
1001 - 5000 employees
Founded 2024
đź Consulting
đŁ Marketing
đł Fintech
Consulting ⢠Marketing ⢠Fintech
Candescent is a digital-first, intelligence-driven banking platform that helps banks and credit unions modernize account opening, digital banking, branch interactions and operations. It provides cloud-native onboarding and sales tools, fraud and security management, unified data and analytics, marketing/communications, card and money management, developer tools, and a curated marketplace of partner solutions to improve engagement, compliance, and financial wellness for consumer and business customers.
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1001 - 5000 employees
Founded 2024
đź Consulting
đŁ Marketing
đł Fintech
Consulting ⢠Marketing ⢠Fintech
Candescent is a digital-first, intelligence-driven banking platform that helps banks and credit unions modernize account opening, digital banking, branch interactions and operations. It provides cloud-native onboarding and sales tools, fraud and security management, unified data and analytics, marketing/communications, card and money management, developer tools, and a curated marketplace of partner solutions to improve engagement, compliance, and financial wellness for consumer and business customers.
⢠Lead monthly forecasting, annual operating plan, and long-range planning activities for assigned business areas ⢠Analyze actual results against budget, forecast, and prior-year performance to identify drivers, risks, opportunities, and business implications ⢠Develop executive-ready financial narratives and recommend corrective actions ⢠Build and maintain driver-based financial models for revenue, profitability, investment decisions, and scenario planning ⢠Partner with business leaders to improve forecast accuracy and support financial commitments ⢠Evaluate strategic initiatives and investment opportunities through financial modeling, sensitivity analysis, and ROI assessments ⢠Advise operational leaders across Technology, Product, Sales, Marketing, Corporate Functions, and other departments ⢠Lead monthly business reviews with functional leaders ⢠Support ad hoc analyses, strategic initiatives, and special projects ⢠Serve as FP&A power user and process owner for the enterprise planning platform ⢠Improve planning models, reporting structures, assumptions management, system workflows, and automation ⢠Ensure consistency across ERP, planning systems, BI platforms, and management reporting ⢠Prepare management reporting packages for executives, private equity stakeholders, lenders, and Board meetings ⢠Develop dashboards, KPIs, and performance metrics ⢠Support spending governance, investment prioritization, budget discipline, and out-of-budget spending reviews ⢠Analyze vendor spending, contract renewals, and operating expenses for optimization opportunities ⢠Partner with Accounting and Procurement to improve forecasting, accruals, and expenditure visibility
⢠Bachelor's degree in Finance, Accounting, Economics, Business, or related field ⢠7+ years of progressive experience in FP&A or Corporate Finance ⢠Strong experience supporting budgeting, forecasting, financial modeling, and management reporting ⢠Advanced Excel modeling skills, including scenario and driver-based forecasting ⢠Experience with enterprise planning systems such as Workday Adaptive Planning, Planful, or similar platforms ⢠Working knowledge of Power BI ⢠Strong understanding of financial statements and key business performance metrics ⢠Excellent communication, presentation, and stakeholder management skills ⢠Ability to influence financial and non-financial business leaders ⢠Ability to thrive in a fast-paced, evolving, private-equity-backed environment ⢠Preferred experience in SaaS, FinTech, or software/technology business models ⢠Preferred experience with board reporting, lender reporting, or private-equity ownership environments ⢠Preferred experience implementing or enhancing enterprise planning platforms and reporting processes ⢠MBA, CPA, CFA, or similar professional designation preferred
⢠Remote work option ⢠Opportunity to work in a forward-thinking technology company transforming digital banking ⢠Potential to manage resources as the team evolves ⢠Collaboration with executive stakeholders, private equity stakeholders, lenders, and Board of Directors
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