Strategic Finance Lead (Revenue)
WFA Digital Insight
As demand for digital payment solutions grows, companies like Affirm are at the forefront of innovation. With a 25% increase in fintech investments in 2025, the need for skilled finance professionals is on the rise. This Strategic Finance Lead role stands out for its focus on revenue growth and collaboration with cross-functional teams. Candidates should be prepared to showcase their analytical skills, experience with financial modeling, and ability to drive business outcomes. Before applying, consider the fast-paced and dynamic environment of a rapidly growing fintech company.
Job Description
About the Role
The Strategic Finance Lead role at Affirm is a critical position that supports the growth of the company's topline revenue streams with large business-to-business (B2B) merchant partners. As a key member of the Revenue Finance group, you will be responsible for driving company strategy, empowering executive decision-making with real-time forecasts and analytics, and guiding the company towards achieving its goals. This high-impact, highly visible role requires a unique blend of technical skills, business acumen, and interpersonal skills.The finance team at Affirm is responsible for ensuring the company remains financially sound and strategically positioned for growth. This team manages financial planning, accounting, pricing, vendor management, tax, investor relations, and corporate development, delivering timely insights, accurate reporting, and careful analysis to support decision-making. From day-to-day financial operations to major investments, the finance team enables sustainable, informed growth by maintaining strong fiscal discipline.
The Strategic Finance team is a scrappy, tight-knit group with outsized cross-functional impact and ownership. As a Strategic Finance Lead, you will have the opportunity to work closely with cross-functional leaders, including Product, Growth Analytics, Credit, Revenue, and Merchant Pricing teams, to drive business outcomes through strategic and analytic support.
What You Will Do
- Partner with cross-functional leaders to drive business outcomes through strategic and analytic support
- Build and maintain financial models to forecast, reconcile, and describe variances for key metrics
- Collaborate with the ML modeling team to marry financial models with aggregated ML forecasts
- Establish top-line performance metrics and targets, analyze and report realized financial performance to Executives and other company leaders
- Drive accountability for results and provide actionable insights to inform business decisions
- Design and deliver scalable automated user and financial dashboards and analytics for cross-departmental and executive consumption
- Develop and maintain a deep understanding of the company's financial performance and market trends
- Identify areas for process improvements and implement changes to increase efficiency and effectiveness
- Provide financial support for strategic initiatives and ad-hoc analysis as needed
What We Are Looking For
- Passion and drive to disrupt the lending and financial industry for the better
- Strong sense of ownership, intention, intellectual curiosity, and ability to think creatively and critically
- 5+ years of experience in fast-paced analytical roles, such as strategic finance, investment banking, consulting, data science, or analytics
- Exceptional analytical skills and the ability to synthesize complex financial information into clear, concise reports
- High attention to detail and the ability to see the big picture and evaluate analyses with strategic business context
- Strong interpersonal and communication skills, with the capability to navigate cross-functional collaborations effectively and present to company executives
- Curiosity to build things, such as processes, models, or tools, with and around AI
- Experience with merchant payments and/or providing analytical support to B2B client relationship and sales teams (a plus)
- Excellent working proficiency in Excel and comfort with SQL, Looker, and/or other data visualization tools; Python knowledge is a plus
Nice to Have
- Experience building contextual models or files
- Knowledge of machine learning modeling and its applications in finance
- Familiarity with cloud-based data platforms and tools
Benefits and Perks
- Competitive salary and equity package
- Comprehensive health, dental, and vision insurance
- Flexible PTO and remote work arrangements
- Professional development opportunities and support for ongoing education and growth
- Access to cutting-edge technologies and tools
- Collaborative and dynamic work environment with a team of experienced professionals
How to Stand Out
- Be prepared to showcase your analytical skills and experience with financial modeling, particularly in Excel.
- Develop a deep understanding of the company's financial performance and market trends to stand out as a candidate.
- Highlight your ability to drive business outcomes through strategic and analytic support, and provide examples of successful collaborations with cross-functional teams.
- Be prepared to discuss your experience with data visualization tools, such as SQL, Looker, and/or other tools, and how you have used them to inform business decisions.
- Showcase your passion for disrupting the lending and financial industry, and highlight your intellectual curiosity and ability to think creatively and critically.
- Be prepared to discuss your experience with machine learning modeling and its applications in finance, and how you have used AI to build things, such as processes, models, or tools.
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