Head of Financial Strategy and Analysis

2 weeks ago


Bellevue, Washington, United States Vendara (Formerly Choice Merchant Solutions) Full time

Senior Director of Financial Planning & Analysis (FP&A)

About Us:

Are you prepared to be part of a company that is committed to enhancing its team and technology to elevate both the organization and your career?

As a rapidly expanding provider of payment solutions and financial services, Vendara possesses the necessary resources to achieve swift growth:

- Solid foundation: Robust infrastructure of technology and support systems

- Inspiring culture: Customer-focused individuals and partners who are dedicated to their roles and accountable for delivering excellence.

We facilitate transactions for traditional brick-and-mortar establishments while also powering the payment systems for some of the fastest-growing e-commerce and enterprise clients today. Our culture is both entrepreneurial and supportive. Our financial backer is a prestigious growth equity firm based in Silicon Valley, and our goal is to expand through mergers and acquisitions, significant organic growth, and by attracting the most talented individuals. We offer competitive salaries along with bonuses and a comprehensive benefits package.

Position Overview:

We are in search of a strategic and highly analytical Senior Director of Financial Planning & Analysis (FP&A) to join our executive leadership team. The ideal candidate will possess extensive experience in financial planning, budgeting, forecasting, and analysis within the fintech industry. This role will be pivotal in shaping our financial strategy, aiding decision-making, and ensuring the organization's financial stability.

Key Responsibilities:

  1. Oversee the budgeting, forecasting, and long-term financial planning processes.
  2. Perform comprehensive financial analysis, modeling, and reporting to inform strategic business decisions.
  3. Create and maintain financial models to evaluate company performance and identify critical metrics.
  4. Collaborate with senior leadership to provide insights and recommendations regarding financial performance and strategic initiatives.
  5. Build and lead a high-performing FP&A team, including recruitment, training, and development.
  6. Work with cross-functional teams to enhance internal reporting processes and drive operational efficiency.
  7. Ensure adherence to financial regulations and standards.
  8. Engage with the sales team to develop and support Go-To-Market (GTM) strategies, commission structures, and sales metrics.
  9. Examine sales performance data and deliver actionable insights to refine sales strategies and boost revenue growth.
  10. Develop financial models to project sales performance and evaluate the financial implications of sales initiatives.

Qualifications:

  1. Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred.
  2. 8+ years of experience in FP&A, with a strong preference for experience within the fintech or SaaS sector.
  3. Demonstrated success in establishing and scaling FP&A functions in a fast-paced, high-growth environment.
  4. Exceptional analytical and financial modeling capabilities.
  5. Strong communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
  6. Experience with financial software and tools (e.g., Excel, ERP systems, BI tools).
  7. Proven leadership and team management abilities.
  8. Capacity to thrive in a dynamic, fast-paced environment and adapt to shifting priorities.

Benefits:

Opportunity to work in a dynamic and fast-paced environment.

Make a tangible impact on the organization's success.

Collaborate with a talented and supportive team.

Competitive salary and benefits package.

Unlimited Paid Time Off

Medical, Dental & Vision insurance

Life Insurance

Short- & Long-Term Disability

401(k)

Salary Range

$170,000.00-$190,000.00

Exact compensation may vary based on skills, experience, and location.

Vendara is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.



  • Bellevue, Washington, United States Identity Digital Inc. Full time

    OverviewAs the Financial Planning & Analysis Manager at Identity Digital Inc., you will be instrumental in evaluating the financial aspects of our Registry division, with a primary focus on go-to-market strategies. This position encompasses budgeting, forecasting, decision-making support, and comprehensive reporting for the business unit. You will be...


  • Bellevue, Washington, United States Identity Digital Inc. Full time

    OverviewAs the Manager of Financial Planning & Analysis at Identity Digital Inc., you will be instrumental in evaluating the financial health of our Registry division, with a specific emphasis on Go-To-Market (GTM) strategies. This position encompasses budgeting, forecasting, analytical support, and reporting responsibilities for the unit. You will develop...


  • Bellevue, Washington, United States Akraya Inc Full time

    Job Summary:This is a Financial Planning and Analysis role that requires a skilled professional to provide financial oversight, insightful analysis, and support business partners across multiple geographies.About the Role:Lead financial reporting and analysis for client Logistics.Drive financial planning efforts and variance analysis for monthly and...


  • Bellevue, Washington, United States T-Mobile Full time

    Position Overview:As a key player in our organization, the Senior Product Manager, Fintech Portfolio Strategy & Planning will take charge of shaping the product and business strategy for T-Mobile's Fintech offerings. This includes the development of a groundbreaking product aimed for launch in the near future.Key Responsibilities:Collaborate with the Fintech...


  • Bellevue, Washington, United States PACCAR Full time

    Company Overview PACCAR is a prestigious Fortune 500 organization founded in 1905, recognized globally as a leader in the commercial vehicle, financial services, and customer support sectors. With renowned brands such as Kenworth, Peterbilt, and DAF trucks, PACCAR excels in the design, manufacturing, and customer service of high-quality trucks across light,...


  • Bellevue, Washington, United States Flexport Full time

    About FlexportAt Flexport, we believe that global trade has the power to drive economic growth and improve people's lives. Our mission is to make global commerce easier, faster, and more accessible for businesses of all sizes.We're a technology-driven company that's revolutionizing the way goods move around the world. Our platform uses advanced data...


