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OportunSr. Manager - Loan Portfolio & Revenue (R14333)
Oportun is a financial services organization that provides responsible credit, budgeting, and savings options to help members build financial security. The company is currently hiring a…
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About This Role
Oportun is a financial services organization that provides responsible credit, budgeting, and savings options to help members build financial security. The company is currently hiring a Sr. Manager - Loan Portfolio & Revenue (R14333) to direct revenue forecasting and lending portfolio planning initiatives. This position operates at the intersection of accounting, credit, product, data, operations, and finance teams. The successful candidate will build advanced financial models, evaluate credit and operating…
Job Description
Oportun is a financial services organization that provides responsible credit, budgeting, and savings options to help members build financial security. The company is currently hiring a Sr. Manager - Loan Portfolio & Revenue (R14333) to direct revenue forecasting and lending portfolio planning initiatives. This position operates at the intersection of accounting, credit, product, data, operations, and finance teams.
The successful candidate will build advanced financial models, evaluate credit and operating trends, and deliver actionable insights to executive staff and the Board. Primary responsibilities in the first year include creating a reliable revenue forecasting framework, enhancing lending portfolio transparency, and elevating forward-looking analytical standards. This role requires navigating complex scenarios, communicating variances clearly, automating workflows, and potentially assisting with the adoption of enterprise forecasting tools like Anaplan or Pigment.
This full-time opportunity offers a base salary between USD 112,500 and 180,000 per year, determined by factors such as work location, skills, and experience. Eligible employees also gain access to medical, dental, and vision insurance, 401(k) matching, flexible paid time off, parental leave, and company-paid life and disability coverage.
Responsibilities
- Develop, maintain, and upgrade revenue forecasting models encompassing scenarios, sensitivities, drivers, and long-range plans
- Oversee lending portfolio balance and roll-forward projections, including prepayments, repayments, originations, loss curves, charge-offs, and delinquency assumptions
- Collaborate across departments to refine forecast inputs, evaluate operational trends, and spot emerging risks or opportunities
- Execute strategic financial analysis for business planning, capital allocation, pricing, growth strategies, partnerships, and M&A activities
- Prepare executive-ready materials and clearly articulate performance drivers, variances, and forecasts to senior leadership and the Board
- Improve the scalability, documentation, governance, and transparency of financial models
- Automate analysis and modeling workflows to boost consistency and efficiency
- Evaluate and assist with the transition of core planning models into enterprise forecasting applications such as Anaplan or Pigment
- Mentor and foster the professional growth of finance team members
- Explore and apply AI tools and automation to accelerate analysis and improve documentation
Requirements
- Minimum of 8 years of progressive background in strategic finance, FP&A, corporate finance, investment banking, private equity, fintech, lending, or a related field
- Demonstrated expertise in building complex, driver-based financial models and cost-benefit analyses
- Extensive background in consumer credit, lending, structured finance, or related financial services
- Familiarity with portfolio balances, roll-forwards, charge-offs, delinquency patterns, loss curves, and credit assumptions
- Proficiency in utilizing data to assess performance, review scenarios, and pinpoint risks and opportunities
- Experience using tools like SQL, Python, R, or dbt to analyze, validate, or automate financial models
- Proven ability to translate complex financial data into concise recommendations for executive and Board audiences
- Demonstrated leadership and cross-functional partnership across finance, credit, product, operations, and data teams
- Advanced presentation and Excel capabilities
Qualifications
- Experience in corporate development, M&A, investment banking, private equity, or transaction modeling
- Background in a high-growth, technology-enabled financial services or fintech setting
- Experience managing or developing finance professionals
- Familiarity with enterprise forecasting software like Pigment or Anaplan
- Bachelor's degree in Economics, Finance, Accounting, Business, or a related discipline
- Advanced credentials such as an MBA, CFA, or CPA
- Experience using AI-enabled analytics, finance, or productivity software like ChatGPT or Copilot
Core Skills
Benefits
- Medical, dental, and vision insurance
- 401(k) plan featuring a company match
- Flexible paid time off
- Parental leave
- Company-paid life and disability insurance
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
What is the salary range for the Sr. Manager - Loan Portfolio & Revenue position?
The base salary range for this full-time role is USD 112,500 to 180,000 per year, with exact placement depending on work location, skills, experience, and education.
What level of experience is required to apply?
Applicants must have eight or more years of progressive experience in FP&A, strategic finance, corporate finance, investment banking, private equity, lending, fintech, or an equivalent field.
What benefits does Oportun provide for this position?
Eligible employees receive medical, dental, and vision insurance, a 401(k) with company match, flexible paid time off, parental leave, and company-paid life and disability insurance.
Does the posting specify any educational qualifications?
The posting lists a Bachelor's degree in Finance, Accounting, Economics, Business, or a related field as a nice-to-have qualification, alongside advanced credentials like an MBA, CFA, or CPA.
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