Senior Financial Analyst

undefined ago • 4-6 Years • Financial Analysis • $124,000 PA - $165,000 PA

Job Summary

Job Description

We’re seeking a strategic finance partner to business leaders, driving key forecasting, reporting, and decision-support efforts. You'll develop models that power executive decisions, analyze performance across product and marketing investments, and surface insights that fuel growth. This is a highly visible and analytical role — ideal for someone who thrives in a fast-paced environment and has a deep desire to influence strategy through data.
Must have:
  • Own and enhance financial models to support short- and long-term planning, with a focus on accuracy, flexibility, and insight.
  • Partner cross-functionally with Marketing, Product, and Analytics to develop, validate, and refine forecasts and business cases.
  • Build dashboards and executive reporting that track key performance metrics (e.g., customer acquisition cost, LTV, unit economics).
  • Analyze trends, variances, and risks in performance; proactively flag issues and recommend actions.
  • Support monthly and quarterly close cycles with variance analysis and board-level insights.
  • Translate complex financial data into actionable, business-friendly narratives for leadership.
  • Continuously improve forecasting processes, reporting tools, and data quality.
Good to have:
  • FinTech experience
  • SaaS experience
  • Consumer financial services experience
Perks:
  • Company equity in the form of Stock Options
  • Performance-based bonuses
  • Generous employer-paid health, vision and 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

Job Details

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.

About the Role

We’re seeking a strategic finance partner to business leaders, driving key forecasting, reporting, and decision-support efforts. You'll develop models that power executive decisions, analyze performance across product and marketing investments, and surface insights that fuel growth.

This is a highly visible and analytical role — ideal for someone who thrives in a fast-paced environment and has a deep desire to influence strategy through data.

What You’ll Do

  • Own and enhance financial models to support short- and long-term planning, with a focus on accuracy, flexibility, and insight.
  • Partner cross-functionally with Marketing, Product, and Analytics to develop, validate, and refine forecasts and business cases.
  • Build dashboards and executive reporting that track key performance metrics (e.g., customer acquisition cost, LTV, unit economics).
  • Analyze trends, variances, and risks in performance; proactively flag issues and recommend actions.
  • Support monthly and quarterly close cycles with variance analysis and board-level insights.
  • Translate complex financial data into actionable, business-friendly narratives for leadership.
  • Continuously improve forecasting processes, reporting tools, and data quality.

What You’ll Bring

  • 4–6+ years of experience in Financial Planning & Analysis (FP&A), strategic finance, investment banking, or similar.
  • Expert-level Excel modeling skills; capable of building dynamic, scenario-driven models from scratch.
  • Experience with SQL (nice to have) and comfort working with large, complex datasets working with large, complex datasets.
  • Familiarity with Tableau, Looker, or similar BI tools for data visualization and reporting.
  • Excellent communication and storytelling skills — able to translate analysis into clear business insights.
  • Strategic mindset with a bias for action, curiosity, and problem-solving.
  • Comfortable operating independently and collaboratively in a fast-moving environment.
  • Intellectual curiosity and a desire to deeply understand business drivers; comfortable partnering with the executive team to problem-solve and influence decision-making

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. We are a team of Builders, empowering our customers to build their dreams. We have a Do the Right Thing ethos in all that we do, and we hope you value that approach, too.

Our perks include:

  • Company equity in the form of Stock Options
  • Performance-based bonuses
  • Generous employer-paid health, vision and 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

Self Financial requires all employees hired to successfully pass a background check.

We are an Equal Opportunity Employer.

At this time, we are only able to consider applicants who are U.S. Citizens or Green Card Holders for employment opportunities. We appreciate your understanding.

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