Finance Manager

Happen Bank; San Francisco (CA); Hybrid; USD 109.000 - 128.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision plans

401(k) match

Parental leave

Zusammenfassung

Happen Bank is seeking a Senior FP&A/Strategic Finance role in San Francisco to support financial planning, reporting, and analysis that drives profitable growth. You will build long-range models, conduct ad hoc analyses, and deliver timely reporting for leadership and boards, while partnering with Consumer Lending and Operations to improve efficiency.

The ideal candidate has 4+ years in FP&A/Strategic Finance, strong Excel/PowerPoint skills, and a passion for AI-driven insights.

Qualifikationen

• 4+ years of FP&A or Strategic Finance experience in banking, finance, or tech.
• Bachelor's degree or higher, or equivalent combination of education and experience.
• Strong quantitative, analytical, and problem-solving skills; translate data into insights.
• Advanced proficiency in Excel modeling and PowerPoint communication.
• Ability to manage multiple priorities independently and deliver timely results.
• Attention to detail and accuracy in a regulated environment.
• Excellent collaboration and communication across teams.
• Active interest in applying AI to improve modeling and reporting.

Aufgaben

• Lead financial planning, budgeting, and performance management for assigned lines of business.
• Build and maintain long-range financial models for planning and strategy discussions.
• Provide ad hoc analyses of growth, profitability, and efficiency; present recommendations.
• Deliver timely variance analysis, month-end close, and quarter-end reporting.
• Support quarterly Board meetings, earnings releases, and regulatory examinations.
• Contribute to due diligence for M&A and strategic partnerships.
• Partner with cross-functional teams to understand drivers and inform decisions.
• Identify opportunities to streamline reporting; explore AI-enabled improvements.

Kenntnisse

Financial modeling

FP&A

Strategic Finance

Advanced Excel

PowerPoint

Cross-functional collaboration

Analytical thinking

Data-driven decisions

Ausbildung

Bachelor's degree or higher

Tools

Excel

PowerPoint

Anaplan

Tableau

SQL

Jobbeschreibung

Happen Bank (formerly LendingClub) is built around a simple purpose: to clear the way to help people turn intention into action, and action into financial progress. That means offering focused products, a frictionless mobile-first experience, and clear terms with no gotchas. Respect and fairness is part of our DNA, and that ideal shapes how we work, how we treat each other, and how we invest in our employees and our community. Join us in using data, bold thinking, and a commitment to innovation to help clear the way for millions of Americans to achieve more.

About The Role

You’ll join a fast-growing business unit Finance team, partnering with leaders across Consumer Lending and Operations to turn financial data into clear, actionable insights. In this role, you’ll support financial planning, performance reporting, and analysis that help the business grow profitably and operate efficiently.

You’ll manage your work with increasing independence while identifying opportunities to improve how the team plans, analyzes, and reports financial performance.

What You’ll Do

• Execute financial planning, budgeting, and performance management for assigned lines of business, ensuring accuracy and alignment with business goals
• Build and maintain financial models that support long-range planning and business unit strategy discussions
• Conduct ad hoc analyses of business growth, profitability, and efficiency opportunities, translating findings into clear recommendations for Finance and business leaders
• Deliver variance analysis, month-end close, and quarter-end reporting on time and with a high standard of quality
• Support company-wide Finance initiatives, including quarterly Board of Directors meetings, earnings releases, and regulatory examinations
• Contribute financial analysis and modeling to due diligence activities related to mergers and acquisitions (M&A) and strategic partnerships
• Partner cross-functionally with business and Finance teams to understand performance drivers and support data-informed decisions
• Identify opportunities to streamline and automate recurring reporting, leveraging AI and other tools where appropriate to improve efficiency, accuracy, and analytical quality

About You

• 4+ years of experience in FP&A or Strategic Finance at a bank, financial services, or technology company
• Bachelor's degree or higher, or equivalent combination of education and experience
• Strong quantitative, analytical, and problem-solving skills with the ability to translate financial data into actionable insights
• Advanced proficiency in Excel financial modeling and PowerPoint, with the ability to communicate complex financial concepts clearly
• Strong ownership mindset with the ability to manage multiple priorities independently and deliver accurate, timely results
• Sound judgment and attention to detail, with a commitment to maintaining financial accuracy and integrity in a regulated environment
• Strong communication and collaboration skills with the ability to challenge assumptions constructively, incorporate feedback, and partner effectively across teams
• Intellectual curiosity and a demonstrated track record of delivering results and identifying opportunities for continuous improvement
• You actively look for ways AI can improve financial modeling, research, scenario analysis, and reporting. You apply sound judgment around accuracy, data sensitivity, auditability, and where human validation is needed, while identifying opportunities to improve how the team works

Nice to Have

• MBA
• Experience with Anaplan
• Experience with Tableau and SQL
• Experience with home improvement financing, point-of-sale financing, and/or BNPL

Work Location

San Francisco

The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. Happen Bank offers relocation, based on actual job level.

Time Zone Requirements

Local hours (PT)

While the position will primarily work local hours, Happen Bank is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary.

Travel Requirements

As needed travel to Happen Bank offices and/or other locations, as needed.

Compensation

The target base salary range for this position is 109,000-128,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of Happen Bank's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings).

We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way.

We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more.

Notice on AI Tool Use

For select roles and locations, candidate interviews may be recorded, transcribed and summarized by tools such as artificial intelligence (AI) to assist our hiring managers with the application process.

You will have the opportunity to opt out of recording, transcription, and summarization prior to any scheduled interviews. We will not discriminate against you if you choose to opt out.

During the interview, we will collect the following categories of personal information from or about you: contact information, identifiers, professional and employment-related information, sensory information (audio/video recording), and any other categories of personal information you choose to share with us. We will use this information to evaluate your application for employment.

We will only share your interview, transcription, or summary with persons whose expertise or technology is necessary to process your application, evaluate your fitness for a position, and administer or support the tool. We will not sell your personal information or disclose it to any third party for their marketing purposes. For more information about how we will handle your personal information, please refer to our Privacy Disclosure.

We will delete any recording of your interview promptly but in no event later than 30 days after making a hiring decision.

Happen Bank is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system.

We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at [e-mail].