Senior Strategic Financial Analyst

About Cardlytics
Remember that time you got cash back on a cup of coffee through your banking app? That was us!

Cardlytics (NASDAQ: CDLX) is the industry-leading purchase intelligence and incentives platform. We are a product-driven company that cares about three things: our people, our customers, and our partners. Together, we make commerce more rewarding for everyone by helping businesses attract, understand, and incentivize consumers through their banks’ digital channels.

About the Position

Cardlytics is seeking a Senior Strategic Financial Analyst to join our team, reporting to the Senior Manager, Strategic Finance. The Senior Strategic Financial Analyst will partner with business owners and be responsible for reporting, forecasting, and analyzing all aspects of their respective organizations; providing variance analysis, planning headcount, and performing ad-hoc modeling. You will be responsible for producing consolidated P&Ls, recommending high ROI activities, process improvements, generating budget vs actual analysis, and completing other ad hoc projects. 

This position plays a central role in driving financial results within a high growth organization. 

The ideal candidate is detail-oriented & numbers driven, a strong business partner and communicator, who is inquisitive, focused, and can balance quality and accuracy while moving quickly in a fast-paced, results-driven environment. An organized, efficient self-starter who can execute on minimal supervision, with proven time management and multi-tasking capabilities.
Location: The role is preferably based out of our US offices located in New York, NY; or Menlo Park, CA; on a hybrid basis

Responsibilities:

• Partnering with business leaders to develop strategic, long range financial plans and translating complex financial data into actionable insights

• Provide direct support for various business verticals by owning all FP&A business cycles: Completing monthly close, updating quarterly forecasts, managing annual budgets, and assisting in production of monthly Executive reporting package 

• Drive monthly actual versus budget reporting & variance analysis: identify drivers and generate executive level commentary 

• Track headcount management; be the source for department expense tracking & reporting 

• Manage yearly Capital Expense budget for both software development and physical long-term assets 

• Drive process improvements and participate in reporting enhancements with a mindset of continuous improvement 

• Collaborate with Accounting on month-end close to ensure accuracy and completeness of expenses, accruals and explanations of variances to plan 

• Manage daily financial inquiries, ad hoc reports, and collaborate with other teams on projects and modeling 

• Produce business cases for the organization that help foster value-based decision making 

You are: 

• Highly detail-oriented, maintaining a high level of integrity, accuracy and precision in your work 

• Analytical, inquisitive and tenacious when untangling problems and finding answers 

• Able to manage multiple projects simultaneously 

• An expert in Microsoft Excel 

Minimum Qualifications

• An undergraduate bachelor’s degree in finance, economics or a quantitative discipline from a top institution

• Experience in strategic finance, Investment Banking, Equity Research, Consulting or a related field with 3+ years of progressive growth

• Exhibited ability to work cross-functionally and build positive relationships with senior business leaders 

• In depth exposure to building and maintaining 3-statement financial and valuation models 

• Experience with Ad Tech, integration, and/or SaaS forecasting in a nimble, high growth environment

Core Values

Our shared values are the driving force behind everything we do. Across all roles, we are looking for teammates who embody these values:

• Customer and Partner-first

• Act with Urgency and Focus

• Integrity with our partners and data

• Accountability even when challenged

• Empowerment over hierarchy

• Growth over comfort 

Compensation

At Cardlytics salary ranges are determined based on factors such as role, level, and location. Individual compensation may be determined by relevant skills, experience, education, training, and other role-specific criteria. This salary range will be narrowed during the interview process based on a number of the aforementioned factors.The base salary range provided below does not include bonuses and additional benefits.

The annual US base salary range for this role is:

$100,000 - $120,000

Benefits and Perks      

• Flexible paid time off plus company holidays

• Medical, dental, and vision insurance begins on your first day

• 401(k) retirement plan with company match, plan also includes a student loan debt repayment option

• Employee Stock Purchase Plan

• Educational assistance for continuing education

• Lifestyle Spending Account for physical, emotional, and financial wellness (like gym memberships, home down payments, art classes, park passes, and more!)

• Complementary Calm app subscriptions to support employee mental health and wellbeing

As an equal opportunity employer, Cardlytics is committed to diversity, equity, and inclusion. Our people bring our products and organization to life, and every unique perspective makes us better. If you can do the job and you’re excited about growing with us as we scale our best-in-class advertising platform, we’d love to hear from you. If you need accommodation in the recruiting process due to a disability, please email [email protected] or inform your recruiter.