Financial Planning and Business Operations Manager

About Clutch

Clutch is a revolutionary vertical SAAS company, proudly backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. As a champion of financial well-being, we address the urgent need for affordable lending solutions in an era where the average American grapples with over $155,000 in household debt.  Unlike traditional financial institutions, Clutch develops software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans.Our mission extends beyond mere financial transactions; we strive to fundamentally enhance the way credit unions interact with their members. By integrating cutting-edge technologies and user-centric designs, we help credit unions provide seamless digital experiences that are on par with leading tech companies. This approach not only preserves but revitalizes the longstanding tradition of community and member-focused service inherent to credit unions.

Key Responsibilities:

Financial Planning and Analysis & Accounting:

• Develop and maintain comprehensive financial models, forecasts, and projections.

• Lead the financial planning process, ensuring alignment with company goals and objectives.

• Conduct detailed financial analysis to support strategic decisions and business planning.

• Oversee all accounting operations, including Accounts Payable, Accounts Receivable, and General Ledger.

• Develop and implement internal controls to safeguard the company's assets.

• Collaborate with external auditors and manage the audit process.

Strategic and Company-Wide Planning:

• Drive the company-wide planning process, including the development of strategic initiatives and goals.

• Collaborate with executive leadership to refine and implement the company’s strategic plan.

• Oversee the development and tracking of OKRs and other performance metrics.

Investor Relations:

• Prepare and present financial reports and updates for investors.

• Provide insights and recommendations to enhance financial performance and achieve business goals.

• Assist in the preparation of investor presentations and communications.

Special Projects:

• Lead and manage special projects that have a significant impact on the company's strategic direction.

• Coordinate cross-functional teams to ensure successful project execution.

• Identify opportunities for operational improvements and drive initiatives to enhance efficiency.

Skills you will bring:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred.

• Minimum of 8 years of experience in financial planning and analysis, private equity, or a related role.

• Experience working in startups, preferably in the fintech sector.

• Strong analytical skills and proficiency in financial modeling and forecasting.

• Excellent communication and presentation skills, with the ability to convey complex financial information to stakeholders.

• Proven ability to work collaboratively and cross-functionally in a fast-paced environment.

• Experience with financial software and tools (e.g., Excel, ERP systems).

• Strong attention to detail and a high degree of accuracy in financial analysis and reporting.

• Advanced proficiency in English, both written and spoken.

• Knowledge of accounting is a plus.

Why you should join Clutch?

• Impactful Work: Directly contribute to initiatives that empower millions of Americans with better financial solutions.

• Inclusive Culture: Thrive in a diverse, welcoming workplace where innovation and ideas reign supreme.

• Leadership and Growth: Work alongside and learn from industry experts in a company that values professional development and career growth.

• Competitive Benefits: Enjoy a competitive compensation package, equity options, flexible PTO, remote work opportunities, and substantial professional development allocations.

Benefits that Matter

• Remote Flexibility: Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly.

• Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas.

• Paid Time Off: Enjoy flexible PTO days yearly for relaxation and rejuvenation.

• Stock Options: Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package.

• Home Office Setup: Create your ideal workspace with a dedicated budget for home office essentials.

• Work Trip Budget: Grow personally and professionally with a budget for work-related trips and co-working.

• Health Coverage: Prioritize your well-being with comprehensive health and dental insurance plans.