Sr. Manager, Strategic Finance

Socket.dev; New York (NY); Hybrid; USD 165,000 - 195,000; Full time

Benefits offered by this job

Unlimited PTO

Health insurance

Stock options

401K with matching

Cell phone stipend

Maternity leave

HSA

Pet insurance

Job summary

Sunbit, a fintech company, is seeking a Sr. Manager, Strategic Finance to partner with senior leadership on strategic planning, capital allocation, pricing analysis and new market evaluations.

This role blends finance, strategy and storytelling, leading cross-functional initiatives and building scalable revenue models to fuel growth. You will own board reporting, influence M&A assessments, and drive data tooling upgrades, while collaborating with GTM, Merchant and Customer teams.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or related field; MBA/CPA/CFA preferred.
• 6–8 years in strategic finance, FP&A, investment banking, Consulting, or Private Equity.
• Strong financial modeling and scenario analysis skills.
• Ability to distill insights for C-level audiences.

Responsibilities

• Lead financial strategy for existing and new products, pricing, and business lines with ROI analysis.
• Synthesize complex data into board decks, fundraising materials, and leadership updates.
• Own finance partnerships for GTM, Merchant, or Customer teams with driver-based revenue models.
• Support M&A, new markets, and other strategic investments as needed.
• Push forward data and tooling infrastructure to unlock insights and scale finance.

Skills

Strategic finance

FP&A

Investment banking

Consulting

Private Equity

Financial modeling

Excel

PowerPoint

BI tools

Education

Finance/Accounting/Business degree

MBA, CPA, CFA preferred

Tools

Excel

PowerPoint

BI tools

Job description

JOB TITLE: Sr. Manager, Strategic Finance

LOCATION: Jersey City, NJ (Hybrid, 3 – 4 days in-office per week with occasional travel to Los Angeles)

REPORTS TO: VP, Strategic Finance

The Company:

Sunbit builds financial technology for real life. Our AI-native platform helps more people get to “yes” at the moments that matter with personalized offers, transparent terms, and no added consumer fees. In stores, practices and service centers across the country, Sunbit provides a fast, fair pay-over-time option. For everything else, the Sunbit Credit Card delivers a modern, no-fee credit experience managed in a powerful mobile app.

We are guided by people-centered values: Serve Others Before Self, Include Always, Connect Genuinely, Innovate for Good. These values shape how we build, how we support customers and merchants, and how we work with each other.

What makes Sunbit different is an AI-native infrastructure that runs through the full customer and merchant journey. Our interconnected AI systems power instant decisioning, streamline fraud checks with human-in-the-loop safeguards, and enable highly personalized offers at scale. The result is a quick, fair, and simple experience for consumers and merchants.

We pair this technology with inclusion and transparency. Sunbit delivers industry-leading approval rates — 90%+ in auto service and 85%+ in dental — while maintaining zero consumer fee-based revenue. It is a better way to serve people and merchants, proven at scale.

Today, Sunbit is available across a nationwide, in-person merchant network of 30,000+ locations spanning auto service centers, dental and optical practices, veterinary clinics, and other specialty services. We help teams say “yes” more often and help customers move forward with confidence.

The Role:

Sunbit is seeking a highly motivated and experienced Sr. Manager, Strategic Finance to help unlock its next phase of growth. In this role, you will serve as a critical thought partner to senior leadership, driving strategic planning, capital allocation, pricing analysis and new market evaluations.

This is an ideal role for a candidate who thrives at the intersection of finance, strategy and storytelling. You’ll be at the forefront of shaping our future, blending quantitative depth with cross functional influence.

Requirements

What You’ll Own:

• Strategic Initiatives: Lead financial strategy for existing and new products, pricing, and business lines. Evaluate ROI and payback for investments and expansion opportunities.
• Board Reporting: Synthesize complex financial data into insights that power compelling board decks, fundraising materials, and leadership updates.
• Business Partnering: Own finance partnerships for GTM, Merchant, or Customer teams. Build scalable, driver-based revenue models that enhance visibility and accountability.
• Special Projects: Support M&A, new markets, and investment decisions as needed.
• Tools & Data: Push forward our data and tooling infrastructure to unlock strategic insights and scale strategic finance as a function.

What You'll Bring:

• Bachelor's degree in Finance, Accounting, Business, or a related field. MBA, CPA, CFA is often preferred
• Have 6–8 years of experience in strategic finance, FP&A, investment banking, Consulting, or Private Equity.
• Expert at financial modeling, scenario analysis, and distilling insights from large data sets.
• Adept at crafting C-level narratives using Excel and PowerPoint, experience business intelligence tools is a plus.
• Demonstrated ability to lead complex cross-functional projects and influence without authority.
• Deep understanding of balance sheet lending and consumer credit dynamics, required.

How We Pay:

• We believe in paying fairly and equitably based on a number of factors including but not limited to previous experience, relevant work history, interview performance, geographical location, internal equity, and expected level of ownership.
• We are targeting a salary of $165,000 - $195,000 per year for this role
• This role will also be granted company equity via stock options

Why Choose Sunbit?

Sunbit is recognized as one of the fastest-growing and most admired fintech companies, earning honors from Inc. 5000 (four consecutive years), Forbes Fintech 50, Deloitte Technology Fast 500, Financial Times, and FinTech Breakthrough for its innovation and impact. The company has also been featured among Newsweek’s Most Loved Workplaces and CB Insights’ Unicorn Companies, reflecting a valuation of $1.1B.

People choose Sunbit for its people-first culture rooted in service, inclusion, and real-world impact. Powered by AI that helps people in life’s critical moments—offering high approvals, speed, and zero fees—Sunbit has achieved proven scale across tens of thousands of merchants and millions of transactions. Its fast, fair, and simple financial products empower consumers and partners alike through clarity and trust.

The Perks:

• Join one of LA’s fastest growing startups (2023), A Most Loved Workplace, #576 on the 2023 Inc 5000 list, and Forbes Fintech 50 (2024)
• Mission driven + empowered + collaborative
• Competitive pay and stock options
• Unlimited PTO
• Health Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Maternity Leave
• Newly added HSA and Pet Insurance
• 401K Plan with Matching
• Cell Phone Stipend
• Team based strategic planning + Team owned deliverables

Sunbit is an Equal Opportunity Employer. We strive to provide a professional & welcoming workplace for all employees.