Senior Financial Analyst, Revenue
UpworkFull Time
Senior (5 to 8 years)
Candidates should possess a Bachelor’s degree in finance or a related field, with an MBA or advanced degree being a plus. They should have 5-7 years of experience in revenue analysis, financial analysis, or revenue operations, ideally within the payments industry, particularly on the acquiring side, and within start-up or small to mid-sized company environments. Strong proficiency in Excel is required, along with experience using BI tools like Tableau, Power BI, and/or Looker, and familiarity with CRM platforms such as Hubspot. SQL experience is a plus.
As a Senior Revenue Analyst, the individual will build and maintain complex financial models to forecast revenue by product, segment, and vertical, owning the Sales Estimated ARR construct and performing cash flow analysis. They will conduct in-depth financial analysis, identify trends, and provide insights to support informed decision-making, analyzing product revenue and profitability, and comparing actuals to pre-launch bookings estimates. The role involves assisting in the development of long-term financial strategies, partnering with Business Development and Product Development to build sensitivity analyses and identify financial goals, and investigating AI tools for scenario planning. Finally, the analyst will prepare and present financial reports and dashboards to senior management, integrate revenue projections into the budgeting process, and work with the Revenue Analytics/Data team to evaluate new data streams for improved accuracy.
Provides flexible, instant payment solutions
Branch offers flexible and instant payment solutions for businesses and their workers, allowing immediate access to earnings instead of traditional fixed payroll schedules. Its platform provides various payout options, including instant, daily, or on-demand payments, which are particularly beneficial for independent contractors. Additionally, Branch includes services like cashless tips payouts and a paycard alternative, making it easier for employees to access their pay. The company aims to empower workers with financial control while helping businesses attract and retain talent.