Onbe
Onbe, a fast-growing FinTech, brings innovation to a rapidly growing global marketplace. We work on behalf of our clients as their comprehensive payments partner, transforming the way payments are imagined — as opportunities for innovation, sources of insight for customers, and ways to connect with partners around the globe.
Summary:
The Financial Business Analyst will support COGS planning & analysis, and reporting activities to drive strategic decision-making across the organization. This role will enhance and automate reporting tools, perform in-depth financial and operational analyses, and partner cross-functionally to improve processes and uncover business insights. The ideal candidate combines strong financial acumen with advanced technical and automation skills.
Key Responsibilities:
COGS Savings Tracking & Reporting
Create and maintain a centralized dashboard to track all COGS savings initiatives by department, category, and owner. Partner with Finance to validate monthly realized savings and reconcile with forecasts or targets. Provide monthly and quarterly reporting on COGS performance metrics to the VP of Operations and executive leadership. Track in-flight vs. realized vs. forecasted savings, flagging variances and potential risks. Develop and maintain documentation of assumptions, methodology, and calculation logic behind savings initiatives. Initiative Sizing & Business Case Analysis
Build models to estimate the potential financial impact of new COGS savings initiatives. Prepare business cases to support operational decisions and vendor negotiations. Translate operational data into clear financial insights and savings projections. Automation & Process Improvement
Lead automation initiatives to improve the accuracy, speed, and usability of financial reports and workflows. Collaborate with Accounting, FP&A, and Technology teams to implement and optimize tools such as Microsoft Power BI, Power Automate, Power Apps, and Jet Reports. Design and enhance financial templates, reconciliation tools, and data processes for greater efficiency and accuracy. Systems & Data Management
Query, transform, and validate large data sets from multiple systems (e.g., SQL, Great Plains, Jet Reports, Excel). Troubleshoot and resolve data integrity issues and collaborate with IT and external consultants to resolve system integration challenges. Act as a liaison with internal stakeholders and external consultants to maximize the use and functionality of financial systems. Qualifications: Bachelor’s degree in Finance, Accounting, Business Analytics, or a related field. 3+ years of experience in financial analysis, FP&A, or a similar role, preferably in fintech, SaaS, or a high-growth environment. Strong Excel skills (pivot tables, lookups, advanced formulas); experience with SQL, Power BI, Power Apps, and Power Automate is highly desirable. Familiarity with accounting principles and financial systems; experience with Great Plains and Jet Reports is a plus. Proven track record of process improvement and automation project delivery. Strong analytical and problem-solving skills; ability to synthesize complex data into clear and actionable insights. Excellent communication and collaboration skills, with the ability to influence cross-functional teams. The base salary range for this position is budgeted for $85,000-$100,000 with eligibility for an annual bonus. The actual base salary offered depends on a variety of factors, including but not limited to qualifications, experience, skills, education, certifications, business needs, and market demand. Our competitive benefits include medical, dental, vision, wellness, 401(k) matching, open paid time off, generous parental leave, and more. Our job titles may span more than one career level. All candidates are encouraged to apply. #LI-Hybrid Onbe believes that a diverse group of people, ideas, and perspectives is key to achieving phenomenal things. For over 25 years, we have focused on building a culture of openness and ingenuity, where employees innovate and build disbursement solutions that improve the lives of clients, their consumers, and workforces. We celebrate differences and affirm belonging, and we invite employees to contribute their diverse perspectives, identities, and experiences. Onbe is an equal opportunity employer. We do not discriminate on the basis of race, color, ancestry, national origin, sex, gender identity, sexual orientation, marital or family status, religion, age, disability, genetic information, or military service. Our equal opportunity policy applies to all employment decisions.
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Create and maintain a centralized dashboard to track all COGS savings initiatives by department, category, and owner. Partner with Finance to validate monthly realized savings and reconcile with forecasts or targets. Provide monthly and quarterly reporting on COGS performance metrics to the VP of Operations and executive leadership. Track in-flight vs. realized vs. forecasted savings, flagging variances and potential risks. Develop and maintain documentation of assumptions, methodology, and calculation logic behind savings initiatives. Initiative Sizing & Business Case Analysis
Build models to estimate the potential financial impact of new COGS savings initiatives. Prepare business cases to support operational decisions and vendor negotiations. Translate operational data into clear financial insights and savings projections. Automation & Process Improvement
Lead automation initiatives to improve the accuracy, speed, and usability of financial reports and workflows. Collaborate with Accounting, FP&A, and Technology teams to implement and optimize tools such as Microsoft Power BI, Power Automate, Power Apps, and Jet Reports. Design and enhance financial templates, reconciliation tools, and data processes for greater efficiency and accuracy. Systems & Data Management
Query, transform, and validate large data sets from multiple systems (e.g., SQL, Great Plains, Jet Reports, Excel). Troubleshoot and resolve data integrity issues and collaborate with IT and external consultants to resolve system integration challenges. Act as a liaison with internal stakeholders and external consultants to maximize the use and functionality of financial systems. Qualifications: Bachelor’s degree in Finance, Accounting, Business Analytics, or a related field. 3+ years of experience in financial analysis, FP&A, or a similar role, preferably in fintech, SaaS, or a high-growth environment. Strong Excel skills (pivot tables, lookups, advanced formulas); experience with SQL, Power BI, Power Apps, and Power Automate is highly desirable. Familiarity with accounting principles and financial systems; experience with Great Plains and Jet Reports is a plus. Proven track record of process improvement and automation project delivery. Strong analytical and problem-solving skills; ability to synthesize complex data into clear and actionable insights. Excellent communication and collaboration skills, with the ability to influence cross-functional teams. The base salary range for this position is budgeted for $85,000-$100,000 with eligibility for an annual bonus. The actual base salary offered depends on a variety of factors, including but not limited to qualifications, experience, skills, education, certifications, business needs, and market demand. Our competitive benefits include medical, dental, vision, wellness, 401(k) matching, open paid time off, generous parental leave, and more. Our job titles may span more than one career level. All candidates are encouraged to apply. #LI-Hybrid Onbe believes that a diverse group of people, ideas, and perspectives is key to achieving phenomenal things. For over 25 years, we have focused on building a culture of openness and ingenuity, where employees innovate and build disbursement solutions that improve the lives of clients, their consumers, and workforces. We celebrate differences and affirm belonging, and we invite employees to contribute their diverse perspectives, identities, and experiences. Onbe is an equal opportunity employer. We do not discriminate on the basis of race, color, ancestry, national origin, sex, gender identity, sexual orientation, marital or family status, religion, age, disability, genetic information, or military service. Our equal opportunity policy applies to all employment decisions.
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