Manage development of business/use cases related to strategic planning across both Product (Digital, Physical, Mobile) and Growth areas of the business, acting as a key Point-of-Contact for Finance initiatives.
Review and support creation of Investor Relations Materials.
Support diligence around possible company transactions and other capital structure/strategic redesigns as we continue to scale.
Partner cross-functionally with Product and Growth to evaluate trade-off decisions.
Build, implement, and refine processes in identifying best practices, areas of improvement, and key performance indicators (KPIs) as we continue to grow.
Requirements
10+ years of financial analysis experience in banking and financial services areas including FP&A, risk, financial modeling, budgeting/forecasting, and compliance.
Prior experience managing projects and teams in supporting multiple stakeholders with hard deadlines.
Comfort in building, maintaining executive management-level relationships.
Able to navigate ambiguity with a bias to action/taking a proactive approach.
Education
minimum Bachelors Degree-Finance, Accounting; Masters of Science-Finance (MSF) / MBA preferred.
Combination of federal industry and/or startup experience preferred.