ABOUT OPORTUN

Oportun (Nasdaq: OPRT) is a mission-driven fintech that puts its members' financial goals within reach. With intelligent borrowing, savings, and budgeting capabilities, Oportun empowers members with the confidence to build a better financial future. Since inception, Oportun has provided more than $19.7 billion in responsible and affordable credit, saved its members more than $2.4 billion in interest and fees, and helped its members save an average of more than $1,800 annually. Oportun has been certified as a Community Development Financial Institution (CDFI) since 2009.

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.

POSITION OVERVIEW

The Head of FP&A will lead all aspects of FP&A including company financial planning and forecasting, strategic analysis, P&L analysis, and reporting.  They will provide critical financial and strategic consultation to department leaders and teams across the business.  In addition, they will partner closely with (a) the Business Intelligence, Analytics and Risk teams to provide data-driven solutions to challenging business problems and (b) the Strategy and Corporate Development team to support strategic planning and transaction analysis. The successful candidate will be a confident financial management leader who is highly analytical, technically proficient, process and controls-oriented, a strategic and independent thinker and operationally and business savvy, who has experience building and leading best in class FP&A teams.

RESPONSIBILITIES

• Manage and direct all aspects of the company’s annual and long-range financial planning and budgeting process and drive improvements in efficiency, accuracy, timeliness, and transparency.
• Develop and implement policies, processes, and systems to build the infrastructure necessary to support a high-growth organization
• Develop and lead a department-level planning process which aligns and prioritizes resources with strategic objectives.
• Develop and manage a guidance model to accurately provide guidance as part of the public company quarterly earnings process. Lead the monthly P&L review process that includes explaining variances to plan, providing insight on current and expected trends, tracking progress against key business initiatives, and identifying areas of risk and opportunities.
• Direct the preparation of reforecasts each month that project performance of the business over the next three years.
• Conduct financial cost/benefit analyses to help evaluate and prioritize growth and other strategic initiatives and support timely decision making by the business.
• Develop department-level and business-wide KPI’s to be used for performance monitoring and goal setting.
• Provide the SVP of Finance and the rest of the executive team with key business insights and strategic recommendations for the business.
• Oversee the timely production of daily, weekly, monthly, and quarterly financial and KPI reports, including preparation of materials for the Board of Directors.
• Conduct industry and competitor analysis to develop operational and financial benchmarks.
• Support investor relations and capital markets/treasury initiatives through the preparation of investor/lender decks and other presentation materials.
• Ensure that all key FP&A systems, modules, and procedures are well documented, consistent with public company SOX requirements.
• Develop and update a road map for the department and drive increased use of automation and A.I.-driven, data science tools.
• Manage the FP&A team in the above activities in Oportun’s remote-first work environment. This includes designing and adapting the organizational structure of the department, managing priorities, motivating, training, and developing staff in addition to recruiting, training, and retaining top tier talent and making any necessary staffing changes to deliver excellence.
• Build out an FP&A capability in Oportun’s India development center to shor