Own Tomo’s financial model, forecasting and tracking origination volume, unit economics and profitability, while ensuring we have sufficient capital to continue investing in the business and maintain our key financial covenants. You will continuously refine and improve the model as our business evolves.
Ad hoc financial analysis supporting key strategic decisions at the Board, executive management and business function levels
Lead Tomo’s quarterly planning and annual budgeting process, partnering with functional leaders to evaluate the financial impact and ROI of key initiatives
Manage warehouse banking relationships and monitor financial covenants.
Provide support for capital planning and future raises. Includes investor targeting, positioning and preparation of investor materials.
Prepare board materials and investor updates
Monitor and synthesize external market as well as competitor information for executive management.
Maintain relationships with investment banks.

Requirements

3-5+ years at a top-tier investment bank (GS, JPM, Morgan Stanley), with experience in corporate finance and strategy, M&A, and capital raising.
Expertise in building detailed 3-statement operating models and performing scenario analysis.
Demonstrated ability to break down complex problems, create logical analyses, and deliver clear takeaways.
Excellent written and verbal communication skills, including synthesis for senior audiences and slide deck creation.
Financial Institutions Group (FIG) experience.
MBA from top-tier business school.
Experience working at a startup or high growth fintech.
Familiarity with dashboards, analytical tools, or SQL (helpful but not required).

Benefits

Equity Ownership: All teammates receive stock options—we win together
Comprehensive Medical, Dental, and Vision plans for you and your dependents with some plans 100% covered
Work-life balance and a generous paid time off policy
In order to support teammates who become parents, Tomo Mortgage provides paid parental leave
401(k) retirement plan

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingforecastingunit economicsprofitability analysiscapital planning3-statement operating modelsscenario analysisM&Acapital raisingfinancial analysis

Soft Skills

problem-solvinganalytical thinkingcommunicationpresentation skillsrelationship managementstrategic thinkingsynthesis of informationcollaborationleadershiporganizational skills

Certifications

MBA