Senior Financial Analyst

Posted Yesterday
Be an Early Applicant
New York, NY, USA
In-Office
74K-122K Annually
Senior level
eCommerce • Fintech • Information Technology • Payments • Financial Services
At Fiserv, we aspire to move money and information in a way that moves the world.
The Role
Lead FP&A analysis for Issuer Processing by building driver-based models, managing monthly forecasts and close activities, analyzing KPIs and unit economics, creating executive dashboards, and presenting data-driven recommendations to finance and business leaders to inform budgeting, forecasting, and investment decisions.
Summary Generated by Built In

Calling all innovators - find your future at Fiserv.

We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.

Job Title

Senior Financial Analyst

About the role:

As a Senior Financial Analyst for the Finance Team - Issuer Processing, you will deliver analysis and actionable insights that shape budgeting, forecasting, and investment decisions across our business. You collaborate with finance, operations, and product partners to translate data into clear, data-driven recommendations. Your work advances resource allocation, profitability, and performance reporting so leaders can make informed decisions grounded in financial rigor.

What you'll do:

  • Build and maintain driver-based financial models to support scenario planning, investment cases, and long-range planning.
  • Lead monthly forecast updates and partner with stakeholders to explain revenue, expense, and margin trends versus plan and prior periods.
  • Support monthly close activities by preparing analyses for accruals, reclasses, and variance explanations and coordinating with Accounting.
  • Analyze key business drivers, key performance indicators (KPIs), and unit economics to identify risks, opportunities, and performance improvement actions.
  • Develop executive-ready dashboards and reports using Excel and business intelligence tools to visualize performance and progress to goals.
  • Present findings and recommendations to finance and business leaders, ensuring clarity, traceability, and alignment to objectives.
  • Responsibilities listed are not intended to be all-inclusive and may be modified as necessary.

Experience you'll need to have:

  • 2+ years of experience in financial planning and analysis (FP&A), including budgeting, forecasting, and variance analysis and/or similar discipline
  • Experience Excel skills and experience with enterprise planning and reporting tools (for example, Oracle Hyperion, SAP or a similar platform)
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field

Experience that would be great to have:

  • Experience maintaining complex financial models and delivering insights that influence business or investment decisions
  • Familiarity with Generally Accepted Accounting Principles (GAAP) concepts related to revenue recognition and expense accruals.

How you'll work:

  • This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and leads to stronger productivity.
  • This role requires use of a computer and audio equipment.

Sponsorship:

You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.

Benefits at Fiserv:

  • Fuel Your Life program to support your physical, financial, social, and emotional well-being.
  • Paid holidays and generous time away policies.
  • No-cost mental health support through Employee Assistance Programs.
  • Living Proof program to recognize your peers’ extra effort with points redeemable for rewards.
  • Eight Employee Resource Groups to foster a collaborative culture and expand your network.
  • Unparalleled professional growth with training, development, and internal mobility opportunities.
  • Medical, dental, vision, life, and disability insurance options available from day one.
  • Retirement planning and discounted shares with the Employee Stock Purchase Plan.
  • Tuition assistance and reimbursement program.
  • Paid parental, caregiver, and military leave.

#LI-VA1

Salary Range

$74,000.00 - $122,400.00

These pay ranges apply to employees in New Jersey and New York. Pay ranges for employees in other states may differ.

It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.

This position is not eligible for an annual incentive opportunity and is also not eligible to earn commissions.

Thank you for considering employment with Fiserv.  Please:

  • Apply using your legal name
  • Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).

Our commitment to Equal Opportunity:

Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law. 

If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact [email protected]. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv’s Disability Accommodation Policy for additional information.

Note to agencies:

Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.

Warning about fake job posts:

Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

Skills Required

  • 2+ years of experience in financial planning and analysis (FP&A), including budgeting, forecasting, and variance analysis
  • Excel skills (advanced modeling and analysis)
  • Experience with enterprise planning and reporting tools (for example, Oracle Hyperion, SAP, or similar)
  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • Ability to work on-site Monday through Friday (in-person collaboration required)
  • Valid and unrestricted U.S. work authorization (no visa sponsorship)
  • Experience maintaining complex financial models and delivering insights that influence business or investment decisions
  • Familiarity with GAAP concepts related to revenue recognition and expense accruals

Fiserv Compensation & Benefits Highlights

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

  • Healthcare Strength Healthcare coverage is positioned as comprehensive, spanning medical, dental, and vision options alongside disability, life, and mental-health support resources. The offering is further reinforced by wellness programming and access to an employee assistance program with counseling.
  • Leave & Time Off Breadth Time-off support appears broad, including paid holidays, sick time, and policies framed as well-being or recharge time. Parental leave and other leave types such as bereavement are also described as part of the overall package.
  • Retirement Support Retirement benefits include a 401(k) plan with company matching and, for some legacy populations, access to a defined benefit pension plan. Equity-related programs such as an employee stock purchase plan are also described as available for eligible employees.

Fiserv Insights

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The Company
HQ: Milwaukee, WI
41,000 Employees
Year Founded: 1984

What We Do

Fiserv, Inc. (NYSE: FI) is a leading global provider of payments and financial services technology solutions, driving innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization. For more information, visit www.fiserv.com.

Why Work With Us

As a global leader in payments and financial technology, we proudly serve clients in more than 100 countries. As one of Fortune® magazine's "World's Most Admired Companies™" 9 of the last 10 years, one of Fast Company’s Most Innovative Companies, and a top scorer on Bloomberg’s Gender-Equality Index, we are committed to innovation and excellence.

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