Senior Corp Planning Manager, Tala
Digital financial services, credit, savings and more
Open for applications
Digital financial services, credit, savings and more
501-1000 employees
Open for applications
501-1000 employees
Company mission
To build a modern credit infrastructure where consumer credit is more accessible.
Role
Who you are
- 5+ years of experience in business finance, forecast & budgeting, or other finance-focused competency experience
- Strong understanding of financial statements (Income Statement, Balance Sheet, Cash Flow) and GAAP principles
- Proficiency in financial planning software (e.g., Pigment, Anaplan) and large ERP systems (e.g., NetSuite)
- Experience in managing multiple competing priorities effectively
- Strategic thinking with demonstrated business judgement and quantitative skills
- Expertise in financial modeling, forecasting, and business case development
- Excellent analytical and problem-solving skills, with the ability to translate complex financial data into actionable insights
- Exceptional communication and presentation skills, with the ability to influence stakeholders at all levels
- Excellent communication (written and verbal) and presentation skills, with the ability to clearly articulate complex financial concepts to non-finance stakeholders
What the job involves
- We're seeking a highly motivated and analytical Senior Manager, Corp Planning to join our Strategic finance team
- This isn’t your typical number-crunching gig – you’ll be the financial storyteller who transforms data into insights that drive real business decisions
- In this role, you will be responsible for financial forecasting and reporting activities; such as building a sustainable long-term financial model, preparing and conducting monthly financial reviews with key stakeholders as well as performing ad-hoc analysis
- You will also collaborate cross-functionally across Finance and business teams to streamline processes, identify efficiency opportunities, and strengthen our reporting and financial controls
- An ideal candidate operates with significant autonomy and independence
- This candidate will have advanced financial modeling skills and the ability to influence the decisions of business partners through effective verbal and written communication
- Develop, refine and maintain sophisticated financial models to support forecasting, scenario planning, and business case analysis
- Lead the development and execution of the annual operating budget, long-range strategic plans, and regular financial forecasts (e.g., quarterly, monthly, rolling forecasts)
- Collaborate with various departments to gather inputs, understand key drivers, and ensure alignment with business objectives
- Design and implement planning frameworks and methodologies to improve accuracy and efficiency
- Understand the key drivers of the business (e.g. origination, repayment, conversion, unit economics/lifetime value of customer) and collaborate with global cross-functional teams as needed
- Participate in cross-functional projects, offering financial insights and recommendations to achieve strategic goals
- Partner with senior leadership to evaluate business opportunities and capital allocation strategies
- Prepare and present clear and concise financial reports and insights to senior management, facilitating effective communication and decision-making
- Monitor and report on key financial and operational metrics, providing insights to drive performance and accountability
Our take
Billions of people across the world can't access traditional credit, usually because they don't have a formal credit history or consistent financial records. Banks tend to rely on credit scores from bureaus, which leaves many people locked out. So Tala is focused on this group, offering small loans through a mobile app to people who would otherwise struggle to borrow money.
Tala uses an alternative approach to decide who can get a loan. Instead of relying only on credit scores, it looks at different types of data, like how customers use their phone, interact with the app, and manage money. Its technology then quickly assesses rick and can send out loans in minutes.
The company has grown to serve millions of customers across markets like Kenya, the Philippines, and Mexico, and has lent billions of dollars in total. It is also starting to offer more than just loans, including payments and money management tools. While Tala faces strong competition from companies like Brand and other digital lenders, it remains one of the better-known players trying to expand access to credit.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
19% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Oct 2021
$145m
SERIES E
Aug 2019
$110m
SERIES D
Total funding: $350.7m
Company HQ
Santa Monica, CA
Leadership
Shivani Siroya
(Founder & CEO)Shivani previously worked as an Analyst for Credit Suisse, UBS Financial Services, Citigroup, Janani and the United Nations Population Fund. They are also a Young Global Leader at the World Economic Forum.
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