Senior Strategic Finance Associate

The Senior Strategic Finance Associate position will report to the Strategic Finance Lead.

As the Senior Strategic Finance Associate, you will:

• Work closely with other Finance staff as well as General Managers, Marketing team, and Operations team to develop budgets and forecasts and maintain those forecasts.
• Concentrate on marketing drivers including channel efficiency, funnel conversion, and campaign performance to identify opportunities for more efficient spending. Support reporting and analysis needs to highlight operational performance and measure alignment with strategic objectives.
• Responsible for maintaining 5-year strategic plan forecast, and annual budget alongside current-year monthly forecast for the Earnest business unit.
• Make recommendations and express financial significance for both leveraging opportunities or mitigating risks.

Your Impact:

• Measure new business opportunities, financial outcomes for various financing vehicles, and prepare materials for Executive meetings, Board of Director meetings, and ad hoc requests from executive management.
• Support the production, maintenance, and development of models and processes performed for the financial planning, analysis, and forecasting of Earnest LLC and Navient Corporation
• Serve as departmental CFO to conduct monthly reviews with Marketing and Operations group leaders to bring financial insights. Help them understand monthly expense details, complete monthly forecasts, identify savings opportunities, and justify higher expense needs.

About You:

• Degree in Finance, Business or a related field
• 3+ years of experience in strategic finance, corporate FP&A. Investment banking, management consulting and private equity experience are a plus.
• High proficiency with Excel, Google Sheets, PowerPoint, and Financial ERP systems
• Experience working with C-suite level leadership (direct reporting, presentations, etc.) and comfortable speaking in large groups
• Experience building dynamic financial models and experience working with large data sets to disseminate trend analysis for forecasting / manipulating data to tell a story with supporting evidence
• Experience and/or knowledge of the lending industry, amortization tables, loan loss models, securitization structures, warehouse financing facilities and risk-based pricing
• Ability to build strong relationships of trust & influence, ability to lead work initiatives with cross-functional coordination with stakeholders
• Willingness to travel to the Oakland office monthly to collaborate with other Earnies

Even Better:

• Experience with Marketing is a huge plus. This includes return on investment (ROI) and Lifetime Value (LTV) of various marketing channels and campaigns, calculation of Cost per Acquisition (CPA), and spend forecast based on different scenarios.

Where:

• This role will be based in the San Francisco Bay Area, CA.
• While you’ll enjoy the flexibility of remote work, we also love to see our Earnies face-to-face! We ask you to join us at our Oakland office for 3 consecutive days a month for team collaboration and some fun. It's a chance to connect, share ideas, and maybe even grab some coffee together!

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