Operations Financial Analyst (R13801) jobs in United States
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Oportun · 21 hours ago

Operations Financial Analyst (R13801)

Oportun is a mission-driven fintech focused on providing affordable credit to its members. The Operations Financial Analyst role involves analyzing operational costs, preparing financial reports, and assisting management with cost-benefit analysis to improve financial performance.

Consumer LendingDebit CardsFinancial ServicesFinTech
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H1B Sponsor Likelynote

Responsibilities

Determines cost of operations by establishing standard costs, collecting operational data
Identifies financial status by comparing and analyzing actual results with plans and forecasts
Guides cost analysis process by enforcing policies and procedures
Provides trends and forecasts, explains processes and techniques, and recommends actions to business owners
Improves financial status by analyzing results, monitoring variances, identifying trends, and recommending actions to management
Analyzes and detects discrepancies in transactions by comparing data and requesting the proper correction
Performs required research and networking to obtain relevant information to create Cost-Benefit Analysis reports and Business Cases
Organizes, hosts, and drives the necessary meetings and conversations as part of the tasks required for a successful Cost-Benefit Analysis report/Business Case delivery
Follows-up thoroughly for any open items and pending actions required to obtain relevant data in the creation of a Cost-Benefit Analysis report/Business Case
Creates dashboards and executive presentations to report findings/Cost-Benefit Analysis report/Business Case to leadership
Maintains database by entering, verifying, and backing up data
Assists in the creation/modification of relevant KPl's (financial and operational/finance-related) as part of the financial performance vigilance
Protects operations by keeping financial information confidential
Contributes to team effort by accomplishing related results as needed
Prepares reports and projections based on this analysis
Provides assistance to the direct report Manager in any other related task

Qualification

Data analysisFinancial reportingCost-benefit analysisMicrosoft ExcelProject valuationExecutive presentationTechnical finance vocabularyEnglishCommunication skillsAttention to detailFlexibility

Required

Excellent communication, data analysis, interpretation, and social skills
Sharp attention to detail, proofreading, and data validation skills
Flexibility and adaptability to changing environments
Intermediate-advanced skills in Microsoft Excel
Experience generating & maintaining financial reports, budget planning, and forecasting
Experience in project valuation and cost-benefit analysis
2 years of experience with similar responsibilities is a MUST
Good grammar and syntax skills are a MUST
Intermediate English level (70%-80% or B2) is a MUST

Preferred

Knowledge in executive presentation and storytelling desired
Knowledge in process generation and flow charts desired
Degree in Finance or similar, and technical finance vocabulary are a plus
Intermediate English level (90% or C1 is a PLUS)

Company

Oportun is a digital banking platform that offers personal loans and financial services to people with limited credit history.

H1B Sponsorship

Oportun 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 (23)
2024 (25)
2023 (27)
2022 (84)
2021 (52)
2020 (41)

Funding

Current Stage
Public Company
Total Funding
$3.2B
Key Investors
CastlelakeNeuberger BermanWebBank
2025-10-14Post Ipo Debt· $247M
2025-08-21Post Ipo Debt· $538M
2025-06-05Post Ipo Debt· $439M

Leadership Team

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Raul Vazquez
CEO
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Company data provided by crunchbase