Finance & Strategy Manager (Fintech)

TL;DR

Finance & Strategy Manager (Fintech): Connecting business and operational decisions to financial outcomes through forecasting, reporting, and strategic analysis with an accent on brokerage P&L and performance analysis. Focus on building scalable financial models, improving reporting processes, and delivering data-driven insights to senior leadership.

Location: Must be based in Menlo Park, CA; Chicago, IL; or New York, NY with in-person attendance expected at least 3 days per week.

Salary: $106,000 – $160,000 USD (base pay depends on location zone)

Company

A financial services company on a mission to democratize finance for all.

What you will do

• Analyze financial results and identify key business drivers to communicate risks and opportunities to leadership teams.
• Partner with Product, Engineering, Operations, Accounting, and Procurement teams to support forecasting, budgeting, and financial planning.
• Prepare weekly, monthly, and quarterly financial reporting materials and maintain key financial metrics.
• Build financial models and business analyses to support product investments, growth initiatives, and operational planning.
• Improve financial reporting processes and data quality to support accurate forecasting and scalable decision-making.

Requirements

• Bachelor’s degree in business, finance, economics, or a related field.
• 7+ years of experience in financial planning and analysis (FP&A) with increasing responsibility.
• Experience building financial models, forecasts, and reporting processes in complex business environments.
• Strong written and verbal communication skills for presenting insights to senior leadership.
• Proficiency with Google Sheets, Excel, PowerPoint, and Google Slides.
• Familiarity with analytical and financial systems such as SQL, Looker, and Anaplan.

Nice to have

• Experience supporting consumer technology products and/or financial services businesses.

Culture & Benefits

• Performance-driven compensation including bonus programs and equity ownership.
• Comprehensive health benefits: 100% paid health insurance for employees and 90% for dependents.
• 401(k) matching and employer-paid life and disability insurance.
• Flexible lifestyle wallet for wellness, learning, and other personal growth.
• Generous time off, including company holidays, paid time off, sick time, and parental leave.
• High-quality office experience with catered meals, events, and comfortable workspaces.