Develop and maintain financial models, forecasts, and budgets for a fintech payments platform. Analyze revenue streams, payments economics, and provide insights to executives, investors, and cross-functional teams. Requires 3+ years FP&A experience and advanced Excel skills.
Salary not listed
Remote3+ YOEFinance & Accounting
About the role
Financial Planning & Analysis
Build and maintain company-wide financial and accounting statements, including monthly forecasts, annual budgets, and long-range planning
Analyze revenue, gross margin, and contribution profit across products, customers, and partners
Develop driver-based models to forecast key metrics such as GMV / TPV, take rate, revenue yield, and unit economics
Support scenario planning and sensitivity analyses for new products, pricing strategies, and partnerships
Payments & Fintech Economics
Analyze and forecast payments revenue streams, including interchange, network fees, processor costs, and revenue share agreements
Build models around interchange-plus, buy-rate, and blended pricing structures
Evaluate merchant profitability, cohort performance, and partner economics
Partner with Operations and Product teams to improve visibility into transaction-level economics and margin drivers
Investor Reporting
Support preparation of monthly and quarterly investor reporting packages
Assist in financial presentations, including KPIs, variance analyses, and strategic insights
Contribute to fundraising materials, data rooms, and ad hoc investor requests
Translate complex financial data into clear, compelling narratives for executive and investor audiences
Management Reporting & Business Partnering
Prepare monthly management reporting packages, including variance analysis vs. budget/forecast
Support quarterly and annual department level budgeting and forecasting
Partner cross-functionally with Sales, Operations, and Product to understand drivers of performance
Deliver insights on growth, profitability, and efficiency metrics
Support pricing decisions, contract structuring, and strategic initiatives
Data & Process Improvement
Build scalable financial models and reporting tools using Excel
Automate reporting processes and improve data integrity across systems
Support Financial Operations (FinOps) Team with monthly software partner residual reporting
Partner with FinOps, Product, and Engineering teams to enhance access to financial and operational data
Continuously improve FP&A processes, reporting cadence, and forecasting accuracy
Required
Bachelor’s degree in Finance, Economics, Accounting, Business Administration or a related field
3+ years of experience in corporate finance, FP&A, Big 4 accounting, investment banking, or management consulting
Proficiency in understanding financial statements, forecasting, and budgeting
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