Lead the close process, annual budgeting, quarterly forecasting, and long-range planning for Global Merchant SMB business in partnership with channel finance and global business partners.
Monitor and explain monthly performance versus targets; conduct variance analysis to highlight risks and opportunities.
Deliver high-quality dashboards, presentations, and reports with clear narratives to Finance and executive leadership.
Collaborate with Business Unit (BU) and Corporate Financial Planning and Analysis (FP&A) to align with consolidated financials and reporting cadence.
Partner with Investor Relations and senior executives to craft the story of the business and provide insights that inform executive communications.
Drive automation and process improvements in forecasting and reporting to reduce cycle times and improve accuracy.
Lead ad-hoc analyses for special projects and senior leadership requests.
Responsibilities listed are not intended to be all-inclusive and may be modified as necessary.
Experience you'll need to have:
5+ years of experience in finance or accounting with a focus on revenue and expense management, forecasting, and budgeting for product lines or business units.
Experience conducting variance analysis and performance reporting, translating complex data into executive-ready insights and recommendations.
Advanced proficiency in Microsoft Excel (build driver-based models, pivot tables, lookups) and Microsoft PowerPoint (create clear, concise executive narratives and visuals).
Ability to build and maintain financial models and automate reporting using business intelligence tools (e.g., Power BI or similar).
Bachelor's degree in finance, accounting, or a related field, or equivalent combination of education, related experience and/or military experience.
Experience that would be great to have:
Experience in the payments industry.
Experience with enterprise financial systems (e.g., SAP, BPC, Oracle) and business intelligence tools (e.g., Power BI, PowerPivot).
Experience with Palantir Foundry.
How you'll work:
This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and leads to stronger productivity.
This role requires use of a computer and audio equipment.
Sponsorship:
Benefits at Fiserv:
Fuel Your Life program to support your physical, financial, social, and emotional well-being
Paid holidays and generous time away policies
No-cost mental health support through Employee Assistance Programs
Living Proof program to recognize your peers' extra effort with points redeemable for rewards
Eight Employee Resource Groups to foster a collaborative culture and expand your network
Unparalleled professional growth with training, development, and internal mobility opportunities
Medical, dental, vision, life, and disability insurance options available from day one
Retirement planning including 401k match and discounted shares with the Employee Stock Purchase Plan
Tuition assistance and reimbursement program
Paid parental and military leave
#LI-CR1
This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Massachusetts, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
Please note that salary ranges provided for this role on external
Benefits
Health insuranceDental insuranceVision insurance401(k)Equity / stock optionsParental leave
Additional Information
Calling all innovators - find your future at Fiserv.
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
Job Title
Senior Finance Manager, SMB
About your role:
As a Senior Finance Manager - SMB Global at Fiserv, you are an individual contributor who delivers financial clarity for the Global Small and Medium sized sector across the Merchant Business Unit. You will lead close and planning cycles, transform complex data into executive-ready insights, and champion process improvements that enhance accuracy and efficiency. Partnering with Business Unit and Corporate Financial Planning and Analysis (FP&A) and Global channel finance teams, you align consolidated results and inform decisions that improve revenue performance.
Fiserv · Alpharetta, GA