Senior Director of Finance & Assistant Corporate Controller, Oportun
$186.4-298.2k
Digital banking & loan platform
Open for applications
Digital banking & loan platform
1001+ employees
Open for applications
$186.4-298.2k
1001+ employees
Company mission
To help people across the United States create a brighter financial future.
Role
Who you are
- Bachelor’s degree in Accounting or Finance; CPA required
- 12+ years of progressive experience in accounting and finance leadership roles
- Financial services industry experience required; consumer lending experience strongly preferred
- Deep knowledge of US GAAP, SEC reporting requirements, and SOX compliance
- Demonstrated success leading large accounting functions through process optimization and system transformation
- Proven ability to collaborate cross-functionally and influence senior leaders across Finance, Legal, and Operations
- Strong analytical, communication, and executive presentation skills
- Experience managing external auditors and complex consolidations
- Advanced proficiency in MS Office; experience with Workday Financials preferred
- Strategic mindset with operational execution excellence
What the job involves
- The Sr. Director, Finance and Assistant Corporate Controller will serve as a key member of the Finance leadership team
- This role will provide strategic direction and operational excellence across corporate accounting, financial reporting, and internal control functions
- The leader will play a critical role in driving the company’s financial integrity, compliance, and scalability as the business continues to grow
- Oversee and direct the global accounting, reporting, and consolidation processes to ensure timely, accurate, and compliant financial results
- Serve as a strategic partner to the Corporate Controller, CFO, and business unit leaders to drive financial discipline and operational efficiency
- Lead all aspects of the monthly, quarterly, and annual close and reporting cycles across multiple entities
- Own and continuously enhance key global accounting processes, ensuring efficiency, accuracy, and adherence to SOX and US GAAP requirements
- Oversee the preparation of consolidated financial statements and coordinate with the external reporting, FP&A, and tax teams to ensure data integrity and consistency
- Direct internal control programs and documentation for all accounting and reporting functions. Identify gaps, implement improvements, and ensure readiness for SOX and other audits
- Provide technical accounting expertise on complex transactions, new accounting standards, and business initiatives. Prepare and present technical memos and recommendations to leadership
- Partner with business operations, HR, tax, and treasury to ensure accuracy in areas such as loan accounting, payroll, intercompany transactions, and equity accounting
- Manage external auditors and ensure successful completion of quarterly reviews and annual audits
- Lead, develop, and mentor a high-performing accounting team of approximately 15 professionals, promoting a culture of accountability and continuous improvement
Our take
Oportun is an AI-powered digital banking platform that makes financial health effortless for anyone. Following the company’s acquisition of former competitor Digit, it has expanded its services to offer a wider range of bank features – providing personal loans, credit cards, saving accounts, and an investment app.
Many struggle with the paradox of “you have to have credit to build credit”, as legacy banking systems tend to give those beginning their credit journeys a bad deal. Capitalizing on the growth in popularity of mobile banking apps, Oportun provides affordable and accessible financial services to those already using mobile banking apps.
While Oportun faces a number of strong market competitors, it has served millions of customers and facilitated billions in credit and savings - demonstrating that it is a force to be reckoned with. It has also raised considerable funding that will support its further development.
Freddie
Company Specialist at Welcome to the Jungle
Insights
7% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Sep 2019
$27.5m
SERIES C
Jun 2016
$22.5m
SERIES B
Total funding: $66.3m
Company benefits
- Paid time off
- Bonus and incentive programs
- Comprehensive healthcare packages, including medical, dental, vision, and flexible spending accounts (FSA)
- Remote work options for many of our positions
- Virtual coffee chats, holiday parties, and events
Company HQ
San Carlos, CA
Leadership
Raul Vazquez
(CEO)Former EVP of Walmart. They are a Member of the Board of Directors at Intuit.
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