Senior Financial Analyst, Marqeta
Customer Forecasting and Deal Modeling
$97.3-143k
Plus 10% bonus and equity. + Employee Stock Purchase Program
Modern payment and card issuing solutions
Open for applications
Modern payment and card issuing solutions
501-1000 employees
Open for applications
$97.3-143k
Plus 10% bonus and equity. + Employee Stock Purchase Program
501-1000 employees
Company mission
To be the global standard for modern card issuing, empowering builders to bring the most innovative products to the world.
Role
Who you are
- We're searching for a Senior Financial Analyst with strong financial modeling and executive communication skills
- 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
- Experience in SQL and especially Snowflake is very helpful
- 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
- Prior experience with the financial intricacies of the issuing space and payment networks is a substantial advantage
What the job involves
- You will manage forecasting and analysis for a wide range of our customers, including supporting cross functional sales teams to manage customer relationships and negotiate deals
- You will dive deep into the details of customer performance to understand underlying drivers to results, and will be able to translate these findings into decks and communications to help executive leadership understand the health of the business
- 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
Application process
- Application Submission
- Recruiter video call
- Hiring manager video call
- Virtual “Onsite” consisting of 4-5, 45 min calls
- Offer!
Our take
Marqeta processes payments quickly, offering businesses a more straightforward way to take customer payments with its physical and virtual card solutions. The company has a string of major companies utilizing its flexible and scalable platform, including Uber, Doordash, and Square.
The company is rapidly expanding in Europe, with strong growth in processing volumes and new partnerships, including major collaborations with firms like Trade Republic. Along with the company's recent partnership with Visa and Affirm which introduces the Visa Flexible Credential, allowing users to access multiple payment methods on one card, adding convenience and flexibility.
With a focus on global growth and delivering innovative financial services, Marqeta is targeting new verticals and supporting underbanked businesses. With this aim, the company is on its way to deepening its impact in the fintech space and driving further innovation in payments.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 8 rounds)
May 2020
$150m
LATE VC
May 2019
$250m
SERIES E
Total funding: $541.3m
Company benefits
- Praise: We believe in generously recognizing each other’s talents and contributions, and sharing the goodness we see
- Health and wellness: We cover your premiums for health, dental, and vision. Plus, your pet gets his/her/its own insurance, on us
- Flexible time off: We take time to relax and recharge when needed. We have unlimited time off for most employees and encourage an average of 5 weeks per year
- Marqeta paid family leave: We support all families. We offer 12 weeks of paid leave for all new parents and up to 20 for birthing parents. We also offer 4 weeks of caregiving leave
- 401k match: We invest in your future. We’ll match 50% of your contribution and up to 6% of your salary
- Meaningful equity: As owners of the company, we’re all in this together. Full-time employees will receive equity in Marqeta
- Giving back: We recognize we’re part of a larger community and encourage employees to donate their time and expertise to organizations they support
- Monthly stipend: You’ll get an additional monthly stipend on your paycheck to help fund your daily commute, cell phone, and/or internet connectivity
- Stock discount: The Employee Stock Purchase Program allows employees to buy discounted company stock
Company HQ
Northgate - Waverly, Oakland, CA
Leadership
Jason Gardner
(Founder)Having studied at Arizona State University, they worked in Management for Benettar Marble & Granite, NetManage, and Gartner Group. They founded PropertyBridge and spent 2 years at MoneyGram before founding Marqeta in January 2010.
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