Sr. Manager - Loan Portfolio & Revenue (R14333)

Overview

This role owns and evolves revenue forecasting and lending portfolio planning capabilities. You will build and improve sophisticated financial models, translate complex operating and credit trends into clear insights, and help senior leaders understand the risks, opportunities, and drivers behind long-term business performance.

The position sits at the intersection of FP&A, Credit, Product, Data, Accounting, and Operations.

Responsibilities

• Own the development, maintenance, and enhancement of comprehensive revenue forecasting models, including drivers, scenarios, sensitivities, and long-range planning.
• Manage lending portfolio balance and roll-forward models covering originations, repayments, prepayments, charge-offs, loss curves, delinquency trends, and related credit-performance assumptions.
• Partner with Credit, Product, Data, Accounting, Operations, and business leaders to improve forecast inputs, understand performance trends, and identify emerging risks and opportunities.
• Lead strategic financial analysis to support business planning, capital allocation, growth initiatives, pricing, product decisions, partnerships, and potential M&A opportunities.
• Develop clear forecast narratives and communicate key drivers, variances, risks, and opportunities to senior leadership.
• Prepare high-quality materials for executive, investor, and Board discussions, translating complex financial and operating topics into concise, decision-ready insights.
• Improve the scalability, transparency, governance, and documentation of financial models and planning processes.
• Automate analyses and improve modeling workflows to increase efficiency, consistency, and confidence in forecast outputs.
• Support the evaluation and migration of core planning models into enterprise forecasting platforms such as Anaplan or Pigment where appropriate.
• Mentor and develop finance team members as the FP&A organization grows.
• Identify opportunities to improve forecasting, planning, modeling, and financial decision-making across the organization.
• Propose practical ways to use AI and automation to accelerate analysis, improve model validation, strengthen documentation, and surface insights faster.
• Use AI tools thoughtfully to reduce manual work and improve decision-making speed.

Requirements

• 8+ years of progressive experience in FP&A, strategic finance, corporate finance, investment banking, private equity, lending, fintech, or a related field.
• Demonstrated expertise building complex, driver-based financial models and cost-benefit analyses.
• Strong experience in lending, consumer credit, structured finance, or another related financial-services environment.
• Experience with portfolio balances, roll-forwards, loss curves, charge-offs, delinquency trends, and credit-performance assumptions.
• Strong experience using data to understand business performance, evaluate scenarios, and identify forward-looking risks and opportunities.
• Experience using SQL, Python, R, dbt, or similar tools to automate, validate, or analyze financial models.
• Proven ability to translate complex financial analysis into clear recommendations for executive and Board-level audiences.
• Experience preparing senior leadership or Board materials, including forecast updates, financial-performance presentations, and strategic analyses.
• Strong cross-functional leadership skills with the ability to partner effectively across Finance, Credit, Product, Operations, Data, and executive leadership.
• Advanced Excel and presentation skills.
• Strong analytical judgment, problem-solving skills, and attention to detail.

Preferred Qualifications

• M&A, corporate development, investment banking, private equity, or transaction-modeling experience.
• Experience in a high-growth, technology-enabled financial services or fintech environment.
• Experience managing, mentoring, or developing finance professionals.
• Experience with enterprise forecasting platforms such as Anaplan, Pigment, or similar tools.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• MBA, CFA, CPA, or similar advanced credential.
• Experience using AI-enabled finance, analytics, or productivity tools to improve forecasting, analysis, documentation, or decision-making.
• Experience using AI tools (ChatGPT, Copilot, or similar) to improve personal productivity.

Compensation & Benefits

• US salary range for this full-time position: $112,500 - $180,000
• Benefits available to eligible employees (US):
  • Medical, Dental & Vision Insurance
  • 401(k) including company match
  • Flexible PTO and Parental Leave
  • Company-paid Life & Disability Insurance
• Benefits vary by country of employment.
• The salary range reflects base pay only and does not include other compensation elements or benefits.

Location

• Full-time position (remote).
• US salary range applies to this posting.