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Director of Financial Planning and Analysis Jobs in United States at Onbe

Title: Director of Financial Planning and Analysis

Company: Onbe

Location: United States

Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for “on behalf.” Because that’s exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined — as an opportunity for innovation, a source of insight to customers, and a way to connect with partners around the globe!

Summary:Seeking a Director of Financial Planning and Analysis to focus on sophisticated analytics and financial modeling. The individual will be responsible for collecting, modeling, and analyzing revenue data and client economics in order to provide the organization with a holistic view and understanding of the company’s top-line performance. Key responsibilities include reporting and forecasting revenue results, analysis of key client-level performance indicators, fulfilling ad hoc analytics requests, and making thoughtful recommendations.


Maintain and develop financial models, reports and dashboards

Build/design sophisticated financial models

Development of recurring financial reporting packages

Develop, Prepare and analyze financial performance through the management of specific Key Performance Indicators (critical metrics)

Conduct detailed research and analysis of revenue variances

Analyze actual results and identify key financial and operating issues to be addressed; quantify actual results versus budget and forecast

Key role in board meeting material preparation

Support, analyze, and assist in the preparation of the company’s annual operating budget including detailed support and analysis of the company’s revenue

Collaborate with Technology, Sales, Implementations, and Accounting to find the efficient tidal reporting capabilities

Assist in the continued development of budgeting, financial forecasting, operating plans, and modeling tools

See opportunities to increase the efficiency and effectiveness of recurring financial analysis

Maintain a strong focus on continuous improvement and implementation of the best reporting practices

Ability to interpret sophisticated pricing models to analyze deal economics, and trends to resolve mine areas of risk and upside


Minimum of 5 years of financial modeling experience

Finance or Private Equity proven experience

Undergraduate degree in finance, accounting, economics, or related degree

Have strong financial/analytical modeling and technical skills, particularly:

Sophisticated Excel skills

PowerPoint and presentation construction/design

Strong proven understanding of data collection, data analysis, and evaluation

Tableau and/or Power BI experience preferred

Investment banking or business evaluation experience preferred

This position can be office-based, hybrid, or fully remote in the continental United States. Onbe’s employee base is mostly clustered in the Eastern and Central time zones, with offices in suburban Philadelphia and suburban Chicago.

At Onbe, a diverse group of people, ideas, and perspectives are key to achieving phenomenal things. For over 25 years, our focus has remained on building a culture of openness and ingenuity, where employees come together to innovate and build disbursement solutions that make the lives of our clients and their consumers and workforces easier and better. Our definition of success includes celebrating differences and affirming belonging. To that end, we ask employees to come to Onbe as they are and contribute their diverse perspective…

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About Onbe