
Strategic Finance Manager
Achieve
full-time
Posted on:
Location Type: Remote
Location: Texas • United States
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Salary
💰 $135,000 - $155,000 per year
About the role
- 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.
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.
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningfinancial analysiscapital allocationscenario modelingROI analysispricing strategyunit economics modelingcustomer profitability analysisfinancial modelingcost structure optimization
Soft Skills
communicationteamworkorganizational skillsinterpersonal skillsadaptabilitycritical thinkingattention to detailstrategic decision-makingcollaborationproject management
Certifications
BA/BS in financeBA/BS in accountingMBA