Achieve

Financial Planning and Analysis

• 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.

Strategic Finance Manager

Data Analyst

• Conduct large scale analyses which include the following stages: understand business goals and strategies, formulate the analytic approach, perform data extraction / exploration / transformation, and translate results into data-driven recommendation for the business team.
• Design and maintain Tableau dashboards, curated datasets, and semantic layers to support various accounting and finance processes.
• Develop data visualizations that make complex data accessible to non-technical team members.
• Ensure reporting accuracy and performance through validation, documentation of critical metrics and logic, and enablement of self-service tools.
• Collaborate within Finance and cross-functional teams (e.g., FP&A, Accounting, Procurement, Treasury, Ops, Data Engineering) to define reporting requirements, document business process workflows—including manual steps and pain points—and develop clear resolution roadmaps.
• Partner with IT and Data Engineers to extract, model, and prepare data from Oracle (ERP) and other systems (e.g., Terzo, Concur, etc) to ensure reliable data foundations.
• Responsible for driving priority, collaborating and coordinating with BU/Product BI / Automation teams to align on data model, reporting requirements and execution.

Strategic Finance Manager

Senior Financial Data Analyst