Loss Mitigation Specialist 2 – Equipment Finance
U.S. Bank
Salary
💰 $105,000 - $120,000 per year
Job Level
Mid-LevelSenior
Tech Stack
ERP
About the role
- Develop and maintain detailed financial models for forecasting, budgeting, and long-range planning, including the annual budget, monthly/quarterly forecasts, and multi-year strategic plans
- Prepare and distribute monthly and quarterly financial reporting packages, including key SaaS metrics (ARR, churn, LTV/CAC) and operational dashboards for managers and executive leadership
- Identify opportunities to improve and automate financial processes, including FP&A software and the ERP system
- Collaborate with corporate G&A department heads and business partners to support planning processes and budget management; serve as lead business partner for corporate G&A
- Support strategic initiatives by performing special projects and ad-hoc financial analysis as requested by the CFO, SVP of Finance, and other executives
Requirements
- 4-6 years of experience in finance, with a strong preference for candidates with a background in corporate FP&A at a SaaS, technology, or high-growth company
- Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field
- An MBA, CFA, or CPA is a plus
- Solid understanding of SaaS business models and key performance indicators (ARR, churn, LTV/CAC, etc.)
- Advanced Excel proficiency, including complex formulas, pivot tables, and data modeling
- Google Sheets knowledge is also helpful
- Experience with financial planning software is highly desirable; individual should be able to master Aleph in a short period
- Strong understanding of ERP systems; company utilizes NetSuite
- Ability to work remotely within EST timezone
