What You'll Do
- Financial Modeling & Forecasting:
- Develop, refine and maintain sophisticated financial models to support forecasting, scenario planning, and business case analysis
- Lead the development and execution of the annual operating budget, long-range strategic plans, and regular financial forecasts (e.g., quarterly, monthly, rolling forecasts)
- Collaborate with various departments to gather inputs, understand key drivers, and ensure alignment with business objectives
- Design and implement planning frameworks and methodologies to improve accuracy and efficiency
- Strategic Initiatives:
- Understand the key drivers of the business (e.g. origination, repayment, conversion, unit economics/lifetime value of customer) and collaborate with global cross-functional teams as needed
- Participate in cross-functional projects, offering financial insights and recommendations to achieve strategic goals.
- Partner with senior leadership to evaluate business opportunities and capital allocation strategies
- Reporting & Communication:
- Prepare and present clear and concise financial reports and insights to senior management, facilitating effective communication and decision-making.
- Monitor and report on key financial and operational metrics, providing insights to drive performance and accountability.
What You'll Need
- 5+ years of experience in business finance, forecast & budgeting, or other finance-focused competency experience
- Strong understanding of financial statements (Income Statement, Balance Sheet, Cash Flow) and GAAP principles.
- Proficiency in financial planning software (e.g., Pigment, Anaplan) and large ERP systems (e.g., NetSuite).
- Experience in managing multiple competing priorities effectively
- Strategic thinking with demonstrated business judgement and quantitative skills
- Expertise in financial modeling, forecasting, and business case development
- Excellent analytical and problem-solving skills, with the ability to translate complex financial data into actionable insights.
- Exceptional communication and presentation skills, with the ability to influence stakeholders at all levels.
- Excellent communication (written and verbal) and presentation skills, with the ability to clearly articulate complex financial concepts to non-finance stakeholders.
