Finance Business Manager - Payments Client Onboarding and Service - Sr Associate

As a Finance Business Manager, you will serve as a strategic partner to Payments leadership, driving business performance, risk management, and key initiatives alongside senior leaders and cross-functional teams. You will deliver operational and financial insights, executive-ready materials, and robust performance management, while ensuring strong controls and effective stakeholder communications. This role combines analytical rigor and governance oversight with hands-on support for client onboarding and service excellence, emphasizing structured execution and measurable results.

Job Responsibilities

• Deliver impactful business performance analytics, financial reporting, and operational dashboards that empower CS&I leadership to make strategic, data-driven decisions.
• Monitor, analyze, and communicate key performance indicators, service metrics, and project outcomes to drive operational excellence and continuous improvement.
• Leverage knowledge of business, finance, banking, credit, and risk management to help identify, recommend, and promote solutions that best serve clients and support portfolio profitability.
• Assist in portfolio governance by tracking initiatives, monitoring progress, and preparing materials for leadership reviews and steering committees.
• Proactively identify, escalate, and mitigate business risks; ensure robust risk and control documentation to maintain compliance with firm standards.
• Prepare executive-ready presentations, business cases, and narratives that synthesize complex information into actionable insights for senior stakeholders.
• Facilitate cross-functional collaboration with Finance, Operations, Technology, and other partners to optimize planning, budgeting, forecasting, and expense management for CS&I.
• Serve as the chief of staff for the regional CS&I team, orchestrating strategic meetings, setting agendas, and ensuring follow-through on key initiatives with leadership and cross-functional partners.
• Contribute to process improvement initiatives, automation projects, and best practice sharing across the business.

Required skills, capabilities and Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics, Engineering, or related field.
• 5+ years of experience in financial services, business management, or a similar strategic role.
• Advanced proficiency in Excel and PowerPoint.
• Strong analytical skills, attention to detail, and ability to distill complex information into key insights.
• Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
• Comfortable working in a fast-paced, consulting-style environment.
• Fluent in English

Preferred skills, capabilities and Qualifications

• Experience with Alteryx or Tableau is a plus.
• Experience in Payments or understanding of payments products and processes is preferred.
• Fluent in Spanish is a plus.

Personal Attributes

• Growth mindset and intellectual curiosity.
• Proactive, self-motivated, and resilient under pressure.
• Strategic thinker with a control mindset and commitment to business integrity.