Senior Financial Analyst

August 13

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Transact Campus

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Through transformative payments and credential-driven transactions and privileges, Transact partners with institutions to help them make their campus experience mobile-centric, personal and individualized, and completely connected.

501 - 1000 employees

📋 Description

• Senior Financial Analyst to support the Global Services organization, including Professional Services, Customer Support, Supply Chain, and Procurement, for the combined Transact + CBORD. • As part of the FP&A team, you will collaborate closely with general managers and senior leaders to provide financial insights, support strategic initiatives, and help drive operational performance. • Cross-Functional Visibility: Support multiple service lines and collaborate across teams to gain deep insight into strategic and operational priorities. • Process Leadership: Design and implement scalable financial processes and reporting frameworks in a fast-changing post-merger environment. • Strategic Partnership: Work directly with business leaders to influence decisions, optimize outcomes, and deliver measurable value. • Enterprise Impact: Build credibility across the company while helping FP&A become a key driver of growth and operational excellence. • This is a high-visibility position with the potential to make a meaningful impact on the organization’s growth, efficiency, and strategic direction as the FP&A team and broader company work to optimize operations and shape the future of the unified Transact + CBORD business. • Key Responsibilities: • Partner closely with business leaders across Global Services to deliver financial insights, align on strategic goals, and support high-impact decision-making. • Build and maintain financial models to support business planning, evaluate strategic initiatives, and conduct ad hoc analyses that drive growth and efficiency. • Lead budgeting and forecasting processes across multiple functions, continuously refine financial assumptions with evolving business dynamics, and improve forecast accuracy by understanding business drivers and partnering with stakeholders. • Develop and automate dashboards and reporting tools to monitor KPIs, uncover trends, and surface actionable insights; enhance performance tracking and lead variance analysis to identify key drivers and translate into operational decisions. • Create and present reporting packages for senior leadership, contributing to monthly and quarterly business reviews with clear, concise narratives. • Dive into complex datasets to transform swaths of data into meaningful insights that drive smart business decisions. • Take initiative to streamline and elevate processes, ensuring scalable, reliable, and insightful financial reporting in a post-merger environment.

🎯 Requirements

• BA/BS in Finance, Accounting, Business Administration, Economics, Data Science, or related. • Three (3) or more years of experience in FP&A, management consulting, or public and managerial accounting. • Advanced Excel skills. • Meticulous attention to detail and a drive for accuracy. • Clear and confident communicator—able to translate data into stories. • Highly organized with the ability to manage multiple priorities and projects simultaneously. • Strong analytical thinker with a high degree of precision and critical reasoning. • Self-motivated and capable of working independently with minimal direction. • Experience in an Enterprise SaaS environment is a plus. • Experience with Datarails, Microsoft Dynamics D365 or Power BI is a plus.

🏖️ Benefits

• Employer paid Life Insurance / AD&D / Short-Term. • Voluntary Long-Term Disability Insurance / Term Life Insurance / AD&D. • Access to FSA Plans & Commuter Benefit Plans. • 401(k) Savings Plan where the Company Match of $0.50 for each $1 you contribute on the first 8% of pay. Both your contribution and the company contribution are immediately 100% vested. • Access to the Roper Employee Stock Purchase Plan. • Paid Parental Leave Program.