[Hiring] Operations Financial Analyst @Oportun

Role Description

The Operations Financial Analysis team (remote, Mexico) aids the entire Member Operations organization, formed by the Originations, Collections, Member Servicing, Global Workplace Services & Real Estate, and Shared Services centers of excellence, as well as the People Experience and Operations admin groups, in constant contact with English-speaking C-level and upper management executives.

Responsibilities

• Determines cost of operations by establishing standard costs, collecting operational data.
• Identifies financial status by comparing and analyzing actual results with plans and forecasts.
• Guides cost analysis process by enforcing policies and procedures.
• Provides trends and forecasts, explains processes and techniques, and recommends actions to business owners.
• Improves financial status by analyzing results, monitoring variances, identifying trends, and recommending actions to management.
• Analyzes and detects discrepancies in transactions by comparing data and requesting the proper correction.
• Performs required research and networking to obtain relevant information to create Cost-Benefit Analysis reports and Business Cases.
• Organizes, hosts, and drives the necessary meetings and conversations as part of the tasks required for a successful Cost-Benefit Analysis report/Business Case delivery.
• Follows-up thoroughly for any open items and pending actions required to obtain relevant data in the creation of a Cost-Benefit Analysis report/Business Case.
• Creates dashboards and executive presentations to report findings/Cost-Benefit Analysis report/Business Case to leadership.
• Maintains database by entering, verifying, and backing up data.
• Assists in the creation/modification of relevant KPIs (financial and operational/finance-related) as part of the financial performance vigilance.
• Protects operations by keeping financial information confidential.
• Contributes to team effort by accomplishing related results as needed.
• Prepares reports and projections based on this analysis.
• Provides assistance to the direct report Manager in any other related task.

Requirements

• Excellent communication, data analysis, interpretation, and social skills.
• Sharp attention to detail, proofreading, and data validation skills.
• Flexibility and adaptability to changing environments.
• Intermediate-advanced skills in Microsoft Excel.
• Experience generating & maintaining financial reports, budget planning, and forecasting.
• Experience in project valuation and cost-benefit analysis.
• Knowledge in executive presentation and storytelling desired.
• Knowledge in process generation and flow charts desired.
• Degree in Finance or similar, and technical finance vocabulary are a plus.
• 2 years of experience with similar responsibilities is a MUST.
• Intermediate English level (70%-80% or B2) is a MUST, 90% or C1 is a PLUS.
• Good grammar and syntax skills are a MUST.

Company Description

We are proud to be an Equal Opportunity Employer and consider all qualified applicants for employment opportunities without regard to race, age, color, religion, gender, national origin, disability, sexual orientation, veteran status or any other category protected by the laws or regulations in the locations where we operate.

California applicants can find a copy of Oportun's CCPA Notice here: CCPA Notice .

We will never request personal identifiable information (bank, credit card, etc.) before you are hired. We do not charge you for pre-employment fees such as background checks, training, or equipment. If you think you have been a victim of fraud by someone posing as us, please report your experience to the FBI’s Internet Crime Complaint Center (IC3).