Earnest · 14 hours ago

Senior Strategic Finance Associate

San Francisco, CA (Remote)

Full-time

Remote

Mid, Senior Level

$113K/yr - $128K/yr

3+ years exp

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Responsibilities

Work closely with other Finance staff as well as General Managers, Marketing team, and Operations team to develop budgets and forecasts and maintain those forecasts.

Concentrate on marketing drivers including channel efficiency, funnel conversion, and campaign performance to identify opportunities for more efficient spending.

Support reporting and analysis needs to highlight operational performance and measure alignment with strategic objectives.

Responsible for maintaining 5-year strategic plan forecast, and annual budget alongside current-year monthly forecast for the Earnest business unit.

Make recommendations and express financial significance for both leveraging opportunities or mitigating risks.

Measure new business opportunities, financial outcomes for various financing vehicles, and prepare materials for Executive meetings, Board of Director meetings, and ad hoc requests from executive management.

Support the production, maintenance, and development of models and processes performed for the financial planning, analysis, and forecasting of Earnest LLC and Navient Corporation.

Serve as departmental CFO to conduct monthly reviews with Marketing and Operations group leaders to bring financial insights.

Help them understand monthly expense details, complete monthly forecasts, identify savings opportunities, and justify higher expense needs.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Strategic financeFinancial planning & analysisFinancial modelingExcelFinancial ERP systemsData analysisC-suite presentationsInvestment bankingManagement consultingPrivate equityLending industry knowledgeAmortization tablesLoan loss modelsSecuritization structuresWarehouse financingRisk-based pricingMarketing ROILifetime Value (LTV)Cost per Acquisition (CPA)

Required

Degree in Finance, Business or a related field

3+ years of experience in strategic finance, corporate FP&A. Investment banking, management consulting and private equity experience are a plus.

High proficiency with Excel, Google Sheets, PowerPoint, and Financial ERP systems

Experience working with C-suite level leadership (direct reporting, presentations, etc.) and comfortable speaking in large groups

Experience building dynamic financial models and experience working with large data sets to disseminate trend analysis for forecasting / manipulating data to tell a story with supporting evidence

Experience and/or knowledge of the lending industry, amortization tables, loan loss models, securitization structures, warehouse financing facilities and risk-based pricing

Ability to build strong relationships of trust & influence, ability to lead work initiatives with cross-functional coordination with stakeholders

Willingness to travel to the Oakland office monthly to collaborate with other Earnies

Preferred

Experience with Marketing is a huge plus. This includes return on investment (ROI) and Lifetime Value (LTV) of various marketing channels and campaigns, calculation of Cost per Acquisition (CPA), and spend forecast based on different scenarios.