[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.

• 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.

Qualifications

• 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.

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