Jobs at Monarch Money

Design, implement, and improve Monarch's leadership operating system and planning cadences. Own quarterly and annual planning mechanics, drive execution of cross-functional priorities, build documentation and artifacts to scale execution, and partner with founders and leaders to remove friction and improve decision-making.

Support annual budgeting, quarterly forecasting, long-range planning, scenario modeling, and maintenance of the three-statement financial model. Partner with department leaders on budgets, headcount, spending, and variances; approve and monitor vendor spend; support month-end close and reporting. Prepare investor and board materials, perform ad hoc analysis, and automate recurring reporting using finance and business intelligence tools.

Source, onboard, and communicate with affiliate partners; monitor partner performance; create ad hoc reports; identify anomalies and performance gaps; recommend and implement optimizations to increase free-trial starts and subscriptions; and collaborate with Growth Product, Data, and Creative teams to improve affiliate-funnel conversion.

Provide commercial and corporate legal support for a fast-growing fintech: negotiate and draft contracts, translate legal terms for internal partners, advise on regulatory/compliance issues, integrate legal workflows into product and go-to-market activities, and steward vendor and partner relationships.

Lead end-to-end product discovery, prioritization, and delivery for high-leverage fintech areas (Aggregation, Core Product, or AI). Own product strategy, collaborate with engineering and design, make data-driven tradeoffs, and iterate in-market to improve reliability, clarity, and member trust.