Offer summary

Qualifications:

Bachelor's degree in Finance, Accounting, or related field; advanced degree preferred., Strong analytical skills with a focus on solving complex business problems., Advanced financial modeling skills and proficiency in Excel, Tableau, and SQL., Excellent verbal and written communication skills, with attention to detail..

Key responsibilities:

Prepare financial reports, forecasts, and budgets by analyzing financial data.

Develop and maintain financial models for short-term and long-term planning.

Collaborate with cross-functional teams to ensure accuracy in financial reporting.

Analyze financial results and key performance indicators to provide actionable insights.

Job description

Self Financial is a venture-backed, high-growth FinTech company with a mission to increase economic inclusion and financial resilience by empowering people to build credit and build savings.

We're looking for people who share our passion and are driven to tackle challenges, find solutions and make the financial space better for the communities we serve.

Our team is passionate about challenging the status quo of the credit industry by providing people accessible tools to take control of their credit. Executing on our mission requires deep collaboration across our teams to ensure our products reach the people who can benefit from them the most, particularly the 100 million+ Americans who have no or low credit.

We celebrate diversity and are committed to creating an inclusive environment for all employees. To that end, we seek to recruit, develop and retain the most talented people from a diverse candidate pool.

About the role:

Self is searching for a highly skilled and experienced Senior Financial Analyst to join our growing Finance team. If you’re an ambitious and analytical individual who enjoys solving complex business problems, then we want to work with you. The Senior Financial Analyst position will play a critical role in supporting strategic decision-making through financial modeling, forecasting, budgeting, reporting and analysis. This position requires advanced financial modeling skills, a strong analytical mindset and the ability to communicate complex financial data in a clear and concise manner.

Your work will include preparing recurring and ad hoc financial reporting and analyses, reporting trends in key performance indicators and collaborating with various stakeholders across Analytics, Marketing, Risk and others to agree on key inputs that drive Self’s financial forecast. In addition to being an excellent communicator, you should have excellent multitasking and organizational abilities.

What you will do:

Assist in the preparation of financial reports, forecasts, and budgets by collecting, analyzing and interpreting financial data.
Develop and maintain detailed financial models to support forecasting and budgeting for both short-term and long-term planning
Conduct in-depth financial analysis to identify trends, opportunities and risks affecting the company’s financial performance.
Collaborate with cross-functional teams to gather and validate financial information, ensuring accuracy and consistency in reporting.
Build and monitor key financial metrics and indicators, including Unit Economics, providing insights and recommendations for improvement.
Contribute to the preparation of presentations for internal stakeholders, summarizing financial results and insights.
Assist in monthly financial close process, including variance analysis
Analyze financial results, trends, and key performance indicators (KPIs) to provide actionable insights
Partner with cross-functional teams to evaluate business initiatives and provide financial guidance
Prepare and deliver executive-level presentations and reports on financial performance and strategic recommendations

What you’ll have:

Strong analytical skillset and a desire to solve complex business problems
Advanced financial modeling skills
Proficiency with Excel, Tableau and other software used to support financial modeling and reporting
Knowledge of SQL preferred
Ability to work with large datasets
Strong problem-solving abilities and critical thinking skills
Ability to work independently and collaboratively within a team
Eagerness to learn, adapt, and take on new challenges
Detail-oriented with a high degree of accuracy in work
Excellent verbal and written communication skills

Benefits and Perks:

We have the compensation and benefits you expect. But there's one thing that Self Financial can offer that many companies cannot: we can positively change the world, while making a profit. We are a team of Builders, empowering our customers to build their dreams. We have a Do the Right Thing ethos in all that we do, and we hope you value that approach, too.

Our perks include:

Company equity in the form of Stock Options
Performance-based bonuses
Generous employer-paid health, vision and dental insurance coverage
Flexible vacation policy
Educational assistance
Free gym membership
Casual dress code
Team building events and activities
Remote work arrangements/ flexible work schedule
Paid parental leave

Self Financial requires all employees hired to successfully pass a background check.

We are an Equal Opportunity Employer.

At this time, we are only able to consider applicants who are U.S. Citizens or Green Card Holders for employment opportunities. We appreciate your understanding.

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