Finance & Business Management - Associate
On-sitePlano, Texas, United States
Job Summary
Create recurring and ad-hoc financial reports to surface trends, risks, and opportunities for the Merchant Services (Payments) business. Develop polished executive materials, including mock-ups for management presentations and dashboards using PitchPro+, while articulating performance and market positioning. Coordinate deliverables with business managers and finance teams to respond to ad-hoc requests across project management and business analysis. Leverage advanced Excel to organize large datasets, distill data into clear conclusions, and conduct bespoke analyses to diagnose performance and validate hypotheses. Manage daily ad-hoc requests while simplifying business processes with global team members. This role supports investment planning, budgeting, monthly business reviews, and OKRs for senior leadership within a matrixed environment.
Required Qualifications
- Strong presentation skills with the ability to craft a clear narrative for initiatives and translate complex qualitative and quantitative insights into concise executive materials
- Strong analytical and problem-solving skills
- Advanced Excel
- Advanced PowerPoint
- Demonstrated ability to manage multiple priorities in a fast-paced environment with strong organization and attention to detail
- Effective time management and prioritization
- Able to collaborate across large, matrixed teams
- Build trusted relationships at multiple levels
- Provide direction and partner with experienced leadership to implement significant business solutions
- Self-motivated
- Tenacious
- Able to work independently
- Comfortable pivoting focus with shifting business priorities while maintaining quality outcomes
Desired Qualifications
- Bachelor's degree in Business, Finance, Economics, or a related field
- Alteryx
- PitchPro+
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