Senior FP&A Analyst

🔥 0 minutes ago

Where this job comes from

Posted on Point Digital Finance, Inc.'s careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

Logo of Point Digital Finance, Inc.

Point Digital Finance, Inc.

11 - 50 employees

Founded 2021

💸 Finance

🏠 Real Estate

💳 Fintech

Finance • Real Estate • Fintech

Point Digital Finance, Inc. is a company offering innovative solutions for home equity investment, catering to homeowners across the United States. Founded in 2015, Point provides financial inclusion by allowing homeowners to unlock the value of their home equity with a unique Home Equity Investment (HEI) product. Unlike traditional loans, Point's HEI involves no monthly payments and has flexible credit requirements, making home equity access more attainable. The company partners with homeowners, offering a lump sum in exchange for a share in the home's future appreciation, without impacting the owner's control over their property. Point also offers a SEED down payment investment to assist future homeowners with their down payments.

📋 Description

• Serve as the dedicated finance partner to Point’s Marketing and Sales leadership • Build and own driver-based marketing and sales forecasts linking channel spend, leads, applications, fundings, and revenue • Own the Marketing and Sales expense plan, including program spend, vendors, headcount, and commissions • Track actual-versus-forecast variances and provide actionable insights to senior management • Model ROI for channels, campaigns, partnerships, and sales initiatives • Run what-if scenarios for budget reallocation • Advise Marketing and Sales leadership and prioritize investments based on return • Produce monthly go-to-market performance reports and dashboards • Partner with Accounting on accruals, prepaid spend, commissions, and month-end close • Reconcile advertising-platform spend with the general ledger alongside Marketing Analytics and Data teams • Establish a single source of truth for go-to-market metrics • Present insights to senior leadership, investors, and the Board when needed

🎯 Requirements

• 5+ years of progressive experience in FP&A, corporate finance, accounting, or related field • At least 2 years supporting Marketing, Sales, or Growth teams • Bachelor’s degree in Finance, Accounting, or Economics • Experience at a consumer fintech, lending, or direct-to-consumer company with paid acquisition preferred • Strong quantitative and analytical skills • Advanced experience building complex financial models in Excel or Google Sheets • Solid core finance and accounting skills • Understanding of the real estate market and/or fintech industry preferred • Experience with NetSuite ERP or NetSuite Planning and Budgeting software preferred • Must reside in one of Point’s states of operation: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, KS, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

🏖️ Benefits

• Comprehensive medical, dental, and vision plans • Flexible spending accounts (FSA) and health savings accounts (HSA) • Unlimited paid time off • 10 company holidays • Fully remote work options and in-person Palo Alto HQ environment • Fully paid parental leave, including state PFL supplementation and additional paid leave • Four weeks of fully paid transition time • Meaningful equity • 401K retirement plans • Guaranteed life insurance • Short- and long-term disability coverage • Monthly internet stipends • Monthly mobile plan stipends • Wellness perks • One-time home office reimbursement • Company-provided MacBook and monitor

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