What are the responsibilities and job description for the Senior Financial Analyst position at Q2?
As passionate about our people as we are about our mission.
What We’re All About
Q2 is proud of delivering our mobile banking platform and technology solutions, globally, to more than 22 million end users across our 1,300 financial institutions and fintech clients. At Q2, our mission is simple: Build strong, diverse communities by strengthening their financial institutions. We accomplish that by investing in the communities where both our customers and employees serve and live.
What Makes Q2 Special?
Being as passionate about our people as we are about our mission. We celebrate our employees in many ways, including our “Circle of Awesomeness” award ceremony and day of employee celebration among others! We invest in the growth and development of our team members through ongoing learning opportunities, mentorship programs, internal mobility, and meaningful leadership relationships. We also know that nothing builds trust and collaboration like having fun. We hold an annual Dodgeball for Charity event at our Q2 Stadium in Austin, inviting other local companies to play, and community organizations we support to raise money and awareness together.
The Job At-A-Glance
Q2 is seeking a highly motivated, meticulous and proactive Senior Financial Analyst to join the FP&A team and support our Revenue function. This role will play a critical part in building, maintaining, and improving financial models to drive optimized revenue forecasting accuracy, scenario analysis, and business decision-making. The ideal candidate will have a deep understanding of financial modeling, revenue drivers, and key business levers that impact top-line growth. Reporting to the Director, Financial Planning & Analysis, this role will collaborate closely with Accounting, Operations, and the FP&A team. Q2 offers a dynamic work environment that welcomes innovative ideas, rewards hard work and commitment, exposes its members to growth opportunities, and encourages evolution of individuals, methodologies, processes, and systems.
A Typical Day
Revenue Forecasting & Modeling:
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Health & Wellness
How We Give Back To The Community
You can learn more about our Q2 Spark Program, Q2 Philanthropy fund, and our employee volunteering programs on our Q2 Community page. Q2 supports dozens of wide-reaching organizations, such as the African American Leadership Institute, and The Trevor Project, promoting diversity and success in leadership and technology. Other deserving beneficiaries include Resource Center helping LGBTQ communities, JDRF, and Homes for our Troops, a group helping veterans rebuild their lives with specially adapted homes.
At Q2, our goal is to be a diverse and inclusive workforce that fosters mutual respect for our employees and the communities we serve. Q2 is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
What We’re All About
Q2 is proud of delivering our mobile banking platform and technology solutions, globally, to more than 22 million end users across our 1,300 financial institutions and fintech clients. At Q2, our mission is simple: Build strong, diverse communities by strengthening their financial institutions. We accomplish that by investing in the communities where both our customers and employees serve and live.
What Makes Q2 Special?
Being as passionate about our people as we are about our mission. We celebrate our employees in many ways, including our “Circle of Awesomeness” award ceremony and day of employee celebration among others! We invest in the growth and development of our team members through ongoing learning opportunities, mentorship programs, internal mobility, and meaningful leadership relationships. We also know that nothing builds trust and collaboration like having fun. We hold an annual Dodgeball for Charity event at our Q2 Stadium in Austin, inviting other local companies to play, and community organizations we support to raise money and awareness together.
The Job At-A-Glance
Q2 is seeking a highly motivated, meticulous and proactive Senior Financial Analyst to join the FP&A team and support our Revenue function. This role will play a critical part in building, maintaining, and improving financial models to drive optimized revenue forecasting accuracy, scenario analysis, and business decision-making. The ideal candidate will have a deep understanding of financial modeling, revenue drivers, and key business levers that impact top-line growth. Reporting to the Director, Financial Planning & Analysis, this role will collaborate closely with Accounting, Operations, and the FP&A team. Q2 offers a dynamic work environment that welcomes innovative ideas, rewards hard work and commitment, exposes its members to growth opportunities, and encourages evolution of individuals, methodologies, processes, and systems.
A Typical Day
Revenue Forecasting & Modeling:
- Maintain, enhance and refine robust financial models to support forecasting revenue across different business segments and long-term planning
- Analyze revenue trends, key drivers, and variances to enhance forecast accuracy
- Create and present polished scenario analysis to assess the impact of business decisions on revenue performance to stakeholders
- Work closely with cross-functional teams (Operations, Accounting) to align on revenue drivers and key assumptions
- Identify and communicate risks and opportunities, supporting leadership in data-driven decision-making
- Leverage tooling, data analytics, and automation to enhance revenue modeling efficiency
- Lead routine interlocks with business partners to capture and contribute strategic insights on forecast-impacting factors, driving informed discussions and cross-functional alignment
- Provide data-driven recommendations to support revenue growth
- Collaborate with leadership on budgeting, long-term planning, and forecasting cycles
- Support strategic initiatives and projects through revenue evaluation and scenario analyses
- Support special projects, ad hoc analysis, and strategic initiatives as needed.
- Monitor key revenue metrics and KPIs
- Present clear, concise revenue insights to leadership and investor relations teams.
- Drive continuous improvements in financial reporting and forecasting methodologies to drive scalability and accuracy
- Typically requires a Bachelor’s degree and a minimum of 8 years of related experience; or an advanced degree with 6 years of experience; or equivalent related work experience
- Strong knowledge of financial principles and accounting/budgeting practices
- Exceptional analytical and problem-solving skills, with a proven ability to draw insights from data and present findings to senior leadership
- Ability to solve complex problems with creative solutions
- Excellent communication, presentation and interpersonal skills, with a collaborative mindset and the ability to work cross-functionally
- Proven ability to build and maintain strong, cross-functional working relationships and add value as a trusted, strategic, financial business partner
- Background in financial services, information technology and/or software is a definite advantage, particularly SaaS, including software revenue recognition
- Advanced proficiency in Excel and financial modeling; experience with data visualization tools and financial systems (Anaplan & NetSuite) is preferred
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Health & Wellness
- Hybrid Work Opportunities
- Flexible Time Off
- Career Development & Mentoring Programs
- Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents
- Community Volunteering & Company Philanthropy Programs
- Employee Peer Recognition Programs – “You Earned it”
How We Give Back To The Community
You can learn more about our Q2 Spark Program, Q2 Philanthropy fund, and our employee volunteering programs on our Q2 Community page. Q2 supports dozens of wide-reaching organizations, such as the African American Leadership Institute, and The Trevor Project, promoting diversity and success in leadership and technology. Other deserving beneficiaries include Resource Center helping LGBTQ communities, JDRF, and Homes for our Troops, a group helping veterans rebuild their lives with specially adapted homes.
At Q2, our goal is to be a diverse and inclusive workforce that fosters mutual respect for our employees and the communities we serve. Q2 is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
