Vice President, Financial Planning and Analysis

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September 18

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Lumin Digital

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Fintech • B2B • SaaS

Lumin Digital is a company that specializes in providing next-generation digital banking solutions for credit unions and banks. Their platform offers a wide array of services, including retail and commercial banking solutions, digital account opening, and tools to enhance user engagement and operational efficiency. With a focus on innovation and cutting-edge technology, Lumin Digital leverages artificial intelligence and robust security features to offer seamless, cloud-native services with near-perfect uptime. They are known for delivering business growth and cost savings for financial institutions, adapting to new technologies, and offering an enhanced user experience.

51 - 200 employees

💳 Fintech

🤝 B2B

☁️ SaaS

📋 Description

• Lead financial planning, budgeting, forecasting, and analytical activities • Collaborate with executive leadership and cross-functional teams across Product, Sales, Marketing, Services, and Development • Manage a team of financial professionals • Create and manage sophisticated financial models including 3-statement projections • Oversee annual budgeting and monthly forecasting processes • Develop financial presentations for Board of Directors and investors • Produce monthly financial performance reports and trend analyses • Evaluate and recommend reporting and data analysis for transparency • Execute special projects and ad-hoc financial inquiries • Drive FP&A system enhancements, process automation, and operational efficiency • Perform supervisory responsibilities including hiring, onboarding, performance evaluations, promotions, and terminations

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field required • CPA and MBA preferred • 15 years of progressive FP&A experience required with at least 5 years in a managerial capacity • Demonstrated expertise in financial modeling, forecasting, and data-driven analytics within a SaaS or technology environment preferred • Experience working with start-ups and venture backed companies • Experience raising venture capital • Experience working across the C-Suite, in the board room and with investors • Expert-level Excel and Google Sheets proficiency • Strong communication skills • Familiarity with financial analytics and visualization tools (e.g., Tableau, Power BI, Looker) preferred • SaaS or FinTech industry experience is beneficial

🏖️ Benefits

• Remote work (Remote- United States) • Minimal travel (~12 days or less per year) • 2X team get togethers a year