Lead Software Engineer – Tech Finance
DICK'S Sporting Goods
AzureOracleSQL
VP, Financial Planning & Analysis
Oportun
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $209,200 - $303,400 per year
Job Level
Lead
About the role
- 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. This includes designing and adapting the organizational structure of the department, managing priorities, motivating, training, and developing staff in addition to recruiting, training, and retaining top tier talent and making any necessary staffing changes to deliver excellence.
- 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.
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 and enthusiastic to train others to do the same.
- 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, including the ability to motivate, recruit, develop and retain high potential people.
- Exceptional project management skills. Experienced and skilled at designing organizations and processes to be more efficient, including through the implementation of technology and automation
- Exceptional problem solving and analytical skills. Ability to analyze complex business problems and make sound business decisions.
- Exceptional presentation and writing skills and the ability to convey a message that is understandable and relevant, linking business issues, financial results, and strategy.
- 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.
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningfinancial analysisfinancial modelingbudgetingcost/benefit analysisKPI developmentdata analysisautomationproject managementreporting
Soft skills
leadershiprelationship buildingpersuasioninfluencepeople developmentproblem solvinganalytical thinkingpresentation skillscommunicationmotivation
Certifications
Bachelor's degreeMBACFA
