What are the responsibilities and job description for the Sr. Financial Analyst position at Stax Payments?
Description
We are seeking a skilled and motivated Anaplan experienced Sr. Financial Analyst to join our dynamic team. The ideal candidate will have at least 2 years of hands-on Anaplan experience, coupled with a strong understanding of financial modeling. While experience in the payments industry is preferred, it is not required. This role will focus on leveraging Anaplan to enhance forecasting, KPI reporting, planning, and reporting processes, ensuring data-driven decision-making across the organization.
Key Responsibilities
Education & Experience:
We are seeking a skilled and motivated Anaplan experienced Sr. Financial Analyst to join our dynamic team. The ideal candidate will have at least 2 years of hands-on Anaplan experience, coupled with a strong understanding of financial modeling. While experience in the payments industry is preferred, it is not required. This role will focus on leveraging Anaplan to enhance forecasting, KPI reporting, planning, and reporting processes, ensuring data-driven decision-making across the organization.
Key Responsibilities
- Model Development & Maintenance:
- Design, build, and maintain Anaplan models to support business processes such as revenue forecasting, profitability analysis, and operational planning.
- Manage data imports, exports, and transformations within Anaplan.
- Ensure models are scalable, efficient, and aligned with best practices.
- Business Partnering:
- Work closely with finance, operations, and business stakeholders to gather requirements and translate them into actionable Anaplan solutions.
- Provide training and support to end-users to maximize adoption and effectiveness.
- Performance Optimization:
- Identify and implement improvements to existing Anaplan models to enhance performance and usability.
- Monitor system performance and troubleshoot issues as needed.
- Reporting & Insights:
- Provide weekly insights on business performance through KPI dashboards in and outside of Anaplan
- Develop dashboards and reports within Anaplan to provide real-time insights into key business metrics.
- Continue to build process enhancements around reporting, reduce manual processes to increase reporting turnaround times and accuracy
- Support ad-hoc analysis and scenario planning to guide strategic decision-making.
Education & Experience:
- Bachelor’s degree in Finance, Business Administration, Data Analytics, or a related field.
- Minimum of 2 years of Anaplan experience, including model building.
- Experience in the payments or financial services industry preferred but not required.
- Proficient in Anaplan model-building, with a deep understanding of its architecture and best practices.
- Strong analytical and problem-solving skills with the ability to translate complex data into actionable insights.
- Familiarity with payments industry processes such as revenue sharing, fee structures, and profitability reporting is a plus.
- Advanced Excel skills; familiarity with SQL or other database tools is a plus.
- Excellent communication and stakeholder management skills.
- Anaplan Level 1 and 2 Model Builder certification preferred.
