Achieve · 1 day ago
Strategic Finance Manager
Dallas, TX
Full-time
Hybrid
Senior Level
$135K/yr - $155K/yr
5+ years expAchieve is a leading digital personal finance company that provides innovative financial solutions. As a Strategic Finance Manager, you will support the Lending Business Unit by driving financial planning and performance tracking while collaborating with cross-functional teams to align strategies with business goals.
Financial Services
No H1B
Responsibilities
Serve as the Finance Business Partner for one of Achieve Lending’s Business Units to drive business outcomes through strategic & analytical support
Partner with cross-functional leaders (ie. Product, Capital Markets, Pricing, Credit Sales, and Marketing) to drive topline growth and identify emerging risks/opportunities
Develop and own comprehensive short-term and long-range financial plans, in alignment with Achieve's product development and go-to-market strategies
Lead Strategic Finance workstreams for Lending, including capital allocation, scenario modeling, and ROI analysis to support long-term growth and efficiency
Define, track, and optimize key funnel conversion metrics with Marketing, Product and Sales (ie. customer acquisition, CAC/LTV, and channel performance)
Collaborate with Capital Markets to evaluate funding strategy and sources, including market implications on pricing and product mix
Partner with Pricing and Analytics to monitor margins, customer segmentation, price sensitivity, and competitive dynamics to optimize unit economics
Develop and refine models supporting revenue recognition, cost structure optimization, and forward-looking projections
Prepare and present executive-level insights, dashboards, and reports to guide strategic decision-making, and promote accountability for results
Qualification
Required
5+ years of experience in either financial planning and analysis, investment banking, management consulting, or a similar finance function; Big 4 experience is a plus
BA/BS in finance, accounting, or a related field; MBA is a plus
Experience in capital markets, funding strategy, or debt structuring within a lending or financial services environment
Demonstrated experience owning or contributing to pricing strategy, unit economics modeling, and customer profitability analysis
Proven ability to work cross-functionally with GTM and Product leaders to drive alignment between financial objectives and operational execution
Strong foundational skills in financial modeling and analysis with an attention to detail
Experience in supporting project management tasks, maintaining confidentiality and integrity throughout
Background in Operations Finance, Business Operations, or a related field
Excellent communication, teamwork, organizational, and interpersonal skills
Adaptability to quickly respond to changing business needs and complex business environments
A critical thinker who can investigate financial models and offer thoughtful insights and improvements
Preferred
Big 4 experience is a plus
MBA is a plus
Benefits
Hybrid and remote work opportunities
401 (k) with employer match
Medical, dental, and vision with HSA and FSA options
Competitive vacation and sick time off, as well as dedicated volunteer days
Access to wellness support through Employee Assistance Program, Talkspace, and fitness discounts
Up to $5,250 paid back to you on eligible education expenses
Pet care discounts for your furry family members
Financial support in times of hardship with our Achieve Care Fund
A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups
Company
Achieve
Achieve is the leader in digital personal finance, built to help everyday people thrive.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Bradford Stroh
Co-CEO/Founder
Carlyn Lamia
Vice President Strategic Initiatives, Chief of Staff to CEO
Recent News
2025-02-13
Company data provided by crunchbase