Fiserv

Senior Financial Analyst

Fiserv$74K — $122K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years in financial planning and analysis (FP&A) with budgeting and forecasting experience
  • Strong Excel skills and familiarity with enterprise planning tools like Oracle Hyperion or SAP
  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • Experience maintaining complex financial models to influence decisions is a plus
  • Knowledge of GAAP concepts related to revenue recognition and expense accruals is a plus

Responsibilities

  • Build and maintain financial models for scenario planning and investment cases
  • Lead monthly forecast updates and elucidate financial trends to stakeholders
  • Support monthly close activities and prepare variance analyses
  • Analyze business drivers and KPIs to uncover risks and opportunities
  • Develop executive-ready dashboards and reports using Excel and BI tools
  • Present findings to finance and business leaders for informed decision-making

Benefits

  • Fuel Your Life program supporting physical and emotional well-being
  • Generous time off policies including paid holidays
  • No-cost mental health support through Employee Assistance Programs
  • Recognition program for employee contributions redeemable for rewards
  • Eight Employee Resource Groups to promote collaboration
  • Opportunities for professional growth and internal mobility
  • Comprehensive insurance options available from day one
  • Retirement planning and discounted employee stock purchase
  • Tuition assistance and reimbursement
  • Paid parental, caregiver, and military leave
Full Job Description
Job Title
Senior Financial Analyst

About the role:

As a Senior Financial Analyst for the Finance Team - Issuer Processing, you will deliver analysis and actionable insights that shape budgeting, forecasting, and investment decisions across our business. You collaborate with finance, operations, and product partners to translate data into clear, data-driven recommendations. Your work advances resource allocation, profitability, and performance reporting so leaders can make informed decisions grounded in financial rigor.

What you'll do:
  • Build and maintain driver-based financial models to support scenario planning, investment cases, and long-range planning.
  • Lead monthly forecast updates and partner with stakeholders to explain revenue, expense, and margin trends versus plan and prior periods.
  • Support monthly close activities by preparing analyses for accruals, reclasses, and variance explanations and coordinating with Accounting.
  • Analyze key business drivers, key performance indicators (KPIs), and unit economics to identify risks, opportunities, and performance improvement actions.
  • Develop executive-ready dashboards and reports using Excel and business intelligence tools to visualize performance and progress to goals.
  • Present findings and recommendations to finance and business leaders, ensuring clarity, traceability, and alignment to objectives.
  • Responsibilities listed are not intended to be all-inclusive and may be modified as necessary.


Experience you'll need to have:
  • 2+ years of experience in financial planning and analysis (FP&A), including budgeting, forecasting, and variance analysis and/or similar discipline
  • Experience Excel skills and experience with enterprise planning and reporting tools (for example, Oracle Hyperion, SAP or a similar platform)
  • Bachelor's degree in Finance, Accounting, Economics, or a related field


Experience that would be great to have:
  • Experience maintaining complex financial models and delivering insights that influence business or investment decisions
  • Familiarity with Generally Accepted Accounting Principles (GAAP) concepts related to revenue recognition and expense accruals.


How you'll work:
  • This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and leads to stronger productivity.
  • This role requires use of a computer and audio equipment.


Sponsorship:

You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.

Benefits at Fiserv:
  • Fuel Your Life program to support your physical, financial, social, and emotional well-being.
  • Paid holidays and generous time away policies.
  • No-cost mental health support through Employee Assistance Programs.
  • Living Proof program to recognize your peers' extra effort with points redeemable for rewards.
  • Eight Employee Resource Groups to foster a collaborative culture and expand your network.
  • Unparalleled professional growth with training, development, and internal mobility opportunities.
  • Medical, dental, vision, life, and disability insurance options available from day one.
  • Retirement planning and discounted shares with the Employee Stock Purchase Plan.
  • Tuition assistance and reimbursement program.
  • Paid parental, caregiver, and military leave.


#LI-VA1

Salary Range
$74,000.00 - $122,400.00

These pay ranges apply to employees in New Jersey and New York. Pay ranges for employees in other states may differ.

It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.

This position is not eligible for an annual incentive opportunity and is also not eligible to earn commissions.

Thank you for considering employment with Fiserv. Please:

  • Apply using your legal name
  • Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).

About Fiserv

CashEdge(R) provides infrastructure that global financial institutions rely on to extend their online channels and enhance customer profitability. CashEdge delivers secure Online Money Movement and Advanced Account Aggregation platforms that power specialized retail banking and advisor applications. These proven solutions enable CashEdge's clients to create compelling online offerings that attract customers, generate revenues, and reduce costs. CashEdge serves top-tier financial institutions around the world. Clients and partners include Vanguard, RBC Financial Group, CIBC, Yahoo! Finance, Digital Insight, First Data, TD Canada Trust, NYCE, Laurentian Bank, Financial Fusion and Corillian. CashEdge has offices in New York and Silicon Valley.

Fiserv Careers

Join the Fiserv team today and be part of a dynamic company known for innovation, leadership, and a commitment to the professional growth of its employees. At Fiserv, we offer more than just job opportunities; we provide a platform where skills are honed, leadership is cultivated, and career aspirations are achieved. Work You’ll Do At Fiserv, we are constantly on the lookout for talented individuals eager to thrive in a culture that fosters growth and diversity. Our team is composed of professionals who lead the way in financial services technology. By joining us, you will collaborate with some of the brightest minds in the industry, working together to solve complex challenges and deliver innovative solutions that impact millions of people every day. Explore Our Job Opportunities Whether you're seeking an entry-level position or a more senior role, Fiserv offers a range of career paths in areas such as software development, project management, financial analysis, and client services. Our hiring process is designed to identify and attract individuals who are not only technically proficient but who also embody our values of integrity and responsibility. Internship Programs Kickstart your career with a Fiserv internship. Our internships provide invaluable workplace experience and networking opportunities that often lead to full-time employment. As an intern, you’ll gain hands-on experience while working on meaningful projects that directly contribute to the company’s goals. Benefits and Culture Fiserv is committed to the well-being and continuous development of our employees. We offer competitive benefits including health, dental, and vision insurance, as well as opportunities for professional development through leadership training and diversity programs. Our culture is one of inclusion, where every team member is valued and has the opportunity to contribute to our success. Career Growth and Development We believe in nurturing the potential of our employees through career development initiatives and continuous learning opportunities. At Fiserv, you will find a supportive environment where you can grow your career through on-the-job experiences, mentoring, and formal training. Stay Connected Join Our Team Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with Fiserv today and help shape the future of financial services. Keep Up to Date Stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. Job Alert Emails Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at Fiserv. Explore, innovate, and grow with Fiserv. Let your career journey begin here, where you can make a real difference in the world of finance.
Learn more about Fiserv
Size
44,000 employees
Market Cap
$63.4 billion
Industry
Net Income
$958 million
Founded
1984
5 Year Trend
+24.1%
Revenue
$14.8 billion
NASDAQ

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