Payments Sales & Marketing - Planning & Analysis

Join our dynamic Payments Planning and Analysis team as an Associate, where you'll be at the heart of driving financial success for our global Payments business.

In this pivotal role, you'll coordinate budgeting and forecasting processes, producing insightful reports that shape our Payments Strategy.

Collaborate with diverse teams to support revenue realization and expense management, directly influencing our global leadership in cash management, liquidity, escrow, and commercial card solutions.

With over 135,000 clients worldwide, your contributions will be crucial in tracking revenue goals and managing expense budgets.

Be part of a team that leads the financial strategy, adapting to economic scenarios and delivering impactful analyses.

As an Associate in Payments Planning and Analysis, you'll play a pivotal role in promoting the financial success of our Payments business through coordinating budgeting, forecasting processes, and producing insightful reports.

You'll collaborate with various teams to support revenue realization and expense management, directly influencing our global Payments Strategy.

Your role will be crucial in tracking revenue goals and managing expense budgets within our Payments department, a global leader in cash management, liquidity, escrow, and commercial card solutions, serving over 135,000 clients worldwide.

The Financial Planning & Analysis (FP&A) team is at the forefront of our financial strategy, leading and coordinating the budgeting and forecasting processes.

This includes projecting earnings over both short- and long-term horizons, adapting to varying economic scenarios.

In this role, you will primarily support the Sales and Marketing functions within the Payments business by delivering timely management reporting and analysis.

Your work will be crucial in tracking progress towards revenue realization goals and ensuring adherence to expense budgets.

Positioned at the intersection of Product and Client segments, you will contribute to shaping the overall Payments Strategy.

Job Responsibilities


* Produce high-quality presentations, analyses, and supporting materials for key internal clients, including senior management.

Support and participate in ad-hoc special projects and requests as needed.


* Conduct in-depth analyses on key issues impacting clients or management of Sales and Marketing professionals to determine root causes and propose effective solutions.


* Develop, consolidate, and present comprehensive qualitative and quantitative financial analyses, including annual budgets and quarterly/monthly forecast variances.


* Build and maintain strong relationships with key business stakeholders, including firm-wide, Functional Finance, and lines of business teams.


* Act as a key liaison between Firm-wide Planning & Analysis (P&A), lines of business, Functional Finance teams, and other support teams to deliver impactful reporting, planning, and insightful analyses.


* Work closely w...