FP&A Senior Analyst

Summary

Join Marqeta as an FP&A Senior Analyst and collaborate with various stakeholders on data analysis and financial planning. You will lead forecasting, budgeting, and reporting, developing financial metrics and presentations for executive leadership. This role requires 4+ years of FP&A experience, strong Excel skills, and excellent communication abilities. The position offers flexible work arrangements (remote or Oakland office), competitive compensation based on location, and a comprehensive benefits package including health insurance, flexible time off, retirement savings, bonuses, and professional development opportunities. Marqeta values innovation, collaboration, and a commitment to diversity and inclusion. The hiring process involves several interview stages.

Requirements

• 4+ years of FP&A experience
• Experience working with Excel, ERP and Financial Planning tools, as well as business intelligence tools
• Exceptional Microsoft Excel manipulation, modeling and auditing skills
• Desire to build cross functional partnerships, strong team player
• Proficiency in developing strategic communications, crafting key messaging, and delivering compelling executive-level presentations, particularly in PowerPoint or Google Slides, for both stakeholders and senior management
• Analytical rigor and an orientation toward data-driven management and decision making
• Excellent interpersonal, verbal, written communication, and presentation skills
• Bachelor’s Degree within Finance, Data Analytics, Economics or related fields

Responsibilities

• Lead monthly/quarterly forecast and annual budget planning by working closely with internal customers spanning all parts of the Company
• Identify, design and report various financial and business metrics via weekly, monthly and quarterly dashboards or reports for the CFO and executive team
• Leverage and drive efficiencies in financial modeling through the budget tool and ERP, while implementing rigorous workflow controls
• Help prepare materials for board and investor communications
• Participate in initiatives and discussions as related to system integration, data infrastructure and governance, internal controls, process improvement etc
• Provide budget and financial analysis support to numerous teams as well as the senior executive team
• Detailed headcount planning, reporting & analysis
• Conduct ad hoc analysis in support of business initiatives such as stock based compensation, bonus accruals, headcount planning etc

Preferred Qualifications

Familiarity and experience with the financial services industry, payments industry a strong plus

Benefits

• Multiple health insurance options
• Flexible time off – take what you need
• Retirement savings program with company contribution and after tax contributions
• Equity in a publicly-traded company and an Employee Stock Purchase Program
• Family-forming benefits, fertility support, and up to 20 weeks of Parental Leave
• Free therapy sessions, financial and professional coaching, and legal advice
• Monthly stipend to support our remote work model
• Annual “development dollars” to support our people growth and development
• Through Flex First, the freedom to live and work wherever you and your family thrive
• We also believe in recognizing the contributions of our people. That's why we award annual bonuses to eligible employees, rewarding both individual performance and the success of the entire company
• Marqeta is a Flex First company which allows you to choose your best working environment, whether that be from home or at a company office