Finance Manager - Financial Services

About the role

This FP&A (Financial Planning & Analysis) – Financial Services position provides financial insights, forecasting, budgeting, and performance analysis to support strategic and operational decision-making within financial services businesses. The role partners closely with senior leadership, business unit leaders, and cross-functional teams to drive profitability, efficiency, and sustainable growth while ensuring strong financial controls and regulatory awareness.

Responsibilities

• Lead financial planning processes including annual budgeting, quarterly forecasting, and long-range strategic planning.
• Develop and maintain financial models to evaluate business performance and new products.
• Analyze financial results, key performance indicators (KPIs), and variances; clearly communicate insights and recommendations to leadership.
• Support profitability and cost management initiatives by identifying trends, risks, and opportunities across the financial services portfolio.
• Partner with business leaders to provide decision support for revenue growth, expense optimization, capital allocation, and risk management.
• Prepare executive-level presentations, dashboards, and reporting packages.
• Support regulatory, compliance, and audit requirements by ensuring accuracy, transparency, and strong financial controls.
• Improve FP&A processes, tools, and reporting through automation and best practices.
• Collaborate with Accounting, Treasury, Risk, and other Finance teams to ensure alignment between actuals, forecasts, and strategic objectives.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA a plus.
• 5+ years of experience in financial planning & analysis (FP&A), preferably supporting Financial Services (e.g., Credit Cards).
• Advanced Excel and financial modeling skills; experience with ERP and planning tools (e.g., SAP, Oracle).
• Excellent communication and business partnering skills.
• Ability to work independently in a fast-paced, dynamic environment.
• Experience in developing and presenting business cases.
• Strong quantitative skills including knowledge of database environments (MS SQL Server).
• Deep understanding of financial services operations and financial regulations.
• Excellent analytical and problem-solving skills.

Preferred Qualifications

• Experience supporting regulated financial products or services.
• Strong analytical and technical skills (e.g., Power BI, SQL).
• Legally authorized to work in the United States.
• At least 18 years of age.

Pay

Base pay range: $86,300 – $155,700. The successful candidate’s actual pay will be based on work location, qualifications, and experience. Most corporate employees are eligible for an annual bonus target of 15% based on company and/or individual performance.

Benefits

• Medical, dental, and vision insurance.
• Flexible spending account (FSA).
• 401(k) with company match.
• Annual stock grant and employee stock purchase plan.
• Free, year-round money coaching.
• Paid time off (PTO) and up to 12 paid holidays (about 4 weeks for new full-time employees, 2.5 weeks for new part-time employees).
• Paid parental and family leave.
• Family-building benefits, back-up care, enhanced family support, and childcare subsidy.
• Tuition assistance and college coaching.
• Short- and long-term disability coverage.
• Voluntary AD&D, accident, life, disability, and long-term care insurance.
• Mobile service and home internet discounts.
• Pet insurance.
• Commuter and transit programs.