Senior Revenue Analyst

About us:

Branch is on a mission to empower workers with financial freedom. We do this by helping companies accelerate payments and providing working Americans with accessible, free financial services. We’re committed to building and delivering more inclusive, transparent, and frictionless financial products.

Our goal of empowerment extends to our own employees, too. Have a great idea? Share it today and it might just get implemented tomorrow. As a member of our team, your voice and creativity matter—and they can directly impact our products, company, and culture. 

We not only focus on attracting great talent from across the country, but also on building teams that help that talent thrive. That means valuing a diversity of opinions and working styles, while creating a shared belief in innovation, initiative, and winning together.

Come join our team as we develop new ways to improve the lives of working Americans.

About the role:

As a Senior Revenue Analyst at Branch, you will play a pivotal role in driving financial decision-making and shaping the future of our organization. You will be responsible for building out and owning the Product P&L process from ideation to launch, as well as providing strategic insights to support growth and sustainability on pre-sales KPIs through revenue across multiple dimensional views.

Key Responsibilities:

• Financial Modeling: Build and maintain complex financial models to forecast revenue by product, segment, and vertical; develop segmented, cohort-based revenue model; Own Sales Estimated ARR construct; Perform cash flow analysis.

• Financial Analysis: Conduct in-depth financial analysis, identify trends, and provide insights to support informed decision-making. Analyze and report on product revenue and profitability; Analyze value of deals on segmented basis to determine estimated ARR calculation strategy; Continuously analyze and report comparison of actuals to pre-launch bookings estimates.

• Strategic Planning: Assist in the development of long-term financial strategies and business plans; Work closely with Business Development to build sensitivity analyses of newly proposed initiatives; Partner with Product Development to identify financial goals, pricing and costs of product ideas; Investigate & test AI tools for scenario planning and sensitivity analyses.

• Reporting: Prepare and present financial reports and dashboards to senior management and stakeholders, highlighting key financial metrics and performance indicators.

• Forecasting: Integrate revenue projections into the annual budgeting and monthly forecasting process, working closely with cross-functional teams to gather input and assumptions; Develop iterative revenue forecasting models with dynamic sensitivity analysis to enhance accuracy and adaptability; Work with Revenue Analytics/Data team to evaluate new data streams to ensure more accurate estimated ARR estimates.

Qualifications:

• Education: Bachelor’s degree in finance or a related field. MBA or advanced degree is a plus.

• Experience: 5-7 years of experience in revenue analysis, financial analysis, revenue operations or similar role within the payments industry, with a focus on the acquiring side, ideally in start-up, small to mid-sized company environments.

• Technical Skills: Advanced proficiency in Excel; Experience with BI tools like Tableau, Power BI, and/or Looker for data visualization; SQL experience a plus; familiarity with CRM platforms (e.g. Hubspot).

• Communication Skills: Excellent verbal and written communication skills, including the ability to develop, interpret and present complex financial data, with particular insight into developing and comparing cohort results to portfolio results.

• Problem-Solving: Strong critical thinking and problem-solving skills, with a proactive approach to addressing challenges; Detail-oriented with a high level of accuracy.

• Mindset: Remain highly organized managing multiple initiatives while continuously being proactive in a fast-past, growing company.

Compensation: The base compensation range for this role is $120-130k.  

The salary range displayed reflects an average base salary range for the position across all the US. The base salary offered to an applicant could be higher or lower based on each applicant's specific skill set, depth of experience, relevant education or training, etc. The base salary range listed excludes commission/ bonus/ equity or benefits.

Benefits: 

• Remote-first work culture (domestic USA)

• Branch-paid medical, dental, and vision insurance 

• Equity

• 401k

• Flexible time off

• Paid company holidays

• Paid parental leave (eligible after 6 months of employment)

Working at Branch

A remote-first company with employees located throughout the U.S., Branch emphasizes transparency, accountability, and trust to create a collaborative environment where our product, engineering, marketing, customer support, customer success, and sales teams can all thrive together.  Learn more about what we do in this video!

Our collaborative spirit has helped us become an award-winning fintech company, with Branch’s innovation and workplace recognized across industries. Branch has been honored by Inc., the Webby Awards, Benzinga Fintech Awards, Fintech Breakthrough Awards, Top Workplaces USA, Great Places to Work, and EY Entrepreneur of the Year, Heartland, among others.  

Learn more about our culture, approach, technology, and people here: https://www.branchapp.com/about

Branch is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Must be currently authorized to work in the USA without sponsorship or transfer.

No third-parties, please.