Senior Financial Analyst
Eigen Development Center Valley, Pennsylvania, United States
Financial Services · 1,001-5,000 employees
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About the role
Lead financial planning, budgeting, forecasting, modeling, and performance analysis for assigned business units, providing actionable insights on KPIs and operational trends. Partner with senior leaders and executives on strategic decisions, identify opportunities to improve costs, revenue, and margins, and mentor analysts while improving reporting processes.
What they look for
Requirements
A bachelor’s degree in Finance, Accounting, Economics, or a related field is required, with an MBA or master’s degree preferred, along with at least six years of progressive experience in financial analysis, FP&A, or corporate finance. Candidates should have advanced Excel, Tableau, and financial modeling skills, strong business acumen and communication abilities, and preferably experience with Python, R, SQL, and a relevant professional certification.
Full description
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, Senior 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. Onsite 4 days a week at the Center Valley, PA office with 1 day remote.
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.
● 6+ 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.
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