Financial Analyst

Posted 3 Days Ago
Center Valley, PA, USA
In-Office
Mid level
Fintech • Financial Services
The Role
Drives FP&A and Treasury analysis through budgeting, forecasting, financial modeling, KPI reporting, and scenario analysis. Partners with senior leaders and executives to provide actionable recommendations on cost optimization, revenue growth, and margin improvement. Presents findings, mentors junior analysts, improves reporting processes, and monitors market and competitor trends.
Summary Generated by Built In

Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world. As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry. For more information, visit www.shift4.com.


The Financial Analyst is a strategic partner within FP&A and Treasury, responsible for driving financial performance through detailed analysis, modeling, and reporting. This role supports senior leadership in decision-making, ensures operational efficiency, and continuously improves processes to optimize financial outcomes.

Responsibilities

Financial Planning & Analysis

●     Lead the preparation, consolidation, and analysis of financial results, forecasts, and budgets for assigned business units.

●     Build and maintain advanced financial models to assess business performance, evaluate scenarios, and support strategic decision-making.

●     Monitor KPIs, financial trends, and operational metrics to provide actionable insights.
 

Strategic Partnership & Cross-Functional Leadership

●     Partner with senior leaders to translate operational and market data into actionable business insights.

●     Present key findings and recommendations to executive management and, when appropriate, the Board of Directors.

●     Identify opportunities for cost optimization, revenue growth, and margin improvement.
 

Process Excellence & Team Development

●     Mentor and provide guidance to junior analysts to strengthen team capabilities.

●     Implement process improvements in reporting and analysis to increase efficiency and accuracy.

●     Stay current on industry trends, competitor performance, and market dynamics to support business strategy.
 

Qualifications

●     Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or Master’s preferred.

●     4+ years of progressive experience in financial analysis, FP&A, or corporate finance.

●     Advanced proficiency in Microsoft Excel, Tableau, and financial modeling.

●     Experience with Python, R, SQL, or other analytical tools for large data sets strongly preferred.

●     Strong business acumen with a track record of influencing senior stakeholders.

●     Excellent presentation and communication skills, capable of simplifying complex concepts for varied audiences.

●     CPA, CFA, or other relevant professional certification preferred.
 


We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Skills Required

  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • 4+ years of progressive experience in financial analysis, FP&A, or corporate finance
  • Advanced proficiency in Microsoft Excel
  • Advanced proficiency in Tableau
  • Advanced financial modeling skills
  • Experience with Python, R, SQL, or other analytical tools for large datasets
  • Strong business acumen and experience influencing senior stakeholders
  • Excellent presentation and communication skills
  • MBA or Master's degree
  • CPA, CFA, or another relevant professional certification

Shift4 Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Shift4 and has not been reviewed or approved by Shift4.

  • Healthcare Strength Healthcare coverage is positioned as comprehensive, with medical, dental, and vision plans and the company covering the majority of U.S. premiums. Health insurance is also characterized as solid or comprehensive in parts of the material, supporting baseline benefits strength.
  • Retirement Support Retirement support includes a 401(k) with a company match up to 4% of salary in the U.S., reflecting a clear, structured contribution benefit. Pension programs are also described for some European locations, indicating additional retirement coverage in certain regions.
  • Leave & Time Off Breadth Time away benefits include paid time off, paid holidays, and dedicated paid volunteer time annually. Parental leave for both birthing and non-birthing parents is also included, expanding overall leave breadth.

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The Company
HQ: Center Valley, PA
835 Employees
Year Founded: 1999

What We Do

Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world. As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry.

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