Credit risk analytics co - op student supporting Sun Life’s global financial services operations. Developing risk methodologies, reporting, model validation, and portfolio analytics.
About the role
- Senior Analyst supporting cross-functional financial initiatives for Benevity's money movement business. Collaborating with multiple teams to build financial models and streamline reporting processes.
Responsibilities
- Build and maintain financial models for our money movement business, translating business goals into measurable financial plans.
- Analyze key business drivers and donation trends, leveraging AI-assisted tools to surface insights that inform business decisions.
- Monitor and report on key payments metrics (e.g., DV, CSF, CAC, LTV, transaction volume, payment success rates), flagging trends or anomalies for review.
- Work closely with the FP&A, Product and FinOps teams, contributing to financial planning cycles and supporting cross-functional priorities.
- Act as a reliable finance resource for Product and FinOps teams, helping translate business needs into financial frameworks.
- Support product roadmap evaluations and go-to-market analysis by building pricing models and contributing financial perspectives to cross-functional discussions.
- Contribute analysis and financial framing to support investment prioritization discussions.
- Assist in preparing management reporting packages, internal dashboards, and finance presentations; use AI tools to streamline report generation and data visualization.
- Translate financial data into clear narratives for internal stakeholders, highlighting performance trends, risks, and opportunities in the money movement business.
- Identify and support improvements to financial processes and reporting workflows, leveraging AI and automation tools to increase efficiency and reduce manual effort.
- Support documentation and maintenance of financial controls, ensuring data integrity and consistent reporting standards.
- Participate in the rollout and adoption of a new integrated business planning solution.
Requirements
- 4–6 years of experience in FP&A, strategic finance, investment banking, consulting, or a similar analytical finance role.
- Proven ability to build financial models from scratch, including P&Ls and operating models, and translate outputs into clear, defensible recommendations for finance and non-finance stakeholders.
- Experience working cross-functionally with product, engineering, or operations teams in a tech company or payments/fintech environment.
- A curious, analytical mindset with the ability to break down ambiguous problems, synthesize data, and communicate findings clearly to non-finance audiences.
- Eagerness to adopt AI tools to improve the quality and speed of financial work.
- Clear written and verbal communication skills, with the ability to translate complex financial data into concise narratives for diverse audiences.
- Collaborative working style with a willingness to roll up your sleeves and build credibility through consistent, high-quality work.
- Bachelor's degree in Finance, Economics, Business, or a related field required.
- Experience in a SaaS or consumption-based business model and familiarity with modern financial planning tools (e.g., Pigment, Adaptive, Anaplan) are a plus.
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- Bonuses
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