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Taekus

Travel-focused rewards credit and banking services

Financial Planning and Analysis Manager

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeRemote in USA$160k - $210k /yr

About the Job

Requirements

  • A bachelor's degree in finance.
  • At least 5 years of experience in FP&A, strategic finance, investment banking, consulting, or a similar analytical role.
  • Strong financial modeling and Excel skills.
  • A strong understanding of financial statements and how operational activity flows through to financial results.
  • Experience owning budgeting and forecasting processes.
  • Ability to translate complex financial and operational data into clear insights for non-finance stakeholders.
  • Experience with BI and data visualization tools such as Power BI or Metabase.
  • Demonstrated hands-on use of AI tools to do real work.
  • Experience working with startups.

Responsibilities

  • Own the company’s budgeting, forecasting, and financial planning processes.
  • Build and maintain financial models connecting revenue, expenses, transaction volume, customers, and rewards to unit economics and other business metrics.
  • Produce monthly financial reporting and variance analysis, explaining what changed and why.
  • Support strategic planning, fundraising, capital planning, and other major company initiatives.
  • Build scenario models to evaluate new products, partnerships, hiring plans, and other business decisions.
  • Work closely with accounting to ensure actual financial results are accurately reflected in models and forecasts.
  • Support ad hoc analysis and data-driven decision-making across the organization.

Desired Qualifications

  • Experience in fintech, banking, payments, lending, or financial services is preferred.

About the Company

Taekus

Travel-focused rewards credit and banking services

Taekus offers travel-focused financial services, including a rewards-optimized credit card, a debit card, and a non-interest-bearing account via a Stearns Bank partnership. The credit card automatically maximizes airline-related rewards without users having to parse complex terms, while the debit card (physical or virtual) and account handle everyday payments and balances in partnership with major networks. Through the Taekus mobile app, users manage accounts, view transactions, and track rewards, with TaekusPay enabling peer-to-peer transfers within the community. Taekus differentiates itself by concentrating on travelers’ rewards optimization and streamlined mobile banking, backed by a Series A funding round with investors such as Soma Capital, Adapt Ventures, Bain Capital Ventures, CRV, and Gateway X, aiming to make travel rewards easier to earn and use.

Company size
11-50
Company stage
Early VC
Total funding
$6.9M
Headquarters
San Francisco, CA
Founded
2020

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