Finance Transformation Analyst: Forecasting & Insights
BAM Ventures
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Benefits offered by this job
Job summary
PayPal in San Jose is seeking a Financial Planning Analyst to partner with business and finance teams on forecasting, budgeting, month-end closing, and financial modeling. You will contribute to transformation projects, optimize analytics tools, and drive process improvements across finance and operations.
You will review performance, summarize insights for senior leadership, and support cross-functional initiatives that impact strategic decisions.
Qualifications
- 3+ years relevant experience and a Bachelor's degree OR Any equivalent combination of education and experience.
Responsibilities
- Support planning and forecasting processes
- Review business performance on cadences (weekly, monthly, quarterly) and summarize insights
- Produce executive-level presentations
- Work closely with the finance and technical teams to drive process and system improvements
- Facilitate discussions with stakeholders, manage expectations, and collaborate cross-functionally
- Consult with finance leads to review and discuss key issues, risks, and dependencies for assigned initiatives
- Document and elevate potential risks/issues, assist in developing mitigation strategies, and support their implementation
Skills
Education
Tools
Job description
PayPal in San Jose is seeking a Financial Planning Analyst to partner with business and finance teams on forecasting, budgeting, month-end closing, and financial modeling. You will contribute to transformation projects, optimize analytics tools, and drive process improvements across finance and operations.
You will review performance, summarize insights for senior leadership, and support cross-functional initiatives that impact strategic decisions.
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