Overview
This role involves leading Bank FP&A within a financial institution currently in its formation phase. Reporting to the Bank CFO, the Bank Head of FP&A will be central to building the foundational team and driving day-to-day finance operations.
Responsibilities
- Build and lead strategic finance: Recruit, develop, and coach the Bank strategic finance team; provide strategic direction as the function is established.
- Own forecasting and budgeting: Lead the end-to-end forecasting and budget process, ensuring alignment with organizational goals during the startup phase.
- Drive rigorous financial analysis: Perform analysis to inform strategic decision-making.
- Develop and maintain financial models: Create complex models to support strategic planning, scenario analysis, and forecasting.
- Oversee capital stress testing and monitoring: Partner cross-functionally to validate inputs, pressure-test key drivers, and ensure outputs reflect current business dynamics.
- Performance management and reporting: Monitor performance against forecasts, diagnose variances, identify root causes, and provide forward-looking insights.
- Strategic decision support: Evaluate trade-offs and P&L implications for strategic initiatives; translate complex analysis into clear, executive-ready narratives.
- Cross-functional finance workflow integration: Partner closely with cross-functional teams to integrate financial workflows.
Requirements
- 8+ years relevant experience in analytical roles (e.g., strategic finance, consulting, data science, or analytics), with demonstrated impact on business outcomes
- 5+ years of people management experience
- Proven ability to operate with ownership and influence in a fast-paced, ambiguous environment; strong critical thinking and problem-solving skills
- Strong business judgment; ability to connect detailed analyses to broader strategic context and executive-level decisions
- Experience partnering with senior stakeholders and influencing decisions across cross-functional teams
- Financial modeling proficiency; working knowledge of modeling tools and experience with data visualization tools preferred
Preferred Qualifications
- Familiarity with fintech, lending and payments business model
Compensation & Benefits
- Base Pay Grade - M
- Equity Grade - USA 8
- Employees new to the organization typically come in at the start of the pay range.
USA base pay range (CA, WA, NY, NJ, CT): $185,000 - $245,000
USA base pay range (all other U.S. states): $164,000 - $224,000
Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health and wellness and tech spending, and benefits including 100% subsidized medical coverage plus dental and vision for employees and dependents.
- Health coverage at no cost: 100% of premiums for employees and their dependents
- Spending stipends: Monthly stipends for tech setup and the ability to choose health and wellness options
- Time off: Flexible time off and generous holiday calendars
- Employee stock purchase plan (ESPP): Ability to buy stock at a discount
Location
Remote-first with flexibility: Most roles can be done from almost anywhere within the country of employment. Some positions may occasionally require in-person work at an office, and a few may be office-based.
All new hires will be invited to attend an in-person onboarding experience.
Visa sponsorship: Not available for this position.
For positions based in San Francisco or Los Angeles: qualified applicants with arrest and conviction records are considered as required by law.