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About the Role

The Finance Manager will support Happen Bank’s Personal Loans business through forecasting, financial planning, performance analysis, and strategic decision support in a highly cross-functional environment. This role plays an important part in helping the business make informed, data-driven decisions by delivering clear financial insights, supporting ongoing forecast and planning cycles, and improving reporting and analytics capabilities. You will work closely with partners across Corporate FP&A, Accounting, Business Operations, and Credit Analytics to drive business performance and operational efficiency.

Responsibilities

• Lead balance sheet and P&L forecasting, portfolio performance analysis, and return analytics across the Personal Loans loan portfolio.
• Contribute to weekly forecast refreshes to provide clear visibility into risks and opportunities relative to plan and help inform finance and business decision-making.
• Lead annual budgeting and quarterly planning activities across the Personal Loans business.
• Build and maintain financial models to support forecasting, profitability analysis, valuation assessments, and strategic decision-making.
• Perform variance analysis and support monthly and quarterly reporting processes.
• Identify opportunities to create, improve, and scale financial processes, reporting workflows, and modeling approaches to drive efficiency and accuracy across the finance function.

Requirements

• 4+ years of experience in FP&A, Finance, Investment Banking, Accounting, or related roles.
• Bachelor's degree or higher, or equivalent combination of education and experience.
• Strong financial modeling and analytical skills, including forecasting and valuation concepts such as discounted cash flow (DCF) analysis.
• Ability to interpret financial and operational data and connect insights to business outcomes and decision-making.
• Ability to manage multiple priorities and complete projects in a structured, timely manner.
• Clear written and verbal communication skills, with experience presenting analyses and recommendations to partners across different levels and functions.
• Experience with Excel, PowerPoint, Tableau, and SQL.

Skills

• Excel
• PowerPoint
• Tableau
• SQL

Location

• San Francisco

Work Type

• Hybrid

Experience Level

• 4+ years

Education Level

• Bachelor's degree or higher

Salary/Compensations

• 109,000-125,000

Benefits

• Medical plans
• Dental plans
• Vision plans
• 401(k) match
• Health and wellness programs
• Flexible time off policies for salaried employees
• Up to 16 weeks paid parental leave

About the Company

• Happen Bank (formerly LendingClub) is built around a simple purpose: to clear the way to help people turn intention into action, and action into financial progress. That means offering focused products, a frictionless mobile-first experience, and clear terms with no gotchas. Respect and fairness is part of our DNA, and that ideal shapes how we work, how we treat each other, and how we invest in our employees and our community. Join us in using data, bold thinking, and a commitment to innovation to help clear the way for millions of Americans to achieve more.

Equal Opportunity

• Happen Bank is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@happen.com.