Strategic Finance Manager / Senior Financial Analyst

Overview

This role is part of a lean, high-ownership finance function supporting core financial infrastructure and strategic decision-making. As the organization scales its earned wage access (EWA) business and expands into new financial products, you will maintain the financial model used for investor and board materials, own budgeting and forecasting, and support capital allocation and debt facility monitoring.

Responsibilities

• Maintain and evolve the core financial model used for:
  • investor reporting
  • board presentations
  • internal target setting
  • budget management
  • cash forecasting
• Own budget ownership across the organization by partnering with department heads to:
  • track performance
  • identify variances
  • surface risks and opportunities to leadership
• Own cash forecasting and runway modeling to provide accurate, real-time visibility into liquidity position
• Support structuring and monitoring of debt facilities, including:
  • covenant compliance
  • borrowing base reporting
  • lender communications
• Work directly with the COO on strategic projects, investor materials, and operational decision-making
• Collaborate with the finance team to respond to recurring investor and board queries and support fundraising activities
• Provide ad hoc financial analysis to evaluate new products, partnerships, and business models as the organization expands beyond EWA
• Partner with the Accounting team on month-end close, accruals, and department cost allocation to ensure reporting accuracy
• Translate complex financial data into clear, actionable insights for non-finance stakeholders
• Drive automation of financial planning processes using tools such as Drivetrain to improve efficiency and scalability

Requirements

• 3–5+ years of total experience with a strong foundation in one or more of the following:
  • investment banking
  • strategy consulting
  • M&A advisory
  • corporate finance (at a top tech company)
• Investment banking or transaction advisory experience strongly preferred
• Strategic finance or FP&A experience at a high-growth startup is a strong plus
• Expert-level Excel financial modeling skills, including comfort building complex, multi-scenario models from scratch
• Strong accounting knowledge, including ability to read and interpret financial statements and understand accounting impacts
• Excellent problem-solving, critical thinking, and investigative skills
• High attention to detail with the ability to prioritize in a fast-paced environment
• Excellent communicator able to distill complex analysis into crisp narratives for leadership, investors, and board members
• Self-starter with the initiative to improve processes and drive outcomes independently

Compensation & Benefits

• $160,000 – $200,000 base salary (range may vary based on factors considered in determining total compensation)

Location

Not specified in the provided job description.

Hiring Process

• Interview process typically takes about 4 weeks to complete, but may fluctuate depending on the role.

Equal Employment Opportunity

The employer is committed to Equal Employment Opportunity and does not discriminate based on race, religion, color, national origin, ethnicity, gender, sex (including pregnancy), protected veteran status, age, disability, sexual orientation, gender identity, gender expression, or any unlawful criterion existing under applicable federal, state, or local laws. If assistance or accommodation is needed due to a disability, contact information is not provided in this listing.