Sr. Financial Analyst

Come grow with us! Marquis is the largest provider of data analytics software, services, and consulting to financial institutions in the world, providing scalable, results-driven marketing, sales, and compliance solutions for over 35 years. Founded in the late 1980s, Marquis provides compliance, marketing, and data solutions for over 700 financial institutions. Responsibilities: Monthly/Quarterly/Annual reporting and forecasting Take the lead/ownership of actualizing vs budget with accompanied analysis and commentary. This includes externally with Board and lenders, and internally with budget owners. Assist CFO, business leaders, and budget owners in annual planning and rolling forecast process. Weekly KPI reporting Learn and take ownership of the weekly KPI reporting for bookings, retention, and pipeline tracking. This includes daily updates to bookings data. Work with CFO and business leaders across the org on add-hoc data and analysis projects. Learn the workings of the separate business functions and become a strategic partner they can rely on for strategy and planning. Requirements: 2-3 years of experience. Time with Big 4 required. Knowledgeable/skilled in Office Apps plus experience/usage through ERP, CRM, and FP&A software. Local to either Utah (Lehi Area) or Plano, Texas area with ability to be in office majority of the time initially. Marquis is an equal opportunity employer.

Created: 2026-03-04