Senior Manager – Loan Portfolio, Revenue
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Senior FP&A manager owning loan portfolio and revenue forecasting at Oportun, a mission-driven financial services company. Building financial models and advising executives and the Board.
Responsibilities:
- Own the development, maintenance, and enhancement of comprehensive revenue forecasting models, including drivers, scenarios, sensitivities, and long-range planning
- Manage lending portfolio balance and roll-forward models covering originations, repayments, prepayments, charge-offs, loss curves, delinquency trends, and credit-performance assumptions
- Partner with Credit, Product, Data, Accounting, Operations, and business leaders to improve forecast inputs and identify risks and opportunities
- Lead strategic financial analysis supporting business planning, capital allocation, growth initiatives, pricing, product decisions, partnerships, and potential M&A opportunities
- Develop forecast narratives and communicate drivers, variances, risks, and opportunities to senior leadership
- Prepare materials for executive, investor, and Board discussions
- Improve scalability, transparency, governance, and documentation of financial models and planning processes
- Automate analyses and improve modeling workflows
- Help evaluate and support migration of planning models into platforms such as Anaplan or Pigment
- Mentor and develop finance team members
- Identify improvements to forecasting, planning, modeling, and financial decision-making
- Use AI and automation to accelerate analysis, validate models, improve documentation, and surface insights
Requirements:
- 8+ years of progressive experience in FP&A, strategic finance, corporate finance, investment banking, private equity, lending, fintech, or a related field
- Demonstrated expertise building complex, driver-based financial models and cost-benefit analyses
- Strong experience in lending, consumer credit, structured finance, or a related financial-services environment
- Experience with portfolio balances, roll-forwards, loss curves, charge-offs, delinquency trends, and credit-performance assumptions
- Strong experience using data to understand business performance, evaluate scenarios, and identify forward-looking risks and opportunities
- Experience using SQL, Python, R, dbt, or similar tools to automate, validate, or analyze financial models
- Ability to translate complex financial analysis into clear recommendations for executive and Board-level audiences
- Experience preparing senior leadership or Board materials, including forecast updates, financial-performance presentations, and strategic analyses
- Strong cross-functional leadership skills across Finance, Credit, Product, Operations, Data, and executive leadership
- Advanced Excel and presentation skills
- Strong analytical judgment, problem-solving skills, and attention to detail
- Nice-to-have: M&A, corporate development, investment banking, private equity, or transaction-modeling experience
- Nice-to-have: Experience in a high-growth, technology-enabled financial services or fintech environment
- Nice-to-have: Experience managing, mentoring, or developing finance professionals
- Nice-to-have: Experience with Anaplan, Pigment, or similar enterprise forecasting platforms
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field is nice to have
- MBA, CFA, CPA, or similar advanced credential is nice to have
- Nice-to-have: Experience using AI-enabled finance, analytics, or productivity tools
- Nice-to-have: Experience using ChatGPT, Copilot, or similar tools
Benefits:
- Medical, Dental & Vision Insurance
- 401(k) including company match
- Flexible PTO and Parental Leave
- Company-paid Life & Disability Insurance
- Competitive compensation and benefits package supporting physical, financial, and professional well-being
- AI tools and experimentation encouraged to improve work and productivity
Similar Jobs
Partner Business Manager
Partner Business Manager accelerating Cribl’s AI-era telemetry infrastructure through channel partnerships. Growing revenue and partner strategy across New York.
Field Reimbursement Manager
Field Reimbursement Manager supporting drug reimbursement, payer education, and patient services for McKesson’s CoverMyMeds. Managing physician-office relationships, CRM reporting, and extensive territory travel.
Global Study Manager
Global Study Manager overseeing clinical trials for ICON’s sponsor-dedicated research programmes. Coordinating protocols, stakeholders, compliance, vendors, and study delivery across Europe.
Manager, Global Physician Network
Managing HistoSonics' global physician faculty network for histotripsy education. Coordinating onboarding, scheduling, case support, and cross-functional physician engagements.
Senior Real Estate Development Manager
Senior real estate manager expanding Advance Auto Parts’ automotive retail footprint across U.S. markets. Evaluating sites, negotiating LOIs, and coordinating development with brokers and internal teams.
Contracts Manager
Contracts Manager managing clinical-trial agreements, budgets, and negotiations for Parexel’s global healthcare development services. Serving as primary client contact on contractual issues.
Clinical Laboratory Study Manager – FSP
Clinical Laboratory Study Manager overseeing biosamples, laboratory vendors and biomarker data for Parexel’s clinical development solutions. Supporting precision medicine delivery across clinical studies in Argentina.
Regional Marketplace Manager
Regional Marketplace Manager optimizing supply, demand, and process-server performance across Western markets. Driving pilots, incident response, market health, and scalable operational improvements for ABC Legal Services.
Manager, Immigration – Global Mobility Center of Excellence
Immigration Manager overseeing global mobility compliance, work authorization, and regional strategy at RTX aerospace and defense. Supporting assignments, business travel, international expansion, and stakeholder programs.
Area Business Manager
Pfizer Area Business Manager leading 9-12 neuroscience sales representatives for migraine therapies. Driving district strategy, coaching, compliance, customer engagement, and sales performance.
Therapeutic Area Manager, Neuroimmunology
Therapeutic Area Manager advancing Genentech neuroimmunology products across Southern California and Hawaii. Managing healthcare accounts, education, access, reimbursement, and ecosystem strategy.
Area Veterinary Manager – Central Germany Region
Area Veterinary Manager advising German companion-animal practices for Zoetis. Leading medical education, KOL engagement, regional strategy, and pharmacovigilance across Mitteldeutschland.
Manager, Special Investigations Unit
SIU Manager leading enterprise fraud, misconduct and security investigations for AAA’s insurance and financial services organization. Managing investigators, remediation and law-enforcement coordination.
Service Quality Manager
Service Quality Manager establishing quality systems for Rise Power Systems’ critical power distribution equipment service department. Auditing field work, validating service providers, and supporting customer-site escalations.
Manager, Member Success
Member Success Manager leading teams, executive relationships, and account growth for OCHIN, a national nonprofit health IT organization. Improving healthcare member outcomes through technology, analytics, and support.
Marketplace Manager
Marketplace Manager driving profitable growth across Amazon, eBay, Walmart, and TikTok Shop for AMain Hobbies’ specialty retail business. Owning marketplace P&L, catalog, pricing, advertising, and compliance.
Regional Manager – Australia, New Zealand
Regional Manager driving Cambi’s thermal hydrolysis and wastewater technology sales across Australia and New Zealand. Leading key accounts, O&M services, complex bids and customer relationships.
Manager, Digital Product
Manager leading CVS Health’s digital product strategy and analytics-driven healthcare solutions. Translating stakeholder needs into roadmaps, insights, and innovative product enhancements.
Strategic Analytics – Transformation Manager
Strategic Analytics Manager delivering financial models, dashboards, and AI automation for SHI’s global IT solutions business. Improving forecasting, campaign measurement, and profitable sales growth.
Case Manager
Lead Care Manager coordinating person-centered healthcare and social services for vulnerable clients. Supporting Vynca’s mission to provide more quality days at home.