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Finance Manager- Financial Services

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Location:
United States , Bellevue

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Category:
Finance

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Contract Type:
Not provided

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Salary:

86300.00 - 155700.00 USD / Year
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Job Description:

The FP&A (Financial Planning & Analysis) – Financial Services role is responsible for providing financial insights, forecasting, budgeting, and performance analysis to support strategic and operational decision-making within financial Services businesses. This position partners closely with senior leadership, business unit leaders, and cross-functional teams to drive profitability, efficiency, and sustainable growth while ensuring strong financial controls and regulator awareness.

Job Responsibility:

  • Lead financial planning processes including annual budgeting, quarterly forecasting and long-range strategic planning
  • Develop and maintain financial models to evaluate business performance and new products
  • Analyze financial results, key performance indicators (KPIs) and variances, clearly communicate insights and recommendations to leadership
  • Support profitability and cost management initiatives by identifying trends, risks and opportunities across financial services portfolio
  • Partner with business leaders to provide decision support for revenue growth, expense optimization, capital allocation and risk management
  • Prepare executive-level presentations, dashboards, and reporting packages
  • Support regulator, compliance, and audit requirements by ensuring accuracy, transparency, and strong financial controls
  • Improve FP&A processes, tools and reporting through automation and best practices
  • Collaborate with Accounting, Treasury, Risk and other Finance teams to ensure alignment between actuals, forecasts and strategic objectives

Requirements:

  • Bachelor’s degree in Finance, Accounting, Economics, or related field
  • 5+ years of experience in financial planning & analysis (FP&A), preferably supporting Financial Services, i.e. Credit Cards
  • Advanced Excel and financial modeling skills
  • experience with ERP and planning tools (e.g., SAP, Oracle)
  • Excellent communication and business partnering skills
  • Ability to work independently in a fast-paced, dynamic environment
  • Experience in developing and presenting business cases
  • Strong quantitative skills including knowledge of Data-base environments (MS SQL Server)
  • Deep understanding of financial services operations and financial regulations
  • Excellent analytical and problem-solving skills
  • At least 18 years of age
  • Legally authorized to work in the United States

Nice to have:

  • MBA or CPA a plus
  • Experience supporting regulated Financial products or services
  • Ability to thrive in a fast-paced environment
  • Strong Analytical and technical skills, i.e. Power BI, SQL
What we offer:
  • Competitive base salary and compensation package
  • Annual stock grant
  • Employee stock purchase plan
  • 401(k)
  • Access to free, year-round money coaches
  • Annual bonus or periodic sales incentive or bonus
  • Medical, dental and vision insurance
  • Flexible spending account
  • Paid time off and up to 12 paid holidays
  • Paid parental and family leave
  • Family building benefits
  • Back-up care
  • Enhanced family support
  • Childcare subsidy
  • Tuition assistance
  • College coaching
  • Short- and long-term disability
  • Voluntary AD&D coverage
  • Voluntary accident coverage
  • Voluntary life insurance
  • Voluntary disability insurance
  • Voluntary long-term care insurance
  • Mobile service & home internet discounts
  • Pet insurance
  • Access to commuter and transit programs

Additional Information:

Job Posted:
January 24, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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