Senior Financial Analyst, Brigit
$120-155k
3+ days a week in office
Promoting sustainable financial health
Open for applications
Promoting sustainable financial health
101-200 employees
Open for applications
$120-155k
3+ days a week in office
101-200 employees
Company mission
To help everyday Americans build a brighter financial future.
Role
Who you are
- This role is perfect for a hands-on finance professional who enjoys building in a fast-paced environment at a mission-driven fintech company
- This role requires a strong analytical mindset, a passion for process improvement, and a willingness to dive deep into data to uncover key business trends
- Experience: 3-6 years in FP&A or strategic finance at a high-growth consumer-focused company. Background in investment banking or consulting is a plus. Fintech, lending, or subscription company experience is highly valued
- Education: Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field. CPA or CFA certifications are a bonus
- Financial Expertise: Strong understanding of FP&A, budgeting, forecasting, and GAAP. Experience with customer unit economics (LTV:CAC, retention, ARPU)
- Tools & Tech: Proficiency in Excel and PowerPoint. Experience with ERP systems and BI tools. Familiarity with SQL and/or Oracle Smart View is a plus
- Communication Skills: Comfortable working cross functionally. Ability to translate and simplify complex financial information for senior leadership and diverse audiences. Demonstrated ability to manage competing priorities in a fast-paced and dynamic environment
What the job involves
- Brigit is looking for an experienced Senior Financial Analyst to support our next phase of growth by driving core FP&A functions, including strategic modeling, budgeting, and performance analysis
- You’ll collaborate with leaders across the organization to develop forecasts, analyze performance, and deliver insights that drive strategic decision-making
- Strategic Finance & Scenario Planning: Build models to evaluate new initiatives, investment opportunities, and business scenarios. Present recommendations that inform long-term planning and resource allocation
- Forecasting & Budgeting: Maintain and enhance Brigit’s 3-statement financial model and unit economic models. Partner with functional leads to develop forecasts and budgets that align with strategic goals
- Financial Reporting & Insights: Support monthly, quarterly, and annual reporting for Brigit and Upbound (our parent company). Deliver clear, actionable insights to executive leadership through financial and unit economics analysis
- Cash Flow & Capital Efficiency: Monitor cash flow and working capital requirements. Collaborate with the Upbound finance team to deploy capital effectively to support sustainable growth
- Cross-Functional Partnership: Act as a trusted finance partner to teams across the company – translating financial data into strategic decisions. Help others understand the financial impact of their team’s work
- Process Development: Design and implement scalable finance processes to support growth. Find ways to automate and leverage AI/LLMs to drive operational efficiencies
Our take
Brigit is an algorithm-based personal finance app that helps underserved financial customers maintain financial health. It offers a raft of protective services including cash bumps to fend off overdraft charges, budgeting tools, and interest-free emergency loans.
In spite of this financially-oriented spread, Brigit has no intention of expanding into neo-banking. This is smart, as it allows the company to focus on a broad range of banner services without stepping into the far more competitive digital banking sector. Brigit has successfully united these disparate features under a strong customer-forward and socially-impactful identity, which gives the company the freedom to expand its services in response to new banking trends without diluting its brand.
It means, too, that Brigit can complement new and legacy banking solutions, instead of competing for space. This careful positioning should shore Brigit up in a sector undergoing continual and swift change.
Steph
Company Specialist at Welcome to the Jungle
Insights
12% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Jan 2021
$35m
SERIES A
Jan 2020
$35m
SERIES A
Total funding: $110m
Company benefits
- Medical benefits - We offer top-quality health insurance (medical, dental, vision, and wellness) with options so you can select the plan that works best for you
- Generous paid time off - Take the time you want and need to recharge and live a fully balanced life
- Paid parental leave - Because we know there are no jobs harder than being a parent, we support our employees with paid parental leave
- Phone/wifi stipend - Whether you’re in a hybrid or remote role, we make sure our employees have what they need to work effectively outside of the office
- 401K - Choose from a wide range of plans to find the ones that suit your specific retirement plans and savings goals
- Snacks & more - Caffeine and a stocked kitchen keep us energized and Thursday lunch brings everyone together for a weekly nosh
Company HQ
Midtown Manhattan, New York, NY
Leadership
Hamel Kothari
(CTO & CDO)Former software engineer at Palantir and Two Sigma. Graduated from Berkley with a BA in computer science.
Zuben Mathews
(CEO)Former founder and group head in Strategic Partnership at Deutsche Bank, and managing director at Infosys Technology. Founder of METROINDIA.COM. Graduated with a BA Economics from University of Chicago.
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