Financial Services Administrator managing client servicing tasks in the financial services sector. Ensuring administration for life, pensions, and investments is completed effectively.
About the role
- Finance Lead at Parafin managing financial strategy and cash management for small business funding solutions. Driving financial planning and execution in a mission-driven fintech environment.
Responsibilities
- Lead financial planning and analysis (FP&A) across the company — building models, forecasts, and strategic plans to guide decision-making.
- Manage cash planning and liquidity, ensuring capital is deployed effectively and aligned with growth objectives.
- Serve as a strategic partner to product, operations, and go-to-market teams, helping identify opportunities to improve unit economics and margins.
- Build a company-wide financial strategy that balances growth and profitability.
- Create and track KPIs that align financial performance with business outcomes.
- Provide regular reporting and insights to leadership and the board.
Requirements
- 5+ years of experience in strategic finance, FP&A, investment banking, or private equity.
- Strong understanding of financial modeling, cash management, and capital planning.
- Exceptional quantitative skills, with the ability to translate data into actionable insights.
- Strong communication skills with the ability to influence and align stakeholders.
- Proven ability to balance detail-oriented execution with strategic perspective.
- Proficient in SQL
Benefits
- Equity grant
- Medical, dental & vision insurance
- Work from home flexibility
- Unlimited PTO
- Commuter benefits
- Free lunches
- Paid parental leave
- 401(k)
- Employee assistance program
Job title
Job type
Experience level
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Degree requirement
Tech skills
Location requirements
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