Financial Planning Analyst

Calling all innovators – find your future at Fiserv.

We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we’re involved. If you want to make an impact on a global scale, come make a difference at Fiserv.

Job Title

Financial Planning Analyst

About your role:
As a Financial Analysis - Sr Professional I, you’ll be pivotal in driving financial planning and decision-making processes. This role contributes to the organization's financial health by analyzing data, developing financial models, and preparing comprehensive financial reports. The team emphasizes accurate and actionable financial insights that help guide Fiserv’s strategic directions and business decisions.

What you'll do:

• Conduct detailed financial analysis and develop robust financial models to support business decisions.
• Prepare and present comprehensive financial reports to senior management.
• Analyze financial data to identify trends, variances, and opportunities for improvement.
• Collaborate with various departments to ensure alignment on financial planning and budgeting.
• Assist in the development and implementation of strategic financial plans.
• Provide actionable insights and recommendations based on financial data analysis.
• Responsibilities listed are not intended to be all-inclusive and may be modified as necessary.

Experience you'll need to have:

• 4+ years of experience in financial and data analysis with Excel and PowerBI
• 2+ years of experience in financial modeling
• 2+ years of experience with budgeting and forecasting tools
• 4+ years of an equivalent combination of educational background, related experience, and/or military experience

Experience that would be great to have:

• Strong understanding of accounting principles
• Experience in RPA tools like Power Automate & uiPath is preferred
• Experience with SAP or Oracle

Thank you for considering employment with Fiserv. Please:

• Apply using your legal name
• Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).

Our commitment to Diversity and Inclusion:

Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.

Note to agencies:

Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.

Warning about fake job posts:

Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.