, data cleansing, and validation
• Strong analytical skills and the ability to translate analytical findings into concrete solutions and processes

The base salary range for this position is budgeted for $80,190 to $90,000 with eligibility for an annual bonus. The actual base salary offered depends on a variety of factors, including but not limited to the qualifications of the individual applicant for the position, years of proven experience, specific and unique skills, level of education attained, certifications or other professional licenses held, business needs, and market demand. Our competitive benefits include medical, dental, vision, wellness, 401(k) matching, open paid time off, generous parental leave, and more! Our job titles may span more than one career level. All candidates are encouraged to apply.

#LI-Hybrid

At Onbe, a diverse group of people, ideas, and perspectives are key to achieving phenomenal things. For over 25 years, our focus has remained on building a culture of openness and ingenuity, where employees come together to innovate and build disbursement solutions that make the lives of our clients and their consumers and workforces easier and better. Our definition of success includes celebrating differences and affirming belonging. To that end, we ask employees to come to Onbe as they are and contribute their diverse perspectives, identities, and experiences.

We believe that the recruiting phase is only the very beginning of diversity and inclusion. At Onbe, we’re constantly evolving the way we celebrate diversity every day and in everything we do. With several internal committees that are dedicated to mental and physical wellness, diversity, inclusion, and community outreach, we are committed to making a culture that is inclusive to all.

Onbe is proud to be an equal opportunity employer. We seek out ways to create a mindful workforce that embraces diversity and celebrates a culture of inclusion. We do not discriminate against employees or job applicants on the basis of race, color, ancestry, national origin, sex (including pregnancy), gender identity, sexual orientation, marital or family status, religion, age, disability, genetic information or military service. Our equal opportunity policy applies to all decisions of employment including hiring, placement, promotion or advancement, termination, layoff, recall, transfer, compensation, training and leaves of absence