Oportun is hiring a
Senior Financial Analyst

Summary

The Senior Financial Analyst will be responsible for financial planning, P&L review, financial analysis, reporting, business intelligence, and capital markets support at Oportun, a digital banking platform. The role is part of the Financial Planning & Analysis team and requires a Bachelor's Degree in Finance, Economics, Engineering, Mathematics, or other analytical discipline with 3+ years of experience in a finance or analytical role, preferably in the consumer financial services industry.

Requirements

• Education: Bachelor’s Degree in Finance, Economics, Engineering, Mathematics, or other analytical discipline
• Professional Experience: 3+ years of experience in a finance or analytical role, preferably in the consumer financial services industry
• Modeling Experience: Experience with cash flow and three-statement financial modeling. Working knowledge of key financial concepts such as NPV, IRR, ROE, etc
• Tools: Advanced Microsoft Excel skills
• Intellect: Exceptional problem solving and analytical skills with the ability to maintain the highest standard of integrity, accuracy, and precision
• Soft Skills: Excellent listening, written, and oral communication skills. Personality: Highly motivated, dynamic, and willing to do what it takes to get the job done

Responsibilities

• Financial Planning: Partner with business leaders to produce monthly and multi-year financial forecasts that provide a roadmap for the company to achieve its strategic objectives
• P&L Review: Support the monthly P&L review process that includes explaining variances to plan, providing insight on current and expected trends, and identifying areas of risk and opportunities
• Financial Analysis: Conduct complex financial cost/benefit analyses to support growth and other strategic initiatives
• Reporting: Manage daily, weekly, monthly, and quarterly financial and KPI reporting requirements, including preparing materials for the Board of Directors and other key constituents
• Business Intelligence: Partner with the Enterprise Analytics team to create and automate a business intelligence framework to support FP&A and other business objectives
• Capital Markets: Support capital markets initiatives that may include analyses related to funding the loan portfolio and overall enterprise, covenant reporting, and other tasks as needed

Preferred Qualifications

• Eduction: Master’s Degree in Business (MBA), Finance, or other analytical discipline
• Tools: Python, SQL, or other relationship database experience