Business and Financial Performance Analyst

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🔥 2 hours ago

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Logo of Velera

Velera

1001 - 5000 employees

💳 Fintech

🏦 Banking

Fintech • Banking • Financial Technology

Velera is a company that provides a wide range of solutions for financial institutions, focusing on payment and banking technology. The company offers services in digital card issuance, digital wallets, and provides a co-op pay network and ATM terminal driving. Velera integrates sophisticated scoring and decision-making tools for fraud prevention and identity authentication. It also offers strategic consulting services for growth and marketing. Velera positions itself as a partner in digital banking and financial technology innovation.

📋 Description

• Lead financial performance management for the Contact Center, including monitoring and improving revenue, expense, and margin outcomes against plan • Own and execute forecasting, planning support, and in-period performance analysis, translating operational drivers into actionable insights and recommended actions • Monitor business performance against financial targets, proactively identifying risks and opportunities and driving corrective actions in partnership with leadership • Develop and maintain cost-to-serve models and financial frameworks that inform pricing, operational decisions, and long-term planning • Analyze financial and operational trends to provide clear, data-driven recommendations that improve profitability and operational efficiency • Partner cross-functionally with Operations, Finance, Pricing, and Sales to align financial targets with operational execution and client commitments • Provide financial evaluation and decision support for business cases, investments, and new initiatives, including revenue projections, cost impacts, and return analysis • Drive continuous improvement in financial reporting, forecasting, and performance management processes to enhance visibility, accuracy, and speed of decision-making • Serve as a key financial advisor to Contact Center leadership, influencing decisions through insights and business expertise • Perform all other duties as assigned.

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field required • Advanced degree (MBA or similar) preferred • 6+ years of experience in financial planning, forecasting, financial analysis, or business performance management • Experience supporting or driving financial performance within a complex, service-based or contact center environment preferred • Demonstrated experience in cost modeling, pricing analysis, or profitability optimization • Experience partnering cross-functionally with Finance, Operations, and business leadership to influence decision-making • Experience working with large datasets, financial systems, and business intelligence tools

🏖️ Benefits

• Competitive wages • Medical with telemedicine • Dental and Vision • Basic and Optional Life Insurance • Paid Time Off (PTO) • Maternity, Parental, Family Care • Community Volunteer Time Off • 12 Paid Holidays • Company Paid Disability Insurance • 401k (with employer match) • Health Savings Accounts (HSA) with company provided contributions • Flexible Spending Accounts (FSA) • Supplemental Insurance • Mental Health and Well-being: Employee Assistance Program (EAP) • Tuition Reimbursement • Wellness program

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