Head of Financial Planning & Analysis

San Francisco Finance Full-time

Blend helps lenders maximize their digital agility. Our digital lending platform is used by Wells Fargo, U.S. Bank, and other leading financial institutions to increase customer acquisition, improve productivity, and accelerate the delivery of any banking product across every channel. We process more than $3.5 billion in mortgages and consumer loans daily, helping millions of consumers get into homes and gain access to the capital they need to lead better lives.

Blend’s Financial Planning & Analysis Manager role will support Blend to achieve short, medium, and long-term strategic and financial goals. This critical role will drive alignment and buy-in on business KPIs, dashboards, and associated financial metrics. We are looking for someone to partner across the organization to provide insightful and accurate analysis that helps the organization understand the current and future financial impact of business decisions. Our ideal candidate is a self-directed manager with a positive attitude and high levels of integrity and empathy who knows how to effectively communicate, collaborate, and build relationships to inform and influence change. This ideal candidate is also self-motivated and flexible, with the ability to adapt to changing organizational needs and to lead others through rapid growth and change.

How you'll contribute:

  • Manage our consolidated strategic and financial planning processes and team, the annual operating plan, rolling monthly/quarterly financial forecasts, and the underlying financial planning models
  • Partner cross-functionally to help translate business strategies and objectives into financial outcomes
  • Drive alignment on key performance indicators (KPIs) to measure business results and evaluate the health of the business
  • Develop and continuously improve reporting of key financial metrics and analysis to support the unique and changing needs of the functions supportedHelp drive finance with disciplined, fact-based decision-making and financial and operational visibility across the company
  • Collaborate with leadership across the company to provide analytical rigor and evaluate strategic initiatives and key decision processes
  • Drive organizational accountability through performance management of operating expenses and productivity initiatives
  • Prepare weekly, monthly and quarterly reporting packages for presentation to executive management, investors, and the Board of Directors
  • Manage a team with building team culture to improve the overall systems, technology, operations and effectiveness of the FP&A/Ops function
  • Lead topical ad-hoc analyses and deep dives to improve the collective understanding of performance, risks, and opportunities
  • Evaluate and implement continuous improvement of planning systems to support the company's future growth
  • Contribute to the growth and culture of a high-performing team and to develop the team through active performance management and coaching

Who you are:

  • 10+ years of relevant experience in finance, analytics, or planning as a member or a leader of an FP&A team
  • Experience in a high growth tech company
  • Strong leadership history in complex and changing environments with demonstrated ability to gain trust and support from cross-functional peers and teams
  • Strategic thinking: Experience using internal and external data to draw conclusions and make data-driven recommendations
  • Demonstrated success driving decision-making through cross-functional collaboration
  • Ability to analyze and summarize complex issues for executive presentation with recommendations and actions
  • Ability to act as a managerial adviser on financial issues with a view towards reaching strategic decisions
  • Excellent analytical, communication, presentation, and influencing skills, both written and oral
  • Proven ability to develop and manage a team
  • Ability to deliver high quality results against tight and changing deadlines
  • Understanding of GAAP and key accounting and revenue recognition principles underlying SaaS businesses
  • Experience with SaaS business models, metrics, and KPIs

Bonus Points!

  • Corporate strategy, consulting, investment-banking experience at a top firm a plus
  • IPO experience a plus
  • FP&A, Treasury, Investor relations, M&A (corporate development) experience are a plus
  • NetSuite, Planning tools (Adaptive Planning) experience a plus
  • Experience across consulting, investment banking, business operations, or business analytics is highly desired

Benefits and Perks:

  • Meaningful equity and a 401(k) plan
  • Comprehensive health benefits
  • Wellness benefits covering a variety of wellness activities, gym memberships, fitness classes and more
  • Daily meal stipend for non-regularly remote employees during COVID-19 (and lunch, dinner, snacks, and Pizza Fridays provided in offices outside of COVID-19)
  • Weekly mindfulness meditation class
  • Paid Developmental Opportunities (courses, workshops, etc)
  • Weekly remote company all-hands 
  • 4 months of paid parental or personal leave
  • Flexible work schedule, with open vacation policy and companywide mental health days during COVID-19
  • Work from home office set up stipend and internet stipend during COVID-19

Blend is an equal opportunity employer that values diversity, inclusion and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity or expression, sexual orientation, age, marital status, veteran status disability status, or any other characteristic protected by law. We will consider for employment all qualified applicants with arrest and conviction records in a manner consistent with applicable law, including the San Francisco Fair Chance Ordinance.

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