Senior FP&A Analyst

Fortis; United States; On-site; USD 100,000 - 150,000; Full time

Job summary

Fortis is seeking a Senior FP&A Analyst in the United States to drive financial performance through advanced modeling, forecasting, and strategic planning. You will partner with Finance, Sales, Revenue & Underwriting, BI, and Development to enhance visibility and support enterprise planning across the merchant portfolio.

This role emphasizes budgeting, variance analysis, and process optimization, with interaction across departments.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of progressive experience in FP&A, corporate finance, investment banking, or financial analysis.
• Advanced financial modeling skills with strong proficiency in Excel (pivot tables, advanced formulas, scenario modeling).
• Experience with budgeting, forecasting, and variance analysis in a multi-department environment.
• Strong understanding of financial statements (P&L, Balance Sheet, Cash Flow).
• Experience preparing executive-level financial presentations and reporting packages.
• Ability to analyze large data sets and translate findings into actionable insights.
• Experience in payments, fintech, or financial services preferred. ERP and reporting tools (e.g., NetSuite, Adaptive, Power BI, or similar) preferred.

Responsibilities

• Assist with monthly, quarterly, and annual forecasting processes for revenue, interchange, residuals, and margin performance.
• Prepare executive-level financial reports for sponsors and department leaders, highlighting performance against budget, key variances, and forward-looking projections.
• Develop and maintain complex financial models to support strategic initiatives and business planning efforts.
• Perform detailed variance analysis (actual vs. forecast vs. budget) and present key drivers to senior leadership.
• Partner with Accounting during month-end close to ensure revenue accuracy and proper financial reporting alignment.
• Support the annual budgeting process, including scenario planning and sensitivity modeling.
• Identify and implement process improvements to enhance forecasting accuracy, reporting efficiency, and financial transparency.
• Partner with BI to improve data accessibility, reporting automation, and KPI visibility.
• Strengthen financial controls related to revenue tracking and financial reconciliation processes.
• Ensure compliance with contractual agreements, internal financial policies, and regulatory requirements.

Skills

Advanced Excel

Financial Modeling

Forecasting

Variance Analysis

Executive Presentations

Data Analysis

Financial Statements

Payments/Fintech domain

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

NetSuite

Adaptive

Power BI

Job description

At Fortis, we lead the way in next generation payment technologies and solutions. We transform payments into a competitive advantage for our clients and partners, enabling businesses to reach uncharted growth and scale. As the solution of choice for the future of payments, Fortis moves payments closer to invisible with a proprietary platform that supports and strengthens the payments capabilities of merchants and software partners. We are a collaborative team of innovators, problem solvers, and builders, committed to the growth of our clients, partners, and team members. Through award winning software integrations, robust data, and industry vertical and commerce expertise, we deliver the ultimate frictionless commerce experiences. We are in hyper growth mode and seeking talented, innovative, and collaborative problem solvers to help us build and scale the future of payments. Grow your career with us and be on the cutting edge of the rapidly expanding FinTech payments space.

The Senior FP&A Analyst is responsible for driving financial performance through advanced financial modeling, forecasting, and strategic financial planning. This role partners cross-functionally with Finance, Sales, Revenue & Underwriting (R&U), Business Intelligence, and Development to enhance financial visibility, improve forecasting accuracy, and support enterprise-wide planning initiatives across Fortis’s merchant portfolio.

This position plays a critical role in budgeting, forecasting, variance analysis, financial reporting, and process optimization.

Key Responsibilities

• Assist with monthly, quarterly, and annual forecasting processes for revenue, interchange, residuals, and margin performance.
• Prepare executive-level financial reports for sponsors and department leaders, highlighting performance against budget, key variances, and forward-looking projections.
• Develop and maintain complex financial models to support strategic initiatives and business planning efforts.
• Perform detailed variance analysis (actual vs. forecast vs. budget) and present key drivers to senior leadership.
• Partner with Accounting during month-end close to ensure revenue accuracy and proper financial reporting alignment.
• Support the annual budgeting process, including scenario planning and sensitivity modeling.

Process Improvement & Financial Controls

• Identify and implement process improvements to enhance forecasting accuracy, reporting efficiency, and financial transparency.
• Partner with BI to improve data accessibility, reporting automation, and KPI visibility.
• Strengthen financial controls related to revenue tracking and financial reconciliation processes.
• Ensure compliance with contractual agreements, internal financial policies, and regulatory requirements.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 5+ years of progressive experience in FP&A, corporate finance, investment banking, or financial analysis.
• Advanced financial modeling skills with strong proficiency in Excel (pivot tables, advanced formulas, scenario modeling).
• Experience with budgeting, forecasting, and variance analysis in a multi-department environment.
• Strong understanding of financial statements (P&L, Balance Sheet, Cash Flow).
• Experience preparing executive-level financial presentations and reporting packages.
• Ability to analyze large data sets and translate findings into actionable insights.
• Experience in payments, fintech, or financial services preferred. Experience with ERP and reporting tools (e.g., NetSuite, Adaptive, Power BI, or similar) preferred.

The work environment characteristics described here are representative of those an employee encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Note: This job description is not an employment agreement or contract. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.