FP&A Associate

The role you’ll play

• Drive annual planning and monthly forecasting cycles for the payments business, surfacing trends, gaps, and growth opportunities


• Build and manage pricing models and tools to support North America and International Payments Sales teams during merchant negotiations


• Conduct in-depth margin and rate analyses to guide pricing strategies and optimize profitability


• Own dashboards and reporting on key portfolio metrics, collaborating with Business Intelligence to uncover actionable insights


• Partner with Accounting and BI during month-end close to ensure financial accuracy and resolve anomalies


• Translate data into compelling, story-driven updates for functional and executive leadership


• Support the development of strategic business cases with partners across the company


• Investigate the "why" behind performance shifts, helping teams pivot quickly with informed decisions

The experience you bring

• 1+ years in strategic finance, management consulting, or investment banking, ideally within a tech or SaaS environment


• Proficiency in Excel and financial modeling, with bonus points for SQL, Looker, or Sigma


• Strong analytical chops—you’re comfortable digging into large datasets and building scenario models


• A keen eye for detail and a high bar for accuracy


• Natural curiosity and a proactive mindset; you chase insights, not just answers


• Ability to simplify complex topics for stakeholders at all levels


• Experience working cross-functionally in fast-paced, evolving environments


• Clear communicator who can turn data into actionable narratives