Senior Manager of Capital Markets & Treasury, Oportun

$112.5-180k

SQL

Excel

Mid and Senior level

Remote from US

Digital banking & loan platform

Be an early applicant

Digital banking & loan platform

1001+ employees

FintechB2CArtificial IntelligencePersonal financeLendingFinancial Services

Be an early applicant

$112.5-180k

SQL

Excel

Mid and Senior level

Remote from US

1001+ employees

FintechB2CArtificial IntelligencePersonal financeLendingFinancial Services

Company mission

To help people across the United States create a brighter financial future.

Job

Company

Role

Who you are

Bachelor’s degree plus 4 - 8 years’ experience in finance, capital markets, investment banking or investment management (or Master’s degree and equivalent combination of education and experience)
Excellent Excel skills including pivot tables, vlookups, macros and SQL
Ability to work in a fast-paced and highly dynamic business environment
Excellent probl includingproblem-solvingem solving and communication skills
Results-oriented team player with a strong work ethic and attention to detail

What the job involves

The Sr Manager, Capital Markets and Treasury reports to the Director of Capital Markets and is responsible forecasting and optimizing corporate cash among the organizations operating entities
The Sr Manager will work to enhance existing corporate cash forecasting models and processes by integrating data from the organization’s financial systems and forecasting sources and uses of cash based on the organizations planned operating and financing activities
The Sr Manager will work closely with Finance leadership, Treasury, FP&A, Capital Markets, Data Management, Controllers, Sourcing and business lines
Responsible for the organization’s overall liquidity management and enterprise corporate cash forecast
Enhance cash forecast model effectiveness and transparency by improving reporting and integrating cash management data sources
Aggregate internal data and vendor cash management data to create a robust and capable cash management forecasting platform
Perform back-testing of forecast to identify and implement improvement opportunities

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

Top investors

7% employee growth in 12 months

Glassdoor (3.7)

Trustpilot (4.8)

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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