Finance & Strategy
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Finance & Strategy (FP&A): Own integrated financial modeling, core dashboards, and forecasting to drive decisions across financial planning, unit economics, pricing, and product investments with an accent on AI-augmented forecasting workflows and scenario modeling. Focus on building trusted executive-ready models, automated variance narratives, and clear reporting for CFO and leadership in a fast-moving fintech environment.
Company
is a remote-first fintech focused on improving the financial future of the next generation.
What you will do
- Own and maintain the integrated financial model connecting growth, engagement, interchange, deposits, credit, and rewards to revenue, margin, and cash.
- Build financial models and provide guidance to leaders on financial strategy, investments, and resource allocation (pricing, unit economics, marketing ROI, strategic initiatives).
- Prepare and deliver financial reports, analyses, and forecasts highlighting trends, risks, and opportunities for executives and stakeholders.
- Establish and implement reporting dashboards and scorecards for key operational and financial metrics.
- Design AI-augmented forecasting and analysis workflows (driver-based forecasts, automated variance narratives, scenario modeling).
- Lead core planning cycles (monthly business reviews, annual budget, rolling forecasts, long-range plan) and support board/investor and fundraising analyses with the CFO.
Requirements
- Location: Remote (US) or San Mateo, CA
- 5–8+ years of experience in strategic finance, FP&A, investment banking, private equity, or management consulting, ideally with operating experience in a high-growth technology or fintech company.
- Advanced financial modeling skills, including experience architecting integrated operating models from scratch.
- Strong accuracy and ownership: tie out numbers, sanity-check outputs, and build models executives can trust.
- Hands-on experience using AI tools in day-to-day work to automate and improve forecasting/analysis.
- Excellent written and verbal communication to distill complex analysis for non-finance audiences and executives.
Nice to have
- Experience with credit products and analyzing credit performance data.
- Strong SQL skills and experience with Looker or similar BI tools.
- Knowledge of banking, payments, or consumer fintech (interchange, deposits, rewards).
- Experience as an early finance hire at a growth-stage startup.
Culture & Benefits
- Remote-first company with occasional travel for team offsites and key meetings.
- Competitive compensation and stock options.
- Generous medical, dental, vision, and company-paid life insurance.
- 401k plan with Safe Harbor company matching.
- Flexible vacation policy and paid company holidays; 12 weeks paid parental leave with flexible return to work.
- Company-provided technology package.
Hiring process
- Apply even if not all qualifications are met; strong candidates are encouraged to apply.
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