Senior Financial Analyst

Gen; New York (NY); On-site; USD 115,000 - 130,000; Full time

Benefits offered by this job

401(k) match

Health insurance options

Disability coverage

Life insurance

Unlimited PTO

Job summary

Gen is seeking a Senior Financial Analyst in NYC to join the Analytics & Decisioning team. You will own financial reporting, SQL/dbt models, and customer-economics analyses to inform accounting and forecasting decisions.

The role requires 3+ years in financial analysis within fintech or financial services, strong SQL, and Python skills, plus experience with LTV/CLR analytics and dashboards.

Qualifications

• Strong SQL skills for querying large financial datasets and building dashboards.
• Experience with Python for financial modeling (pandas, numpy).
• Knowledge of accounting principles including revenue recognition and period-close processes.
• Experience contributing to LTV, CLR, or cohort-based analytics frameworks.
• Data visualization skills with Tableau/Looker or similar BI tools.

Responsibilities

• Own and maintain financial reporting workstreams including dashboards and analyses for accounting and FP&A teams.
• Document and communicate business logic underlying financial models for traceability.
• Translate accounting principles into SQL/dbt models with guidance on complex rules.
• Partner with Accounting and FP&A on period-close deliverables and ad hoc data requests.
• Contribute to cohort analyses across customer segments, products and channels; build actionable insights.
• Produce regular reports on customer health metrics with clear interpretation and next steps.
• Maintain reports tracking MoneyLion Membership economics and revenue metrics.
• Develop Python-based workflows for financial modeling and scenario analysis tasks.

Skills

SQL

Python

Financial modeling

LTV / cohort analytics

Data visualization

Analytical rigor

cross-functional collaboration

Education

Bachelor's degree in Finance, Economics, Mathematics, Statistics, CS

Tools

dbt

Job description

About Gen

Gen is a global company dedicated to powering Digital Freedom through its trusted consumer brands including Norton, Avast, LifeLock, MoneyLion and more. Our combined heritage is rooted in financial empowerment and cyber safety for the first digital generations, and today we deliver award-winning cybersecurity, online privacy, identity protection and financial wellness solutions to nearly 500 million users in more than 150 countries.

Together, we share a collective passion and vision to protect consumers and help them grow, manage and secure their digital and financial lives. We’re always looking for smart, fearless and high‑impact talent who see AI as a teammate – leveraging it to move faster and deliver meaningful results.

When you’re part of Gen, you’ll have the flexibility, tools and support to do your best work and grow your career – from flexible working options and time off to competitive pay, benefits and well‑being programs.

At Gen, we are scrappy and relentlessly customer driven. We create room for healthy debate, experimentation and continuous learning, and we seek out people with different experiences, identities and ideas to join our team. You’ll work with people who back each other, respect each other and understand that our differences are a competitive advantage.

If this sounds like you, we’d love you to be part of Gen.

About The Role

The Senior Financial Analyst is an important individual contributor role within MoneyLion’s Analytics & Decisioning team. This person will own specific reports, analyses, and data pipelines that support financial decision‑making across accounting, forecasting, and customer economics. Working with moderate supervision, this role is expected to deliver high‑quality, independently produced analytical work and begin to develop direct relationships with key stakeholders.

This role sits at the intersection of financial analysis and data engineering, partnering with Finance, Data Science, Product, and Engineering teams. The ideal candidate has strong SQL skills and financial acumen, can run analyses end‑to‑end with limited direction, and is developing the business and product intuition to identify the right questions to ask.

Key Responsibilities

• Own and maintain specific financial reporting workstreams, including recurring dashboards and analyses that support accounting and FP&A teams
• Document and communicate the business logic underlying assigned financial models, ensuring accuracy and traceability for downstream stakeholders
• Support the translation of accounting principles into SQL and dbt models, with guidance from senior team members on more complex business rules
• Partner with the Accounting and FP&A teams on period‑close deliverables and ad hoc data requests
• Contribute to the CLR/LTV measurement framework by building and maintaining cohort‑level analyses across customer segments, products, and acquisition channels
• Produce regular reporting on customer health metrics with clear interpretation and suggested next steps
• Build and maintain reports that track MoneyLion Membership program economics, including member engagement, product attach rates, and incremental revenue metrics
• Support the maintenance and monitoring of forward flow pricing models
• Write well‑structured, documented SQL and dbt models that encode financial business logic
• Develop Python‑based analytical workflows for financial modeling and scenario analysis tasks

About You

Education

Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Computer Science, or a related quantitative field required.

Experience

3+ years of experience in financial analysis, FP&A, or quantitative analytics, ideally within a fintech, consumer lending, or financial services environment.

Skills

• Strong SQL skills for querying and transforming large financial datasets; experience with dbt is a plus
• Proficiency or growing proficiency in Python for financial modeling and data manipulation (pandas, numpy)
• Working knowledge of accounting principles, including revenue recognition, accruals, and period‑close processes
• Experience contributing to LTV, CLR, or cohort‑based customer analytics frameworks
• Data visualization skills – ability to build clear, well‑structured dashboards and reports (e.g., Tableau, Looker, or similar BI tools)
• Strong analytical rigor with the ability to build financial models and communicate key assumptions to both technical and non‑technical audiences
• Ability to manage and deliver on well‑scoped workstreams with moderate supervision

Personal Attributes

• Detail‑oriented with a commitment to accuracy and reliability in financial reporting
• Ability to work independently while building strong cross‑functional partnerships
• Strong communication skills; able to translate complex analyses into clear, actionable insights
• Growth‑minded and eager to develop deeper technical and business acumen
• Comfort operating in fast‑moving, ambiguous environments where structure and process are still being built

Location

NYC Office (Onsite 3 days per week)

Compensation

The annual base salary for this position is expected to be between $115,000 and $130,000. Base salary is one component of Gen's total compensation package, which includes 401(k) match, health insurance options, disability coverage, life insurance, and unlimited paid time off. Actual salaries will vary based on a candidate’s qualifications, experience, skills, and competencies related to the role.

Compensation Range: $115K - $130K