Senior Financial Analyst, Customer Forecasting and Deal Modeling

Summary

Join Marqeta as a Senior Financial Analyst and leverage your financial modeling and executive communication skills to manage forecasting and analysis for a wide range of customers. You will support cross-functional sales teams, negotiate deals, and dive deep into customer performance data. Translate your findings into presentations for executive leadership. This flexible role can be performed remotely anywhere in the US or from our Oakland, CA headquarters. You will build financial models, communicate monthly results, and assist in creating customer-facing presentations. Continuously refine processes and leverage SQL for data analysis.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field
• 5+ years of experience in financial analysis, with a deep focus on customer forecasting and deal modeling
• A solid grasp of financial principles and their application in a dynamic business environment, including GAAP accounting practices
• Proven ability to to manage multiple cross-functional stakeholders, particularly in supporting sales teams in deal negotiations and understanding customer performance
• Exceptional communication skills, with proven expertise in crafting and presenting financial decks to a diverse audience, including senior leadership
• Strong analytical mindset, coupled with an emphasis on accuracy and attention to detail
• Ability to thrive in a fast-paced setting, readily adapting to evolving business requirements

Responsibilities

• Conduct in-depth financial analysis and provide executive leadership with relevant insights on performance of customers within your scope
• Build models to forecast the performance of your customers, from topline drivers through to gross profit, including deal modeling negotiations on existing and new customer programs
• Communicate monthly results of customer performance to sales teams to ensure they are best prepared to manage customer relationships, including building and presenting decks and providing and assisting with support files
• Assist cross functional teams on building customer-facing review presentations that help customers best understand the value of their relationship with Marqeta
• Stay abreast with the latest trends in the payments industry, and how regulatory or industry changes or trends may impact Marqeta’s business and customers
• Continuously refine and optimize processes to ensure the efficiency and accuracy in financial reporting and analysis, including leveraging SQL to deepen your reach into complex data

Preferred Qualifications

• Experience in SQL and especially Snowflake is very helpful
• Prior experience with the financial intricacies of the issuing space and payment networks is a substantial advantage

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