Senior Financial Analyst

Oportun

Location

Work from home | India

Job description

Working at Oportun means enjoying a differentiated experience of being part of a team that fosters a diverse, equitable and inclusive culture where we all feel a sense of belonging and are encouraged to share our perspectives
This inclusive culture is directly connected to our organizations performance and ability to fulfill our mission of delivering affordable credit to those left out of the financial mainstream
We celebrate and nurture our inclusive culture through our employee resource groups

ROLE DESCRIPTION

Financial Planning: Partner with business leaders to produce monthly and multi-year financial forecasts that provide a roadmap for the company to achieve its strategic objectives.
P&L Review: Support the monthly P&L review process that includes explaining variances to plan, providing insight on current and expected trends, and identifying areas of risk and opportunities.
Financial Analysis: Conduct complex financial cost/benefit analyses to support growth and other strategic initiatives.
Reporting: Manage daily, weekly, monthly, and quarterly financial and KPI reporting requirements, including preparing materials for the Board of Directors and other key constituents.
Business Intelligence: Partner with the Enterprise Analytics team to create and automate a business intelligence framework to support FP&A and other business objectives.
Capital Markets: Support capital markets initiatives that may include analyses related to funding the loan portfolio and overall enterprise, covenant reporting, and other tasks as needed.
Other: Other ad hoc support and analyses as needed.

REQUIRED QUALIFICATIONS

Education: Bachelor s Degree in Finance, Economics, Engineering, Mathematics, or other analytical discipline.
Professional Experience: 3 to 5 years of relevant experience in a finance or analytical role, preferably in the consumer financial services industry.
Modeling Experience: Experience with cash flow and three-statement financial modeling. Working knowledge of key financial concepts such as NPV, IRR, ROE, etc.
Tools: Advanced Microsoft Excel skills.
Intellect: Exceptional problem solving and analytical skills with the ability to maintain the highest standard of integrity, accuracy, and precision.
Soft Skills: Excellent listening, written, and oral communication skills.
Personality: Highly motivated, dynamic, and willing to do what it takes to get the job done.

NICE TO HAVE BUT NOT REQUIRED

Eduction: Master s Degree in Business (MBA), Finance, or other analytical discipline.
Tools: Python, SQL, or other relationship database experience.

Job tags

Salary