Happy Money · 3 days ago
Senior Financial Analyst
United States
Full-time
Remote
Mid, Senior Level
$90K/yr - $105K/yr
2+ years expHappy Money is a consumer finance company that empowers people to achieve their goals through simple, transparent loans. The Senior Financial Analyst will focus on forecasting, budgeting, and financial reporting, working closely with various departments to analyze financial performance and support corporate financial deliverables.
Consumer LendingFinanceFinancial ServicesFinTechLendingPersonal Finance
Responsibilities
Lead financial reporting to provide key stakeholders with visibility into company performance and expense management
Own forecasting and budgeting processes, working closely with department leads to ensure accurate financial projections
Analyze monthly and quarterly financial performance, identifying key trends, variances, and business drivers
Create dynamic financial models to support business planning and scenario analysis
Partner with business leaders to track key performance indicators (KPIs), providing data-driven recommendations
Support corporate financial deliverables, including business reviews and board presentations
Assist in month-end and quarter-end financial close processes, collaborating with Accounting to analyze financial results
Maintain a system for tracking vendor renewals, and work cross functionally to identify cost saving opportunities as they arise
Qualification
Required
Bachelor's degree in finance, business, economics or similar discipline (or equivalent experience)
2+ years of experience in finance, FP&A, business strategy, or strategic planning
Ability to analyze large data sets and translate insights into actionable recommendations
Advanced skill developing and maintaining 3-statement models and dynamic cost models
Strong proficiency in Microsoft Excel or Google Sheets
Proven track record of leading financial reporting and forecasting
Ability to convey drivers of business performance and next steps in written and verbal communications
Highly organized and detail-oriented, capable of managing multiple priorities in a fast-paced environment
Preferred
Experience in consumer finance, lending, or fintech
Previous experience in a PE-backed or venture-backed company
Progress or completion of the CFA (Chartered Financial Analyst) program
Benefits
Generous medical, dental, and vision insurance options
Eligible for Annual Bonus
401k Plan with a matching contribution
Generous PTO including sick leave, vacation, volunteer, and more
12 Weeks Paid Parental Leave
Company-paid short & long term disability and life insurance
Monthly tech stipend to help cover expenses for remote work
Happy Money is a 100% fully distributed workforce
Company
Happy Money
Happy Money offers financial tools and services for human happiness.
51-200 employees
H1B Sponsorship
Happy Money has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (10)
2023 (14)
2022 (26)
2021 (35)
2020 (16)
Funding
Current Stage
Late StageTotal Funding
$337.15MKey Investors
TruStage VenturesAnthemisMohamed El-Erian
2023-11-15Series Unknown· $145.58M
2022-02-08Series D· $50M
2019-09-05Series D· $70M
Leadership Team
Matthew R. Potere
CEO
Jason Altieri
General Counsel & Chief Compliance Officer
Recent News
2025-11-04
Company data provided by crunchbase