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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and analysis, strategic finance, and corporate development, with a strong command of financial modeling, consumer credit economics, and capital markets. Proven ability to lead teams, influence stakeholders, and communicate effectively with senior executives and boards.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Strategic Finance LeadershipAdvanced Financial ModelingConsumer Credit EconomicsCapital Markets Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingExcelGoogle SheetsSQLBusiness Intelligence (BI) ToolsGAAP KnowledgeValuationEnterprise ModelingScenario TestingCovenant Tracking
Soft Skills
Executive PresenceInfluencing SkillsMentoringCommunication
Tools & Technologies
Financial Reporting SystemsKPI FrameworksExecutive Dashboards
Industry Keywords
FintechConsumer LendingFinancial ServicesM&ASecuritization
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own the planning and performance cycle for Achieve enterprise and its business units, Freedom Debt Relief and Achieve Lending
- Lead driver-based forecasting across volume, unit economics, credit, funding costs, and operating leverage
- Run monthly business reviews with variance narratives
- Modernize planning, modeling, and reporting systems to maintain data quality and a single source of truth
- Translate strategy into funded, measurable initiatives and analyze key growth decisions
- Own strategic initiatives end to end
- Frame growth pathways for leadership and the board
- Evaluate M&A, partnerships, and product unit economics
- Perform scenario and stress testing with Capital Markets
- Prepare board materials, KPI frameworks, and executive dashboards
- Manage covenant tracking across debt facilities
- Support audit and 409A valuation processes
- Partner with Capital Markets and Accounting on loan sales, ABS transactions, and liquidity planning
- Direct day-to-day treasury operations, including cash management and warehouse line planning
- Build, lead, and mentor FP&A and strategic finance talent
- Establish operating rhythms, model governance standards, and cross-functional accountability for ROI and budgets
- Partner with Accounting on close and financial views
Requirements
What you’ll need- 10+ years of senior experience in FP&A, strategic finance, corporate development, investment banking, or private equity
- 4+ years leading teams
- Experience in scaled fintech, consumer lending, or financial services involving lending, payments, or similar
- Command of consumer credit economics
- Bachelor's degree in Finance, Economics, Accounting, or a related field
- Advanced financial modeling, Excel/Sheets, SQL, and BI tools
- Working knowledge of GAAP as it affects forecasting, including CECL, fair value, and gain-on-sale
- Foundation in corporate strategy, valuation, and enterprise modeling
- Familiarity with capital markets, warehouse, and securitization structures
- Executive presence and experience communicating with senior executives, boards, and investors
- Ability to influence internal operators and external partners
- H1-B Visa transfer or sponsorship unavailable
- STEM-OPT Visa sponsorship unavailable
Benefits
Comp & perks- Hybrid and remote work opportunities
- 401 (k) with employer match
- Medical, dental, and vision with HSA and FSA options
- Competitive vacation and sick time off
- Dedicated volunteer days
- Wellness support through Employee Assistance Program, Talkspace, and fitness discounts
- Up to $5,250 paid back on eligible education expenses
- Pet care discounts
- Financial support in times of hardship through the Achieve Care Fund
- Six employee resource groups and commitment to diversity and inclusion
- Bonus
- Benefits
