Director, Corporate Planning

Job Description
Achieve is seeking a highly experienced and knowledgeable Director, Corporate Planning to join our rapidly scaling company as we continue our journey through a large scale digital transformation and growth strategy. In this position, you will report to our SVP, Finance. As Director, Corporate Planning, you will lead budgeting, forecasting, reporting and analysis processes. Your thought leadership and intellectual horsepower will drive value with a particular focus on leading the Company's annual planning and quarterly forecasting processes and strategic analysis. This is a hands-on leadership role with high visibility at every level of the organization. You will be responsible for leading the efforts to scale our FP&A processes as we grow and face increasing business complexity.
The perfect candidate will bring a "Business Partner" mindset and thrive in an organization that is ready to disrupt the norm. If you are creative and passionate and want to work with like-minded people then you will LOVE Achieve.
Join Achieve, change the future.
At Achieve, we're changing millions of lives. From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you'll get to be a part of their journey to a better financial future. We're proud to have over 2,700 employees in mostly hybrid or remote roles across Arizona, California, and Texas and are strategically growing our teams to better serve our members. A career at Achieve is more than a job-it's a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, while putting your well-being first.
What you'll do:

• Drive financial discipline by designing and implementing planning and forecasting processes that drive alignment between investment dollars and the company's strategic objectives
• Lead the maintenance and enhancement of Achieve's corporate model, including short and long term forecasts for income statement, balance sheet and cash flow
• Help mold and support the company's value creation story through the preparation of materials that illuminate the company's financial results for the executive team, Board of Directors and investors
• Create transparency into financial results by working with business leaders and business unit FP&A teams to understand trends and drivers and provide insights into forecast versus actual variances
• Oversee the Cash Management team, with responsibility for efficient and effective daily cash movement and borrowing; strong internal controls over cash and bank account access; optimization of yield on cash balances; and establishing and monitoring cash and funding KPIs
• Serve as a critical member of deal teams for capital raises, as needed
• Drive the process for rationalizing corporate department investments (Headcount, OPEX spend, and CapEx)
• Lead the way for new processes to scale the business through continuous improvement, automation, and new tools
• Proactively drive forward ad hoc strategic and operational projects as required
• Effective at project management, organization, prioritization, and execution of impactful initiatives
• An independent, logical, and framework-based thinker with the ability to generate ideas and support them with analysis, data, and structured arguments
• A highly effective communicator/collaborator, with the ability to influence others as well as cultivate productive relationships
• Comfortable in a fast-paced environment where you embrace ambiguity and get the right things done
• Action-oriented and full of energy for the things you see as challenging
• Excited to bring a 'whatever it takes" mindset to take on projects - no matter how big or small

What you'll bring:

• 10+ years working in FP&A and/or highly strategic role; experience at a fast-moving and scaling technology, fintech, or financial services business a strong plus
• Extremely strong analytical, financial modeling, and presentation skills and experience with preparing and presenting information to decision makers
• Excellent attention to detail
• Demonstrated experience thinking strategically about complex business problems, uncovering data-driven insights and creating actionable recommendations
• Advanced proficiency in Excel, PowerPoint, or Google Docs/Sheets/Slides
• Effective cross-functional communication in solving problems and addressing roadblocks
• Passion for coaching and mentoring others
• Bachelor degree in Finance, Economics, or equivalent knowledge (FP&A, investment analyst, CFA); MBA from a top school a plus

Achieve well-being with:

• Hybrid and remote work opportunities
• 401 (k) with employer match
• Medical, dental and vision with HSA and FSA
• Competitive and flexible PTO, including dedicated volunteer days
• Complete wellness support with access to Virgin Pulse, Ginger Health Coaching, and fitness discounts
• Up to $5,250 paid back to you on eligible education expenses
• Pet insurance for your furry family members
• Financial support in times of hardship with our Achieve Care Fund
• A safe place to connect with other employees through our six employee resource groups

Meet Achieve
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thrive by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and an empathetic touch. We put people first and treat them like humans, not account numbers.
Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve's Talent Acquisition leader.
Job Req:
19127