Payments Planning and Analysis - Vice President

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Financial Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will be primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

Job responsibilities

• Lead Financial Planning & Analysis: Prepare, consolidate, review, and analyze budgets, forecasts, quarterly earnings, and management reports for Merchant Services and Embedded Finance & Solutions, ensuring accuracy, timeliness, and alignment with business strategy.
• Drive Business Partnership: Collaborate closely with Product, Sales, Technology, and other cross-functional teams to understand business drivers, anticipate challenges, and deliver actionable insights that support strategic and commercial decision-making.
• Champion Process Improvement and Automation: Identify, design, and implement process enhancements and automation initiatives to streamline reporting, improve data quality, and reduce manual effort, leveraging new tools and technologies where appropriate.
• Deliver Strategic Analysis: Analyze business models, earnings sensitivities, and product performance to provide deep insights into profitability and support senior management in evaluating strategic initiatives.
• Communicate with Impact: Present complex financial concepts and recommendations clearly and concisely to senior management and diverse audiences, tailoring messaging as needed to drive understanding and alignment.
• Foster Team Development: Mentor and support junior team members, promote knowledge sharing, and contribute to building a collaborative, high-performing team culture.
• Lead Ad Hoc Projects: Take ownership of special projects and deep-dive analyses as required by senior management, demonstrating flexibility and initiative in addressing evolving business needs.

Required qualifications, capabilities, and skills

• 8+ years of progressive experience in financial planning & analysis within banking or financial services, with demonstrated expertise in product-level P&L and balance sheet analysis.
• Proven ability to partner with cross-functional stakeholders (Product, Sales, Technology, etc.) and support product teams, ideally within Merchant Services and/or Embedded Finance & Solutions.
• Strong track record of driving process automation and reporting transformation, with hands-on experience using financial tools such as Alteryx, Tableau, Databricks, or Qlik.
• Exceptional analytical and problem-solving skills, with the ability to translate complex data into actionable business insights and recommendations.
• Demonstrated project management skills, including leading complex, cross-functional initiatives and delivering results under tight deadlines.
• Excellent oral and written communication skills, with the ability to influence, engage, and present to senior stakeholders and diverse audiences.
• Experience mentoring and developing team members, fostering a collaborative and high-performing team environment.

Preferred qualifications, capabilities, and skills

• Bachelor s degree in Accounting, Finance, Economics, or a related field; advanced degree or professional certification (e.g., CA, CPA, CFA, MBA) preferred.
• Self-starter with a transformation mindset, comfortable navigating ambiguity, challenging the status quo, and driving continuous improvement.