• Lead, mentor, and develop a small but impactful FP&A team, providing consistent feedback, career development guidance, and performance management • Define and communicate the vision, mandate, and operating model for FP&A in a “public ready” environment, including how the team partners with Strategy, Accounting, Treasury, and business leaders • Set and enforce high standards for analytical rigor, data integrity, timeliness, and clarity across all FP&A outputs • Promote a culture of accountability, creative problem-solving, and cross-functional collaboration within the Strategic Finance team • Inspire and create a motivating environment through coaching, mentoring, and enablement • Provide opportunities to participate in both formal and informal developmental activities • Working with senior leaders and department head, set expectations for all team members and hold employees accountable for results • Own the end-to-end financial planning calendar, including the annual operating plan (AOP), long-range plan (LRP), quarterly reforecasts, and monthly outlooks • Design and implement scalable, repeatable FP&A processes that mirror public-company discipline (e.g., structured monthly close and reporting cycles, standardized packages, clear calendar and expectations) • Lead the evaluation, selection, implementation, and ongoing governance of planning and reporting tools, with a particular emphasis on Anaplan or similar enterprise planning platforms • Build and refine forecasting methodologies (e.g., driver-based, cohort, portfolio/credit, and revenue models) appropriate for a high-growth financial services company • Oversee company-wide budgeting and forecasting processes to ensure they are accurate, timely, and aligned with strategic and financial objectives • Develop and continuously improve executive-ready reporting for senior leadership and the Board, including monthly and quarterly business reviews and deep dives • Lead the creation of robust scenario analysis and sensitivity models to support strategic decisions (e.g., growth investments, pricing changes, risk appetite, capital allocation, and funding strategies) • Translate company-level goals into detailed financial targets and KPIs by business unit, product, and function, and ensure clear accountability for performance against plan.