CareerPlan

Sr. Finance Analyst, Business Intelligence

San Jose, California, United States of AmericaFull-time$98k–$140k2026-10-09 → 2026-11-11
Hybrid

Core

Sr. Finance Analyst supporting Payments Processing Finance in managing daily finance operations, focusing on transaction economics and merchant profitability analysis.

Role type

Senior IC Finance Analyst (Business Intelligence)

Builds

Financial forecasts, budgets, performance reports, and executive-level presentations for payment processing activities.

Domain

Fintech / Payments / Financial Planning & Analysis

Deliverable

dashboards & analysis

Required skills

Financial modeling, forecasting, budgeting, data analysis, SQL, Excel, stakeholder management, risk assessment

Preferred skills

Payments economics knowledge, Tableau, Power BI, Essbase, Hyperion

Technologies

SQL, Tableau, Power BI, Essbase, Hyperion, Excel

Responsibilities

Support planning and forecasting processes; Review business performance on regular cadences; Produce executive-level presentations; Work closely with finance and technical teams to drive process improvements; Document and escalate potential risks/issues; Collaborate cross-functionally to gather inputs and summarize insights

Seniority

Senior, hands-on IC