Senior Financial Analyst (Fintech)

TL;DR

Senior Financial Analyst (Fintech): Leading financial reporting, analytics, and planning for the Insurance revenue vertical with an accent on complex forecasting and business modeling. Focus on driving strategic growth through revenue investigation, competitive benchmarking, and cross-functional collaboration to inform leadership decision-making.

Location: Must be based in Charlotte, North Carolina

Company

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

What you will do

• Lead quarterly, annual, and long-range financial planning processes.
• Perform revenue investigations and analyze funnel metrics to identify business drivers.
• Build complex financial models to provide actionable insights and recommendations.
• Forecast outcomes for new product launches, pricing changes, and strategic investments.
• Conduct market and competitive benchmarking to guide long-term growth strategies.
• Collaborate with cross-functional teams to track execution against financial goals.

Requirements

• 4+ years of professional experience, including at least 2 years in investment banking, strategic finance, or strategy consulting.
• Strong proficiency in GSuite, MS-Office, and data visualization tools like Looker or Tableau.
• Deep understanding of marketplace business models, TAM sizing, and cohort analysis.
• Ability to synthesize complex data into concise presentations for diverse stakeholders.
• Strong project management skills with a high standard for accuracy and attention to detail.

Culture & Benefits

• Competitive compensation package with a strong pay-for-performance philosophy.
• Eligibility for cash bonuses and equity rewards.
• Comprehensive benefits program for full-time employees.
• Commitment to fair pay through regular internal comparisons.