Senior Financial Analyst (Fintech)

TL;DR

Senior Financial Analyst (Fintech): Driving financial insights and shaping strategy for a global fintech platform with an accent on engagement metrics, retention cohorts, and member activation. Focus on building complex ROI models, executing SQL queries for data extraction, and translating granular data into strategic narratives for executive leadership.

Location: Charlotte, North Carolina

Company

hirify.global is a global financial technology platform powering prosperity for millions of customers through products like TurboTax, QuickBooks, and Mailchimp.

What you will do

• Own financial reporting, forecasting, and planning for core engagement metrics including DAU, MAU, and Retention cohorts.
• Develop cohort-based models to identify member journey leakage and quantify the long-term value of improved retention.
• Build complex ROI models for retention initiatives, member reactivation campaigns, and product features.
• Write and execute SQL queries to extract raw data and validate assumptions independently.
• Analyze member funnels and unit economics to translate granular data into strategic insights for senior leaders.
• Act as the financial source of truth for Product, Marketing, and Analytics teams to help prioritize roadmaps.

Requirements

• 7+ years of experience in FP&A, strategic finance, investment banking, or product analytics, preferably within a tech company.
• Advanced proficiency in SQL, including the ability to navigate complex schemas and join disparate tables.
• High proficiency in GSuite, Excel, and data visualization tools such as Looker or Tableau.
• Proven ability to synthesize data and articulate recommendations to a wide range of stakeholders.
• Strong discipline in maintaining model integrity and output accuracy.