Description:
We’re proud to be the nation’s largest minority-led, tech-savvy lender for small businesses and commercial real estate. As a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), our mission is all about creating economic opportunities and fueling growth for small business owners and their communities. Join us as we pave the way with innovative financing and financial education!
What You’ll Be Doing
- Own and evolve the operating model, including revenue drivers , cost structure, and capital costs
- Lead annual budgeting and monthly forecasting/reforecasting cycles, ensuring alignment with company strategy
- Deliver variance analysis (actuals vs. forecast vs. budget), identifying key drivers and providing actionable insights
- Partner with business unit leaders (Sales, Marketing, Operations, Product) to:
- Evaluate loan pricing and exception strategies
- Analyze customer acquisition cost (CAC) and marketing spend ROI
- Improve operating efficiency (e.g., offshore model optimization) via key performance indicator (“KPI”) development
- Review sales commissions and incentive structures
- Develop and manage KPI frameworks aligned to growth, unit economics, and profitability
- Produce management reporting, Board of Directors materials, and investor updates
- Lead ad hoc analyses tied to growth strategy, new products, or market expansion
- Build scalable FP&A processes, systems, and data infrastructure
Your Areas of Knowledge and Expertise
- 6–8+ years in FP&A, corporate finance, financial advisory, or strategic finance (fintech, startups, or high-growth companies preferred)
- Strong financial modeling and operating model experience
- Proven ability to partner with cross-functional stakeholders
- Experience presenting to leadership and/or Board-level audiences
- Advanced Excel/Sheets; experience with BI tools (e.g., Tableau) preferred
- Strong business judgment and ability to translate data into insight