Finance Portfolio Manager

Location: San Francisco, California

The financial analyst will evaluate, recommend, and pursue strategic opportunities to optimize revenue and margin growth of the business. We’re growing quickly and need your experience in financial analysis, process development, and assessment of opportunities to best position the business for sustainable and accelerated growth.

Job Description:

Develop and execute strategies for portfolio growth and yield improvement through identifying new eligible populations, optimizing business profitability, more accurately quantifying risk, and recommending product feature enhancements, while maximizing the portfolio’s value to customers. Monitor primary and secondary metrics including: acquisition costs, pricing sensitivities, retention, and cost metrics. Support the business unit, working closely with the extended team and functional leaders such as risk and marketing, to monitor, analyze and improve the portfolio performance, and to help make the business decisions necessary to maximize growth and impact to customers and the company. Work closely with Product, Risk, Customer Service, Marketing, Legal and Compliance. Work in a team environment. This position has no direct reports and does not supervise/manage other staff.

Minimum Requirements: Master’s degree, or foreign equivalent, in Finance, Statistics, or closely related quantitative discipline and six (6) years of experience in the job offered or six (6) years of experience as a business or financial analyst or Bachelor’s degree, or foreign equivalent, in Finance, Statistics or closely related quantitative discipline and eight (8) years of experience in the job offered or eight (8) years of progressively responsible experience as a business or financial analyst.