Velera · 1 month ago
Sr. Financial Analyst - Capital
United States
Full-time
Remote
Mid, Senior Level
$76K/yr - $97K/yr
4+ years expVelera is the nation’s premier payments credit union service organization and an integrated fintech solutions provider. They are seeking a talented Senior Financial Analyst who will provide financial analysis and recommendations to management, ensuring efficient use of resources and supporting financial decision-making across multiple business units.
CreditFinTechManagement Consulting
No H1B
Responsibilities
Compiles monthly financial reports and management reports. Assists with interpreting the results
Performs financial analysis on a monthly basis to identify any variances, determine the reason for such variance, and provide recommendation to eliminate/ reduce such variances
Completes the rollup of the consolidated monthly financial forecast
Monitors and analyzes actual spend against approved budgets for capital projects, with emphasis on software development initiatives
Provides financial guidance to other departments in the creation of ROIs, analyze/document key assumptions used, and prepare executive summaries for presentation to management
Prepares and updates cost of capital assumption for use in ROI, NPV, and IRR on a periodic basis (e.g., annually)
Maintains and updates the standard ROI questionnaire
Provides recommendations to management (e.g., opportunities to improve profitability, increase product value, and reduce costs)
Performs margin analysis, research, and projects
Acts as finance representative on product launch teams, as needed
Determines and creates finance training for non-financial personnel, as needed
Develops simple data models using common data integration and transformation tools to enable informed decision-making
Prepares ad-hoc reports, as needed
Mentors the Financial Analyst
Mentors the accounting team in analyzing and interpreting financial data (e.g., actual vs. budget variances)
Trains others in analyzing and interpreting financial data (e.g., KPIs, actual vs. budget variances)
Qualification
Required
Bachelor's degree in Finance or related field
Minimum of 4 years related financial analysis and complex modeling/data analysis work required, or equivalent training and/or experience
Preferred
Strong understanding of General Accepted Accounting Principles (GAAP)
Benefits
Competitive wages
Medical with telemedicine
Dental and Vision
Basic and Optional Life Insurance
Paid Time Off (PTO)
Maternity, Parental, Family Care
Community Volunteer Time Off
12 Paid Holidays
Company Paid Disability Insurance
401k (with employer match)
Health Savings Accounts (HSA) with company provided contributions
Flexible Spending Accounts (FSA)
Supplemental Insurance
Mental Health and Well-being: Employee Assistance Program (EAP)
Tuition Reimbursement
Wellness program
Company
Velera
Velera provides financial technology and processing solutions for credit unions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Chuck Fagan
President and CEO
Recent News
2026-01-20
2025-12-02
Company data provided by crunchbase