Assist in financial planning, forecasting, and budgeting processes to ensure alignment with company strategy.
Support lender and investor reporting requirements, including preparing borrowing bases, collateral and servicing reports, debt covenant reports, and other ad hoc analyses.
Develop and maintain financial models to analyze revenue, costs, and profitability.
Provide data-driven insights to support strategic decision-making across Product, Growth, and Operations teams.
Support capital allocation strategies, including debt financing and fundraising initiatives.
Conduct financial analysis on unit economics, business performance trends, and operational efficiencies.
Assist in automating and improving financial reporting processes.
Collaborate with accounting to ensure accurate financial reporting and variance analysis.
Support investor communications and ad hoc financial analysis as needed.

Requirements

3+ years of experience in FP&A, strategic finance, capital markets, or a related role, ideally in fintech or high-growth tech environments.
Strong financial modeling and analytical skills with a deep understanding of lender reporting, investor reporting, forecasting, budgeting, and KPI tracking.
Experience in a lending, consumer finance, or credit-focused business is a plus.
Familiarity with capital markets, debt financing, and investor reporting.
A proactive, strategic mindset with a bias for action and problem-solving.
Ability to communicate complex financial data to non-finance stakeholders in a clear and compelling way.
High attention to detail and the ability to operate in a fast-moving, dynamic environment.
Proficiency in financial tools such as NetSuite, Metabase, and Excel (or SQL for deeper data insights).

Benefits

Competitive Compensation
Equity
Insurance
401K
Unlimited PTO

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial planningforecastingbudgetingfinancial modelinganalytical skillsKPI trackingfinancial analysisunit economicsoperational efficienciesdata-driven insights

Soft Skills

strategic mindsetproblem-solvingcommunicationattention to detailcollaborationproactive approach