Overview
This role involves building and leading strategic FP&A (Financial Planning & Analysis) functions for a bank during its formation phase. The position reports to the Bank CFO and will play a central part in both formation and day-to-day operational build-out.
Responsibilities
- Team Leadership & Talent Development: Build and lead the Bank strategic finance team; provide strategic direction, recruitment, and coaching while establishing the function.
- Financial Planning & Analysis: Lead end-to-end forecasting and budgeting; ensure alignment with organizational goals during the startup/formation phase; perform rigorous financial analysis to inform strategic decisions.
- Financial Modeling: Develop and maintain complex financial models to support strategic planning, scenario analysis, and forecasting.
- 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 versus forecasts; diagnose variances, identify root causes, and provide forward-looking insights.
- Strategic Decision Support: Provide decision support for strategic initiatives, evaluating trade-offs and P&L implications; translate complex analyses into executive-ready narratives.
- Cross-Functional Partnership: Partner closely with cross-functional teams to integrate and support 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 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—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, with experience using 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 enter at the start of the pay range.
USA base pay range
- CA, WA, NY, NJ, CT: $185,000 - $245,000
- 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, plus dental and vision for you and your dependents
- Employee Stock Purchase Plan (ESPP): ability to buy stock at a discount
Visa
- Visa sponsorship is not available for this position.
Location
- Remote-first with flexibility built in: Most roles can be performed from almost anywhere within the country of employment.
- Some positions may occasionally require in-person work at an office, and a few are office-based due to the nature of the work.
- New hires will be invited to attend an in-person onboarding experience.
Additional Information
- Inclusive interview process, including accommodations for candidates with disabilities.
- For positions based in San Francisco or Los Angeles: qualified applicants with arrest and conviction records are considered, as required by law.