Full-Time

Sr. Director

Commercial Finance

Confirmed live in the last 24 hours

Meridian Link

Meridian Link

501-1,000 employees

Cloud-based software solutions for financial institutions

Data & Analytics
Fintech

Compensation Overview

$202.6k - $286.1kAnnually

Senior

Remote in USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Data Analysis
Requirements
  • 8+ years of progressive finance and experience. Exposure to SaaS business models is preferred.
  • Bachelor’s degree in Business, Finance, or Accounting. Master’s degree is a bonus.
  • Anaplan planning tool experience preferred.
  • Strong analytical skills with proven proficiency in financial modelling and experience manipulating large data sets from various sources, interpreting data trends, and extracting business insights.
  • The ability to listen actively and ask relevant, incisive questions as well as confident, independent thinking that communicates an analytic point-of-view to finance and business partners.
  • Experience influencing, training, mentoring and leveraging one’s skills and others to achieve objectives in a cross-functional and matrix organizational environment.
  • Customer focused mindset with the energy and desire to effectively collaborate and influence across a large organization; including working with all levels and with remote team members including working and effectively communicating with senior-level business partners.
Responsibilities
  • Provide strategic guidance and finance leadership to the organization, serving as a thought leader and partner to drive the financial framework for the Sales, Services, Channel, and Revenue Operations teams.
  • Lead the planning & forecasting activities across all commercial teams, including forecasting, annual operating, and long-range planning.
  • Own the revenue algorithm- defining the components of the algorithm, financial modelling of all key drivers, managing the ongoing reporting and management review framework.
  • Analyze and make recommendations on quota capacity, sales efficiency, and commissions expense planning for Sales teams. Own all costs to book and costs to serve analytics, GTM ROI analysis, gross margin and contribution margin modelling, capex and headcount planning activities.
  • Produce data driven insights and recommendations to deliver on financial commitments, help drive future growth and margin expansion.
  • Develop metrics to track team-specific and company-wide trends, identify opportunities, clearly communicate recommendations and collaborate across all levels of the organization.
  • Provide the management team with insightful decision support and drive executive level financial analysis.
  • Prepare, analyze, and drive critical business insights and performance drivers to create actionable management reporting and dynamic dashboards using key performance indicators.
  • Prepare and build industry research & analysis using external industry resources.

MeridianLink provides cloud-based software solutions tailored for financial institutions, including banks and credit unions. Their main products include loan origination systems that assist in managing the loan process from application to approval, and automated decisioning engines that leverage data for quick lending decisions. Clients access these services through a subscription model, which ensures ongoing updates and improvements. What sets MeridianLink apart from competitors is their comprehensive integration of various financial processes into a single platform, allowing clients to operate more efficiently and enhance customer service. The company's goal is to improve digital banking experiences by streamlining operations and enabling data-driven decision-making.

Company Stage

N/A

Total Funding

$616.7M

Headquarters

Costa Mesa, California

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • MeridianLink's partnerships with numerous credit unions and financial institutions demonstrate its strong market presence and customer trust.
  • The company's advanced decisioning capabilities and configurable point-of-sale solutions enhance client operations, leading to improved customer experiences and operational efficiency.
  • Winning multiple industry awards underscores MeridianLink's innovative edge and potential for continued growth.

What critics are saying

  • The recent CFO transition could lead to strategic and operational uncertainties, impacting company stability.
  • The competitive FinTech landscape requires MeridianLink to continuously innovate to maintain its market position.

What makes Meridian Link unique

  • MeridianLink's comprehensive suite of SaaS products, including loan origination systems and automated decisioning engines, sets it apart by offering end-to-end solutions for financial institutions.
  • Their subscription-based model ensures a steady revenue stream, allowing for continuous updates and improvements, unlike competitors with less predictable income.
  • Recognition in prestigious awards like the American Business Awards and HousingWire Tech100 highlights their commitment to innovation and industry leadership.

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