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Our client is a leader in payments, offering secure and innovative solutions for businesses of all sizes. By integrating acquiring and processing capabilities, they go beyond standard transaction services—helping businesses streamline payments, access valuable data, and turn insights into growth opportunities.

 

Seeking a skilled professional to support corporate financial planning, forecasting, and analysis.

 

This role involves collecting and analyzing financial data, performing statistical analyses, and preparing materials for executive management. The ideal candidate will provide insights to leadership, support business-related projects, and identify market trends to inform strategic decisions.

 

What You Will Do:

  • Develop and implement plans to enhance benchmarking and reporting of key financial metrics.
  • Prepare financial reports for internal teams and senior leadership, ensuring accuracy and relevance.
  • Analyze large datasets to identify trends, opportunities, and cost-saving measures.
  • Conduct financial forecasting and develop key performance indicators (KPIs) to monitor business performance.
  • Manage settlement reconciliation, ensuring accuracy and timely processing of financial transactions.
  • Oversee residual payouts, optimizing calculations and payment processes.
  • Analyze and improve interchange optimization strategies to enhance cost efficiency.
  • Collaborate with senior management on strategic planning and documentation.
  • Manage processes related to tax obligations, including filing and coordination with external tax preparers.
  • Participate in system implementations and process improvement initiatives.
  • Conduct industry research to inform business strategy and financial decision-making.
  • Oversee long-term financial projects as needed.
  • Perform additional responsibilities as assigned.
 

What You Bring:

 
  • 3+ years in a financial analysis or related role.
  • Experience in merchant acquiring or actuarial forecasting required.
  • Strong financial analysis and reporting skills.
  • Excellent communication, analytical, and quantitative abilities.
  • Proven ability to manage multiple tasks and meet deadlines under pressure.
  • Proficiency in financial modeling and Microsoft Office applications, especially Excel and PowerPoint.
  • Ability to work effectively with internal teams and external stakeholders.
  • Experience with third-party financial systems and tools for data management and reporting.
  • Bachelor’s degree in Finance, Accounting, or Business preferred.
 
This role is office based in a suburb of Houston, Texas 
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