Senior Manager, Internal and Regulatory Reporting

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October 30

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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

• Responsible for the coordination of the month end, quarter end, and yearend financial close processes. • Oversee the preparation and timely distribution of accurate financial statements for upper management, auditors, and regulators. • Prepare detailed internal financial reports, including explaining significant variances by working closely with key functional areas. • Prepare and analyze financial statements monthly, including income statement, balance sheet, and statement of cash flows, and other relevant supplemental schedules. • Retrieve and analyze financial information posted to general ledger accounts for reporting purposes. • Investigate and report to the Assistant Controller any inconsistencies or errors detected in the financial data. • Responsible for updating and developing a new financial reporting framework within Wdesk (a Workiva product). • Interface with other functional areas to ensure reporting integrity and accuracy for our new General Ledger. • Evaluate current internal accounting and reporting processes for potential improvements through automation and implement enhancements. • Assist with the quarterly and annual disclosure filings, and ad-hoc financial reports, tables, exhibits as requested.

🎯 Requirements

• A minimum of 5+ years of relevant Accounting, Financial Reporting and Systems background required. • Project management and organizational skills – ability to manage multiple priorities and adhere to key milestones and deadlines. • Ability to be flexible and to work in a fast-paced environment and the ability to adapt to change and deal with large volume of information. • Ability to conceptualize high level strategies and strong attention to detail. • Excellent capability to lead, integrate and manage projects across multiple functional areas. • Strong understanding of business processes and requirements. • Ability to work well with others in a collaborative team environment. • Motivated self-starter who can work independently and within a team environment. • Excellent written and verbal communication skills required. • Ability to work under limited supervision. • In depth understanding of GAAP. • Strong analytical, problem-solving, and organizational skills. • CPA license (or equivalent) is preferred.