VP, of Financial Planning & Analysis (R13565)

Oportun

83d • $209,200 - $303,400

About The Position

The Head of FP&A will lead all aspects of FP&A including company financial planning and forecasting, strategic analysis, P&L analysis, and reporting. They will provide critical financial and strategic consultation to department leaders and teams across the business. In addition, they will partner closely with (a) the Business Intelligence, Analytics and Risk teams to provide data-driven solutions to challenging business problems and (b) the Strategy and Corporate Development team to support strategic planning and transaction analysis. The successful candidate will be a confident financial management leader who is highly analytical, technically proficient, process and controls-oriented, a strategic and independent thinker and operationally and business savvy, who has experience building and leading best in class FP&A teams.

Requirements

• 12+ years of increasing levels of responsibility and leadership in Financial Planning & Analysis in the financial services industry.
• Significant experience in consumer lending, Fintech industry is preferred.
• Strong technical knowledge of finance.
• Highly proficient at creating elegant, efficient, and effective financial models, budgets, and reports.
• Excellent ability to establish effective working relationships with P&L managers across the Company.
• Skilled at persuading and influencing a broad spectrum of constituents at all levels, including executive management.
• Hands-on leadership style with strong people development skills.
• Exceptional project management skills.
• Exceptional problem solving and analytical skills.
• Exceptional presentation and writing skills.
• Advanced Microsoft Excel and PowerPoint skills.
• Experience working with BI and reporting tools.
• Knowledge of data warehouse / data mining tools a plus.
• Highly motivated, pro-active leader, who is willing to do what it takes to get the job done.
• Bachelor's degree in Business, Finance, Economics, Accounting, or other analytical area of study.
• MBA or CFA strongly preferred.

Responsibilities

• Manage and direct all aspects of the company’s annual and long-range financial planning and budgeting process and drive improvements in efficiency, accuracy, timeliness, and transparency.
• Develop and implement policies, processes, and systems to build the infrastructure necessary to support a high-growth organization.
• Develop and lead a department-level planning process which aligns and prioritizes resources with strategic objectives.
• Develop and manage a guidance model to accurately provide guidance as part of the public company quarterly earnings process.
• Lead the monthly P&L review process that includes explaining variances to plan, providing insight on current and expected trends, tracking progress against key business initiatives, and identifying areas of risk and opportunities.
• Direct the preparation of reforecasts each month that project performance of the business over the next three years.
• Conduct financial cost/benefit analyses to help evaluate and prioritize growth and other strategic initiatives and support timely decision making by the business.
• Develop department-level and business-wide KPI’s to be used for performance monitoring and goal setting.
• Provide the SVP of Finance and the rest of the executive team with key business insights and strategic recommendations for the business.
• Oversee the timely production of daily, weekly, monthly, and quarterly financial and KPI reports, including preparation of materials for the Board of Directors.
• Conduct industry and competitor analysis to develop operational and financial benchmarks.
• Support investor relations and capital markets/treasury initiatives through the preparation of investor/lender decks and other presentation materials.
• Ensure that all key FP&A systems, modules, and procedures are well documented, consistent with public company SOX requirements.
• Develop and update a road map for the department and drive increased use of automation and A.I.-driven, data science tools.
• Manage the FP&A team in the above activities in Oportun’s remote-first work environment.
• Build out an FP&A capability in Oportun’s India development center to shorten operational cycle times and in Oportun’s Mexico subsidiary to reduce costs.

Benefits

• The US base salary range for this full-time position is $209,200 - $303,400.
• Salary ranges are determined by role, level, and location.
• Individual pay is determined by work location and additional factors, such as job-related skills, experience, and relevant education or training.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees