Manager, Financial Planning and Analysis

Finance Tempe, Arizona San Mateo, California


As an experienced and knowledgeable Manager of Financial Planning and Analysis you will impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. In this position, (within MST or PST zones), you will report to our Director, FP&A.  As Finance Manager, you will develop financial strategies and drive analytics to enable business decision making, partnering closely with leaders in Marketing and Finance. This manager will deliver important insights and actionable recommendations to senior finance and marketing leaders and executive management. A successful candidate will ensure financial and operating decisions are based on accurate data and apply expertise to inform overall strategy. This position will exemplify true business partnership, leading the way with collaboration, timely decision-making, alignment with strategic priorities and value-added analysis.


Join Achieve, change the future

At Achieve, we’re changing millions of lives. From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you’ll get to be a part of their journey to a better financial future. We’re proud to have over 2,700 employees in mostly hybrid or remote roles across Arizona, California, and Texas and are strategically growing our teams to better serve our members. A career at Achieve is more than a job—it’s a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, while putting your well-being first.


What You’ll do:


  • Serve as Finance partner to the Product Marketing leadership teams across all products
  • Create consistent frameworks for measuring and analyzing ROI of marketing spend across partners and channels, including but not limited to cost of acquisition, close rates and digital and partner profit margins
  • Drive financial efficiency and effectiveness across channels and partnerships by providing analytic support and developing actionable insights that will influence decision makers to allocate marketing spend more effectively
  • Take a data driven approach to assess marketing activities, with recommendations to enhance reporting, accelerate growth, and improve processes
  • Track key marketing business metrics and KPIs to measure health of the business, while proactively highlighting areas of risks and opportunity
  • Partner with Marketing teams to develop a long-range planning model that supports the Marketing team’s strategic vision and company priorities
  • Work cross functionally to ensure marketing spend and resource deployment are aligned with Sales and support Achieve’s strategic priorities


What you’ll bring:


  • Someone who takes ownership and initiative and demonstrates a relentless drive to achieve results
  • Comfortable and highly effective in bridging gaps between Analytics, Marketing, Credit Risk, Product, Sales, and Business constituents to help find common ground, drive clarity, and promote understanding across teams
  • Resilient and self-motivated, always looking to drive process improvement through

      continuous testing and optimization

  • Passionate about problem solving and achieving results within cross-functional teams
  • Upbeat and optimistic, with a growth mindset
  • BA/BS degree in finance, accounting or related field (MBA a plus)
  • Excellent financial modeling and analysis skills
  • Strong attention to detail
  • Expertise to manage projects to on-time completion with confidentiality and integrity
  • Analytical background working directly in an Marketing finance, Strategic Finance, Business Operations or related environment, experience modeling revenue and expenses
  • Excellent leadership, communication, analytical, teamwork, organizational and interpersonal skills
  • Adaptable and able to react quickly to changing business needs
  • Ability to think critically and to question the output of financial models or investment cases and consider options for improvement or provide thoughtful alternatives



    Achieve well-being with:

  • Hybrid and remote work opportunities
  • 401 (k) with employer match
  • Medical, dental and vision with HSA and FSA
  • Competitive vacation and sick time off, as well as dedicated volunteer days
  • Access to wellness support through Employee Assistance Program, Virgin Pulse, Ginger Health Coaching, and fitness discounts
  • Up to $5,250 paid back to you on eligible education expenses 
  • Pet insurance for your furry family members
  • Financial support in times of hardship with our Achieve Care Fund 
  • A safe place to connect with other employees through our six employee resource groups 

Salary Range: $130,000.00 to $150,000.00 annually + bonus + benefits. This information represents the expected salary range for this role. Should we decide to make an offer for employment, we'll consider your location, experience, and other job-related factors.


       Meet Achieve 

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


Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve’s Talent Acquisition leader.