Overview
A financial services organization is seeking a strategic finance leader to join their Strategic Finance team supporting Horizontal business lines. This role is part of the Revenue Finance group and focuses on consolidated top-line forecasting, portfolio performance analysis, and partnering with cross-functional teams including Analytics, Credit, Capital, and Investor Relations. The position involves providing strategic insights to senior leadership to drive decision-making and business growth.
Responsibilities
- Act as the primary finance partner to Credit, Capital, Product, and Investor Relations teams, representing Revenue Finance in key meetings and aligning on performance and priorities.
- Develop and maintain assumption-driven user and loan portfolio mix models by collaborating cross-functionally to validate inputs and ensure models reflect current business dynamics.
- Monitor performance against forecasts at portfolio, user, and segment levels; analyze variances, identify root causes, and provide forward-looking insights to inform adjustments and actions.
- Own consolidated reporting across metrics such as Top of Funnel, Conversion, Users, Volume, and Loan Mix; analyze key drivers including mix, credit, pricing, and commercial impacts.
- Support strategic initiatives by evaluating trade-offs and profit and loss implications to guide business and investment decisions.
- Translate complex analyses into clear, executive-level narratives that drive insight, inform strategy, and align stakeholders.
Requirements
- Minimum 8 years of experience in analytical roles such as strategic finance, investment banking, consulting, data science, or analytics with demonstrated impact on business outcomes.
- Proven ability to operate with ownership and influence in fast-paced, ambiguous environments.
- Strong critical thinking, problem-solving skills, and business judgment with the ability to connect detailed analyses to broader strategic contexts.
- Experience partnering with senior stakeholders and influencing cross-functional decisions.
- Expertise in financial modeling.
- Working knowledge of SQL and experience with data visualization tools (e.g., Sigma or similar) preferred.
Preferred Qualifications
- Familiarity with fintech, lending, and payments business models.
- Experience leveraging AI-driven tools (e.g., Cursor, Claude Code) to enhance analytical workflows and insight generation.
Compensation & Benefits
- Pay Grade: M
- Equity Grade: 8
- Base salary range for select U.S. states (CA, WA, NY, NJ, CT): $180,000 - $230,000 per year.
- Base salary range for all other U.S. states: $160,000 - $210,000 per year.
- New employees typically start at the lower end of the pay range.
- Total compensation package 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 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) allowing 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 reasonable accommodations for candidates with disabilities.
- For U.S. positions potentially based in Los Angeles or San Francisco, qualified applicants with arrest and conviction records will be considered in accordance with local fair chance hiring ordinances.