FP&a Lead
Posted on 3/15/2023
INACTIVE
Dave

201-500 employees

Personal financial management app
Company Overview
Dave is on a mission to build financial products that level the playing field. The finance version of David and Goliath taking on the big banks, Dave is the highest ranked personal financial management app in the country.
AI & Machine Learning
Financial Services

Company Stage

N/A

Total Funding

$551.4M

Founded

2016

Headquarters

Los Angeles, California

Growth & Insights
Headcount

6 month growth

2%

1 year growth

-2%

2 year growth

-2%
Locations
United States
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
CategoriesNew
Finance & Banking
Requirements
  • 8+ years of experience in FP&A 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
Responsibilities
  • 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