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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, manage complex financial operations, and communicate effectively with senior executives and boards.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Advanced Financial ModelingConsumer Credit EconomicsCapital Markets KnowledgeTeam Leadership
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 ModelingAdvanced Excel/Sheets SkillsSQLBusiness Intelligence (BI) ToolsGAAP KnowledgeValuationEnterprise ModelingScenario TestingCovenant TrackingCash Management
Soft Skills
Communication With Senior ExecutivesMentoringCross-Functional Accountability
Industry Keywords
FintechConsumer LendingFinancial ServicesM&ASecuritizationDebt Facilities409A ValuationOperating LeverageUnit EconomicsFunding Costs
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own the planning and performance cycle for Achieve and its business units, including budgets, forecasts, and results
- 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
- Translate strategy into funded, measurable initiatives
- Own strategic initiatives from ideation through execution
- 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
- Advanced Excel/Sheets skills
- Fluency with SQL and BI tools
- Working knowledge of GAAP as it affects forecasting, including CECL, fair value, and gain-on-sale
- Strong foundation in corporate strategy, valuation, and enterprise modeling
- Familiarity with capital markets, warehouse, and securitization structures is a strong plus
- Track record communicating with senior executives, boards, and investors
- H1-B Visa transfer or sponsorship and STEM-OPT Visa cannot be facilitated
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 supporting diversity and inclusion
- Bonus
