Financial Analyst

🚀 We're Hiring: Financial Analyst at SWIVEL 🚀

Are you a data-driven thinker with a passion for pricing strategy and financial analysis? SWIVEL is looking for a skilled and motivated Financial Analyst to help shape revenue and pricing strategies across the education and financial institution sectors.

In this role, you’ll:

📊 Analyze revenue opportunities and support strategic planning
💡 Design pricing models for SaaS and card processing services
📈 Contribute to forecasting, budgeting, and profitability analysis
🤝 Collaborate with cross-functional teams to drive innovation and growth

We’re looking for candidates with:
✅2+ years in financial analysis or pricing
✅Strong Excel skills (pivot tables, formulas, linked templates)
✅ Experience with large datasets, forecasting, and pricing strategy
✅ Familiarity with Power BI, Workday, and Salesforce is a plus
✅ A proactive, collaborative mindset

📍 Based in San Antonio, TX OR Grand Rapids, MI

If this sounds like you, or someone in your network, let’s connect! Drop me a message or apply directly.

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.