Financial Planning Manager – Cards

Neon

. Act as the Financial Business Partner for Cards, Banking, and Insurance .

Posted 10/5/2026full-timeRemote • BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in Financial Planning and Analysis (FP&A) and Strategic Finance, with a strong focus on card financial dynamics and the ability to build robust financial models. Proven leadership in team development and stakeholder management, driving automation and AI applications to enhance operational efficiency.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Card Financial DynamicsFinancial Modeling In Excel/Google SheetsStakeholder ManagementTeam Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BudgetingForecastingActual Vs. Budget Vs. Forecast AnalysisProjection ModelsCohort AnalysisVintage AnalysisCredit Risk/ProvisioningNIIFunding CostsInterchange Fees

Soft Skills

CommunicationLeadershipAnalytical ThinkingStakeholder Engagement

Tools & Technologies

ExcelGoogle SheetsAI ApplicationsAutomationPythonSQL

Industry Keywords

Financial ServicesFintechCredit PortfoliosPayment CompaniesCards

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Act as the Financial Business Partner for Cards, Banking, and Insurance
Support data-driven decisions, economic feasibility studies for products and features, and portfolio profitability monitoring
Lead the monthly, annual, and long-term budgeting cycle
Establish cadence, analytical standards, and ongoing reforecasting processes
Perform Actual vs. Budget vs. Forecast analyses
Lead the closing of results for the business verticals and prepare executive reports for the Board, executive leadership, and senior management
Build, parameterize, and enhance projection models incorporating card unit economics
Partner with Credit and Collections to align risk and revenue perspectives in the product P&L
Drive automation and explore AI applications to optimize processes
Lead and develop the direct team, raising the technical bar

Requirements

What you’ll need

Strong experience in FP&A or Strategic Finance at banks, fintechs, or card issuers/payment companies that originate and manage their own credit portfolios
Practical and conceptual understanding of card financial dynamics, including NII, funding costs, interchange, fees, revolving credit, credit risk/provisioning (PDD), and cohort/vintage analysis
Ability to build accurate and robust financial models in Excel/Google Sheets
Fluent English, both written and spoken
Strong stakeholder management skills and the ability to communicate with technical authority
Practical experience with AI and automation to improve efficiency (preferred)
Knowledge of Python or SQL (preferred)
Previous team management experience (preferred)

Benefits

Comp & perks

Medical and dental insurance
Meal and food allowance
Life insurance
Home office equipment credit
Gympass: access to a network of gyms and online classes
Childcare or nanny allowance
Extended parental leave
Open English: discounted lesson packages for all Neowners and their dependents
Discounts on MBAs and specialization programs at USP ESALQ
Betterfly: wellness platform
Alô Cafuné: psychological support program
Epharma: discounts of up to 50% on medications
Allya: partner network offering discounts at pharmacies, supermarkets, and other establishments
Coworking space access, in accordance with company policy
Semiannual performance and culture review cycle
Regular feedback and support in executing your individual development plan
Decola: internal recruitment program
Onflow: internal knowledge network
Access to payroll-deducted loans
Free cashback