Finance Lead, Lender
Built
CloudSQL
Job Level
Senior
Tech Stack
CloudPythonSQL
About the role
- Shape financial strategy through high-level strategic business planning, complex budgeting, and forecasting.
- Lead the preparation and monitoring of business, liquidity, and budget planning, ensuring alignment with company goals and strategic direction.
- Take full ownership of key financial processes, including customer acquisition, staff, and OpEx planning.
- Create financial presentations and reports for board meetings, fundraising rounds, and other senior-level engagements.
- Conduct in-depth variance analysis and strategic ad-hoc analyses to guide senior management’s decision-making.
- Develop advanced financial insights and reports for senior stakeholders, driving forward financial acumen.
- Partner with cross-functional teams, especially data, to create dynamic financial dashboards and deliver actionable insights to leadership.
- Work closely with senior stakeholders, providing business partnering and strategic guidance on financial matters.
- Lead and manage independent projects aimed at improving reporting and planning processes across the organization.
- Report directly to the Director of FP&A and collaborate with accounting, marketing, product, and data teams.
Requirements
- 5+ years of experience preferably in a high-growth environment supporting Leadership; alternatively experience from investment banking, consulting or technology companies.
- Advanced skills in Excel, planning tools, and cloud technologies; preference for automation and scalable solutions over manual work.
- Strong communicator (written and verbal) who builds relationships across all levels of the organization and clearly conveys business performance to key stakeholders.
- Independent and objective thinker, able to draw insights from both quantitative and qualitative data.
- Excellent project management skills, managing multiple priorities and delivering high-impact results.
- Expertise in financial planning, analysis, and data analytics, with an innovative approach to problem-solving.
- Experience with SQL, Python, Pigment, R, BI tools is a plus.
- Familiarity with customer cohorts, LTV, and marketing ROI.
- Solid knowledge of financial statements and accounting principles.
