Senior Manager of Financial Planning & Analysis, Klover

Salary not provided

Looker

Excel

NetSuite

Mid and Senior level

Chicago

3 days a week in office

Financial services & cash advance app

Job no longer available

Financial services & cash advance app

21-100 employees

FintechB2CPersonal financeLendingFinancial ServicesData Sharing

Job no longer available

Salary not provided

Looker

Excel

NetSuite

Mid and Senior level

Chicago

3 days a week in office

21-100 employees

FintechB2CPersonal financeLendingFinancial ServicesData Sharing

Company mission

Klover's mission is to give everyone access to modern financial services by leveraging their most valuable asset, their data.

Job

Company

Role

Who you are

The ideal candidate has strong analytical skills, a deep understanding of financial modeling and experience building best practices for a growing FP&A function
4+ years of experience in variety of FP&A and accounting roles; start-ups or high growth companies is strongly preferred
Bachelor’s degree in Finance, Accounting, or a related field (MBA or CPA preferred)
Strong understanding of financial statements, forecasting and business analytics
Advanced proficiency in Excel, financial modeling, accounting systems, and data visualization tools (e.g., NetSuite, Looker)
Strong communication and presentation skills

What the job involves

The Senior Manager, FP&A will play a key role in driving financial planning, forecasting and strategic analysis for Attain
This individual will partner with leadership to provide data-driven insights that support key business decisions across the organization
Build and analyze financial reports and present insights to leadership, including financial KPIs and budget-to-actual reporting
Identify cost-saving opportunities by conducting in-depth analysis with key business leaders
Build ad-hoc reporting in various accounting tools (NetSuite, Looker, Excel) to discover and deliver clean insights on company performance
Collaborate with cross-functional teams to ensure accurate forecasting and financial planning
At the end of your first year, you’ll have helped us
Develop and build a robust budget-to-actuals reporting structure
Develop new financial models that provide deeper insights into business performance
Enhance collaboration between FP&A and other departments, driving better financial decisions
Implement scalable financial processes that improve efficiency and accuracy in financial reporting
Provide data-driven recommendations that influence company strategy and operations

Our take

Klover offers users interest free cash advances as well as a growing range of financial services and budgeting tools on its free-to-use app. Rather than charging users a fee, Klover leverages their bank transaction data to tailor targeted advertising.

It’s worth keeping in mind that while Klover essentially pays users for their data, it does not share or sell personal information – a key factor in its model.

With heavy investment from Mercato Partners and the hiring of former Pinterest VP of Sales and Partnerships Meredith Guerriero, Klover is growing impressively, and has ambitions to one day become a full service online bank.

Steph

Company Specialist at Welcome to the Jungle

Insights

Top investors

Glassdoor (3.85)

Company

Funding (last 2 of 3 rounds)

Nov 2022

$25m

SERIES B

Aug 2021

$60m

SERIES A

Total funding: $89m

Company benefits

Health: Top tier health insurance for you and your family
Flexible Vacation Time: Take time for yourself. We want you to love it here
Ownership: Take advantage of our stock option program
Mentorship: Sharing knowledge is a key to our success
Gear: Get what you need to do your job. High quality gear is a given

Company HQ

River North, Chicago, IL

Leadership

Brian Mandelbaum

(CEO)

Founded and was CEO of Clearstream.tv (acquired by Engine Group in 2015), then became Global CEO of re-branded EMX Digital. Is a <Managing Partner at Mayne Capital and Board Member at B2B insurance data and software company Fize. Former VP, Digital Strategy at Saatchi & Saatchi.

Dominic Bennett

(CTO)

Co-founded EngageHD, which was acquired by Clearstream.tv in 2014, then became CTO of Clearstream. Spent six years at advertising services company Turn, including a spell as Senior Vice President, following seven years as VP, Analytics & Engineering at Claria.

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