Strategic Finance Associate

You are ambitious and passionate about growth. You have grit and thrive in a supportive and fast-paced environment. You are eager to quickly develop a deep understanding of the business and are adept at using data to drive insightful decision-making.

We are a small, smart, and fun team backed by top VC firms. Our two founders, Karl Jacob and Allan Carroll, are serial entrepreneurs whose companies have helped millions of consumers from protecting them from spam to communicating with family members. Karl has raised 23 rounds of financing, created 6 companies from scratch and built products and companies that impact 10s of millions of people. Now we are helping consumers with the largest financial transaction of their lives, buying or refinancing a house using our tech to deliver smart loans that help customers get the right loan for their situation.

You will be integral in shaping how we build products and execute financial modeling to support our rapid expansion. The Strategic Finance Associate will be the first dedicated hire in our growing finance department and will be expected to work cross-functionally and with the finance executives to build the framework for a full finance team. This individual will be expected to build operating models, product models, manage FP&A reporting and monitor spend and resource planning. This is a rare opportunity for a role situated in strategic finance, with exposure to FP&A and business operations.

Location: Orange County, CA preferred. Remote considered for extremely qualified candidates.

Key Responsibilities:

  • Develop, maintain and enhance financial models including annual budgets and forecasts
  • Assist in monthly financial reporting and variance analysis of forecast/actuals and key ORKs
  • Conduct internal analysis on the performance of the company’s different products and business units
  • Develop FP&A framework including planning and budgeting, integrated financial planning, management and performance reporting, and forecasting and modeling.
  • Prepare slides for board presentations by providing insight into the financial narrative and key business highlights.
  • Support strategic decision making, which will include analytics initiatives such as financial modeling, go-to-market strategy, competitive analysis, channel performance measurement, and partnership negotiations
  • Create presentations for internal and external stakeholders as necessary


  • Supportive management and co-workers
  • Flexible benefits package with your own budget and time off
  • Company-paid licensing, continuing education, and employee development programs.
  • Great environment- Covered parking with car detailing service, gourmet coffee bar, music, laughter and good energy

Required Skills:

  • Excellent proficiency in Excel
  • Some SQL knowledge
  • Outstanding analytical abilities.
  • Excellent verbal communication skills
  • Ability to create compelling presentations and present information to peers and executives alike
  • Detail-oriented with a history of delivering quality work within deadlines
  • Self-starter with a strong sense of ownership, comfortable working in a start-up environment
  • Exceptional judgment and maturity, including an ability to execute independently and work with team members of all levels
  • Basic understanding of the fintech, lending and/or SaaS landscapes


  • Bachelor’s Degree in Finance, Business, Economics, or other relevant fields
  • Two or more years of relevant industry experience with financial modeling (e.g. investment banking, private equity, corporate finance, management/strategy consulting)

What Sets Us Apart:

LoanSnap, Inc. is backed by Richard Branson, Joe Montana and True Ventures who were behind Peloton and Blue Bottle. We are focused on improving every American’s money situation. LoanSnap invented the world’s first smart loan technology that uses artificial intelligence to analyze a person’s entire financial picture and shows simple ways to benefit from a smarter loan now and into the future. Our clients working with LoanSnap, can save money, time and feel confident that their home loan will safeguard their financial needs.

Every position is designed with growth and career development in mind, there are no dead-end jobs here. Our employees enjoy being part of a community of aspiring individuals who thrive in an environment that promotes high performers, innovation, high standards, and teamwork. We actively mentor and grow our employees as demonstrated by the numerous people who have started in this industry straight out of college and gone on to further either their sales or have ventured into numerous other roles within the company. We are able to do this because our technology automates a large part of the process leaving our employees to focus on helping our customers.

LoanSnap, Inc. and LoanSnap Holdings is an affirmative action employer that provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, disability, genetics, gender, sexual orientation, age, marital status, veteran status. In addition to federal law requirements,LoanSnap, Inc. and LoanSnap Holdingscomplies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The company is committed to diversity, equity, and inclusion practices providing equal opportunities for growth and development within the organization.

Apply for this position here.