MarqetaMA

Senior Financial Analyst, Customer Forecasting and Deal Modeling

We are the world’s first modern card issuing platform. Our mission is to be the global standard for modern card issuing, empowering builders to bring the most innovative products to the world.

Marqeta

Employee count: 501-1000

Salary: 97k-143k USD

United States only

We're searching for a Senior Financial Analyst with strong financial modeling and executive communication skills. You will manage forecasting and analysis for a wide range of our customers, including supporting cross functional sales teams to manage customer relationships and negotiate deals. You will dive deep into the details of customer performance to understand underlying drivers to results, and will be able to translate these findings into decks and communications to help executive leadership understand the health of the business.

We work Flexible First. This role can be performed remotely anywhere within the United States or from our headquarters in Oakland, CA. We’d love for you to join us!

The Impact You’ll Have

  • Conduct in-depth financial analysis and provide executive leadership with relevant insights on performance of customers within your scope.
  • Build models to forecast the performance of your customers, from topline drivers through to gross profit, including deal modeling negotiations on existing and new customer programs.
  • Communicate monthly results of customer performance to sales teams to ensure they are best prepared to manage customer relationships, including building and presenting decks and providing and assisting with support files.
  • Assist cross functional teams on building customer-facing review presentations that help customers best understand the value of their relationship with Marqeta.
  • Stay abreast with the latest trends in the payments industry, and how regulatory or industry changes or trends may impact Marqeta’s business and customers.
  • Continuously refine and optimize processes to ensure the efficiency and accuracy in financial reporting and analysis, including leveraging SQL to deepen your reach into complex data.

Who You Are

  • Bachelor’s degree in Finance, Accounting, or a related field.
  • 5+ years of experience in financial analysis, with a deep focus on customer forecasting and deal modeling.
  • A solid grasp of financial principles and their application in a dynamic business environment, including GAAP accounting practices.
  • Experience in SQL and especially Snowflake is very helpful.
  • Proven ability to to manage multiple cross-functional stakeholders, particularly in supporting sales teams in deal negotiations and understanding customer performance.
  • Exceptional communication skills, with proven expertise in crafting and presenting financial decks to a diverse audience, including senior leadership.
  • Strong analytical mindset, coupled with an emphasis on accuracy and attention to detail.
  • Ability to thrive in a fast-paced setting, readily adapting to evolving business requirements.
  • Prior experience with the financial intricacies of the issuing space and payment networks is a substantial advantage.

Typical Process

  • Application Submission
  • Recruiter video call
  • Hiring manager video call
  • Virtual “Onsite” consisting of 4-5, 45 min calls
  • Offer!

Compensation and Benefits

Marqeta is a Flex First company which allows you to choose your best working environment, whether that be from home or at a company office. To support Flex First, we calibrate pay to a competitive value according to working location. Compensation is aligned according to three tiers within the United States:

  • National: A baseline tier that applies to most of the geographic territory of the United States.
  • Premium: Slightly elevated from the National tier, and oriented toward a narrower set of higher cost-of-living areas, such as Los Angeles CA and Seattle WA
  • Premium Plus: A tier for the most expensive working areas, like the San Francisco Bay area and New York City.

Visit this page or consult with a Recruiter to determine which tier would be applicable to you.

When determining salaries, we consider several factors including, but not limited to, skills, prior experience, and work location. The new-hire base salary range for this position is:

  • National: $97,300 - $121,600
  • Premium: $105,300 - $131,600
  • Premium Plus: $114,400 - $143,000

We also believe in recognizing the contributions of our people. That's why we award annual bonuses to eligible employees, rewarding both individual performance and the success of the entire company.

