Senior Financial Services Manager

Run the Business — Metrics, Reviews, and Actions

• Build, monitor, and manage key business metrics and ongoing KPI reports in collaboration with Finance, FP&A, and Data teams.
• Own the rhythm of business: weekly/monthly performance reviews, KPI tracking, and financial health reporting.
• Translate insights into clear, actionable recommendations to drive revenue, margin, revenue improvement and in-year P&L impact.
• Ensure alignment and accountability across functions to meet P&L objectives.
• Prepare and deliver executive-level presentations and communications that summarize performance insights, business recommendations, and progress toward key objectives.

Execute Special Business Initiatives

• Lead cross-functional projects that drive growth, margin expansion, or operational scalability. Example projects include pricing optimization, promotional strategy, or cost efficiency work.
• Challenge or adjust decisions that could limit business impact (e.g., default configurations, pricing changes, or rollout plans).

Partner and Influence Across the Organization

• Serve as a trusted business partner to leaders in Product, Marketing, Finance, Operations, Sales, and Support in discussions and decisions related to Financial Services.
• Influence decisions through strong business judgment, data-informed insights, and persuasive storytelling.
• Represent the Financial Services business in operational and strategic forums, ensuring commercial implications are considered in every decision.

Own High-Value Customer and Commercial Decisions

• Partner with Sales, Marketing, and Finance to evaluate and approve offers or discounts for strategic customers.
• Recommend pricing or promotional strategies within guardrails, escalating significant exceptions to the GM.
• Balance customer growth opportunities with financial discipline and potential risk exposure.
• Work with GM to refine quarterly and annual budgets and forecasts.
• Work with BD Team to manage strategic partners to deliver financial services offerings supporting as needed in partner management.
• Collaborate with internal and external legal teams on contract negotiations, renewals, and agreements to achieve revenue goals with embedded finance partners, while balancing potential risks and supporting the long-term success of strategic objectives.

Monitor Market, Competition, and Industry Trends

• Track developments in the Financial Services and fintech ecosystem, identifying competitive threats and emerging opportunities.
• Anticipate trends that could influence near-term business performance or future product strategy.

Support Financial and Strategic Planning

• Partner with Product, Marketing, FP&A, and Data to develop business cases for new initiatives, pricing adjustments, and partnerships.
• Model financial outcomes, evaluate ROI, and monitor post-launch performance to ensure accountability to P&L goals.

• 8+ years of experience in Financial Services, fintech, or SaaS business management roles.
• Proven experience managing or influencing a P&L, with strong financial and analytical acumen.
• Deep understanding of Financial Services economics (pricing, attach rates, cost optimization, and margin management).
• Experience leading or influencing cross-functional teams across Product, Marketing, Finance, Operations, Sales, and Support.
• Strong communicator and influencer, with excellent executive presentation skills and the ability to drive alignment across stakeholders without direct authority.
• Comfortable operating both strategically and tactically; thrives in dynamic, fast-paced environments.
• Highly organized, detail-oriented, and results-driven, with a bias for execution.
• Bachelor’s degree in Business, Finance, Economics, or related field.