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Manager – Financial Planning and Analysis
Confirmed live in the last 24 hours
Burlingame, CA, USA • Tempe, AZ, USA
Experience Level
Desired Skills
Data Analysis
Mergers & Acquisitions (M&A)
  • Someone who takes ownership and initiative and demonstrates a relentless drive to achieve results
  • Comfortable and highly effective in bridging gaps between Analytics, Marketing, Credit Risk, Product, Sales, and Business constituents to help find common ground, drive clarity, and promote understanding across teams
  • Resilient and self-motivated, always looking to drive process improvement through
  • Passionate about problem solving and achieving results within cross-functional teams
  • Upbeat and optimistic, with a growth mindset
  • BA/BS degree in finance, accounting or related field (MBA a plus)
  • Excellent financial modeling and analysis skills
  • Strong attention to detail
  • Expertise to manage projects to on-time completion with confidentiality and integrity
  • Analytical background working directly in an Marketing finance, Strategic Finance, Business Operations or related environment, experience modeling revenue and expenses
  • Excellent leadership, communication, analytical, teamwork, organizational and interpersonal skills
  • Adaptable and able to react quickly to changing business needs
  • Ability to think critically and to question the output of financial models or investment cases and consider options for improvement or provide thoughtful alternatives
  • Serve as Finance partner to the Product Marketing leadership teams across all products
  • Create consistent frameworks for measuring and analyzing ROI of marketing spend across partners and channels, including but not limited to cost of acquisition, close rates and digital and partner profit margins
  • Drive financial efficiency and effectiveness across channels and partnerships by providing analytic support and developing actionable insights that will influence decision makers to allocate marketing spend more effectively
  • Take a data driven approach to assess marketing activities, with recommendations to enhance reporting, accelerate growth, and improve processes
  • Track key marketing business metrics and KPIs to measure health of the business, while proactively highlighting areas of risks and opportunity
  • Partner with Marketing teams to develop a long-range planning model that supports the Marketing team's strategic vision and company priorities
  • Work cross functionally to ensure marketing spend and resource deployment are aligned with Sales and support Achieve's strategic priorities

1,001-5,000 employees

Digital personal finance solutions
Company Overview
Achieve is a digital personal finance company on a mission to help everyday people thrive. Achieve offers innovative digital financial solutions including home equity loans, personal loans and debt resolution, as well as financial education.
Company Core Values
  • Care (for everyone)
  • Get better (everyday)
  • Collaborate (with everyone)
  • Act with integrity (every time)