Job Description
ABOUT OPORTUN
Oportun (Nasdaq: OPRT) is a mission-driven fintech that puts its members’ financial goals within reach. With intelligent borrowing, savings, and budgeting capabilities, Oportun empowers members with the confidence to build a better financial future. Since inception, Oportun has provided more than $19.7 billion in responsible and affordable credit, saved its members more than $2.4 billion in interest and fees, and helped its members save an average of more than $1,800 annually. Oportun has been certified as a Community Development Financial Institution (CDFI) since 2009.
WORKING AT OPORTUN
Working at Oportun means enjoying a differentiated experience of being part of a team that fosters a diverse, equitable and inclusive culture where we all feel a sense of belonging and are encouraged to share our perspectives. This inclusive culture is directly connected to our organization’s performance and ability to fulfill our mission of delivering affordable credit to those left out of the financial mainstream. We celebrate and nurture our inclusive culture through our employee resource groups.
SUMMARY
Financial and Regulatory Reporting Senior Manager will be responsible for coordinating and overseeing the monthly, quarterly and year-end financial close processes. The position will also manage the preparation and distribution of financial statements, including legal entity level regulatory reports that provide insights to support decision making. The role will be responsible for analyzing the financial performance and providing variance explanations of significant variances. The
The ideal candidate will be someone who is highly motivated, has excellent attention to detail and the ability to work in a very dynamic and cross-functional environment.
RESPONSIBILITIES
Responsible for the coordination of the month end, quarter end, and yearend financial close processes.
Oversee the preparation and timely distribution of of accurate financial statements for upper management, auditors and regulators.
Prepare detailed internal financial reports, including explaining significant variances by working closely with key functional areas.
Prepare and analyze financial statements monthly, including income statement, balance
sheet, and statement of cash flows, and other relevant supplemental schedules.
Retrieve and analyze financial information posted to general ledger accounts for reporting purposes.
Investigate and report to the Assistant Controller any inconsistencies or errors detected in the financial data.
Responsible for updating and developing a new financial reporting framework within
Wdesk (a Workiva product).
Interface with other functional areas to ensure reporting integrity and accuracy for our new General Ledger.
Evaluate current internal accounting and reporting process for potential improvements through automation and implement enhancements.
Assist with the quarterly and annual disclosure filings, and ad-hoc financial reports, tables, exhibits as requested.
REQUIRED QUALIFICATIONS
- A minimum of 5+ years of relevant Accounting, Financial Reporting and Systems background required.
- Project management and organizational skills – ability to manage multiple priorities and adhere to key milestones and deadlines.
- Ability to be flexible and to work in a fast-paced environment and the ability to adapt to change and deal with large volume of information.
- Ability to conceptualize high level strategies and strong attention to detail.
- Excellent capability to lead, integrate and manage projects across multiple functional areas.
- Strong understating of business processes and requirements.
- Ability to work well with others in a collaborative team environment.
- Motivated self-starter who can work independently and within a team environment.
- Excellent written and verbal communication skills required.
- Ability to work under limited supervision.
- In depth understanding of GAAP
- Strong analytical, problem-solving, and organizational skills
- CPA license (or equivalent) is preferred.
The US base salary range for this full-time position is $107,900 - $172,600.
Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects a national minimum and maximum range for new hire salaries for this position. Within this range, individual pay is determined by work location and additional factors, such as job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range that meets your criteria during the hiring process.
Please note that the compensation range listed in this posting reflects only the base salary for this position and does not include other compensation elements or benefits.
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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: https://oportun.com/privacy/california-privacy-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).
