Senior Strategic Financial Analyst

Cardlytics, Inc.; Washington; Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Flexible paid time off

Medical, dental, vision insurance

401(k) with company match

Employee stock purchase plan

Educational assistance

Lifestyle Spending Account

Calm app subscriptions

Job summary

Cardlytics, Inc. in the United States is seeking a Senior Strategic Financial Analyst to partner with business leaders, own monthly close, forecasts, and ad-hoc modeling.

You will produce consolidated P&Ls, drive ROI-focused analyses, and support budget processes in a fast-growing environment. The ideal candidate will be detail-oriented, a strong communicator, and proficient in Excel, with 2+ years in strategic finance or related fields, and experience with ad tech or SaaS forecasting.

Qualifications

• Bachelor's degree in finance, economics or a quantitative discipline from a top institution.
• 2+ years of experience in strategic finance, investment banking, equity research, or a related field.
• Experience building and maintaining 3-statement financial and valuation models.
• Experience with Ad Tech, integration, and/or SaaS forecasting in a nimble, high-growth environment.
• Highly detail-oriented with integrity, accuracy, and strong analytical abilities.

Responsibilities

• Develop strategic, long-range financial plans with business leaders and translate complex data into actionable insights.
• Own FP&A cycles: monthly close, quarterly forecasts, annual budgets, and executive reporting.
• Drive variance analysis and provide executive-level commentary on drivers.
• Manage yearly Capital Expense budgets for software development and long-term assets.
• Lead process improvements and reporting enhancements for accuracy and efficiency.
• Collaborate with Accounting on month-end close to ensure expenses and variances are explained.
• Handle daily financial inquiries, ad-hoc reports, and cross-team modeling projects.
• Produce business cases to support value-based decision making.

Skills

Financial modeling

Cross-functional collaboration

Analytical thinking

Detail oriented

Communication

Education

Bachelor's degree in finance, economics or quantitative discipline

Tools

Microsoft Excel

Job description

About Cardlytics

Founded in 2008, Cardlytics (NASDAQ: CDLX) is the industry‑leading purchase intelligence and incentives platform. We make commerce smarter and more rewarding for everyone by helping businesses attract, understand, and incentivize consumers through our partners' digital reward programs. Join us on our mission to make commerce smarter and more rewarding for everyone!

About the Team

Cardlytics is seeking a Senior Strategic Financial Analyst to join our team, reporting to the Senior Director, Strategic Finance & FP&A.

The Senior Strategic Financial Analyst will partner with business owners and be responsible for reporting, forecasting, and analyzing all aspects of their respective organizations; providing variance analysis, planning headcount, and performing ad‑hoc modeling.

About the Position

You will be responsible for producing consolidated P&Ls, recommending high ROI activities, process improvements, generating budget vs actual analysis, and completing other ad‑hoc projects. This position plays a central role in driving financial results within a high growth organization.

The ideal candidate is detail‑oriented & numbers driven, a strong business partner and communicator, who is inquisitive, focused, and can balance quality and accuracy while moving quickly in a fast‑paced, results‑driven environment. An organized, efficient self‑starter who can execute on minimal supervision, with proven time management and multi‑tasking capabilities.

This position is remote with a preference for the candidate to be located near either Atlanta, Bay Area, or New York City.

Key Responsibilities

Partner with business leaders to develop strategic, long‑range financial plans and translating complex financial data into actionable insights.

Provide direct support for various business verticals by owning all FP&A business cycles: completing monthly close, updating quarterly forecasts, managing annual budgets, and assisting in production of monthly Executive reporting package.

Drive monthly actual versus budget reporting & variance analysis: identify drivers and generate executive level commentary.

Manage yearly Capital Expense budget for both software development and physical long‑term assets.

Drive process improvements and participate in reporting enhancements with a mindset of continuous improvement.

Collaborate with Accounting on month‑end close to ensure accuracy and completeness of expenses, accruals and explanations of variances to plan.

Manage daily financial inquiries, ad‑hoc reports, and collaborate with other teams on projects and modeling.

Produce business cases for the organization that help foster value‑based decision making.

You Have

An undergraduate bachelor´s degree in finance, economics or a quantitative discipline from a top institution.

Experience in strategic finance, Investment Banking, Equity Research, or a related field with 2+ years of progressive growth.

Exhibited ability to work cross‑functionally and build positive relationships with senior business leaders.

In depth exposure to building and maintaining 3‑statement financial and valuation models.

Experience with Ad Tech, integration, and/or SaaS forecasting in a nimble, high‑growth environment.

You are highly detail‑oriented, maintaining a high level of integrity, accuracy and precision in your work; analytical, inquisitive and tenacious when untangling problems and finding answers; able to manage multiple projects simultaneously; an expert in Microsoft Excel.

Technical Environment: We primarily use macOS and Google Workspace (Docs, Sheets, Slides). While our preferred platform is macOS, we support both macOS and Windows. Familiarity with or willingness to work within this environment is required.

Core Values (Our shared values)

• Customer and partner first
• Act with urgency and focus
• Integrity with our partners and data
• Accountability even when challenged
• Empowerment over hierarchy
• Growth over comfort

Benefits and Perks

• Flexible paid time off plus company holidays
• Medical, dental, and vision insurance begins on your first day
• 401(k) retirement plan with company match, plan also includes a student loan debt repayment option
• Employee Stock Purchase Plan
• Educational assistance for continuing education
• Lifestyle Spending Account for physical, emotional, and financial wellness (like gym memberships, home down payments, art classes, park passes, and more!)
• Complimentary Calm app subscriptions to support employee mental health and wellbeing

As an equal opportunity employer, Cardlytics is committed to diversity, equity, and inclusion. Our people bring our products and organization to life, and every unique perspective makes us better.

If you can do the job and you’re excited about growing with us as we scale our best‑in‑class advertising platform, we’d love to hear from you.

If you need accommodation in the recruiting process due to a disability, please email [e-mail] or inform your recruiter.

Founded in 2008, Cardlytics (NASDAQ: CDLX) is the industry‑leading purchase intelligence and incentives platform. We make commerce smarter and more rewarding for everyone by helping businesses attract, understand, and incentivize consumers through our partners’ digital reward programs. Join us on our mission to make commerce smarter and more rewarding for everyone!