Financial Analyst at SWBC Swivel

SWIVEL is seeking a skilled and driven analyst to support revenue and pricing strategies across both the education and financial institution sector. This role plays a critical part in enabling growth through data-driven insights, supporting new sales opportunities, and enhancing forecasting and budgeting processes. You’ll also help manage interchange fees and design pricing models tailored to our Software as a Service (SaaS) and card processing services for schools and financial institutions.

Why you'll love this role:

In this role, you’ll have the opportunity to grow professionally while making a meaningful impact in two dynamic markets. You’ll work for an organization that values your ideas and contributions, and you’ll be part of a collaborative team that supports innovation and continuous improvement. At SWIVEL, we encourage team members to advance, share ideas, and develop both professionally and personally.

Essential duties include the following:

• Analyze sales opportunities and potential revenue within the education and financial institution sectors, supporting revenue forecasts and strategic planning.
• Conduct profitability analysis for school and financial institution clients.
• Prepare revenue forecasts and contribute to the annual budget.
• Provide oversight and analysis of interchange fees as they relate to school and financial institution transactions.
• Develop and recommend pricing strategies for new clients and conduct pricing reviews for existing partners in both markets.
• Identify and implement new pricing models tailored to the needs of educational institutions and financial organizations.
• Compile, analyze, and report financial data to support decision-making across both segments.
• Collaborate with cross-functional teams to align pricing strategies with market trends and client-specific requirements.
• Work with large and complex data sets to identify trends, anomalies, and actionable insights.
• Collaborate with data team to help develop reporting tools/dashboards to be utilized to identify key performance indicators.
• Ensure data integrity and accuracy in all financial models and reporting outputs.
• Perform other duties as assigned.

Serious candidates will possess the minimum qualifications:

• Bachelor’s degree in Finance or Accounting from an accredited four-year college or university.
• Minimum of two (2) years of experience in financial analysis or pricing.
• Experience in the Payments industry preferred; familiarity with education and financial services is a plus.
• Strong understanding of business processes and pricing models.
• Excellent organizational, planning, and multi-tasking skills.
• Advanced data analysis and problem-solving capabilities.
• Strong communication skills, both verbal and written.
• Ability to build relationships and collaborate across teams.
• Proficiency in Microsoft Office (Outlook, Word, Excel); Salesforce experience preferred.
• Ability to travel locally or nationally as needed.
• Comfortable working in a sedentary office environment with occasional lifting (up to 20 lbs).

SWIVEL offers*:  

• Competitive overall compensation package
• Work/Life balance 
• Employee engagement activities and recognition awards 
• Years of Service awards
• Career enhancement and growth opportunities 
• Leadership Academy and Mentor Program
• Continuing education and career certifications 
• Variety of healthcare coverage options
• Traditional and Roth 401(k) retirement plans 
• Lucrative Wellness Program

*Based upon employee eligibility 

Additional Information:

SWIVEL is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWIVEL does not hire tobacco users as allowed by law.

To learn more about SWIVEL, visit our website at https://www.getswivel.io/. If interested, please click the appropriate apply button.