benevity - Senior Analyst, Global Money Movement
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Requirements
• 4–6 years of experience in FP&A, strategic finance, investment banking, consulting, or a similar analytical finance role. • Proven ability to build financial models from scratch, including P&Ls and operating models, and translate outputs into clear, defensible recommendations for finance and non-finance stakeholders. • Experience working cross-functionally with product, engineering, or operations teams in a tech company or payments/fintech environment. • A curious, analytical mindset with the ability to break down ambiguous problems, synthesize data, and communicate findings clearly to non-finance audiences. • Eagerness to adopt AI tools to improve the quality and speed of financial work • Clear written and verbal communication skills, with the ability to translate complex financial data into concise narratives for diverse audiences. • Collaborative working style with a willingness to roll up your sleeves and build credibility through consistent, high-quality work. • Bachelor's degree in Finance, Economics, Business, or a related field required. • Experience in a SaaS or consumption-based business model and familiarity with modern financial planning tools (e.g., Pigment, Adaptive, Anaplan) are a plus. • DISCOVER YOUR PURPOSE AT WORK • We’re not employees, we’re Benevity-ites. From all locations, backgrounds and walks of life, who deserve more … • Innovative work. Growth opportunities. Caring co-workers. And a chance to do work that fills us with a sense of purpose. • If the idea of working on tech that helps people do good in the world lights you up ... If you want a career where you’re valued for who you are and challenged to see who you can become … • It’s time to join Benevity. We’re so excited to meet you. • At Benevity, we embrace a flexible hybrid approach to where we work that empowers our people in a way that supports great work, strong relationships, and personal well-being. For those located near one of our offices, while there’s no set requirement for in-office time, we do value the moments when coming together in person helps us build connection and collaboration. Whether it’s for onboarding, project work, or a chance to align and bond as a team, we trust our people to make thoughtful decisions about when showing up in person matters most. • Diversity, equity, inclusion and belonging are part of Benevity’s DNA. You’ll see the impact of our massive investment in DEIB daily — from our well-supported employee resources groups to the exceptional diversity on our leadership and tech teams. • We know that diverse backgrounds, experiences, skills and passions are what move our business and our people forward, so we're committed to creating a culture of belonging with equal opportunities for everyone to shine. • That starts with a fair and accessible hiring process. If you want to feel seen, heard and celebrated, you belong at Benevity. • Candidates with disabilities who may require accommodations throughout the hiring or assessment process are encouraged to reach out to [email protected].
Responsibilities
• Strategic Planning & Modeling • Build and maintain financial models for our money movement business, translating business goals into measurable financial plans. • Analyze key business drivers and donation trends, leveraging AI -assisted tools to surface insights that inform business decisions. • Monitor and report on key payments metrics (e.g., DV, CSF, CAC, LTV, transaction volume, payment success rates), flagging trends or anomalies for review. • Cross-Functional Business Partnering • Work closely with the FP&A, Product and FinOps teams, contributing to financial planning cycles and supporting cross-functional priorities. • Act as a reliable finance resource for Product and FinOps teams, helping translate business needs into financial frameworks. • Support product roadmap evaluations and go-to-market analysis by building pricing models and contributing financial perspectives to cross-functional discussions. • Contribute analysis and financial framing to support investment prioritization discussions. • Reporting & Stakeholder Communication • Assist in preparing management reporting packages, internal dashboards, and finance presentations; use AI tools to streamline report generation and data visualization. • Translate financial data into clear narratives for internal stakeholders, highlighting performance trends, risks, and opportunities in the money movement business. • Operational Efficiency & Process Improvement • Identify and support improvements to financial processes and reporting workflows, leveraging AI and automation tools to increase efficiency and reduce manual effort. • Support documentation and maintenance of financial controls, ensuring data integrity and consistent reporting standards. • Participate in the rollout and adoption of a new integrated business planning solution.
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