Senior Financial Analyst, Customer Forecasting and Deal Modeling

Marqeta, Inc.; United States; Remote; USD 97,000 - 122,000; Full time

Job summary

Join a leading financial technology company as a Senior Financial Analyst focused on customer forecasting and deal modeling. In this remote role, you will analyze customer performance data and collaborate with sales teams to drive strategic decisions, ensuring business health and maximizing customer value. Your strong background in finance and analytical skills will play a critical role in delivering insights and improving performance across various customer accounts. The position offers competitive compensation and benefits aligned with a flexible work environment.

Benefits

Flexible time off

Multiple health insurance options

Retirement savings program with company contribution

Equity in a publicly-traded company

Annual development dollars

Family-forming benefits and up to 20 weeks of Parental Leave

Free therapy sessions, coaching, and legal advice

Qualifications

• 5+ years of experience in financial analysis focusing on customer forecasting and deal modeling.
• Proven ability to manage stakeholders in deal negotiations.
• Strong attention to detail and adaptability in fast-paced settings.

Responsibilities

• Conduct financial analysis to provide insights on customer performance.
• Build models for customer performance forecasting and deal negotiations.
• Communicate monthly results and assist in creating presentations.

Skills

Financial modeling

Executive communication

Analytical mindset

SQL

Education

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

Tools

Snowflake

Job description

Senior Financial Analyst, Customer Forecasting and Deal Modeling

Remote, USA

We're searching for a Senior Financial Analyst with strong financial modeling and executive communication skills. You will manage forecasting and analysis for a wide range of our customers, including supporting cross functional sales teams to manage customer relationships and negotiate deals. You will dive deep into the details of customer performance to understand underlying drivers to results, and will be able to translate these findings into decks and communications to help executive leadership understand the health of the business.

We work Flexible First . This role can be performed remotely anywhere within the United States or from our headquarters in Oakland, CA. We’d love for you to join us!

The Impact You’ll Have

• Conduct in-depth financial analysis and provide executive leadership with relevant insights on performance of customers within your scope.
• Build models to forecast the performance of your customers, from topline drivers through to gross profit, including deal modeling negotiations on existing and new customer programs.
• Communicate monthly results of customer performance to sales teams to ensure they are best prepared to manage customer relationships, including building and presenting decks and providing and assisting with support files.
• Assist cross functional teams on building customer-facing review presentations that help customers best understand the value of their relationship with Marqeta.
• Stay abreast with the latest trends in the payments industry, and how regulatory or industry changes or trends may impact Marqeta’s business and customers.
• Continuously refine and optimize processes to ensure the efficiency and accuracy in financial reporting and analysis, including leveraging SQL to deepen your reach into complex data.

Who You Are

• Bachelor’s degree in Finance, Accounting, or a related field.
• 5+ years of experience in financial analysis, with a deep focus on customer forecasting and deal modeling.
• A solid grasp of financial principles and their application in a dynamic business environment, including GAAP accounting practices.
• Experience in SQL and especially Snowflake is very helpful.
• Proven ability to to manage multiple cross-functional stakeholders, particularly in supporting sales teams in deal negotiations and understanding customer performance.
• Exceptional communication skills, with proven expertise in crafting and presenting financial decks to a diverse audience, including senior leadership.
• Strong analytical mindset, coupled with an emphasis on accuracy and attention to detail.
• Ability to thrive in a fast-paced setting, readily adapting to evolving business requirements.
• Prior experience with the financial intricacies of the issuing space and payment networks is a substantial advantage.

Typical Process

• Application Submission
• Virtual “Onsite” consisting of 4-5, 45 min calls
• Offer!

Compensation and Benefits

Marqeta is a Flex First company which allows you to choose your best working environment, whether that be from home or at a company office. To support Flex First, we calibrate pay to a competitive value according to working location. Compensation is aligned according to three tiers within the United States:

• National: A baseline tier that applies to most of the geographic territory of the United States.
• Premium: Slightly elevated from the National tier, and oriented toward a narrower set of higher cost-of-living areas, such as Los Angeles CA and Seattle WA
• Premium Plus: A tier for the most expensive working areas, like the San Francisco Bay area and New York City.

