Velera
Business and Financial Performance Analyst - Remote
Remote-USA
No sponsorship$68k-$86kDetected 7 days ago
Data VisualizationFinancial AnalysisAccountingForecastingExcelPerformance ManagementLeadershipCommunicationCollaborationProblem SolvingFinancial Reporting
About the role
- Monitor business performance against financial targets, proactively identifying risks and opportunities and driving corrective actions in partnership with leadership
- Analyze financial and operational trends to provide clear, data-driven recommendations that improve profitability and operational efficiency
- Serve as a key financial advisor to Contact Center leadership, influencing decisions through insights and business expertise
Responsibilities
- Actively supports and embraces Velera's core values of Dedication, Collaboration, Belonging, Curiosity and Integrity.
- Support a workplace where every employee feels valued, respected, and connected.
- Perform job duties within the company's policies, procedures, service standards and the state and federal laws.
- Own and execute forecasting, planning support, and in-period performance analysis, translating operational drivers into actionable insights and recommended actions
- Provide financial evaluation and decision support for business cases, investments, and new initiatives, including revenue projections, cost impacts, and return analysis
- Drive continuous improvement in financial reporting, forecasting, and performance management processes to enhance visibility, accuracy, and speed of decision-making
Requirements
- While performing the duties of this Job, the employee is regularly required to sit
- Ability to occasionally lift/move up to 25 pounds
- While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear
Nice to have
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required
- Advanced degree (MBA or similar) preferred
- 6+ years of experience in financial planning, forecasting, financial analysis, or business performance management
- Experience supporting or driving financial performance within a complex, service-based or contact center environment preferred
- Demonstrated experience in cost modeling, pricing analysis, or profitability optimization
- Experience partnering cross-functionally with Finance, Operations, and business leadership to influence decision-making
- Experience working with large datasets, financial systems, and business intelligence tools
Skills
- Proven ability to translate operational metrics into financial outcomes and business impact
- Advanced analytical skills with the ability to synthesize large, complex datasets into actionable insights
- Strong understanding of how pricing, service models, contracts, and operations influence financial performance
- Strategic thinking skills with the ability to connect near-term performance to long-term business objectives
- Excellent communication skills with the ability to clearly translate complex financial concepts to non-financial stakeholders
Compensation
- However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have
Benefits
- Demonstrate enthusiastic support of corporate mission, vision, core values and long-term business objectives.
- Specific vision abilities required by this job include close vision
- Medical with telemedicine
- Dental and Vision
- Basic and Optional Life Insurance
- Paid Time Off (PTO)
- Maternity, Parental, Family Care
- Through a remote‑first, flexible environment, we prioritize psychological safety, wellbeing and belonging so individuals and teams can collaborate to thrive.
Company info
- Join the People Helping People
- Velera is the nation's premier payments credit union service organization (CUSO) and an integrated fintech solutions provider.
- The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.
Equal opportunity
- Individuals with a disability who are otherwise able to perform the essential functions of the job may request a reasonable accommodation through the Human Resources department.
Visa & Work Authorization
- This role is currently not eligible for sponsorship.
This listing is sourced directly from Velera's careers page and normalized into a canonical job model.