California Payments Associate

Job Summary

Supporting Payments Advisors in the Southern California market, the full-time California Payments Associate will manage client pipelines, conduct financial modeling, and analyze payment processes while working remotely.

Key responsibilities

• Organize and manage pipelines, preparing new business deliverables for corporate clients and prospects
• Generate analytical materials and collaborate with support partners for new client meetings
• Build client relationships and work with Payments Advisors on strategy and solution roadmaps to drive revenue

Required qualifications

• Bachelor's Degree in Business (Accounting, Finance, Economics) or Technical Sciences (Computer Science, Engineer, Physics) preferred
• 1-3 years of experience in business, finance, technology, or relevant fields required
• Strong knowledge of Microsoft Office Suite, Salesforce, and Tableau
• Proficient in financial modeling and financial statement analysis
• Ability to analyze and synthesize large data sets and industry trends