Financial Analyst

Analyst Position

SWIVEL is seeking a skilled and driven analyst to support revenue and pricing strategies across both the education and financial institution sector. This role plays a critical part in enabling growth through data-driven insights, supporting new sales opportunities, and enhancing forecasting and budgeting processes. You'll also help manage interchange fees and design pricing models tailored to our Software as a Service (SaaS) and card processing services for schools and financial institutions.

In this role, you'll have the opportunity to grow professionally while making a meaningful impact in two dynamic markets. You'll work for an organization that values your ideas and contributions, and you'll be part of a collaborative team that supports innovation and continuous improvement. At SWIVEL, we encourage team members to advance, share ideas, and develop both professionally and personally.

Essential duties include the following :

• Analyze sales opportunities and potential revenue within the education and financial institution sectors, supporting revenue forecasts and strategic planning.
• Conduct profitability analysis for school and financial institution clients.
• Prepare revenue forecasts and contribute to the annual budget.
• Provide oversight and analysis of interchange fees as they relate to school and financial institution transactions.
• Develop and recommend pricing strategies for new clients and conduct pricing reviews for existing partners in both markets.
• Identify and implement new pricing models tailored to the needs of educational institutions and financial organizations.
• Compile, analyze, and report financial data to support decision-making across both segments.
• Collaborate with cross-functional teams to align pricing strategies with market trends and client-specific requirements.
• Work with large and complex data sets to identify trends, anomalies, and actionable insights.
• Collaborate with data team to help develop reporting tools / dashboards to be utilized to identify key performance indicators.
• Ensure data integrity and accuracy in all financial models and reporting outputs.
• Perform other duties as assigned.

Serious candidates will possess the minimum qualifications :

SWBC offers :

SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law.