Senior Revenue Analyst

Position Overview

Branch is on a mission to empower workers with financial freedom by helping companies accelerate payments and providing working Americans with accessible, free financial services. We are committed to building and delivering more inclusive, transparent, and frictionless financial products. As a Senior Revenue Analyst, you will play a pivotal role in driving financial decision-making and shaping the future of our organization. You will be responsible for building out and owning the Product P&L process from ideation to launch, as well as providing strategic insights to support growth and sustainability on pre-sales KPIs through revenue across multiple dimensional views.

About Us

Branch is on a mission to empower workers with financial freedom. We do this by helping companies accelerate payments and providing working Americans with accessible, free financial services. We’re committed to building and delivering more inclusive, transparent, and frictionless financial products.

Our goal of empowerment extends to our own employees, too. Have a great idea? Share it today and it might just get implemented tomorrow. As a member of our team, your voice and creativity matter—and they can directly impact our products, company, and culture.

We not only focus on attracting great talent from across the country, but also on building teams that help that talent thrive. That means valuing a diversity of opinions and working styles, while creating a shared belief in innovation, initiative, and winning together.

Come join our team as we develop new ways to improve the lives of working Americans.

Key Responsibilities

• Financial Modeling:
  • Build and maintain complex financial models to forecast revenue by product, segment, and vertical.
  • Develop segmented, cohort-based revenue models.
  • Own the Sales Estimated ARR construct.
  • Perform cash flow analysis.
• Financial Analysis:
  • Conduct in-depth financial analysis, identify trends, and provide insights to support informed decision-making.
  • Analyze and report on product revenue and profitability.
  • Analyze the value of deals on a segmented basis to determine estimated ARR calculation strategy.
  • Continuously analyze and report on the comparison of actuals to pre-launch bookings estimates.
• Strategic Planning:
  • Assist in the development of long-term financial strategies and business plans.
  • Work closely with Business Development to build sensitivity analyses of newly proposed initiatives.
  • Partner with Product Development to identify financial goals, pricing, and costs of product ideas.
  • Investigate & test AI tools for scenario planning and sensitivity analyses.
• Reporting:
  • Prepare and present financial reports and dashboards to senior management and stakeholders, highlighting key financial metrics and performance indicators.
• Forecasting:
  • Integrate revenue projections into the annual budgeting and monthly forecasting process, working closely with cross-functional teams to gather input and assumptions.
  • Develop iterative revenue forecasting models with dynamic sensitivity analysis to enhance accuracy and adaptability.
  • Work with the Revenue Analytics/Data team to evaluate new data streams to ensure more accurate estimated ARR estimates.

Qualifications

• Education:
  • Bachelor’s degree in finance or a related field.
  • MBA or advanced degree is a plus.
• Experience:
  • 5-7 years of experience in revenue analysis, financial analysis, revenue operations, or a similar role within the payments industry, with a focus on the acquiring side.
  • Ideally in start-up, small to mid-sized company environments.
• Technical Skills:
  • Advanced proficiency in Excel.
  • Experience with BI tools like Tableau, Power BI, and/or Looker for data visualization.
  • SQL experience is a plus.
  • Familiarity with CRM platforms (e.g., Hubspot).
• Communication Skills:
  • Excellent verbal and written communication skills, including the ability to develop, interpret, and present complex financial data.
  • Particular insight into developing and comparing cohort results to portfolio results.
• Problem-Solving:
  • Strong critical thinking and problem-solving skills, with a proactive approach to addressing challenges.
  • Detail-oriented with a high level of accuracy.
• Mindset:
  • Highly organized.

Employment Type

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Location Type

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Salary

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