Senior Financial Analyst, Customer Forecasting and Deal Modeling

Marqeta; United States; Remote; USD 80,000 - 120,000; Full time

Job summary

A leading company in the payments industry is seeking a Senior Financial Analyst for Customer Forecasting and Deal Modeling. This remote role involves conducting financial analysis, building forecasting models, and supporting sales teams with insights and presentations. The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to thrive in a fast-paced environment.

Qualifications

• 5+ years in financial analysis, focusing on customer forecasting and deal modeling.
• Strong understanding of financial principles and GAAP.
• Experience with payment networks and issuing space is a plus.

Responsibilities

• Conduct financial analysis and provide insights on customer performance.
• Build models for forecasting customer performance and deal modeling.
• Communicate monthly customer performance results to sales teams.

Skills

Financial analysis

Customer forecasting

Deal modeling

Communication

Stakeholder management

Analytical mindset

Attention to detail

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

SQL

Snowflake

Job description

Senior Financial Analyst, Customer Forecasting and Deal Modeling

Join to apply for the Senior Financial Analyst, Customer Forecasting and Deal Modeling role at Marqeta.

This role involves managing forecasting and analysis for a wide range of customers, supporting sales teams in deal negotiations, and translating customer performance insights into executive communications. The position is remote within the United States or based at our Oakland, CA headquarters.

Responsibilities

• Conduct financial analysis and provide insights on customer performance.
• Build models for forecasting customer performance and deal modeling.
• Communicate monthly customer performance results to sales teams.
• Assist in creating customer-facing review presentations.
• Stay updated on industry trends affecting payments and regulatory landscape.
• Refine financial reporting processes, leveraging SQL for complex data analysis.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 5+ years in financial analysis, focusing on customer forecasting and deal modeling.
• Strong understanding of financial principles and GAAP.
• Experience with SQL and Snowflake is advantageous.
• Excellent communication and stakeholder management skills.
• Attention to detail and analytical mindset.
• Ability to adapt in a fast-paced environment.
• Experience with payment networks and issuing space is a plus.