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FP&a Lead
Updated on 3/25/2023
United States
Experience Level
Desired Skills
  • 8+ years of experience in FP&A or Strategic Finance at a fast-paced, leading financial technology company or at a top-tier investment bank, consulting, or VC/PE firm with financial services sector experience; experience at a public company preferred, but not required
  • Undergraduate degree or equivalent years of relevant work experience required
  • Strong analytical skills; you must be an expert in Excel and be able to build models from scratch that are efficient, scalable, intuitive, and well-formatted
  • Robust experience in the creation of sophisticated presentation materials utilizing tools such as PowerPoint or Google Slides; experience presenting complicated analyses or topics to colleagues across the organization (from Leadership to working-group level teams)
  • Deep understanding of other MS Office products (Word), Google Suite (Docs, Sheets, Slides)
  • Strong organizational and process management skills, comfortable with multitasking and prioritizing within a fast-paced, demanding environment; ability to set clear goals and effectively prioritize workload; operate both autonomously and within teams under pressure
  • Outstanding communication skills with the ability to help influence executive stakeholders in making informed data-driven decisions
  • Build and maintain sophisticated financial and operating models to address complex financial and business-oriented challenges
  • Prepare key reporting presentations and communications that summarize information concisely for both internal and external stakeholders (e.g. Company Leadership, Board of Directors, shareholders)
  • Further refine and drive Dave's annual budgeting and continuous planning processes
  • Develop and execute on periodic financial reporting packages for senior management
  • Partner with accounting and other operational teams to develop and evolve scalable processes to manage and improve operational efficiency
  • Work directly with our executive team to develop financial and operational forecasts & analyses, identify and evaluate opportunities and risks, and assist with corresponding data-driven decision making
  • Support capital markets and corporate transactions by assisting in due diligence processes and assessing business impacts

201-500 employees

Personal financial management app