Senior Manager, FP&A – Loan Portfolio & Revenue
New
O
OportunFinancial services
Remote - USFull-TimeManager
Salary112,500 - 180,000 USD per year
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Job Details
- Experience
- 8+ years of progressive experience in FP&A, strategic finance, corporate finance, investment banking, private equity, lending, fintech, or a related field.
- Required Skills
- PythonSQLdbtR
Requirements
- 8+ years of progressive experience in FP&A, strategic finance, corporate finance, investment banking, private equity, lending, fintech, or a related field.
- Demonstrated expertise building complex, driver-based financial models and cost-benefit analyses.
- Strong experience in lending, consumer credit, structured finance, or a related financial-services environment.
- Experience with portfolio balances, roll-forwards, loss curves, charge-offs, delinquency trends, and credit-performance assumptions.
- Experience using data to assess business performance, evaluate scenarios, and identify forward-looking risks and opportunities.
- Experience using SQL, Python, R, dbt, or similar tools to automate, validate, or analyze financial models.
- Ability to translate complex financial analysis into recommendations for executive and Board-level audiences.
- Experience preparing senior leadership or Board materials, including forecast updates, financial-performance presentations, and strategic analyses.
- Cross-functional leadership and ability to partner across Finance, Credit, Product, Operations, Data, and executive leadership.
- Advanced Excel and presentation skills.
- Strong analytical judgment, problem-solving skills, and attention to detail.
Responsibilities
- Develop, maintain, and enhance revenue forecasting models, including drivers, scenarios, sensitivities, and long-range planning.
- Manage lending portfolio balance and roll-forward models covering originations, repayments, prepayments, charge-offs, loss curves, delinquency trends, and credit-performance assumptions.
- Partner with Credit, Product, Data, Accounting, Operations, and business leaders to improve forecast inputs and identify performance trends, risks, and opportunities.
- Lead financial analysis for business planning, capital allocation, growth initiatives, pricing, product decisions, partnerships, and potential M&A.
- Develop forecast narratives and communicate key drivers, variances, risks, and opportunities to senior leadership.
- Prepare materials for executive, investor, and Board discussions.
- Improve the scalability, transparency, governance, and documentation of financial models and planning processes.
- Automate analyses and improve modeling workflows, including evaluating migration to platforms such as Anaplan or Pigment.
- Mentor and develop finance team members.
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