Financial Analyst
3 days ago
Analyst PositionSWIVEL is seeking a skilled and driven analyst to support revenue and pricing strategies across both the education and financial institution sector. This role plays a critical part in enabling growth through data-driven insights, supporting new sales opportunities, and enhancing forecasting and budgeting processes. You'll also help manage interchange fees and design pricing models tailored to our Software as a Service (SaaS) and card processing services for schools and financial institutions.In this role, you'll have the opportunity to grow professionally while making a meaningful impact in two dynamic markets. You'll work for an organization that values your ideas and contributions, and you'll be part of a collaborative team that supports innovation and continuous improvement. At SWIVEL, we encourage team members to advance, share ideas, and develop both professionally and personally.Essential duties include the following:Analyze sales opportunities and potential revenue within the education and financial institution sectors, supporting revenue forecasts and strategic planning.Conduct profitability analysis for school and financial institution clients.Prepare revenue forecasts and contribute to the annual budget.Provide oversight and analysis of interchange fees as they relate to school and financial institution transactions.Develop and recommend pricing strategies for new clients and conduct pricing reviews for existing partners in both markets.Identify and implement new pricing models tailored to the needs of educational institutions and financial organizations.Compile, analyze, and report financial data to support decision-making across both segments.Collaborate with cross-functional teams to align pricing strategies with market trends and client-specific requirements.Work with large and complex data sets to identify trends, anomalies, and actionable insights.Collaborate with data team to help develop reporting tools/dashboards to be utilized to identify key performance indicators.Ensure data integrity and accuracy in all financial models and reporting outputs.Perform other duties as assigned.Serious candidates will possess the minimum qualifications:Bachelor's degree in Finance or Accounting from an accredited four-year college or university.Minimum of two (2) years of experience in financial analysis or pricing.Experience in the Payments industry preferred; familiarity with education and financial services is a plus.Strong understanding of business processes and pricing models.Excellent organizational, planning, and multi-tasking skills.Advanced data analysis and problem-solving capabilities.Strong communication skills, both verbal and written.Ability to build relationships and collaborate across teams.Proficiency in Microsoft Office (Outlook, Word, Excel); Salesforce experience preferred.Ability to travel locally or nationally as needed.Comfortable working in a sedentary office environment with occasional lifting (up to 20 lbs).SWBC offers:Competitive overall compensation packageWork/Life balanceEmployee engagement activities and recognition awardsYears of Service awardsCareer enhancement and growth opportunitiesLeadership Academy and Mentor ProgramContinuing education and career certificationsVariety of healthcare coverage optionsTraditional and Roth 401(k) retirement plansLucrative Wellness Program*Based upon employee eligibilitySWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law.
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