Visit this page or consult with a Recruiter to determine which tier would be applicable to you.

When determining salaries, we consider several factors including, but not limited to, skills, prior experience, and work location. The new-hire base salary range for this position is:

• National: $97,300 - $121,600
• Premium: $105,300 - $131,600

We also believe in recognizing the contributions of our people. That's why we award annual bonuses to eligible employees, rewarding both individual performance and the success of the entire company.

Along with monetary compensation, Marqeta offers

• Multiple health insurance options
• Flexible time off – take what you need
• Retirement savings program with company contribution and after tax contributions
• Equity in a publicly-traded company and an Employee Stock Purchase Program
• Family-forming benefits, fertility support, and up to 20 weeks of Parental Leave
• Free therapy sessions, financial and professional coaching, and legal advice
• Monthly stipend to support our remote work model
• Annual “development dollars” to support our people growth and development
• Through Flex First, the freedom to live and work wherever you and your family thrive

About Marqeta

Marqeta is on a mission to change the way money moves. We’re one of the earliest enablers of embedded finance, a market opportunity sized up in the trillions. Our card issuing platform provides unprecedented flexibility and control for companies to issue cards, authorize transactions, and manage payment operations in real time. Marqeta is powering the most well known brands in the new economy (Block, Cash App, Affirm, Instacart, Doordash, Uber, Walmart, etc). You don’t need to be a Payments expert to join the Marqeta Team, let us help you with that. This is the opportunity of a lifetime to work with innovators around the world and unlock equitable financial access for all.

– Solve for the Customer: With a deep understanding of our customers' business and empathy for their needs, we deliver products and services that drive their success. Earning and keeping their trust guides everything we do.

– Do What's Right: Knowing businesses and livelihoods depend on us, we pursue solutions that disrupt responsibly and deliver high-quality results that our customers count on. We own our work from start to finish.

– Simplify and Innovate: We approach challenges with curiosity and take smart risks. Innovation comes from finding better, simpler ways to achieve extraordinary outcomes.

– Win as a Team: We succeed together by embracing diverse perspectives and pushing each other to raise the bar. We lead with humility and set aside hierarchy to work as a team.

– Make it Count: We drive forward with focus and agility. With a sense of urgency and purpose, we get the job done, and done right.

Equal Employment Opportunity, Accommodations and Privacy

Marqeta is proud to be an equal opportunity employer that gives consideration to all qualified applicants regardless of race, ancestry, national origin, color, Indigenous, citizenship, religion/creed, sex, sexual orientation, gender identity, gender expression marital status, family status, disability, veteran status, criminal histories consistent with legal requirements, or any other characteristic protected by applicable law.

Our dedication to diversity and inclusion extends beyond the categories above. Review Marqeta’s ESG Report to see that dedication in action. Fostering an environment where everyone feels valued and respected creates a stronger and more innovative team at Marqeta. We celebrate the unique contributions of each individual and empower all members of our organization. Join us in building a company where diversity thrives and everyone can be their authentic selves.

If you require reasonable accommodation for the application process and beyond (including due to a disability), please submit this form and we will be more than happy to assist you. Marqeta will make reasonable accommodations for candidates when needed in accordance with applicable law. The Applicant and Candidate Privacy Notice applies to the personal data that you directly provide to us or that we collect during the application and candidate recruitment process.

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Do you have 5+ years of expertise in financial analysis, particularly in the areas of customer forecasting and deal modeling? (Have you had experience in pricing, working with a deal desk, assisting sales teams during deal negotiations, comprehending customer performance, or collaborating with a sales organization?) * Select...

Do you have experience building financial models with SQL? * Select...

Does the new-hirebase salary range align with your expectations? * Select...

Visit this page to determine which tier would be applicable to you.

• National: $97,300 - $121,600
• Premium: $105,300 - $131,600

*On top of the above base pay, this role also offers a 10% bonus and equity.

Are you now or have you been employed by Marqeta in the past? * Select...

If hired, can you provide evidence of legal eligibility to work in the U.S.? * Select...

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