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Finance Manager

San Francisco, CA💼 Full-time💰 $109,000–$125,000🗓 2026-06-24 → 2026-07-31

Core

Support Happen Bank's Personal Loans business through forecasting, financial planning, performance analysis, and strategic decision support.

Role type

Finance Manager (FP&A)

Builds

Financial models, forecasts, and performance reports for the Personal Loans portfolio.

Domain

Consumer Banking / Personal Lending

Deliverable

production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work

Required skills

Financial modeling, forecasting, variance analysis, budgeting, strategic decision support, data interpretation

Preferred skills

Consumer lending experience, balance sheet analytics, Anaplan, Python for automation

Technologies

Excel, PowerPoint, Tableau, SQL, Anaplan, Python

Responsibilities

Lead balance sheet and P&L forecasting, contribute to weekly forecast refreshes, lead annual budgeting and quarterly planning, build financial models for valuation and profitability, perform variance analysis and monthly/quarterly reporting, identify opportunities to scale financial processes.

Seniority

Mid-level, hands-on IC

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