Financial Planning & Analysis Leader

Our client is a Private Equity backed payments company providing businesses with secure, reliable, and innovative payment solutions. The organization offers a full suite of services including payment processing, point-of-sale systems, and software integrations that help merchants manage transactions and grow revenue. With a strong commitment to service, technology, and partner success, the company continues to expand its national presence and enhance its end-to-end payments capabilities.

The Leader of FP&A owns financial planning, forecasting, reporting, and performance management across the organization, with direct exposure to executive leadership and investors.

What you will do

• Own annual budgeting, rolling forecasts, and long range financial planning across a high growth payments business.
• Build and maintain detailed financial models tied to transaction economics, pricing structures, partner revenue, portfolio mix, and margin performance.
• Develop scenario analysis around growth rates, pricing adjustments, churn, volume shifts, and card mix changes.
• Deliver monthly management reporting, variance analysis, KPI dashboards, and portfolio level insights for executive review.
• Consolidate and reconcile financial and operational data from multiple external partners and internal systems.
• Track portfolio performance metrics including volume trends, attrition, pricing yield, partner margins, and contribution economics.
• Partner closely with sales, operations, risk, product, and technology leaders to support planning and decision making.
• Prepare materials for board meetings, investors, and lenders in partnership with the CFO and CEO.
• Support risk and underwriting teams through modeling of reserves, losses, chargebacks, and exposure.
• Improve FP&A processes through automation, improved tooling, and scalable reporting frameworks as the business grows.

What you bring

• 7-10 years of experience in FP&A, strategic finance, or corporate finance roles.
• At least five years of experience within payments or card based financial services, including exposure to transaction level economics.
• Strong understanding of payment revenue and cost drivers such as interchange, network assessments, processing costs, partner revenue structures, pricing yield, and portfolio margins.
• Advanced financial modeling, forecasting, and scenario analysis skills.
• Experience presenting complex financial insights to executive leadership and non financial stakeholders.
• Hands on experience partnering across functions and supporting senior decision makers.
• Advanced Excel skills and experience working with BI or financial reporting tools.
• Bachelors degree required.