Sr. Manager - Loan Portfolio & Revenue (R14333)

The role

You will own and evolve revenue forecasting and lending portfolio planning capabilities. You will build financial models and translate credit trends into insights for senior leaders.

What you will do

• Develop, maintain, and enhance revenue forecasting models.
• Manage lending portfolio balance and roll-forward models.
• Partner with Credit, Product, Data, Accounting, and Operations to improve forecast inputs.
• Lead strategic financial analysis for business planning, capital allocation, and M&A.
• Develop forecast narratives and communicate drivers to senior leadership.
• Prepare materials for executive, investor, and Board discussions.
• Improve scalability, transparency, and governance of financial models.
• Automate analyses and improve modeling workflows.
• Support migration of models into enterprise forecasting platforms.
• Mentor and develop finance team members.

Required qualifications

• 8+ years of progressive experience in FP&A, strategic finance, corporate finance, investment banking, private equity, lending, fintech, or a related field.
• Demonstrated expertise building complex, driver-based financial models and cost-benefit analyses.
• Strong experience in lending, consumer credit, structured finance, or another related financial-services environment.
• Experience with portfolio balances, roll-forwards, loss curves, charge-offs, delinquency trends, and credit-performance assumptions.
• Strong experience using data to understand business performance, evaluate scenarios, and identify forward-looking risks and opportunities.
• Experience using SQL, Python, R, dbt, or similar tools to automate, validate, or analyze financial models.
• Proven ability to translate complex financial analysis into clear recommendations for executive and Board-level audiences.
• Experience preparing senior leadership or Board materials.
• Strong cross-functional leadership skills.
• Advanced Excel and presentation skills.
• Strong analytical judgment, problem-solving skills, and attention to detail.

Nice to have

• M&A, corporate development, investment banking, private equity, or transaction-modeling experience.
• Experience in a high-growth, technology-enabled financial services or fintech environment.
• Experience managing, mentoring, or developing finance professionals.
• Experience with enterprise forecasting platforms such as Anaplan, Pigment, or similar tools.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• MBA, CFA, CPA, or similar advanced credential.
• Experience using AI-enabled finance, analytics, or productivity tools.
• Used AI tools (ChatGPT, Copilot, or similar) to improve productivity.

Benefits

• Medical, Dental & Vision Insurance
• 401(k) including company match
• Flexible PTO and Parental Leave
• Company-paid Life & Disability Insurance

About the company

Oportun (Nasdaq: OPRT) is a mission-driven financial services company that puts its members' financial goals within reach. The company provides responsible and affordable credit, savings, and budgeting capabilities.