Overview
This role involves helping build and lead FP&A for a forming bank as part of a pivotal growth period. Reporting to the Bank CFO, the Bank Head of FP&A will be central to forming the foundational finance team and driving day-to-day finance operations.
Responsibilities
- Team Leadership & Talent Development: Build and lead the Bank strategic finance team, including 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 the startup phase; perform rigorous financial analysis to support strategic decision-making.
- 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 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
- Minimum 8+ years relevant experience in analytical roles (e.g., strategic finance, consulting, data science, or analytics), with demonstrated impact on business outcomes
- Minimum 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; 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. 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, dental and vision for you and your dependents).
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
Benefits highlights
- Health coverage at no cost: covers 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 to recharge: flexible time off and generous holiday calendars
- Employee stock purchase plan (ESPP): ability to buy company stock at a discount
Visa sponsorship: Visa sponsorship is not available for this position.
Location
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, and 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.
For positions based in San Francisco or Los Angeles: qualified applicants with arrest and conviction records are considered as required by law.