Senior Financial Analyst

hace 1 semana


Valle de Chalco Solidaridad, México Oportun A tiempo completo

ABOUT OPORTUN

Oportun (Nasdaq: OPRT) is a digital banking platform that puts its 2.2 million members' financial goals within reach. With intelligent borrowing and savings, Oportun empowers members with the confidence to build a better financial future. Since inception, Oportun has provided more than $17.8 billion in responsible and affordable credit, saved its members more than $2.3 billion in interest and fees, and helped our members save an average of more than $1,800 annually. For more information, visit

WORKING AT OPORTUN

Working at Oportun means enjoying a differentiated experience of being part of a team that fosters a diverse, equitable and inclusive culture where we all feel a sense of belonging and are encouraged to share our perspectives. This inclusive culture is directly connected to our organization's performance and ability to fulfill our mission of delivering affordable credit to those left out of the financial mainstream. We celebrate and nurture our inclusive culture through our employee resource groups.

ROLE DESCRIPTION

  • Financial Planning: Partner with business leaders to produce monthly and multi-year financial forecasts that provide a roadmap for the company to achieve its strategic objectives.
  • P&L Review: Support the monthly P&L review process that includes explaining variances to plan, providing insight on current and expected trends, and identifying areas of risk and opportunities.
  • Financial Analysis: Conduct complex financial cost/benefit analyses to support growth and other strategic initiatives.
  • Reporting: Manage daily, weekly, monthly, and quarterly financial and KPI reporting requirements, including preparing materials for the Board of Directors and other key constituents.
  • Business Intelligence: Partner with the Enterprise Analytics team to create and automate a business intelligence framework to support FP&A and other business objectives.
  • Capital Markets: Support capital markets initiatives that may include analyses related to funding the loan portfolio and overall enterprise, covenant reporting, and other tasks as needed.
  • Other: Other ad hoc support and analyses as needed.

REQUIRED QUALIFICATIONS

  • Education: Bachelor's Degree in Finance, Economics, Engineering, Mathematics, or other analytical discipline.
  • Professional Experience: 3 to 5 years of relevant experience in a finance or analytical role, preferably in the consumer financial services industry.
  • Tools: Python, SQL, or other relationship database experience.
  • Modeling Experience: Experience with cash flow and three-statement financial modeling. Working knowledge of key financial concepts such as NPV, IRR, ROE, etc.
  • Tools: Advanced Microsoft Excel skills.
  • Intellect: Exceptional problem solving and analytical skills with the ability to maintain the highest standard of integrity, accuracy, and precision.
  • Soft Skills: Excellent listening, written, and oral communication skills.
  • Personality: Highly motivated, dynamic, and willing to do what it takes to get the job done.

NICE TO HAVE BUT NOT REQUIRED

  • Education: Master's Degree in Business (MBA), Finance, or other analytical discipline.

We are proud to be an Equal Opportunity Employer and consider all qualified applicants for employment opportunities without regard to race, age, color, religion, gender, national origin, disability, sexual orientation, veteran status or any other category protected by the laws or regulations in the locations where we operate.

California applicants can find a copy of Oportun's CCPA Notice here:

We will never request personal identifiable information (bank, credit card, etc.) before you are hired. We do not charge you for pre-employment fees such as background checks, training, or equipment. If you think you have been a victim of fraud by someone posing as us, please report your experience to the FBI's Internet Crime Complaint Center (IC3).


#J-18808-Ljbffr
  • Senior Financial Analyst

    hace 2 semanas


    Ciudad de México Wikimedia Foundation A tiempo completo

    **SENIOR FINANCIAL ANALYST** **Summary** Join the Wikimedia Foundation in our ambitious project to empower people to create and share the sum of all human knowledge. We are looking for a Senior Financial Analyst to join our Financial Planning & Analysis team, reporting to the Senior Manager, Finance. As the Senior Financial Analyst on the team, you will...

  • Senior Financial Analyst

    hace 1 semana


    Ciudad de México, Ciudad de México Wikimedia Foundation A tiempo completo

    SENIOR FINANCIAL ANALYSTSummaryJoin the Wikimedia Foundation in our ambitious project to empower people to create and share the sum of all human knowledge. We are looking for a Senior Financial Analyst to join our Financial Planning & Analysis team, reporting to the Senior Manager, Finance. As the Senior Financial Analyst on the team, you will develop a...

  • Financial Analyst

    hace 1 semana


    Ciudad de México, Ciudad de México Hewlett Packard Enterprise A tiempo completo

    Financial Analyst - International Controllership OrganizationDescription:CASR COE team is responsible for preparing statutory financial statements for HP entities and ensuring excellence in statutory audits with EY.Opportunity to drive Statutory audits of different legal entities in compliance with local regulations.Responsibilities:Ownership of statutory...

  • Senior Financial Analyst

    hace 1 semana


    Ciudad de México ABB A tiempo completo

    **Senior Financial Analyst**: **Take your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future. At ABB, we have the clear goal of driving diversity and inclusion across all dimensions: gender, LGBTQ+, abilities, ethnicity and generations. Together, we are...


  • Ciudad de México, Ciudad de México International Flavors & Fragrances A tiempo completo

    Job Description We are very excited to welcome a Senior Financial Analyst to our team, and we hope it's you You will join the Nourish Business Finance team by integrating yourself within the business as a valuable finance business partner (FBP). Proactively use your expertise to drive commercial objectives, control costs, and support the business's...


