Overview
A financial services organization is seeking a highly analytical and strategic finance leader to join their Strategic Finance team supporting Horizontal business lines. This role is part of the Revenue Finance group and involves owning consolidated top line forecasting across users and the loan portfolio. The position partners closely with Analytics, Credit, Capital, and Investor Relations to develop a cohesive narrative on portfolio performance and acts as a strategic thought partner to senior leadership.
Responsibilities
- Serve as the primary finance partner to Credit, Capital, Product, and Investor Relations, representing Revenue Finance in key forums and driving alignment on performance and priorities.
- Build and own assumption-driven User and portfolio loan mix models by collaborating cross-functionally to validate inputs, pressure-test key drivers, and ensure outputs reflect current business dynamics.
- Monitor performance against forecast across portfolio, user, and segment levels; diagnose variances, identify root causes, and deliver forward-looking insights on user trends and the overall loan portfolio to inform adjustments and drive action.
- Own consolidated reporting across Top of Funnel, Conversion, Users, Volume, and Loan Mix; synthesize key drivers including mix, credit, pricing, and commercial impacts.
- Provide decision support on strategic initiatives, evaluating trade-offs and P&L implications to inform business and investment decisions.
- Translate complex analyses into clear, executive-ready narratives that drive insight, inform strategy, and align cross-functional stakeholders.
Requirements
- 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 a fast-paced, ambiguous environment.
- Strong critical thinking, problem-solving skills, and business judgment with the ability to connect detailed analyses to broader strategic context and executive-level decisions.
- Experience partnering with senior stakeholders and influencing decisions across cross-functional teams.
- Expertise in financial modeling.
- Working knowledge of SQL and experience with data visualization tools (e.g., Sigma or similar) preferred.
- Visa sponsorship is not available for this position.
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 pay range for California, Washington, New York, New Jersey, Connecticut: $185,000 - $245,000 per year.
- Base pay range for all other U.S. states: $164,000 - $224,000 per year.
- Total compensation package may include equity rewards, monthly stipends for health, wellness, and technology spending.
- 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 enabling purchase of company shares at a discount.
Location
- This is a remote-first position within the United States.
- Employees can work almost anywhere within their 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 that could be performed in Los Angeles or San Francisco, qualified applicants with arrest and conviction records will be considered in accordance with local fair chance hiring ordinances.