Financial Business Analyst

Job Title: Financial Business Analyst

Location: ["Remote"]

Job Type: [Full-Time ]

Salary: 170k to 250k

Person should have very much fluent in english communication

Company Overview

We are a rapidly growing organization committed to innovation, data-driven decision-making, and operational excellence. Our team is expanding, and we are currently seeking a talented Financial Business Analyst to join our dynamic finance and strategy team. This role will provide critical insights to help drive strategic initiatives, optimize financial performance, and support cross-functional decision-making across the company.

Position Summary

The Financial Business Analyst will be responsible for conducting thorough financial analyses, developing strategic pricing recommendations, supporting budgeting and forecasting processes, and facilitating data-driven insights. This individual will work closely with stakeholders across departments, including Sales, Product, and Executive Leadership, to improve operational efficiency and financial outcomes.

Key Responsibilities

• Facilitate the development of new and improved worksheets, reporting tools, and dashboards to deliver actionable insights to cross-functional teams.

• Assist with updates and changes to SAS hierarchy to support operational and budgetary reporting requirements.

• Perform market research and maintain up-to-date knowledge of the competitive landscape, industry trends, and payment processing/merchant acquiring sector.

• Collaborate with sales executives, relationship managers, and product managers to analyze and recommend optimal pricing strategies and policies.

• Utilize large datasets to identify trends, resolve business issues, and drive financial improvements.

• Manage strategic processes and conduct detailed data analysis to provide tailored pricing guidance for sales partners within the merchant services division.

• Operate effectively in a fast-paced, matrixed environment with shifting priorities and stakeholders.

• Make and communicate data-driven decisions and recommendations in scenarios with limited or ambiguous information.

• Analyze financial business needs, especially related to Assets Under Management (AUM), and design effective business processes and solutions.

• Develop and maintain accurate monthly commission accruals and quarterly payouts, ensuring compliance with the firm's commission policies.

Required Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field (MBA or related postgraduate qualification is a plus).

• Minimum of 7 years of professional experience in business analysis or project management roles within a finance environment.

• Proven experience with financial modeling, budgeting, forecasting, and variance analysis.

• Strong analytical and strategic thinking skills, with proficiency in tracking and trending large datasets.

• Ability to prioritize, manage multiple tasks, and thrive in ambiguous, evolving situations.

• Experience working in matrixed organizations and managing stakeholders across departments.

• High proficiency in Microsoft Excel, PowerPoint, and financial reporting tools (e.g., Tableau, Power BI, or similar).

• Familiarity with SAS and its hierarchy structures or similar data analytics platforms.

• Experience with or understanding of Investment Broker Dealer operations is a plus.

• Excellent written and verbal communication skills, with the ability to clearly convey complex data-driven insights to a range of audiences.

Preferred Qualifications

• Experience in the merchant acquiring or payments industry.

• Strategic consulting background or experience in a role requiring high-level decision support.

• Exposure to commission structures and incentive-based financial modeling.

• Familiarity with CRM or ERP systems (Salesforce, SAP, Oracle, etc.).

• Proficient in using
  Applicant Tracking Systems (ATS)
  (e.g., Workable, Lever, Greenhouse, JazzHR, or similar).
• Strong experience with
  ClickUp
  (task creation, pipeline tracking, reporting, integrations).
• Proficient with Google Workspace (Docs, Sheets, Gmail, Calendar).
• Communication:
• Outstanding written and verbal communication skills.
• Ability to maintain professionalism in all candidate and stakeholder interactions.
• Organizational Skills:
• Highly organized with the ability to prioritize tasks and manage multiple open requisitions simultaneously.
• Detail-oriented with a commitment to accuracy and data integrity.

Preferred Qualifications:

• Prior experience working with recruitment agencies or internal talent teams for North American markets.
• Understanding of employment laws and recruitment practices in Canada and the USA.
• Experience working in remote or distributed teams.

What We Offer:

• Competitive salary and benefits
• Remote-first workplace with flexible working hours
• Opportunity to work with a collaborative, global team
• Career development and growth opportunities