Finance Manager

Happen Bank(formerly LendingClub)is built around a simple purpose: to clear the way to help people turn intention into action and action intofinancial progress. That means offering focused products a frictionless mobile-first experience and clear terms with no gotchas. Respect and fairness is part of our DNA and that ideal shapes how we work how we treat each other and how we invest in our employees and our community. Join us in using data bold thinking and a commitment to innovation to help clear the way for millions of Americans to achieve more.

The Finance Manager will support Happen Banks Personal Loans business through forecasting financial planning performance analysis and strategic decision support in a highly cross-functional environment. This role plays an important part in helping the business make informed data-driven decisions by delivering clear financial insights supporting ongoing forecast and planning cycles and improving reporting and analytics capabilities. You will work closely with partners across Corporate FP&A Accounting Business Operations and Credit Analytics to drive business performance and operational efficiency.

• Lead balance sheet and P&L forecasting portfolio performance analysis and return analytics across the Personal Loans loan portfolio
• Contribute to weekly forecast refreshes to provide clear visibility into risks and opportunities relative to plan and help inform finance and business decision-making
• Lead annual budgeting and quarterly planning activities across the Personal Loans business
• Build and maintain financial models to support forecasting profitability analysis valuation assessments and strategic decision-making
• Perform variance analysis and support monthly and quarterly reporting processes
• Identify opportunities to create improve and scale financial processes reporting workflows and modeling approaches to drive efficiency and accuracy across the finance function

• 4 years of experience in FP&A Finance Investment Banking Accounting or related roles; bachelors degree or higher or equivalent combination of education and experience
• Strong financial modeling and analytical skills including forecasting and valuation concepts such as discounted cash flow (DCF) analysis
• Ability to interpret financial and operational data and connect insights to business outcomes and decision-making
• Ability to manage multiple priorities and complete projects in a structured timely manner
• Clear written and verbal communication skills with experience presenting analyses and recommendations to partners across different levels and functions
• Experience with Excel PowerPoint Tableau and SQL

Nice to Have

• Experience supporting consumer lending personal loans fixed income or broader banking products
• Exposure to balance sheet analytics profitability reporting or strategic finance initiatives
• Experience with Anaplan or similar planning tools
• Experience using Python for financial analysis automation or reporting workflows

Work Location
San Francisco

The above locations are eligible offices for this locations have been determined to foster in-person collaboration with this roles team or the related business lines. We utilize a hybrid work model and our teams are in-office Tuesdays Wednesdays and -person attendance is essential for this roles success and remote placement will not be Bank offers relocation based on actual job level.

Time Zone Requirements
Local hours (PT)

While the position will primarily work local hours Happen Bank is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary.

Travel Requirements
As needed travel to Happen Bank offices and/or other locations as needed.

Compensation
The target base salary range for this position is 00. The base salary of the role will be determined by job-related knowledge experience education skills and location. Base salary is just one part of Happen Banks Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance employee performance and eligible earnings).

Were creating new financial services solutions for our members based on fairness simplicity and heart and we treat our employees the same way. We offer a competitive benefits package that includes medical dental and vision plans for employees and their families 401(k) match health and wellness programs flexible time off policies for salaried employees up to 16 weeks paid parental leave and more.

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Happen Bank is an equal opportunity employer and dedicated to diversity equity and inclusion in the workplace. We do not discriminate on the basis of race religion color national origin sex (including pregnancy childbirth reproductive health decisions or related medical conditions) gender gender identity gender expression sexual orientation age marital status veteran status disability status political views or activity or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system.

We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability please contact us at

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