This role will be a key asset in the future growth of the company. This individual will partner with the Chief Revenue Officer to lead the Company’s annual forecast and budgeting process, operating plan variance analysis and special projects related to finance and the revenue operations of the company. S/he will provide financial consulting and strategic support to senior management including preparing board presentations, financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, acquisition analysis and other projects requested by senior management. This function acts as the analytical engine for the revenue and finance functions of the company, to provide insights and support effective business decision making and adherence to our business strategy. The position reports to the CRO.

Position Responsibilities

• Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures

• Monitor performance indicators, highlighting trends and analyzing causes of variance

• Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools

• Ad-Hoc Reporting and Analysis

• Quarterly and Monthly Financial reports

• Implement and work with a Business Intelligence Tool and Dashboard reports

• Improve performance by evaluating processes to drive efficiencies and understand ROI in marketing programs as well as new projects

• Develop financial models and analyses to support strategic initiatives

• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes

• Supporting Senior Management Team and Departments heads with in-depth analysis

• Prepare presentations to Board of Directors and Senior Management Team

Qualifications

• Bachelor’s Degree in Finance or Accounting; MBA highly preferred

• 5+ years experience as Manager or Director of Financial Planning and Analysis

• Strong leadership skills required. Experience in financial services and/or payments a plus.

• Advanced Microsoft Excel and PowerPoint skills. QuickBooks and advanced finance applications preferred.

• Highest standards of accuracy and precision; highly organized.

• Articulate with excellent verbal and written communication skills

• Ability to think creatively, highly-driven and self-motivated

• Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity

• High level of fit with the Marqeta team culture