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Achieve

VP, Strategic Finance, FP&A

Achieve

. Own the planning and performance cycle for Achieve and its business units, including budgets, forecasts, and results .

Posted 10/28/2026full-timeRemote • Dallas • Texas • United StatesLead💰 $275,000 - $300,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in financial planning and analysis (FP&A), 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

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial ModelingExcel/SheetsSQLBusiness Intelligence (BI) ToolsGAAP KnowledgeValuationEnterprise ModelingScenario TestingCovenant TrackingCash Management
Soft Skills
Executive PresenceInfluencing SkillsMentoringCollaborationCommunication
Industry Keywords
FintechConsumer LendingFinancial ServicesM&A EvaluationSecuritization StructuresDebt Facilities409A ValuationROI AnalysisStrategic InitiativesOperating Leverage

Tech Stack

Tools & technologies
SQL

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 to maintain data quality and a single source of truth
  • Translate strategy into funded, measurable initiatives
  • Own strategic initiatives end to end and 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 funding and capital items, including 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 aligning strategy and execution
  • Collaborate across functions on ROI, budgets, accounting close, financial views, and model governance

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 and STEM-OPT Visa facilitation are 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 through the Achieve Care Fund
  • Commitment to diversity and inclusion through six employee resource groups
  • Bonus
  • Benefits