What are the responsibilities and job description for the Financial Analyst position at Q2?
As passionate about our people as we are about our mission.
Why Join Q2?
Q2 is a leading provider of digital banking and lending solutions to banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. Our mission is simple: build strong and diverse communities through innovative financial technology—and we do that by empowering our people to help create success for our customers.
What Makes Q2 Special?
Being as passionate about our people as we are about our mission. We celebrate our employees in many ways, including our “Circle of Awesomeness” award ceremony and day of employee celebration among others! We invest in the growth and development of our team members through ongoing learning opportunities, mentorship programs, internal mobility, and meaningful leadership relationships. We also know that nothing builds trust and collaboration like having fun. We hold an annual Dodgeball for Charity event at our Q2 Stadium in Austin, inviting other local companies to play, and community organizations we support to raise money and awareness together.
Summary
The FP&A Analyst supports forecasting, reporting, and financial analysis activities that enable effective decision-making across the business. This role works closely with Finance leaders, senior analysts, and cross-functional partners to ensure accurate financial data, timely analysis, and clear reporting. The Analyst is expected to build strong financial fundamentals, develop business acumen, and progressively increase ownership over time.
Responsibilities
Forecasting & Planning Support
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Health & Wellness
Our Culture & Commitment
We’re proud to foster a supportive, inclusive environment where career growth, collaboration, and wellness are prioritized. And our benefits go beyond healthcare—offering resources for physical, mental, and professional well-being. Click here to find out more about the benefits we offer. Q2 employees are encouraged to give back through volunteer work and nonprofit support through our Spark Program (see more). We believe in making an impact—in the industry and in the community.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or veteran status.
Applicants in California or Washington State may not be exempt from federal and state overtime requirements
Why Join Q2?
Q2 is a leading provider of digital banking and lending solutions to banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. Our mission is simple: build strong and diverse communities through innovative financial technology—and we do that by empowering our people to help create success for our customers.
What Makes Q2 Special?
Being as passionate about our people as we are about our mission. We celebrate our employees in many ways, including our “Circle of Awesomeness” award ceremony and day of employee celebration among others! We invest in the growth and development of our team members through ongoing learning opportunities, mentorship programs, internal mobility, and meaningful leadership relationships. We also know that nothing builds trust and collaboration like having fun. We hold an annual Dodgeball for Charity event at our Q2 Stadium in Austin, inviting other local companies to play, and community organizations we support to raise money and awareness together.
Summary
The FP&A Analyst supports forecasting, reporting, and financial analysis activities that enable effective decision-making across the business. This role works closely with Finance leaders, senior analysts, and cross-functional partners to ensure accurate financial data, timely analysis, and clear reporting. The Analyst is expected to build strong financial fundamentals, develop business acumen, and progressively increase ownership over time.
Responsibilities
Forecasting & Planning Support
- Support forecasting, budgeting, and planning processes for assigned business areas, including expenses, headcount, and/or revenue.
- Prepare and maintain forecast inputs, models, and schedules under guidance from senior FP&A team members.
- Assist in Monthly Forecasts, AOP, and long-range planning cycles by ensuring data accuracy and timely submissions.
- Update forecasts and models based on actual results, approved changes, and revised assumptions.
- Prepare standard monthly and quarterly reporting packages, including variance analysis versus budget, forecast, and prior periods.
- Analyze basic trends and drivers, escalating risks, anomalies, or data issues to senior team members.
- Support explanations of financial performance by gathering data, validating assumptions, and preparing draft narratives.
- Perform structured financial analysis to support business reviews, cost tracking, and operational decisions.
- Assist with scenario modeling and sensitivity analysis under direction from senior analysts or managers.
- Respond to ad hoc data and analysis requests with accurate, well-organized outputs.
- Work with business partners to collect inputs, validate data, and clarify assumptions.
- Collaborate with Accounting to support actuals close, data reconciliation, and variance explanations.
- Partner with other FP&A team members to ensure consistency in data, definitions, and reporting.
- Use FP&A systems and tools (e.g., Anaplan, NetSuite, Workday, Power BI, Excel) to maintain forecasts and reporting.
- Follow established FP&A processes, documentation standards, and control procedures.
- Identify data quality issues or process gaps and raise them to the team for resolution.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
- Typically 5 of experience in finance, FP&A, accounting, or a related analytical role.
- Strong quantitative and analytical skills with attention to detail and accuracy.
- Foundational understanding of financial statements and basic accounting concepts.
- Proficiency in Excel; exposure to FP&A systems (Anaplan a plus) or BI tools is a plus but not required.
- Ability to clearly communicate analysis and ask thoughtful questions.
- Strong organizational skills and ability to manage deadlines in a fast-paced environment.
- Curiosity, willingness to learn, and a proactive mindset.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Health & Wellness
- Hybrid Work Opportunities
- Flexible Time Off
- Career Development & Mentoring Programs
- Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents
- Community Volunteering & Company Philanthropy Programs
- Employee Peer Recognition Programs – “You Earned it”
Our Culture & Commitment
We’re proud to foster a supportive, inclusive environment where career growth, collaboration, and wellness are prioritized. And our benefits go beyond healthcare—offering resources for physical, mental, and professional well-being. Click here to find out more about the benefits we offer. Q2 employees are encouraged to give back through volunteer work and nonprofit support through our Spark Program (see more). We believe in making an impact—in the industry and in the community.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or veteran status.
Applicants in California or Washington State may not be exempt from federal and state overtime requirements