Financial Analyst

San Francisco, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Payment Processing, SaaSIndustries

Requirements

Candidates should possess a Bachelor's degree in Finance, Business, or a related quantitative field, and a minimum of two years of combined experience in roles such as investment banking, private equity, venture capital, corporate finance, or FP&A, preferably within a high-growth technology company. Prior experience in the payments or FinTech industry is preferred, along with expertise in financial statement analysis, corporate finance concepts, and reporting techniques. Proficiency in SQL and data modeling, and experience with Python is a plus.

Responsibilities

The Financial Analyst will manage the budgeting and forecasting process, including maintaining the company-wide financial model and providing reporting and ad-hoc analysis to senior leaders. They will also manage the company-wide headcount plan, build robust financial models to support strategic planning, analyze internal KPIs and consolidated financials, identify process improvements, and communicate performance to key stakeholders, providing value by leveraging financial expertise to inform Finix’s overall strategy.

Skills

Financial Modeling

Budgeting

Forecasting

Financial Reporting

Financial Planning

Data Analysis

KPI Analysis

Strategic Planning

Finix

Payment processing solutions for software platforms

About Finix

Finix simplifies payment processing for software platforms, allowing them to accept payments, manage payouts, and onboard merchants through a developer-friendly API. This solution integrates easily with existing software, helping clients like SaaS providers and e-commerce platforms manage their payment operations efficiently. Finix stands out by streamlining the payment process, reducing complexity and costs while ensuring secure transactions. The company's goal is to help businesses increase revenue from their payment operations and reinvest in their core activities.

San Francisco, CaliforniaHeadquarters

2015Year Founded

$195MTotal Funding

SERIES_CCompany Stage

Enterprise Software, FintechIndustries

201-500Employees

Financial Analyst

Requirements

Responsibilities

Skills

Finix

About Finix

Benefits

Competitive compensation

Generous PTO

Flexible health plans

Coverage for dependents

Inclusive parental leave

Risks

Competition from Stripe and Square pressures Finix's market share.

Apex Group acquisition may disrupt Finix's business model.

Technical challenges may affect adoption of Advanced Fraud Monitoring.

Differentiation

Finix offers a developer-friendly API for seamless payment integration.

The platform provides real-time transaction tracking and modular architecture.

Finix's Advanced Fraud Monitoring enhances security with AI-powered, no-code capabilities.

Upsides

Embedded finance trend aligns with Finix's API-driven approach.

Rising demand for real-time payments benefits Finix's real-time interface.

Global e-commerce growth increases need for Finix's payment solutions.