ClarityPay

Financial Planning and Analysis

• Partner with the Executive team to develop long-term financial models and strategic plans.
• Lead annual budgeting and rolling forecasting processes across the company.
• Translate company goals into financial targets and operational KPIs.
• Provide monthly and quarterly reporting on financial performance, including variance analyses and actionable recommendations.
• Analyze profitability, customer acquisition costs, unit economics, and other fintech-specific metrics.
• Collaborate cross-functionally with Product, Operations, and Sales to assess performance and forecast impacts of business decisions.
• Own the financial model; ensure it’s dynamic, scalable, and incorporates key drivers of the business.
• Drive scenario planning and sensitivity analysis to assess potential risks and opportunities.
• Prepare board decks, investor updates, and executive presentations.
• Maintain alignment with GAAP/IFRS reporting in coordination with the accounting team.
• Foster a culture of data-driven decision-making and financial discipline.

Director, FP&A

Implementation Specialist

• Own and drive multiple concurrent end-to-end partner implementations from enrollment to contract signature through successful rollout.
• Lead detailed implementation work plans, including timelines, milestones, dependencies, risks, and approvals.
• Serve as the primary point of contact for partners during implementation, coordinating across merchant, platform, and internal stakeholder teams.
• Manage cross-functional execution across Product, Engineering, Risk, Compliance, Legal, Finance, Operations, Marketing, and Client Success.
• Ensure all lender-specific requirements are met prior to launch, including underwriting configuration, product positioning, customer communications, compliance approvals, disclosures, funding readiness, and reporting validation.
• Coordinate technical integration work and testing.
• Drive internal and external accountability to ensure deliverables are completed on time and meet quality standards.
• Identify implementation risks early, escalate appropriately, identify solutions, and proactively drive resolution.
• Facilitate implementation meetings, launch readiness reviews, and final go-live approvals.
• Effectively support transition from implementation to client management team.
• Contribute to the development and refinement of scalable implementation processes, templates, playbooks, and governance.
• Share launch learnings and best practices to continuously improve partner onboarding efficiency and effectiveness.
• Perform other duties and special projects as assigned.
• Consistently model ClarityPay values, operating with ownership, integrity, data-centric, and a merchant-first mindset.

Director, FP&A

Client Implementation Director