Strategic Finance Manager

Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch.

We put people first and treat them like humans, not account numbers.

As a Strategic Finance Manager at Achieve, you will play a pivotal role in supporting our Lending Business Unit. You will dive deep into daily business operations with key stakeholders to drive financial planning and track performance. You will be a key thought leader, delivering actionable insights that shape business outcomes, enhance transparency, and improve decision-making for senior leadership. In addition to core FP&A responsibilities, you will partake in strategic finance initiatives and support go-to-market (GTM) strategy – partnering cross-functionally with Marketing, Product, Sales, and Capital Markets to align investment, pricing, and funding decisions with business priorities, financial goals, and market dynamics.

Your contributions will be vital to executing business strategies and aligning them with Achieve's operational objectives and long-term strategic vision.

• Thrive in a fast-paced environment with the ability to prioritize and work independently.
• Possess strong interpersonal and communication skills to influence and engage senior leadership.
• Self-motivated and resilient, with a commitment to continuous improvement and high-quality results.
• Analytical by nature—you uncover insights that drive performance and strategic decision-making.
• Collaborative and growth-minded, contributing to team goals and broader company objectives.
• High attention to detail paired with ability to see the big picture and evaluate analyses with strategic business context.

• Serve as the Finance Business Partner for one of Achieve Lending’s Business Units to drive business outcomes through strategic & analytical support.
• Partner with cross-functional leaders (ie. Product, Capital Markets, Pricing, Credit Sales, and Marketing) to drive topline growth and identify emerging risks/opportunities.
• Develop and own comprehensive short-term and long-range financial plans, in alignment with Achieve's product development and go-to-market strategies.
• Lead Strategic Finance work streams for Lending, including capital allocation, scenario modeling, and ROI analysis to support long-term growth and efficiency.
• Define, track, and optimize key funnel conversion metrics with Marketing, Product and Sales (ie. customer acquisition, CAC/LTV, and channel performance).
• Collaborate with Capital Markets to evaluate funding strategy and sources, including market implications on pricing and product mix.
• Partner with Pricing and Analytics to monitor margins, customer segmentation, price sensitivity, and competitive dynamics to optimize unit economics.
• Develop and refine models supporting revenue recognition, cost structure optimization, and forward-looking projections.
• Prepare and present executive-level insights, dashboards, and reports to guide strategic decision-making, and promote accountability for results.

What You’ll Bring:

• 5+ years of experience in either financial planning and analysis, investment banking, management consulting, or a similar finance function;
  Big 4 experience is a plus.
• BA/BS in finance, accounting, or a related field; MBA is a plus.
• Experience in capital markets, funding strategy, or debt structuring within a lending or financial services environment.
• Demonstrated experience owning or contributing to pricing strategy, unit economics modeling, and customer profitability analysis.
• Proven ability to work cross-functionally with GTM and Product leaders to drive alignment between financial objectives and operational execution.
• Strong foundational skills in financial modeling and analysis with an attention to detail.
• Exper…