Senior Financial Analyst
Job Description
Job Description
Description:
Lead the Way to Intelligent Banking with Us!
You might not think about what happens behind the scenes when you check your bank balance or deposit a check from your phone, but we do. Every day.
Kinective empowers banks and credit unions to move beyond keeping up with technology to shaping the future of banking. Our platform seamlessly connects the right tools, delivers real-time data, and drives smarter operations for more than 4,000 financial institutions nationwide. We are a fast-growing team built on individual ownership, company-wide collaboration, and setting industry-leading standards. Here, new ideas are encouraged, candid feedback is welcomed, and your growth truly matters as much as the company’s. At Kinective, we are leading the way to intelligent banking together and enjoying the journey along the way.
Why This Role Matters
As the Senior Financial Analyst, you will be a key partner in turning financial data into clear, actionable insights that shape company decisions—from resourcing and compensation design to investment trade-offs and organizational strategy. You will inform strategic decision-making through financial modeling, revenue reporting, expense management, variance analysis, and performance analysis.
You will own critical elements of planning, forecasting, and performance reporting, helping leaders understand what’s driving results, what’s changing, and what to do next. You’ll collaborate closely with FP&A, Accounting, and cross-functional stakeholders to improve visibility, strengthen forecast accuracy, and elevate how decisions get made—so Kinective can scale intelligently.
Requirements: What you’ll own Strategic Business Partnering & Decision Support- Partner closely with senior leaders to analyze performance and deliver insights that inform decisions across resourcing, compensation design, and organizational strategy
- Translate complex financial and operational drivers into executive-ready recommendations, trade-offs, and scenarios
- Support ad hoc analysis for strategic initiatives (e.g., new programs, growth investments, efficiency efforts, and operating model changes)
- Oversee key elements of the annual planning process and support ongoing forecast cycles (short- and long-term), including monthly trend and driver analysis
- Build and maintain models that improve forecast rigor (sensitivity, scenario modeling, and “what-if” analysis)
- Establish clear forecasting assumptions and ensure alignment between Finance and business partners
- Produce and present clear, concise monthly and quarterly reporting packages with actionable variance insights and executive-level commentary
- Identify key drivers behind revenue and expense performance, highlighting risks, opportunities, and recommended actions
- Create repeatable reporting views that improve leadership visibility into performance (KPIs, operating metrics, and decision dashboards)
- Strengthen revenue and expense reporting through accurate trend analysis, variance decomposition, and business-driver modeling
- Support subscription revenue analysis and recurring revenue performance tracking (including renewals/retention or other recurring drivers as applicable)
- Help stakeholders understand performance drivers through metrics and cohorts that support better planning and decision-making
- Partner with Accounting to support month-end close, review general ledger activity, and ensure accuracy and integrity of revenue and expense reporting
- Identify process improvements that reduce manual effort, increase consistency, and improve the quality and speed of reporting
- Leverage and improve finance tools and data sources (Workday Adaptive, Intacct, Salesforce, BI visualization tools) to raise automation and analytics maturity
How We’ll Measure Success
- Forecasts, trend analysis, and variance insights are trusted by leaders and consistently drive better decisions
- Monthly/quarterly reporting is timely, accurate, and delivers clear “so what / now what” takeaways—not just numbers
- Strong partnership with Accounting results in clean reporting, fewer surprises, and reliable financial narratives
- Improved rigor and repeatability in models and reporting (better assumptions, clearer drivers, more automation, stronger visibility)
- Cross-functional stakeholders view FP&A as a proactive business partner who elevates outcomes, not just reporting
Success here isn’t about checking boxes – it’s about propelling Kinective’s mission to lead the way to intelligent banking. You must bring excellence to your craft, balance resourcefulness with respect, share and celebrate unique expertise and diverse perspectives, and continuously raise the bar as we innovate and grow.
Necessary Qualifications & Competencies
- Bachelor’s degree in Finance, Economics, Accounting, or a related major required
- Minimum 3-5 years of relevant experience, ideally working in FP&A and supporting functional business leaders
- Proven ability to deliver strong variance analysis, forecasting, and performance reporting in a deadline-driven environment
- Consistently demonstrate behaviors that reflect initiative, intelligence, strong attention to detail, and integrity in striving for continuous improvement
- Excellent written and oral communication skills, including the ability to present ideas clearly and effectively.
- Ability to work independently, prioritize effectively, and manage multiple deliverables simultaneously
- Advanced Excel proficiency; practical financial modeling and PowerPoint skills
- Experience with Workday Adaptive, Intacct, Salesforce.com, and BI visualization tools is a plus
- Experience in technology and/or SAAS preferred
- Subscription Revenue analysis experience preferred
Pay, Benefits & Total Rewards
$100,000 – $120,000
The salary range listed reflects the minimum and maximum for this role. Individual compensation is based on experience, qualifications, job-related skills, location, and internal equity, and most offers are not made at the top of the range.
Base pay is one part of Kinective’s Total Rewards package. Depending on the role, employees may also be eligible for bonuses, commissions, or equity. All employees have access to a competitive benefits package designed to support health, well-being, and financial security, including:
- Comprehensive health coverage (medical, dental, vision, prescriptions, life & disability)
- Flexible PTO, 11 company holidays, and generous parental and caregiver leave
- An immediately vested 401(k) with company contributions
- Wellness resources and professional development opportunities
If you’ve made it this far, we’d love to hear from you. Click Apply to start the conversation, even if you’re not sure you check every box. Learn more about Kinective at .
Please note that this role does not currently offer sponsorship opportunities.
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