Senior Financial Analyst at Self Financial

Austin, Texas, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Candidates should have 4-6+ years of experience in Financial Planning & Analysis (FP&A), strategic finance, investment banking, or a similar field. Expert-level Excel modeling skills are required, along with comfort working with large, complex datasets and familiarity with BI tools like Tableau or Looker. Experience in FinTech, SaaS, or consumer financial services is preferred, and SQL knowledge is a plus. A strategic mindset, strong communication and storytelling skills, intellectual curiosity, and the ability to operate independently and collaboratively in a fast-paced environment are essential.

Responsibilities

The Senior Financial Analyst will serve as a strategic finance partner, driving key forecasting, reporting, and decision-support efforts. Responsibilities include owning and enhancing financial models for planning, partnering cross-functionally to develop and validate forecasts, building dashboards for key performance metrics, analyzing trends and variances, supporting monthly and quarterly close cycles, and translating complex financial data into actionable narratives for leadership. The role also involves continuously improving forecasting processes, reporting tools, and data quality.

Skills

Financial Modeling

Forecasting

Reporting

Data Analysis

Business Cases

Dashboarding

Key Performance Metrics

Customer Acquisition Cost (CAC)

Lifetime Value (LTV)

Unit Economics

Trend Analysis

Variance Analysis

Risk Assessment

Strategic Finance

Self Financial

Online platform for credit score improvement

About Self Financial

Self Financial helps individuals build or rebuild their credit scores through online services and a mobile app. Their main products are Credit Builder Loans and the Self Credit Card. A Credit Builder Loan is a small loan that is secured in a certificate of deposit (CD), where monthly payments are reported to credit bureaus to help establish a positive credit history. Once the loan is paid off, the borrower can access the funds in the CD, turning payments into savings. The Self Credit Card requires an upfront deposit and also reports monthly payments to credit bureaus. Unlike traditional credit unions, Self Financial operates entirely online, making it accessible to tech-savvy users and those without access to conventional banking. The goal of Self Financial is to help clients improve their credit scores, enabling them to qualify for loans and other financial products while generating revenue through fees associated with their services.

Austin, TexasHeadquarters

2015Year Founded

$124.1MTotal Funding

SERIES_ECompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

Benefits

Company Equity in the form of RSUs

Quarterly performance-based bonuses

Generous employer-paid health, vision, & dental insurance coverage

Flexible vacation policy

Educational assistance

Free gym membership

Casual dress code

Team building events and activities

Remote work arrangements/ flexible work schedule

Paid parental leave

Risks

Competition from traditional banks offering similar services could erode market share.

High outbound migration from high-tax states may affect customer base in those regions.

Integration challenges from RentTrack acquisition could impact service delivery and satisfaction.

Differentiation

Self Financial offers online credit-building tools, appealing to tech-savvy consumers.

The company provides unique services like reporting rent payments to credit bureaus.

Self Financial's Credit Builder Loan turns loan payments into savings, differentiating it from competitors.

Upsides

Increased consumer interest in credit-building tools expands Self Financial's potential customer base.

Partnership with Regions Bank enhances customer acquisition through expanded credit reporting services.

Appointment of CEO Julie Szudarek could drive strategic growth and expansion.

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