Overview
The organization is seeking a self-motivated and resourceful Bank Head of FP&A to join during a pivotal moment of growth. As the bank is currently in its formation phase, the role will help build foundational team capabilities and lead day-to-day finance operations.
This position reports to the Bank CFO.
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 the end-to-end forecasting and budget process, ensuring alignment with organizational goals during this critical 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 provide forward-looking insights to drive action.
- Strategic Decision Support: Provide decision support on strategic initiatives, 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 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, with 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.
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. The pay structure is based on factors including location, experience, and job-related skills.
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, and benefits (including 100% subsidized medical coverage, plus dental and vision for you and your dependents).
Benefits Highlights
- Health coverage at no cost: 100% of premiums for employees and their dependents.
- Spending stipends: Monthly stipends to support your tech setup and options for health and wellness.
- Time off: Flexible time off and generous holiday calendars.
- Equity opportunity: Employee stock purchase plan (ESPP) to buy stock at a discount.
Location & Work Model
Remote-first with flexibility built in: Most roles can be done from almost anywhere within the country of employment. Some positions may occasionally require in-person work at an office, while a few are office-based due to the nature of the work. All new hires will be invited to attend an in-person onboarding experience.
Visa sponsorship: Not available for this position.
Additional Notes
For positions based in San Francisco or Los Angeles: the organization considers qualified applicants with arrest and conviction records, as required by law.
The organization is committed to an inclusive interview process and provides accommodations for candidates with disabilities.