Chief Financial Planner
6 days ago
We are committed to helping our customers become more financially successful and secure. As a leading fintech company, we offer everything a traditional financial institution is not.
Our MissionWe aim to deliver insightful financial information and analysis to support decision-making across the organization.
In this role, you will assist in leading the development and maintenance of all financial forecasts (short term and long term).
You will be responsible for developing, maintaining, and consolidating financial forecasts for new and existing lines of businesses to support our annual budget and forecast.
Additional responsibilities include:
- Developing business cases to evaluate the financial impact of new initiatives and enterprise decisions
- Preparing communications and presentation materials for senior leadership team
- Collaborating with cross-functional teams and stakeholders to obtain key inputs and research for financial modeling
- Conducting industry and competitive research to develop sound assumptions that support the drivers and inputs of the financial models
- Conducting ad-hoc analysis as needed, including scenario analysis, sensitivity analysis, make-or-buy decisions, breakeven analysis, market/competitive sizing, management reporting asks, etc.
The ideal candidate will have a Post-secondary degree / diploma in a related field, CPA and/or CFA designation, 5+ years of related work experience in FP&A / Forecasting, with at least 2 years at a leadership level.
What We OfferWe offer a competitive salary range of $120,000 - $180,000 per year, paid vacation, personal, and sick days, health & wellbeing resources and programs, hybrid and flexible work arrangements, career growth and development opportunities, and much more.
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