Overview
This role supports the formation and operational build-out of a bank finance function during a pivotal period of growth. Reporting to the Bank CFO, the Bank Head of FP&A will help build the team and lead day-to-day finance operations, including forecasting, budgeting, financial modeling, capital stress testing, performance reporting, and executive decision support.
Responsibilities
- Team Leadership & Talent Development: Build and lead the Bank strategic finance team, providing strategic direction, recruitment, and coaching as the function is established.
- Financial Planning & Analysis: Lead end-to-end forecasting and the budget process, ensuring alignment with organizational goals during the startup phase; perform rigorous financial analysis to inform strategic decision-making.
- Financial Modeling: Develop and maintain complex financial models to support strategic planning, scenario analysis, and forecasting for the Bank.
- Capital Strategy: Oversee capital stress testing and ongoing monitoring; partner cross-functionally to validate inputs, pressure-test key drivers, and ensure outputs reflect current business dynamics.
- Performance Management & Reporting: Monitor performance against forecasts, diagnose variances, identify root causes, and deliver forward-looking insights to drive action.
- Strategic Decision Support: Provide decision support for strategic initiatives by evaluating trade-offs and P&L implications; translate complex analyses into clear, executive-ready narratives.
- Cross-Functional Partnership: Partner closely with cross-functional teams to integrate financial workflows.
Requirements
- 8+ years of 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, with strong critical thinking and problem-solving skills.
- Strong business judgment, including the 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.
- Familiarity with fintech, lending, and payments business model preferred.
Preferred Qualifications
- Experience in fintech, lending, and payments business model.
- Experience with data visualization tools.
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, wellness, and tech spending
- Benefits including 100% subsidized medical coverage, dental and vision for you and your dependents
Additional benefits include:
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Health care coverage (premiums covered for all levels of coverage for you and your dependents)
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Flexible Spending Wallets (generous stipends for Technology, Food, various Lifestyle needs, and family forming expenses)
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Time off (competitive vacation and holiday schedules)
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ESPP (employee stock purchase plan enabling you to buy shares at a discount)
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Visa sponsorship is not available for this position.
Location
- Remote-first: The majority of roles are remote, and you can work almost anywhere within the country of employment. Some proximal roles may occasionally require working out of an assigned office.
- A limited number of roles remain office-based due to the nature of job responsibilities.
Additional Information
- For U.S. positions that could be performed in Los Angeles or San Francisco, the employer will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance and Los Angeles Fair Chance Initiative for Hiring Ordinance.