Strategic Finance Analyst, Operations

Overview

Strategic Finance supports the organization in developing and executing its growth strategy by driving financial visibility and accountability, grounded in facts and supported by strong cross-functional relationships.

Global Operations is responsible for end-to-end member servicing and operational support across products, including account opening, loan funding, member support, fraud operations, and service readiness. This role helps translate key operational drivers into forecasts, budgets, KPI insights, and investment tradeoffs to enable disciplined, data-driven decisions.

Responsibilities

• Facilitate annual, quarterly, and intra-quarter financial forecasting for the Operations function
• Support the monthly close and budget vs. actuals analysis in partnership with accounting and strategic finance partners to drive clarity and accountability on expense trends for Operations and Business leadership
• Assess whether the firm should deviate from the forecasted quarterly plan by weighing financial and strategic trade-offs
• Work with stakeholders within Operations and the FP&A team to create and communicate regular guidance on forward-looking financial performance
• Enable Operations teams to prioritize initiatives and make real-time decisions by evaluating and sizing impacts on volumes, revenues, and variable profit
• Partner with the Data team to identify, monitor, and interpret key performance metrics
• Prepare internal and external materials to support management discussion and analysis of key financial and business performance indicators (e.g., demand planning, budget vs. actuals, operational-specific KPIs)

Requirements

• 6+ years of experience, ideally in financial services, operations, private equity, FP&A, consulting, or corporate finance
• Experience preparing and presenting information to key decision-makers
• Excellent verbal and written communication skills
• Advanced technical proficiency, including ability to leverage tools such as Excel, Workday, Google Suite, SQL, and emerging AI technologies to solve complex problems
• Collaborative working style with demonstrated ability to build strong cross-functional relationships
• Inquisitive mindset, attention to detail, diligence, and a flexible attitude
• Ability to thrive in unstructured environments and ambiguous problem spaces
• Time and project management skills
• Bachelor’s degree in Economics, Finance, Accounting, or a related field

Compensation & Benefits

• The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
• Comprehensive and competitive benefits are offered.

Location

• Remote work is not available from Hawaii, Alaska or Puerto Rico at this time.

Equal Employment Opportunity

The organization provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to protected characteristics under applicable law.

Pursuant to the San Francisco Fair Chance Ordinance, qualified applicants with arrest and conviction records will be considered.

The organization offers reasonable accommodations to candidates with physical or mental disabilities. If accommodations are needed to participate in the application or interview process, request accommodations through the recruiting team.

Additional Information

Internal employees should not apply through this posting and should use the internal job board to apply to open roles.