Financial Analyst, MeridianLink
$69.8-110.3k
Digital lending platform for every financial institution
Posted today
Digital lending platform for every financial institution
501-1000 employees
Posted today
$69.8-110.3k
501-1000 employees
Company mission
To accelerate and simplify workflows while helping community financial institutions grow, scale and serve their consumers and communities.
Role
Who you are
- Requires moderate skill set and proficiency in subject area
- Ability to conduct work assignments of increasing complexity under moderate supervision with some latitude for independent judgment
- Bachelor’s degree and 2-4 years of relevant experience
What the job involves
- As a part of the FP&A subfamily, the Financial Analyst is responsible for reviewing and analyzing past financial results, performing variance analysis, and updating trends and business forecasts to drive business decisions
- The FP&A subfamily is responsible for creating financial forecasts, strategic forecasts, and short and long-term budget planning for individual departments and MeridianLink as a whole
- The Financial Analysts will participate in the budgeting and strategic planning process by contributing to the building of financial models, analyzing financial trends, and establishing assumptions
- The role will be responsible for running and enhancing reporting systems to facilitate the production of information, budgeting analysis, forecasting analysis, variance commentary, reporting and reviews, and project preparation
- Financial Analysts will consolidate companywide reporting for historical and projected financial statements, metrics, and KPIs
- Responsible for reviewing and analyzing reporting results
- The role will manage source data queries and recommend improvements in support of financial objectives
- Financial Analysts will build models in Anaplan
- Expected to build and manage financial models for ad hoc analyses
- The role will provide accurate and timely reports for performance monitoring
- Financial Analysts may be responsible for budget or cost analysis
- Expected to gather, analyze, prepare, and summarize recommendations for financial plans, acquisition activity, trended future requirements, and operating forecasts
Our take
MeridianLink provides modern software platforms for financial institutions and consumer reporting agencies. Specifically, it powers digital lending and account opening for the former and data verifications for the latter.
The company has been trusted for over 20 years and has remained adaptable and open to change with the industry, such as its recent addition of engagement features that offer new ways to help financial services drive growth, reach target audiences and adjust campaigns to meet business and customer needs. It has therefore maintained a number of impressive customers, from BankPlus and American United to FirstBank and TwinStar.
Building on this track record, MeridianLink was recently acquired by Centerbridge Partners, marking an important step forward. Going private in this $2B deal gives the company flexibility to accelerate innovation, expand its platform, and leverage AI and data more effectively. With Centerbridge's support, MeridianLink is in a good position to strengthen its competitive edge and continue helping financial institutions grow in a rapidly evolving market.
Freddie
Company Specialist at Welcome to the Jungle
Insights
1% employee growth in 12 months
Company
Company benefits
- Ongoing development: Continuous learning is essential to growth, and we’re committed to helping our employees thrive. You’ll have the opportunity to take part in job-specific training, monthly soft-skill sessions, and leadership classes designed to support your development at every stage.
- Access to executives: Have a good idea? Share it with peers, managers, or executives. Our leadership is approachable and actively involved in supporting your work.
- Health lifestyle: Healthy staff makes us happy. We support our team members with resources and programs that promote financial, physical, and mental health—encouraging balance, self-care, and a lifestyle that helps you feel your best every day.
- Celebrations: All work and no play makes for a dull day. We celebrate holidays, birthdays, work anniversaries, and other milestones with fun activities that bring us together. We also provide channels for employees to recognize and celebrate each other’s achievements, making appreciation a regular part of our culture.
- Community partnering: Take a day off with pay to volunteer where it matters most to you or join the company in various community service projects throughout the year.
Company HQ
Irvine Technology Center, Irvine, CA
Leadership
Larry Katz
(CEO)Larry joined MeridianLink in 2023 as CFO and became CEO in 2025. Prior to this, they were the CFO at StubHub and Genesys as well as a Managing Director at JPMorgan Chase & Co. for 15 years.
Share this job
View 22 more jobs at MeridianLink