Strategic Finance Lead (Revenue)

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 and involves driving company strategy, providing real-time forecasts and analytics, and guiding the company toward achieving its financial goals.

Responsibilities

• Partner with cross-functional leaders including Product, Growth Analytics, Credit, Revenue, and Merchant Pricing teams to drive business outcomes through strategic and analytical support.
• Build and maintain financial models to forecast, reconcile, and explain variances across various metrics.
• Collaborate with the machine learning modeling team to integrate financial models with aggregated ML forecasts.
• Establish top-line performance metrics and targets, analyze and report financial performance to executives and company leaders, and drive accountability for results.
• Design and deliver scalable automated user and financial dashboards and analytics for cross-departmental and executive use.

Requirements

• 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 company executives.
• Passion for disrupting the lending and financial industry.
• Strong sense of ownership, intellectual curiosity, and ability to think creatively and critically in a fast-paced, dynamic, and often ambiguous environment.
• Proficiency in Excel (preparedness for a financial model case study is 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: 6
• Base pay range for California, Washington, New York, New Jersey, Connecticut: $145,000 - $205,000 per year.
• Base pay range for all other U.S. states: $128,000 - $188,000 per year.
• Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health, wellness, and technology spending, and benefits.
• Benefits include 100% subsidized medical coverage, dental and vision for employees and their dependents.
• Additional benefits include flexible spending wallets 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 position within the United States.
• Employees can work from almost anywhere within their country of employment.
• Some roles may require occasional work from an assigned office depending on job responsibilities.

Additional Information

• Visa sponsorship is not available for this position.
• The employer is committed to providing an inclusive interview experience and will provide reasonable accommodations for candidates with disabilities.
• For U.S. positions potentially performed in Los Angeles or San Francisco, the employer will consider qualified applicants with arrest and conviction records in accordance with local fair chance hiring ordinances.