Strategic Finance Manager
About The Position
As a Strategic Finance Manager at Achieve, you will play a pivotal role in supporting our Lending Business Unit. You will dive deep into daily business operations with key stakeholders to drive financial planning and track performance. You will be a key thought leader, delivering actionable insights that shape business outcomes, enhance transparency, and improve decision-making for senior leadership. In addition to core FP&A responsibilities, you will partake in strategic finance initiatives and support go-to-market (GTM) strategy – partnering cross-functionally with Marketing, Product, Sales, and Capital Markets to align investment, pricing, and funding decisions with business priorities, financial goals, and market dynamics. Your contributions will be vital to executing business strategies and aligning them with Achieve's operational objectives and long-term strategic vision.
Requirements
- 5+ years of experience in either financial planning and analysis, investment banking, management consulting, or a similar finance function; Big 4 experience is a plus.
- BA/BS in finance, accounting, or a related field; MBA is a plus.
- Experience in capital markets, funding strategy, or debt structuring within a lending or financial services environment.
- Demonstrated experience owning or contributing to pricing strategy, unit economics modeling, and customer profitability analysis.
- Proven ability to work cross-functionally with GTM and Product leaders to drive alignment between financial objectives and operational execution.
- Strong foundational skills in financial modeling and analysis with an attention to detail.
- Experience in supporting project management tasks, maintaining confidentiality and integrity throughout.
- Background in Operations Finance, Business Operations, or a related field.
- Excellent communication, teamwork, organizational, and interpersonal skills.
- Adaptability to quickly respond to changing business needs and complex business environments.
- A critical thinker who can investigate financial models and offer thoughtful insights and improvements.
Responsibilities
- Serve as the Finance Business Partner for one of Achieve Lending’s Business Units to drive business outcomes through strategic & analytical support
- Partner with cross-functional leaders (ie. Product, Capital Markets, Pricing, Credit Sales, and Marketing) to drive topline growth and identify emerging risks/opportunities
- Develop and own comprehensive short-term and long-range financial plans, in alignment with Achieve's product development and go-to-market strategies
- Lead Strategic Finance workstreams for Lending, including capital allocation, scenario modeling, and ROI analysis to support long-term growth and efficiency
- Define, track, and optimize key funnel conversion metrics with Marketing, Product and Sales (ie. customer acquisition, CAC/LTV, and channel performance)
- Collaborate with Capital Markets to evaluate funding strategy and sources, including market implications on pricing and product mix.
- Partner with Pricing and Analytics to monitor margins, customer segmentation, price sensitivity, and competitive dynamics to optimize unit economics.
- Develop and refine models supporting revenue recognition, cost structure optimization, and forward-looking projections.
- Prepare and present executive-level insights, dashboards, and reports to guide strategic decision-making, and promote accountability for results
Benefits
- Hybrid and remote work opportunities
- 401 (k) with employer match
- Medical, dental, and vision with HSA and FSA options
- Competitive vacation and sick time off, as well as dedicated volunteer days
- Access to wellness support through Employee Assistance Program, Talkspace, and fitness discounts
- Up to $5,250 paid back to you on eligible education expenses
- Pet care discounts for your furry family members
- Financial support in times of hardship with our Achieve Care Fund
- A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