Along with monetary compensation, Marqeta offers

  • Multiple health insurance options
  • Flexible time off – take what you need
  • Retirement savings program with company contribution and after tax contributions
  • Equity in a publicly-traded company and an Employee Stock Purchase Program
  • Family-forming benefits, fertility support, and up to 20 weeks of Parental Leave
  • Free therapy sessions, financial and professional coaching, and legal advice
  • Monthly stipend to support our remote work model
  • Annual “development dollars” to support our people growth and development
  • Through Flex First, the freedom to live and work wherever you and your family thrive

About Marqeta

Marqeta is on a mission to change the way money moves. We’re one of the earliest enablers of embedded finance, a market opportunity sized up in the trillions. Our card issuing platform provides unprecedented flexibility and control for companies to issue cards, authorize transactions, and manage payment operations in real time. Marqeta is powering the most well known brands in the new economy (Block, Cash App, Affirm, Instacart, Doordash, Uber, Walmart, etc). You don’t need to be a Payments expert to join the Marqeta Team, let us help you with that. This is the opportunity of a lifetime to work with innovators around the world and unlock equitable financial access for all.


Marqeta’s Values

– Solve for the Customer: With a deep understanding of our customers' business and empathy for their needs, we deliver products and services that drive their success. Earning and keeping their trust guides everything we do.

– Do What's Right: Knowing businesses and livelihoods depend on us, we pursue solutions that disrupt responsibly and deliver high-quality results that our customers count on. We own our work from start to finish.

– Simplify and Innovate: We approach challenges with curiosity and take smart risks. Innovation comes from finding better, simpler ways to achieve extraordinary outcomes.

– Win as a Team: We succeed together by embracing diverse perspectives and pushing each other to raise the bar. We lead with humility and set aside hierarchy to work as a team.

– Make it Count: We drive forward with focus and agility. With a sense of urgency and purpose, we get the job done, and done right.


Equal Employment Opportunity, Accommodations and Privacy

Marqeta is proud to be an equal opportunity employer that gives consideration to all qualified applicants regardless of race, ancestry, national origin, color, Indigenous, citizenship, religion/creed, sex, sexual orientation, gender identity, gender expression marital status, family status, disability, veteran status, criminal histories consistent with legal requirements, or any other characteristic protected by applicable law.

Our dedication to diversity and inclusion extends beyond the categories above. Review Marqeta’s ESG Report to see that dedication in action. Fostering an environment where everyone feels valued and respected creates a stronger and more innovative team at Marqeta. We celebrate the unique contributions of each individual and empower all members of our organization. Join us in building a company where diversity thrives and everyone can be their authentic selves.

If you require reasonable accommodation for the application process and beyond (including due to a disability), please submit this form and we will be more than happy to assist you. Marqeta will make reasonable accommodations for candidates when needed in accordance with applicable law. The Applicant and Candidate Privacy Notice applies to the personal data that you directly provide to us or that we collect during the application and candidate recruitment process.

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Senior

Salary

Salary: 97k-143k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About Marqeta

Learn more about Marqeta and their company culture.

View company profile

Marqeta brings speed and efficiency to card issuing and payment processing with the world's first open API platform. Our platform was built from the ground up to power an innovative payment experience for many of the apps and services you enjoy daily.

Today, Marqeta has 800+ employees and operates globally in the US, UK, EU, Canada and the APAC region. We have extensive partnerships with multiple banks and card networks including Visa, Mastercard & Discover and our solutions are used by innovators in digital banking, lending, e-commerce, on-demand services and more.

We are proud of our Oakland roots and strive to build a team as diverse as the markets we serve. Join us in reshaping the way payments are made.

Employee benefits

Learn about the employee benefits and perks provided at Marqeta.

View benefits

Stock discount

The Employee Stock Purchase Program allows employees to buy discounted company stock.

401k match

We invest in your future. We’ll match 50% of your contribution and up to 6% of your salary.

Meaningful equity

As owners of the company, we’re all in this together. Full-time employees will receive equity in Marqeta.

Healthcare benefits

We cover your premiums for health, dental, and vision. Plus, your pet gets his/her/its own insurance, on us.

View Marqeta's employee benefits
Claim this profileMarqeta logoMA

Marqeta

Company size

501-1000 employees

Founded in

2010

Chief executive officer

Simon Khalaf

View company profile

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