[Remote] Business and Financial Performance Manager - Remote
Note: The job is a remote job and is open to candidates in USA. Velera is the nation’s premier payments credit union service organization and an integrated fintech solutions provider. The Business and Financial Performance Manager role is responsible for leading financial performance management for the Contact Center Services & Solutions business unit, ensuring visibility into performance and driving actions to improve revenue and cost efficiency.ResponsibilitiesLead financial performance management for the Contact Center, including monitoring and improving revenue, expense, and margin outcomes against planOwn and execute forecasting, planning support, and in-period performance analysis, translating operational drivers into actionable insights and recommended actionsMonitor business performance against financial targets, proactively identifying risks and opportunities and driving corrective actions in partnership with leadershipDevelop and maintain cost-to-serve models and financial frameworks that inform pricing, operational decisions, and long-term planningAnalyze financial and operational trends to provide clear, data-driven recommendations that improve profitability and operational efficiencyPartner cross-functionally with Operations, Finance, Pricing, and Sales to align financial targets with operational execution and client commitmentsProvide financial evaluation and decision support for business cases, investments, and new initiatives, including revenue projections, cost impacts, and return analysisDrive continuous improvement in financial reporting, forecasting, and performance management processes to enhance visibility, accuracy, and speed of decision-makingServe as a key financial advisor to Contact Center leadership, influencing decisions through insights and business expertisePerform all other duties as assignedSkillsBachelor's degree in Finance, Accounting, Economics, Business, or a related field required6+ years of experience in financial planning, forecasting, financial analysis, or business performance managementAbility to build and maintain complex financial and cost-to-serve models that support pricing and profitability decisionsProven ability to translate operational metrics into financial outcomes and business impactAdvanced analytical skills with the ability to synthesize large, complex datasets into actionable insightsStrong understanding of how pricing, service models, contracts, and operations influence financial performanceAbility to identify risks and opportunities and drive data-informed recommendations to improve business outcomesStrategic thinking skills with the ability to connect near-term performance to long-term business objectivesExcellent communication skills with the ability to clearly translate complex financial concepts to non-financial stakeholdersDemonstrated ability to influence decision-making and build strong cross-functional partnershipsStrong problem-solving capabilities with the ability to identify root causes and drive resolution in a complex environmentAbility to manage multiple priorities, work independently, and deliver results in a fast-paced, dynamic settingAdvanced proficiency in Excel and experience with business intelligence tools (e.g., Qlik, Power BI) to support reporting and decision-makingAdvanced degree (MBA or similar) preferredExperience supporting or driving financial performance within a complex, service-based or contact center environment preferredDemonstrated experience in cost modeling, pricing analysis, or profitability optimizationExperience partnering cross-functionally with Finance, Operations, and business leadership to influence decision-makingExperience working with large datasets, financial systems, and business intelligence toolsBenefitsCompetitive wagesMedical with telemedicineDental and VisionBasic and Optional Life InsurancePaid Time Off (PTO)Maternity, Parental, Family CareCommunity Volunteer Time Off12 Paid HolidaysCompany Paid Disability Insurance401k (with employer match)Health Savings Accounts (HSA) with company provided contributionsFlexible Spending Accounts (FSA)Supplemental InsuranceMental Health and Well-being: Employee Assistance Program (EAP)Tuition ReimbursementWellness programBenefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditionsCompany OverviewVelera provides financial technology and processing solutions for credit unions. It was founded in 1977, and is headquartered in St. Petersburg, Florida, USA, with a workforce of 1001-5000 employees. Its website is https://www.velera.com.