Senior Financial Analyst

Position Overview

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Self Financial is a venture-backed, high-growth FinTech company with a mission to increase economic inclusion and financial resilience by empowering people to build credit and build savings. We're looking for people who share our passion and are driven to tackle challenges, find solutions and make the financial space better for the communities we serve. Our team is passionate about challenging the status quo of the credit industry by providing people accessible tools to take control of their credit. Executing on our mission requires deep collaboration across our teams to ensure our products reach the people who can benefit from them the most, particularly the 100 million+ Americans who have no or low credit. We celebrate diversity and are committed to creating an inclusive environment for all employees. To that end, we seek to recruit, develop and retain the most talented people from a diverse candidate pool.

Self is searching for a highly skilled and experienced Senior Financial Analyst to join our growing Finance team. If you’re an ambitious and analytical individual who enjoys solving complex business problems, then we want to work with you. The Senior Financial Analyst position will play a critical role in supporting strategic decision-making through financial modeling, forecasting, budgeting, reporting and analysis. This position requires advanced financial modeling skills, a strong analytical mindset and the ability to communicate complex financial data in a clear and concise manner. Your work will include preparing recurring and ad hoc financial reporting and analyses, reporting trends in key performance indicators and collaborating with various stakeholders across Analytics, Marketing, Risk and others to agree on key inputs that drive Self’s financial forecast. In addition to being an excellent communicator, you should have excellent multitasking and organizational abilities.

Responsibilities

• Assist in the preparation of financial reports, forecasts, and budgets by collecting, analyzing and interpreting financial data.
• Develop and maintain detailed financial models to support forecasting and budgeting for both short-term and long-term planning.
• Conduct in-depth financial analysis to identify trends, opportunities and risks affecting the company’s financial performance.
• Collaborate with cross-functional teams to gather and validate financial information, ensuring accuracy and consistency in reporting.
• Build and monitor key financial metrics and indicators, including Unit Economics, providing insights and recommendations for improvement.
• Contribute to the preparation of presentations for internal stakeholders, summarizing financial results and insights.
• Assist in monthly financial close process, including variance analysis.
• Analyze financial results, trends, and key performance indicators (KPIs) to provide actionable insights.
• Partner with cross-functional teams to evaluate business initiatives and provide financial guidance.
• Prepare and deliver executive-level presentations and reports on financial performance and strategic recommendations.

Requirements

• Strong analytical skillset and a desire to solve complex business problems.
• Advanced financial modeling skills.
• Proficiency with Excel, Tableau and other software used to support financial modeling and reporting.
• Knowledge of SQL preferred.
• Ability to work with large datasets.
• Strong problem-solving abilities and critical thinking skills.
• Ability to work independently and collaboratively within a team.
• Eagerness to learn, adapt, and take on new challenges.
• Detail-oriented with a high degree of accuracy in work.
• Excellent verbal and written communication skills.

Company Information

Self Financial is a venture-backed, high-growth FinTech company with a mission to increase economic inclusion and financial resilience by empowering people to build credit and build savings. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Benefits and Perks

We have the compensation and benefits you expect. But there's one thing that Self Financial can offer that many companies cannot: we can positively change the world, while making a profit.