Senior Accountant

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Oportun

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2006

💳 Fintech

💸 Finance

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.

📋 Description

• Participate in the month end close process, and will be responsible for the preparation and recording of journal entries. • Perform daily reconciliation of payments and disbursements. The role will also own the reconciliation of the related Balance Sheet accounts and the documentation of any observed variances. • Ensure that all daily payments are setup and approved in an accurate and timely manner. • Consolidate and share daily and weekly summaries of US banking activity with Capital Market and Finance teams. • Coordinate banking access and other core bank account administrative activities with the Finance and Treasury management executives. • Oversee that on a daily basis all vendor deposits are reconciled to the loan level detail. • Analyze, identify, and implement potential process and systems enhancements to create efficiencies and reduce resource allocation for routine tasks, procedures, and reports. • Assist with any internal/external audits to ensure all deliverables are met by designated due dates. • Assist with ad hoc research, analysis, and reconciliations for the Finance and Treasury departments.

🎯 Requirements

• Strong experience using Microsoft Office (Excel, Word, etc.) • A minimum of 3-5 years relevant work experience • Bachelor’s degree in Accounting or similar degree • In depth understanding of GAAP • Strong analytical, problem-solving, and organizational skills • Attention to detail and accuracy • The desire for continuous improvement • Excellent written and verbal communication skills required • Ability to work well with others in a collaborative team environment • Motivated self-starter who can work independently and within a team environment • CPA license (or equivalent) is preferred • Verbal and written communications skills in English and Spanish are preferred.

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off