Senior Financial Analyst

Senior Financial Analyst

Copay is currently looking to hire a Senior Financial Analyst within our Stored Value Solutions division. This position falls under our Corporate Payments line of business and is located in Louisville, Ky. In this role, you will support all levels of the organization with financial data and analysis that assist in understanding the direction of the business and making informed decisions. This position will also proactively research issues, report findings, suggest alternative courses of action, and play a significant role in new business agreements and contract renewals. You will report directly to the SVP of Finance and regularly collaborate with all SVS departments.

As a Senior Financial Analyst, you will be expected to work in an on-site environment. Copay will set you up for success by providing an assigned workspace in the Louisville, KY office, company-issued equipment, and formal, hands-on training.

The role responsibilities will include serving as Finance Lead for new business prospects, existing business renewals, and new product / service offerings; constructing a cost-benefit analysis for any project that may have an economic impact on SVS; developing and maintaining track reports to measure actual performance against expected results; maintaining an array of monthly reports, which include but are not limited to : SVS KPIs, Net Revenue, Transactions, eCommerce, Client Performance, and Digital Services; providing ad hoc analysis and reporting as necessary; working with business leaders / SMEs to identify, analyze, and implement profit enhancement opportunities across all facets of the business; identifying potential new revenue streams / fee structures to complement profit enhancement work; analyzing opportunities for operational process improvement as needed; assisting with contract negotiations for new clients, existing client renewals / new services; performing various ad hoc analyses to support business as required; providing assistance with month-end financial statement analysis as needed (revenue, expense, KPI's, etc.); assisting with annual planning and periodic forecasting processes (revenue, expense, KPI's, etc.); assisting as needed with internal / external audit support; and developing and presenting cohesive presentations to review findings with various levels of organization.

Qualifications and skills include a bachelor's degree in finance, accounting, or a related field; an advanced degree is a plus. Three or more years of financial and / or account analysis / budgeting & forecast experience, or equivalent combination of education and experience required; work experience in a transaction-oriented business is a plus. Proven ability to analyze and model business data, present options in an easily understandable format, evaluate options / make recommendations based on analysis; proven ability to engage with internal and external stakeholders at all levels; experience with understanding details of client contract structures and various levers within agreements; proven ability to juggle multiple priorities, adjust priorities on the fly, while meeting deliverable timelines; self-starter requiring minimal hands-on direction; sound knowledge of finance and accounting principles; excellent quantitative / analytical skills; problem-solving and critical thinking skills; proficient at financial modeling; ability to regularly interpret financial information and provide financial insight into business issues; strong level of personal organizational skills; excellent oral and written communication skills; confidence when interacting with senior management and all levels of the organization; detail oriented; ability to handle multiple assignments promptly and effectively; work calmly in a fast-paced team environment while effectively managing multiple projects; high proficiency in Excel; knowledge of accounting and query-based systems is a plus.

Benefits and perks include medical, dental & vision benefits available the 1st month after hire; automatic enrollment into our 401k plan (subject to eligibility requirements); virtual fitness classes offered company-wide; robust PTO offerings including major holidays, vacation, sick, personal, & volunteer time; employee discounts with major providers (i.e. wireless, gym, car rental, etc.); philanthropic support with both local and national organizations; fun culture with company-wide contests and prizes.

Equal Opportunity / Affirmative Action Employer

Copay is an Equal Opportunity Employer. Copay provides equal employment opportunities to all employees and applicants without regard to race, color, gender (including pregnancy), religion, national origin, ancestry, disability, age, sexual orientation, gender identity or expression, marital status, language, ancestry, genetic information, veteran and / or military status or any other group status protected by federal or local law. If you require reasonable accommodation for the application and / or interview process, please notify a representative of the Human Resources Department.