Tala provides financial services to the global underbanked using next generation mobile technology and data science.
The Role
The Senior Manager, Corp Planning will oversee financial forecasting, reporting, and modeling, collaborating with teams to drive strategic initiatives and enhance financial processes.
Summary Generated by Built In
About Tala
Tala is on a mission to unleash the economic power of the Global Majority – the 4 billion people overlooked by existing financial systems. With nearly half a billion dollars raised from equity and debt, we are serving millions of customers across three continents. Tala has been named by the Fortune Impact 20 list, CNBC’s Disruptor 50 five years in a row, CNBC’s World's Top Fintech Company, Forbes’ Fintech 50 list for eight years running, and Chief's The New Era of Leadership Award. We are expanding across product offerings, countries and crypto and are looking for people who have an entrepreneurial spirit and are passionate about our mission.
By creating a unique platform that enables lending and other financial services around the globe, people in emerging markets are able to start and expand small businesses, manage day-to-day needs, and pursue their financial goals with confidence. Currently, over nine million people across Kenya, the Philippines, Mexico, and India have used Tala products. Due to our global team, we have a remote-first approach, and also have offices in Santa Monica, CA (HQ); Nairobi, Kenya; Mexico City, Mexico; Manila, the Philippines; and Bangalore, India.
Most Talazens join us because they connect with our mission. If you are energized by the impact you can make at Tala, we’d love to hear from you!
The Role
We're seeking a highly motivated and analytical Senior Manager, Corp Planning to join our Strategic finance team. This isn’t your typical number-crunching gig – you’ll be the financial storyteller who transforms data into insights that drive real business decisions.
In this role, you will be responsible for financial forecasting and reporting activities; such as building a sustainable long-term financial model, preparing and conducting monthly financial reviews with key stakeholders as well as performing ad-hoc analysis. You will also collaborate cross-functionally across Finance and business teams to streamline processes, identify efficiency opportunities, and strengthen our reporting and financial controls. An ideal candidate operates with significant autonomy and independence. This candidate will have advanced financial modeling skills and the ability to influence the decisions of business partners through effective verbal and written communication
What You'll Do
- Financial Modeling & Forecasting:
- Develop, refine and maintain sophisticated financial models to support forecasting, scenario planning, and business case analysis
- Lead the development and execution of the annual operating budget, long-range strategic plans, and regular financial forecasts (e.g., quarterly, monthly, rolling forecasts)
- Collaborate with various departments to gather inputs, understand key drivers, and ensure alignment with business objectives
- Design and implement planning frameworks and methodologies to improve accuracy and efficiency
- Strategic Initiatives:
- Understand the key drivers of the business (e.g. origination, repayment, conversion, unit economics/lifetime value of customer) and collaborate with global cross-functional teams as needed
- Participate in cross-functional projects, offering financial insights and recommendations to achieve strategic goals.
- Partner with senior leadership to evaluate business opportunities and capital allocation strategies
- Reporting & Communication:
- Prepare and present clear and concise financial reports and insights to senior management, facilitating effective communication and decision-making.
- Monitor and report on key financial and operational metrics, providing insights to drive performance and accountability.
What You'll Need
- 5+ years of experience in business finance, forecast & budgeting, or other finance-focused competency experience
- Strong understanding of financial statements (Income Statement, Balance Sheet, Cash Flow) and GAAP principles.
- Proficiency in financial planning software (e.g., Pigment, Anaplan) and large ERP systems (e.g., NetSuite).
- Experience in managing multiple competing priorities effectively
- Strategic thinking with demonstrated business judgement and quantitative skills
- Expertise in financial modeling, forecasting, and business case development
- Excellent analytical and problem-solving skills, with the ability to translate complex financial data into actionable insights.
- Exceptional communication and presentation skills, with the ability to influence stakeholders at all levels.
- Excellent communication (written and verbal) and presentation skills, with the ability to clearly articulate complex financial concepts to non-finance stakeholders.
Our vision is to build a new financial ecosystem where everyone can participate on equal footing and access the tools they need to be financially healthy. We strongly believe that inclusion fosters innovation and we’re proud to have a diverse global team that represents a multitude of backgrounds, cultures, and experience. We hire talented people regardless of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status.
Top Skills
Anaplan
Financial Modeling
Gaap
NetSuite
Pigment
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The Company
What We Do
Tala is a global technology company on a mission to build a financial system that works for everyone. More than 6 million people have borrowed through Tala’s smartphone app, which provides instant credit scoring, lending, and other personalized financial services in emerging markets. We are present in the United States, Kenya, Mexico, the Philippines and India.
Why Work With Us
We are on a global mission to serve the underserved. We use mobile technology and data science to make financial services simple, inclusive, and accessible. We are expanding across product offerings, countries and crypto and are looking for people who have an entrepreneurial spirit and are passionate about the mission.
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