Senior Financial Analyst

Company Description

Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.

Job Description

As an experienced and knowledgeable Senior Financial Analyst, you will impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. In this position (within MST or PST zones), you will drive core FP&A analytics and reporting to enable business decision-making, partnering closely with leaders in Operations, Legal, Facilities, Finance/Accounting, and other corporate functions. This role will deliver important insights and actionable recommendations to senior finance and executive management. A successful candidate will ensure financial and operating decisions are based on accurate data and apply expertise to inform overall strategy. This position will exemplify true business partnership, leading the way with collaboration, timely decision-making, alignment with strategic priorities and value-added analysis. The ideal candidate will bring a “Business Partner” mindset and thrive in an organization that is ready to disrupt the norm.  If you are creative and passionate and want to work with like-minded people then you will LOVE Achieve.

Join Achieve, change the future

At Achieve, we’re changing millions of lives.
From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you’ll get to be a part of their journey to a better financial future. We’re proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job—it’s a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.

Qualifications

What You’ll do:

• Drive monthly financial reporting for our Corporate Shared Services departments
• Lead the annual budgeting effort specific to these departments and work with Department leaders
• Be a subject matter expert on costs within the business and track key business metrics and KPIs to measure the health of the business, while proactively highlighting areas of risks and opportunity
• Analyze Procurement purchase requests and ensure adherence to policies and governance processes
• Drive Corporate spending business allocation process
• Support month-end close reporting with recommendations to enhance reporting and improve processes
• Partner with Corporate teams to develop a long-range planning model that supports the strategic vision and company priorities
• Work cross-functionally to ensure spending and resource deployment are aligned with the plan and support Achieve’s strategic priorities
• Responsible for a monthly forecast refresh, providing an updated outlook intra-year

What you’ll bring:

• Ownership, initiative, and demonstrates a relentless drive to achieve results
• Comfortable and highly effective in bridging gaps in departments to help find common ground, drive clarity, and promote understanding across teams
• Resilient and self-motivated, always looking to drive process improvement through continuous testing and optimization
• Passionate about problem-solving and achieving results within cross-functional teams
• Upbeat and optimistic, with a growth mindset
• BA/BS degree in finance, accounting or related field (MBA a plus)
• Excellent financial modeling and analysis skills
• Strong attention to detail
• Expertise to manage projects to on-time completion with confidentiality and integrity
• Excellent leadership, communication, analytical, teamwork, organizational, and interpersonal skills
• Adaptable and able to react quickly to changing business needs
• Ability to think critically and to question the output of financial models or investment cases and consider options for improvement or provide thoughtful alternatives
• Prior experience with Adaptive Planning and Oracle Cloud is a plus

 

 

Additional Information

Achieve well-being with:

• Hybrid and work from home opportunities
• 401 (k) with employer match
• Medical, dental, and vision with HSA and FSA
• Competitive vacation and sick time off, as well as dedicated volunteer days
• Access to wellness support through Employee Assistance Program, Virgin Pulse, Talkspace, and fitness discounts
• Up to $5,250 paid back to you on eligible education expenses
• Pet care discounts for your furry family members
• Financial support in times of hardship with our Achieve Care Fund
• A safe place to connect with other employees through our six employee resource groups

Salary Range: $95,000.00 to $120,000.00 annually + bonus + benefits. This information represents the expected salary range for this role. Should we decide to make an offer for employment, we'll consider your location, experience, and other job-related factors.

Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve’s Talent Acquisition leader.