FP&a Lead

Posted on 3/15/2023



501-1,000 employees

Mobile banking app with cash advances

AI & Machine Learning
Financial Services

Senior, Expert

United States

Required Skills
  • 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
  • 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

Dave is a mobile banking app that leverages technology to streamline financial management and eliminate overdraft fees, distinguishing itself from traditional banks by offering unique financial products and services. As an employer, Dave fosters a forward-thinking and tech-savvy workplace culture that emphasizes innovation in digital banking and financial accessibility. This focus not only drives industry leadership but also provides its team with the opportunity to work on meaningful initiatives that directly impact consumer financial health.

Company Stage


Total Funding



Los Angeles, California



Growth & Insights

6 month growth


1 year growth


2 year growth



Flexible work hours & remote culture

Medical, dental, & vision

Generous PTO

401k with match

Flexible PTO

All-company in-person events