OVERVIEW

 

RESPONSIBILITIES

 

Job InformationIn this critical role, the Sr. Associate supports the Finance Manager and Director in executing enterprise-level planning, budgeting, forecasting and management reporting and analysis, including developing materials for reporting to Executive Committee, and the company's Board of Managers. The Sr. Associate is a key contributor in maintaining the financial planning system, developing the system roadmap and implementing business process and system enhancement initiatives.

Key Job Functions

• Coordinates with business partner FP&A team to prepare and validate consolidated planning, budgeting and forecasting. Supports the development of planning and forecasting material.
• Supports the Manager of FP&A in creating reporting packages, works closely with business partner FP&A and accounting teams to gather inputs and validate data accuracy, and contributes analytical commentary and performance insights.
• Supports the development of financial models and runs scenario analyses under the FP&A Manager / Director’s guidance to support decision-making and executive discussions.
• Maintains FP&A systems, executes data uploads and reconciliations, and supports system enhancements and process improvements under the Manager's direction.
• Works closely with business partner FP&A and accounting teams to gather inputs, consolidate data, and ensure accurate financial reporting.
• Supports risk management activities within FP&A, including and not limited to: process risk assessment, Process Procedure and RCM updates, RCSA, KI reporting, Data Governance.

QUALIFICATIONS

 

Education   

• Bachelor’s degree in Finance, Accounting, Economics, or related field;
• CPA or MBA in Finance or similar degree preferred.

Minimum Experience  

• Minimum of 5 years in Financial Planning and Analysis supporting business or technology areas.
• Applicants must be authorized to work in the US without requiring employer sponsorship currently or in the future. U.S. FinTech does not offer H-1B sponsorship for this position.

Specialized Knowledge & Skills     

• Knowledge of FP&A processes, financial systems, corporate reporting and consolidation. Passion for operational excellence.
• Project Management – Plans, coordinates, and executes complex financial initiatives and system enhancements efficiently.
• Analytical Problem-Solving – Uses quantitative and qualitative analysis to identify root causes, optimize outcomes, and solve complex business issues. Effectively challenges others assumptions and redirects thinking.
• Executive-Level Communication – Clearly communicates insights, recommendations, and financial implications to senior executives.
• FP&A Systems Proficiency – Maintains and optimizes financial planning and reporting systems to ensure accurate and efficient processes.

Pay Range $105,000 to $123,500

U.S. FinTech's pay range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) a candidate’s qualifications, skills, competencies, and experience, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law. U.S. FinTech offers a competitive total compensation package, which includes a performance bonus, 401k match, healthcare coverage, PTO, and a broad range of other benefits.

 

Employment

As a condition of employment with U.S. Financial Technology, any successful job applicant will be required to  successfully complete a background investigation, which may also include a credit check for positions in some areas of our business.   

     

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