Finix offers everything SaaS companies need to build a world-class payments experience.
The Role
As a Finance Operations Analyst, you will manage finance operations, optimize cash conversion, lead cross-functional projects, and conduct analyses to support strategic decisions.
Summary Generated by Built In
About Us
Move money. Make money. Finix is a full-stack acquirer processor, empowering businesses of all sizes with flexible, modern payment solutions. Processing billions of dollars annually, Finix enables SaaS, marketplace, and e-commerce platforms to accept payments, manage payouts, and onboard merchants seamlessly. With our no-code, low-code, and developer-friendly tools, businesses can get up and running in hours—not months.
Finix has raised over $175M, including a $75M Series C led by Acrew Capital, with participation from Lightspeed Venture Partners, Leap Global, American Express Ventures, Bain Capital Ventures, Homebrew, Inspired Capital, Sequoia Capital, Visa, and others.
About the Role:
Finix is seeking a talented Finance Operations Analyst. This is a high-impact role blending business operations and financial analysis. At Finix, analysts don't just support decisions; they shape them. If you're coming from management consulting, investment banking, or comparable analytical environments, this role offers the perfect transition into high-stakes operational execution. Reporting to our Head of Finance, you'll be a key driver of our analytical engine, orchestrating workstreams that directly impact company strategy and execution. This role spans the full value chain, from resource allocation to exception management to equity appreciation.
This is an in-office role.
You Will:
- Act as orchestrator of finance operations, rigorously prioritizing initiatives across finance, accounting, and operations workstreams
- Manage the order-to-cash process from order form execution through accounts receivable and collections, ensuring cash conversion efficiency
- Partner with product, engineering, risk, and the exception management function to scale payment operations—investigating complex exceptions (failed ACH transfers, declined transactions, settlement discrepancies), managing chargebacks, and identifying root causes
- Own discrete cross-functional projects (e.g., software platform integrations, new payment method launches, vertical integration into banking system) from scoping through delivery
- Track KPIs and calculate ROI on operational initiatives to guide resource allocation and support board-level financial modeling and investor reporting
- Conduct analyses on payment volume, take rates, margins, and value at risk to identify investment opportunities
- Document processes, create SOPs, and drive operational consistency across our distributed team
You Have:
- 2+ years of experience in top-tier management consulting, investment banking, business operations, or comparable high-performing analytical environments
- Advanced Excel/Google Sheets proficiency (complex modeling, pivot tables, sophisticated formulas)
- Proficiency in SQL; Python experience is a plus
- Proven ability to manage multiple complex workstreams in fast-paced, ambiguous environments while delivering actionable recommendations to senior leadership
- Superior communication skills—you translate technical analyses into clear narratives for non-technical stakeholders
- Track record of identifying operational inefficiencies and driving measurable process improvements
- Bachelor's degree in Finance, Business, Economics, Engineering, or related field
You are:
- Intellectually curious – You ask great questions and dig deep to understand the "why"
- Detail-oriented – You catch what others miss and ensure accuracy
- Proactive – You identify problems and solve them without being asked
- Adaptable – You thrive in ambiguity and can shift priorities as needed
- Collaborative – You build strong working relationships and communicate effectively
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Finix is an equal opportunity employer and values diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected class.
Role: Finance Operations Analyst
Level: IC3 - IC4
Location: San Francisco
Base Salary Range: $ $95,000/yr to $150,000/yr + equity + benefits
Our salary ranges are determined by role, level, and location. The range displayed on this job posting reflects the minimum and maximum target for new hire (remote) salaries. Individual pay is determined by work location, job-related skills, experience, and relevant education or training.
#LI-Remote
Top Skills
Excel
Google Sheets
Python
SQL
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The Company
What We Do
Finix is on a mission to create the most accessible financial services ecosystem in history. To do so, we are building the global operating system for fintech, starting with payments.
Since 2015, we’ve been busy creating a payments management solution specifically for SaaS platforms—from startups to publicly traded companies—that want to earn more revenue, reduce churn, and delight customers.
With one developer-friendly API, Finix helps companies accept payments, manage payouts, and onboard merchants—all in the same place. Finix offers everything SaaS companies need to build a world-class payments solution.
Why Work With Us
Our diverse team of fintech professionals is dedicated to building accessible payments tools that democratize financial access. From employee development to customer success, we believe in the campsite rule—“leave it better than you found it”—ensuring every client and Finixian is better after working with us.
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