Strategic Financial Solutions

  • Manager, Financial Planning & Analysis

    Job Locations US-NY-New York
    Job ID
  • Overview

    Are you looking for a role where you can directly influence an organization in high-growth mode? Are you passionate about the partnership between finance, investors and operating units in order to drive results? Do you feel a sense of accomplishment in providing effective and intelligent reports to drive decision-making and improving best practices into an organization? If so, you may have found your next role.


    Strategic Financial Solutions (SFS) is leading financial services holding company based in New York City. We give customers access to a variety of financial products and debt management solutions through a portfolio of consumer-facing brands.  We strive to create positive change by deploying solutions that are good for financially under-served consumers and represent the core values of our employee owners. We are a best-in-class company with a team of experienced industry professionals that is leading the way in our industry to build a diverse, tech-enabled and collaborative culture to help us achieve our goals.


    SFS is hiring a Manager of Financial Planning & Analysis who will be responsible for managing the corporate financial forecasting model, investor and financial reports, and analyses that will drive financial decisions at the company. This role will have frequent collaboration with the CFO, CEO and Controller. In this role you will be required to communicate with a variety of stakeholders including the leadership team, internal clients, partners and capital providers. You will be required to work across different departments to gather information, analyze data, generate presentations, and provide recommendations. This opportunity is perfect for someone who has experience with and is excited about progressing their career with a broad understanding of our corporate financial management and also wants to make a positive impact on consumers' financial lives through their work.


    • Transform our company strategy into tactical long-range forecasts with detailed operating and capital budgets
    • Analyze current and past financial data and performance to generate scenario and variance analyses
    • Prepare reports and translate data into a consumable format for individuals who have varying comfort expertise with financial and quantitative data
    • Evaluate current operating assumptions concerning capital expenditures, revenue, expenses, headcount, depreciation, balance sheet, and cash flow items
    • Assist in generating the quarterly and annual budget and re-forecasts
    • Evaluate short-term and long-term project revenue, build business cases, and provide pricing strategy recommendations
    • Identify trends in financial performance and provide recommendations for improvement
    • Coordinate with Executive leadership to review financial information and forecasts
    • Produce analyses and presentations for consumption by senior executives or Board members
    • Create structured and scalable financial models with useful, integrated reporting mechanisms
    • Develop, implement and assist with on-going management of financial reports generated from operational, accounting and finance areas
    • Own and maintain master budgeting and forecasting models
    • Understanding and communicating changes and opportunities in the business results to inform analysis, reports and forecasting from the shareholder level down to operating managers
    • Provide proactive consultation to Executive Management about opportunities for success
    • Partner with all business units for investment analysis
    • Work as a key member of the finance team to deliver excellent forecasting and results reports to executive management, Board of Directors, banks and shareholders


    • 5-7+ years of progressive financial analytical experience
    • Strong Analytical Skills, Strong Problem-Solving Skills, Fast Learner, Attention to detail
    • Direct experience building and modifying a 3-statement financial forecasting model
    • Strong communication and presentation skills
    • Investment banking, consulting experience a plus
    • Advanced Excel skills
    • Experience with PowerBI and Microsoft NAV a plus
    • Educational Requirements: Bachelor’s degree required in finance or accounting, MBA a plus


    • Competitive compensation and ESOP share allocation
    • Comprehensive benefits package including medical, vision, and dental insurance; pre-tax commuter benefits; disability and life insurance; and a 401(k) plan with partial company match
    • Paid holidays and a paid leave for caregivers when they have a new addition to their families.


    About Strategic:


    Strategic Financial Solutions is a leading consumer finance company that specializes in helping people that have too much credit card debt. We were recently named the 21st Best Company to Work for in New York by Best Companies to Work For and have been certified as a Great Place to Work 4 times.  Additional honors include being named, two times, as one of the 50 fastest growing companies in New York City and to the prestigious Inc. 500 list as one of the 500 fastest growing companies in the United States.


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