VP, Strategic Finance & FP&A

About the role

Achieve, a digital personal finance company, is looking for a VP, Strategic Finance & FP&A to report directly to the CFO. The role turns strategy into plans, plans into forecasts and results into decisions, partnering with senior leadership and Capital Markets to link operating performance to funding and enterprise value. It is a hybrid, full-time position open to several locations.

Key responsibilities

• Own the planning and performance cycle for the enterprise and its business units, running driver-based forecasts and monthly business reviews, and modernizing planning, modeling and reporting systems.
• Lead strategic finance and value creation, including M&A, partnership and product unit economics, and scenario and stress testing with Capital Markets.
• Serve as the main source of reporting to the board, lenders and investors, prepare board materials and KPI dashboards, and manage covenant tracking and audit and 409A processes.
• Partner on funding, liquidity and treasury, including loan sales, ABS transactions, cash management and warehouse line planning.
• Build and lead the FP&A and strategic finance team, set model governance standards and hold teams accountable on ROI and budgets.

Required profile

• 10+ years of senior experience in FP&A, strategic finance, corporate development, investment banking or private equity, including 4+ years leading teams.
• Scaled fintech, consumer lender or financial services experience with lending, payments or similar, and command of consumer credit economics.
• Bachelor's degree in Finance, Economics, Accounting or a related field; MBA, CFA or CPA preferred.
• Executive presence and ability to communicate with senior executives, boards and investors.

Required skills

• Advanced financial modeling, Excel/Sheets, and SQL and BI tools.
• Working knowledge of GAAP forecasting, including CECL, fair value and gain-on-sale.
• Familiarity with capital markets, warehouse and securitization structures is a strong plus.

What we offer

• Salary of $275,000 to $300,000 plus bonus and benefits.
• Hybrid and remote options, with 401(k) matching and medical, dental and vision coverage.
• Vacation and sick time, volunteer days, and access to an Employee Assistance Program.
• Education expense reimbursement up to $5,250, pet care discounts and hardship support.