  • Bellevue, Washington, United States T-Mobile Full time

    Overview:Join T-Mobile as a transformative leader in the role of Senior Product Manager, Fintech Portfolio Strategy & Planning. This position is pivotal in shaping the product and business strategy for T-Mobile's innovative Fintech offerings.Key Responsibilities:Define and drive the product vision and strategy for T-Mobile's Fintech portfolio.Collaborate...


  • Bellevue, Washington, United States Amazon Inc Full time

    Position Overview:Amazon is on the lookout for a talented Senior Financial Analyst to play a pivotal role within the Artificial General Intelligence (AGI) Finance team.This position presents a unique chance to be part of one of the most dynamic and rapidly expanding sectors at Amazon.Key Responsibilities:As a Senior Financial Analyst, you will be responsible...


  • Bellevue, Washington, United States Amazon Services LLC - A57 Full time

    About the RoleAmazon Services LLC - A57 is seeking a highly skilled Financial Manager to join our team as a Finance Business Partnering Manager. As a key member of our finance team, you will play a critical role in supporting our Volume and Capacity Planning team.Key ResponsibilitiesPartner with internal stakeholders to drive continuous process improvements...


  • Bellevue, Washington, United States Evergreen Home Loans Full time

    Become a Vital Member of Evergreen Home LoansWe are seeking talented individuals who are dedicated to exceptional service, collaboration, and high standards. By joining our team, you will be part of a progressive organization that prioritizes innovation and is devoted to fostering your career development. We offer competitive compensation, a robust benefits...


  • Bellevue, Washington, United States Creative Financial Staffing Full time

    About Creative Financial StaffingWe are a leading provider of financial staffing solutions, dedicated to connecting talented professionals with top companies in the industry.Job SummaryWe are seeking an experienced Senior Accountant to join our team at a high growth manufacturing and engineering company in Seattle. As a Senior Accountant, you will play a key...

  • Financial Analyst

    5 days ago


    Bellevue, Washington, United States Creative Financial Staffing Full time

    About Creative Financial StaffingWe are a dynamic organization dedicated to providing a supportive environment, opportunities for growth, and a sense of community. Our team is passionate about delivering exceptional results and building strong relationships with our clients.Job SummaryWe are seeking a highly skilled Staff Accountant to join our expanding...


  • Bellevue, Washington, United States Creative Financial Staffing Full time

    About Creative Financial StaffingWe are a leading provider of financial staffing solutions, dedicated to connecting top talent with innovative companies.Job SummaryWe are seeking an experienced Senior Accountant to join our team at a high-growth manufacturing and engineering company in Seattle. As a Senior Accountant, you will play a critical role in...


  • Bellevue, Washington, United States Ameriprise Financial - Washington Full time

    Become a vital part of a premier Wealth Management FirmAmeriprise Financial is seeking a committed Financial Planning Associate to enhance their team. The selected individual will be instrumental in supporting financial advisors and facilitating the financial planning journey for clients.Key Responsibilities:60% Financial Strategy & Advisory/Product...


  • Bellevue, Washington, United States Ameriprise Financial - Washington Full time

    Become a key member of a distinguished Wealth Management TeamAmeriprise Financial is seeking a committed Financial Planning Associate to enhance our Private Wealth Advisory Practice. This role is essential in supporting financial advisors and facilitating the financial planning journey for our clients.Core Responsibilities:60% Financial Strategy &...


  • Bellevue, Washington, United States Ameriprise Financial - Washington Full time

    Become a Key Member of a Prestigious Wealth Management TeamAmeriprise Financial is seeking a committed Financial Planning Associate to enhance our Private Wealth Advisory Practice. This full-time position is essential for supporting financial advisors and facilitating the financial planning journey for our clients.Core Responsibilities:60% Financial Strategy...


  • Bellevue, Washington, United States Ameriprise Financial - Washington Full time

    Become a key member of a distinguished Wealth Management TeamAmeriprise Financial is seeking a committed Financial Planning Associate to enhance our Private Wealth Advisory Practice. The successful candidate will be instrumental in supporting financial advisors and facilitating the financial planning journey for our clients.Core Responsibilities:60%...


  • Bellevue, Washington, United States Ameriprise Financial - Washington Full time

    Become a key member of a distinguished Wealth Management TeamAmeriprise Financial is seeking a committed Financial Planning Associate to enhance their Private Wealth Advisory Practice. This role is essential in providing comprehensive support to financial advisors and facilitating the financial planning journey for clients.Core Responsibilities:60% Financial...


  • Bellevue, Washington, United States Puget Sound Energy Full time

    Job SummaryPuget Sound Energy is seeking a highly skilled and experienced professional to fill the role of Manager of Natural Gas Resources and Strategy. This position will be responsible for developing and implementing strategies for natural gas resource activities, including pipeline rates and tariffs, resource planning, and acquisitions.Key...


  • Bellevue, Washington, United States The Ladders Full time

    Company OverviewAt The Ladders, we are dedicated to empowering individuals to achieve their financial aspirations through expert guidance and personalized strategies. We are currently seeking a highly skilled Senior Financial Advisor to join our team and contribute to our mission of supporting clients in navigating their financial journeys.Role SummaryThe...