  • Santiago de Querétaro, Querétaro de Arteaga, México SERPAC CONSULTORIA S.C A tiempo completo

    Requirements:Bachelor's degree in Economics, Business Administration, or Accounting. 3 years of Experience as a Financial Analyst or in Financial Planning. 4 years of experience as a supervisor/manager or financial specialist in financial planning. Advanced English proficiency. Knowledge of IFRS and US GAAP standards. Familiarity with One Stream or Hyperion....


  • Ciudad de México Citi A tiempo completo

    Senior Financial Reporting Analyst is a mid-level position responsible for the generation, tracking and presentation of financial reports in coordination with the Finance team. The overall objective of this position is to accurately prepare and report business and financial transactions, reports and statements in accordance with MX and US regulatory...

  • Financial Analyst

    hace 2 semanas


    Chalco, México Marest holding A tiempo completo

    **Financial Analyst** - Realizar análisis financieros, informes y seguimientos de métricas operativas - Analizar datos y crear modelos financieros para apoyar a la toma de decisiones - Realizar informes sobre el rendimiento financiero y analizar estos datos para la propuesta de nuevas estrategias que aporten a la mejora continua de la organización. -...

  • Senior Financial Analyst

    hace 1 semana


    Ciudad de México, Ciudad de México Spreetail Inc. A tiempo completo

    Spreetailpropels brands to increase their ecommerce market share across the globe while improving their operational costs. Learn how we are building one of the fastest-growing ecommerce companies in history: Spreetail is seeking a Senior Financial Analyst to join our Commercial FP&A team. In this role, you will provide dedicated support to our...

  • Senior Financial Analyst

    hace 1 semana


    Ciudad de México, Ciudad de México Zendesk A tiempo completo

    Job DescriptionWe are seeking a talented and driven Senior Analyst to join Zendesk, a dynamic market leader in customer experience software, in a new role on the Finance & Strategy team focusing on critical cross-functional initiatives. The primary responsibilities of this project-based role is to partner with leaders across the Zendesk business to perform...


  • Ciudad de México, Ciudad de México Nutanix A tiempo completo

    Principal or Senior Financial Analyst – GTM FinanceHungry, Humble, Honest, with HeartAbout NutanixNutanix is disrupting the multi-billion-dollar enterprise data center market by pioneering an enterprise cloud platform that leverages web-scale engineering and consumer-grade design to natively converge compute, virtualization, and storage, into a resilient,...


  • Ciudad de México Galileo Financial Technologies - Mexico A tiempo completo

    **Employee Applicant Privacy Notice** **Who we are**: **The role** This is an exciting opportunity to join a growing** Collections Center of Excellence (CCoE) **team that has developed strong partnerships and working relationships with other key functional areas. The **Senior Business Operations Analyst** will be an integral member of the CCoE team, and...

  • Senior Financial Analyst

    hace 1 semana


    Ciudad de México, Ciudad de México Eaton A tiempo completo

    Eaton's IS VEH VGNA division is currently seeking a Senior Financial Analyst.What you'll do:PRIMARY FUNCTION:As part of the finance/accounting group, this position is responsible for reporting & analyzing financial results. This person is expected to closely support of the operations and other functions (PLM's, staff. supervisors, etc.), through timely and...


  • Ciudad de México, Ciudad de México Citi A tiempo completo

    Senior Financial Reporting Analyst is a mid-level position responsible for the generation, tracking and presentation of financial reports in coordination with the Finance team. The overall objective of this position is to accurately prepare and report business and financial transactions, reports and statements in accordance with MX and US regulatory...


  • Ciudad de México Teradata A tiempo completo

    What You'll Do The Financial Planning Analyst for Corporate FP&A organization is responsible for directly supporting the Global Business Finance team to provide weekly, monthly and quarterly financial analysis, monthly and quarterly outlook, annual plan development, management reporting, business case, and other general financial planning activities for...


  • Ciudad de México Teradata A tiempo completo

    What You'll Do The Financial Planning Analyst for Corporate FP&A organization is responsible for directly supporting the Global Business Finance team to provide weekly, monthly and quarterly financial analysis, monthly and quarterly outlook, annual plan development, management reporting, business case, and other general financial planning activities for...


  • Ciudad de México, Ciudad de México ProducePay A tiempo completo

    ProducePay is a dynamic and rapidly growing fintech company that is aiming to reduce fresh produce supply chain waste by producing a predictable commerce platform, giving growers and buyers unprecedented control and insight into their operations. This allows for earlier and easier access to capital which has traditionally been a major pain point for our...


  • Ciudad de México Zendesk A tiempo completo

    Job Description Who we're looking for The Finance & Strategy team serves as trusted advisors to the company, advising and guiding C-level decisions through insightful analyses & thought partnership. We are looking for a forward-thinking, driven individual who will succeed in a fast-paced environment and support our team in making recommendations that will...

  • Financial Analyst

    hace 2 semanas


    Hacienda de las Palmas, México Estrategia Humana A tiempo completo

    The Financial Analyst will analyze past financial performance to predict future performance and to advise the company on its financial strategy. **Responsibilities**: - Analyses business and financial data. - Creates financial models bases on analyses to support organizational decision making. - Provides financial analysis with an emphasis on capital...

  • Financial Analyst

    hace 3 semanas


    Ciudad de México Hearsay Social A tiempo completo

    We are very excited to hire a **Financial Analyst** to the Finance team at Hearsay Systems! This is a highly visible role that provides ownership of the company’s finances both at the department and corporate level. This is a multifaceted role providing an opportunity to both work in the details of Hearsay’s financial books and take a strategic view of...