Job Description

The Paymentus Client Operations Team is responsible for the overall planning, design, execution and measurement of all internal non-technical processes that support the successful execution of the end-to-end Paymentus Client (“Biller”) Relationship Experience.

The Financial Analyst shall collect and monitor quantitative financial and performance data required to produce financial models that drive internal decision making, specifically at the client level. In addition, the Financial Analyst will make recommendations on process improvement opportunities based upon analysis results, identified trends, variances and risk avoidance. By performing short- and long-term forecasting, the Financial Analyst will help to predict client behavior and the financial impact to the business.

The Financial Analyst will also perform standard accounting functions, such as balancing posted electronic payment transactions against deposit reporting from respective merchant processors. Where required, the Financial Analyst will serve as the escalation channel for addressing reconciliation and settlement discrepancies for key clients. In some instances, this will require that the Financial Analyst collaborate directly with external merchant processors to obtain and synthesize financial data. This may periodically require direct engagement with clients.

As needed, the Financial Analyst will support enterprise-wide projects, such as annual business planning, enhancing merchant processing practices, improving internal and external financial reporting, as well as, development of client action plans.

Requirements:

• Minimum of five (5) years of progressive experience in Accounting and Finance which required analysis and reporting of financial results  
• Must demonstrate expert-level knowledge of U.S. Generally Accepted Accounting Principles; Familiarity with Canadian Accounting Principles a plus  
• Proven experience using quantitative and statistical analysis tools  
• Previous experience within the Electronic Payments and Billing industry strongly preferred, but not required  
• Extensive experience in performing advanced financial modeling and forecasting  
• Proven ability to effectively translate financial data into actionable plans  
• Must have advanced financial and situational analytical skills, with the ability to quickly assess complex situations  
• Must have understanding of Lean Six Process Management, Waterfall and Agile project methodology  
• Proven ability to work as key team collaborator or independently, always using sound judgment and advanced decision making skills  
• Must have effective written and verbal communications skills and ability to deliver complex subject matter in a relatable manner to non-financial audiences  
• Advanced knowledge of SAAS and/or cloud-based solutions preferred, but not required  
• Familiarity with Salesforce™ or similar CRM strongly preferred  
• Familiarity with JIRA™ or similar case management system strongly preferred  
• Familiarity with PCI DSS Compliance, credit/debit card association regulations, and NACHA rules strongly preferred  
• Professional designations such as CPA or CMA strongly preferred, but not required   
• Familiarity with Microsoft Office Suite required  
• Travel requirement is up to 10%, however, travel is minimal in role

EEO STATEMENT

Paymentus is an equal opportunity employer. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation, national origin, ancestry, citizenship status, religion, marital status, disability, military service or veteran status, genetic information, medical condition including medical characteristics, or any other classification protected by applicable federal, state, and local laws and ordinances. Our management is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment.

REASONABLE ACCOMMODATION

Paymentus recognizes and supports its obligation to endeavor to accommodate job applicants and employees with known physical or mental disabilities who are able to perform the essential functions of the position, with or without reasonable accommodation. Paymentus will endeavor to provide reasonable accommodations to otherwise qualified job applicants and employees with known physical or mental disabilities, unless doing so would impose an undue hardship on the Company or pose a direct threat of substantial harm to the employee or others.

An applicant or employee who believes he or she needs a reasonable accommodation of a disability should discuss the need for possible accommodation with the Human Resources Department, or his or her direct supervisor.