Senior Director, Finance – Assistant Corporate Controller

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October 31

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Oportun

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Fintech • Finance

Oportun is a financial technology company that specializes in providing affordable personal loans and savings solutions. They are recognized as Bankrate's #1 app for saving money in 2024. Oportun offers personal loans ranging from $300 to $10,000 for various financial needs such as bills, repairs, and deposits, with quick funding and affordable payments. The company provides a unique app that helps users manage their loans and saves money intelligently. Oportun also focuses on financial education and offers tools like loan calculators and prequalification services, which do not impact credit scores. Although Oportun is not a bank, they ensure deposits are FDIC insured through partner banks.

1001 - 5000 employees

Founded 2006

💳 Fintech

💸 Finance

📋 Description

• Oversee and direct the global accounting, reporting, and consolidation processes to ensure timely, accurate, and compliant financial results. • Serve as a strategic partner to the Corporate Controller, CFO, and business unit leaders to drive financial discipline and operational efficiency. • Lead all aspects of the monthly, quarterly, and annual close and reporting cycles across multiple entities. • Own and continuously enhance key global accounting processes, ensuring efficiency, accuracy, and adherence to SOX and US GAAP requirements. • Oversee the preparation of consolidated financial statements and coordinate with the external reporting, FP&A, and tax teams to ensure data integrity and consistency. • Direct internal control programs and documentation for all accounting and reporting functions. Identify gaps, implement improvements, and ensure readiness for SOX and other audits. • Provide technical accounting expertise on complex transactions, new accounting standards, and business initiatives. Prepare and present technical memos and recommendations to leadership. • Partner with business operations, HR, tax, and treasury to ensure accuracy in areas such as loan accounting, payroll, intercompany transactions, and equity accounting. • Manage external auditors and ensure successful completion of quarterly reviews and annual audits. • Lead, develop, and mentor a high-performing accounting team of approximately 15 professionals, promoting a culture of accountability and continuous improvement.

🎯 Requirements

• Bachelor’s degree in Accounting or Finance; CPA required. • 12+ years of progressive experience in accounting and finance leadership roles. • Financial services industry experience required; consumer lending experience strongly preferred. • Deep knowledge of US GAAP, SEC reporting requirements, and SOX compliance. • Demonstrated success leading large accounting functions through process optimization and system transformation. • Proven ability to collaborate cross-functionally and influence senior leaders across Finance, Legal, and Operations. • Strong analytical, communication, and executive presentation skills. • Experience managing external auditors and complex consolidations. • Advanced proficiency in MS Office; experience with Workday Financials preferred. • Strategic mindset with operational execution excellence.

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work arrangements • Paid time off • Professional development