Full-Time

Strategic FP&A Associate

Posted on 8/9/2025

Brigit

Brigit

51-200 employees

Financial health tools for everyday Americans

Compensation Overview

$120k - $155k/yr

New York, NY, USA

Hybrid

Remote 1-2x per week option; hybrid schedule based on business needs.

Category
Finance & Banking (1)
Required Skills
LLM
Forecasting
SQL
Oracle
Excel/Numbers/Sheets
Financial Modeling
PowerPoint/Keynote/Slides
Requirements
  • Experience: 3-6 years in FP&A or strategic finance at a high-growth consumer-focused company. Background in investment banking or consulting is a plus. Fintech, lending, or subscription company experience is highly valued.
  • Education: Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field. CPA or CFA certifications are a bonus.
  • Financial Expertise: Strong understanding of FP&A, budgeting, forecasting, and GAAP. Experience with customer unit economics (LTV:CAC, retention, ARPU).
  • Tools & Tech: Proficiency in Excel and PowerPoint. Experience with ERP systems and BI tools. Familiarity with SQL and/or Oracle Smart View is a plus.
  • Communication Skills: Comfortable working cross functionally. Ability to translate and simplify complex financial information for senior leadership and diverse audiences. Demonstrated ability to manage competing priorities in a fast-paced and dynamic environment.
Responsibilities
  • Strategic Finance & Scenario Planning: Build models to evaluate new initiatives, investment opportunities, and business scenarios. Present recommendations that inform long-term planning and resource allocation.
  • Forecasting & Budgeting: Maintain and enhance Brigit’s 3-statement financial model and unit economic models. Partner with functional leads to develop forecasts and budgets that align with strategic goals.
  • Financial Reporting & Insights: Support monthly, quarterly, and annual reporting for Brigit and Upbound (our parent company). Deliver clear, actionable insights to executive leadership through financial and unit economics analysis.
  • Cash Flow & Capital Efficiency: Monitor cash flow and working capital requirements. Collaborate with the Upbound finance team to deploy capital effectively to support sustainable growth.
  • Cross-Functional Partnership: Act as a trusted finance partner to teams across the company – translating financial data into strategic decisions. Help others understand the financial impact of their team’s work.
  • Process Development: Design and implement scalable finance processes to support growth. Find ways to automate and leverage AI/LLMs to drive operational efficiencies.
Desired Qualifications
  • Background in investment banking or consulting is a plus.
  • Fintech, lending, or subscription company experience is highly valued.
  • Experience with SQL and/or Oracle Smart View is a plus.
  • CPA or CFA certifications are a bonus.

Brigit provides transparent financial services aimed at improving the financial health of everyday Americans. It offers simple, fair products designed to help users manage money, avoid unfair fees, and stay financially stable. The company’s tools and services focus on guiding spending and financial decisions, with revenue driven by products that return value to members. Brigit distinguishes itself through a customer-aligned model that emphasizes fairness and clarity, backed by a team with experience from Amazon, Deutsche Bank, Palantir, and Two Sigma, and recognition from Fast Company and Forbes. The overarching goal is to help people achieve better financial health and security by offering clear, accessible financial options.

Company Size

51-200

Company Stage

Acquired

Total Funding

$570M

Headquarters

New York City, New York

Founded

2017

Simplify Jobs

Simplify's Take

What believers are saying

  • Upbound acquisition adds 4M customers and $100M revenue base.
  • Subscription tiers reach 12M users with Premium express delivery.
  • Compatible with 15,000+ banks including Chase and Wells Fargo.

What critics are saying

  • FTC fines exceed $10M for deceptive cash advance marketing.
  • Upbound bundles high-interest products causing 20-30% subscriber churn.
  • Plaid outages deny advances to all users collapsing daily actives.

What makes Brigit unique

  • Brigit provides interest-free cash advances up to $500 using cash flow underwriting.
  • Auto-Advance feature predicts overdrafts and deposits funds proactively.
  • Credit Builder program reports payments to build user credit scores.

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Benefits

Medical benefits

Generous PTO

Paid parental leave

Phone/wifi stipend

401k

Snacks & more

Growth & Insights and Company News

Headcount

6 month growth

-5%

1 year growth

-3%

2 year growth

-3%
Stock Titan
Jan 31st, 2025
Upbound Acquires Brigit, Gains 4M Customers

Upbound Group (NASDAQ: UPBD) has acquired Brigit, expanding its customer base to approximately 4 million active users, including over 1 million paying subscribers. The acquisition enhances Upbound's platform with Brigit's digital solutions like earned wage access and credit building products. Brigit's cash flow underwriting technology will improve risk management and fraud prevention for Upbound's brands. Brigit co-founders Zuben Mathews and Hamel Kothari will continue to lead the Brigit team.

Business Wire
Dec 16th, 2024
Upbound Group Enters Definitive Agreement to Acquire Brigit, a Leading Financial Health Technology Firm, for up to $460 Million

Upbound Group, Inc. (“Upbound” or the “Company”) (NASDAQ: UPBD), a technology and data-driven leader in accessible and inclusive financial products th

WebWire
Apr 25th, 2024
Brigit Reaches New Growth Milestones as They Help Everyday Americans Save $1 Billion in Fees while Surpassing $100M in Revenue

Introducing Brigit Premium In response to our members' desire to keep improving their financial health, Brigit is announcing the official launch of Brigit Premium to all members, transitioning it from beta.

PeerIQ
Nov 12th, 2023
Revolving Debt Hits Record; FTC vs. Brigit; Klarna Looks to IPO

FTC takes action against Brigit.

Brigit
Mar 9th, 2022
Hellobrigit launches Credit Builder precisely

Brigit launched Credit Builder precisely to address this kind of problem for its members.

INACTIVE