Overview
A financial services organization is seeking a Strategic Finance professional to support the growth of its top-line revenue streams with large business-to-business (B2B) merchant partners. This role is part of the Revenue Finance group within the Finance team, which manages financial planning, accounting, pricing, vendor management, tax, investor relations, and corporate development to ensure financial soundness and strategic positioning for growth.
Responsibilities
- Partner with cross-functional leaders including Product, Growth Analytics, Credit, Revenue, and Merchant Pricing teams to drive business outcomes through strategic and analytic support.
- Build and maintain financial models to forecast, reconcile, and explain variances across key metrics.
- Collaborate with machine learning modeling teams to integrate financial models with aggregated ML forecasts.
- Establish top-line performance metrics and targets; analyze and report realized financial performance to executives and company leaders, driving accountability.
- Design and deliver scalable automated user and financial dashboards and analytics for cross-departmental and executive use.
Requirements
- Minimum 5 years of experience in fast-paced analytical roles such as strategic finance, investment banking, consulting, data science, or analytics.
- Exceptional analytical skills with the ability to synthesize complex financial information into clear, concise reports.
- Strong attention to detail combined with the ability to see the big picture and evaluate analyses within a strategic business context.
- Excellent interpersonal and communication skills, capable of effective cross-functional collaboration and presenting to executives.
- Passion for disrupting the lending and financial industry.
- Strong sense of ownership, intellectual curiosity, and ability to think creatively and critically in a dynamic, fast-paced, and often ambiguous environment.
- Proficiency in Excel (preparedness for financial model case studies expected).
- Comfort with SQL, Looker, and/or other data visualization tools; Python knowledge is a plus.
Preferred Qualifications
- Experience building contextual models or files.
- Experience with merchant payments and/or providing analytical support to B2B client relationship and sales teams.
- Curiosity and experience in building processes or models involving AI.
Compensation & Benefits
- Pay Grade: K
- Equity Grade: 4
- Base pay range for Canadian employees: $112,000 - $172,000 per year.
- Total compensation package may include monthly stipends for health, wellness, and technology spending.
- Benefits include 100% subsidized medical coverage, dental, and vision for employees and their dependents.
- Eligibility for equity rewards offered by the parent company.
- Additional benefits include generous stipends for technology, food, lifestyle needs, and family-forming expenses.
- Competitive vacation and holiday schedules.
- Employee Stock Purchase Plan (ESPP) enabling purchase of company shares at a discount.
Location
- This is a remote-first role with flexibility to work from almost anywhere within the country of employment.
- Some roles may require occasional work from an assigned office depending on job responsibilities.
Additional Information
- The organization is committed to providing an inclusive interview experience and will provide reasonable accommodations to candidates with disabilities.
- For U.S. positions based in Los Angeles or San Francisco, the employer will consider qualified applicants with arrest and conviction records in compliance with local fair chance hiring ordinances.