Senior Financial Analyst

Job Description

Job Description

About defi SOLUTIONS :

It’s an exciting time to join defi!

defi SOLUTIONS partners with captives, banks, credit unions, and finance companies of all types and sizes to allow lenders to focus and transform their operations.

The company’s comprehensive suite of originations, servicing, and analytics solutions together with technology-enabled processing services creates a flexible, configurable, and scalable platform that addresses lenders and borrowers ever-evolving needs.

defi SOLUTIONS combines the expertise of defi SOLUTIONS and the former Sagent Auto Lending with the backing of Warburg Pincus, Bain Capital Ventures and Fiserv.

Position Purpose :

The Senior Financial Analyst will report to the Director of Finance and will be responsible for providing analytical support for personnel and non-personnel expenses with a focus on headcount.

Key functions include performing analysis on financial performance and headcount data, performing key tasks related to close and forecast, as well as process improvement.

Essential functions :

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Partner with and support each department on expense related items; focus will be on the technology and Managed Services team personnel expense and headcount detail.
• Supports creation of annual and multi-year strategic plan.
• Evaluate transactions and expense data to provide actionable insights and identify opportunities to reduce expense and grow profit through data mining, analytics, and automation.
• Reviews entries in the ledgers to assure accuracy and compliance with established accounting principles and procedures.
• Partner with business segments to develop and drive in-depth financial analyses identifying key drivers, trends, variances, emerging risks and opportunities;

regularly communicating findings to senior management in succinct and meaningful reporting that impacts decision making.

Perform ad hoc analyses for operational and financial management.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

Duties, responsibilities, and activities may change at any time with or without notice.

Required education and experience :

• Bachelor’s degree in Accounting, Finance, or Business related field.
• 4+ years of applicable accounting / finance and / or other related experience.
• Proficiency with Excel and PowerPoint (advanced skills).
• General Ledger software experience

Preferred education and experience :

• Extensive experience in excel based financial modeling and financial planning and analysis.
• Prior experience working in the software development and / or financial services industry is a plus.
• Experience with Dynamics a plus

Additional eligibility requirements :

The ideal candidate will have extensive experience in excel based financial modeling and financial planning and analysis.

• Strong organizational skills, in particular, an attention to detail and the ability to prepare reports in a timely and effective manner.
• Ability to examine and verify financial documents and reports and skill in analyzing and interpreting financial data.
• Ability to transform raw data into meaningful and impactful analysis.
• Ability to communicate effectively, verbally and in writing with supervisors and personnel and to establish and maintain effective working relationships with employees, business partners and company officials.
• Ability to prepare business cases as needed to support a growing technology business.

Affirmative Action / EEO statement :

defi SOLUTIONS is an Equal Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.