Oportun (Nasdaq: OPRT) is a mission-driven financial services company that puts its members' financial goals within reach. With intelligent borrowing, savings, and budgeting capabilities, Oportun empowers members with the confidence to build a better financial future. Since inception, Oportun has provided more than $21.3 billion in responsible and affordable credit, saved its members more than $2.5 billion in interest and fees, and helped its members set aside an average of more than $1,800 annually.
WORKING AT OPORTUN
Working at Oportun means enjoying a differentiated experience of being part of a team that fosters a diverse, equitable and inclusive culture where we all feel a sense of belonging and are encouraged to share our perspectives. This inclusive culture is directly connected to our organization's performance and ability to fulfill our mission of delivering affordable credit to those left out of the financial mainstream. We celebrate and nurture our inclusive culture through our employee resource groups.
SUMMARY
Financial and Regulatory Reporting Senior Manager will be responsible for coordinating and overseeing the monthly, quarterly and year-end financial close processes. The position will also manage the preparation and distribution of financial statements, including legal entity level regulatory reports that provide insights to support decision making. The role will be responsible for analyzing the financial performance and providing variance explanations of significant variances. The
The ideal candidate will be someone who is highly motivated, has excellent attention to detail and the ability to work in a very dynamic and cross-functional environment.
RESPONSIBILITIES
- Responsible for the coordination of the month end, quarter end, and yearend financial close processes.
- Oversee the preparation and timely distribution of of accurate financial statements for upper management, auditors and regulators.
- Prepare detailed internal financial reports, including explaining significant variances by working closely with key functional areas.
- Prepare and analyze financial statements monthly, including income statement, balance
- sheet, and statement of cash flows, and other relevant supplemental schedules.
- Retrieve and analyze financial information posted to general ledger accounts for reporting purposes.
- Investigate and report to the Assistant Controller any inconsistencies or errors detected in the financial data.
- Responsible for updating and developing a new financial reporting framework within
- Wdesk (a Workiva product).
- Interface with other functional areas to ensure reporting integrity and accuracy for our new General Ledger.
- Evaluate current internal accounting and reporting process for potential improvements through automation and implement enhancements.
- Assist with the quarterly and annual disclosure filings, and ad-hoc financial reports, tables, exhibits as requested.
REQUIRED QUALIFICATIONS
- A minimum of 5+ years of relevant Accounting, Financial Reporting and Systems background required.
- Project management and organizational skills – ability to manage multiple priorities and adhere to key milestones and deadlines.
- Ability to be flexible and to work in a fast-paced environment and the ability to adapt to change and deal with large volume of information.
- Ability to conceptualize high level strategies and strong attention to detail.
- Excellent capability to lead, integrate and manage projects across multiple functional areas.
- Strong understating of business processes and requirements.
- Ability to work well with others in a collaborative team environment.
- Motivated self-starter who can work independently and within a team environment.
- Excellent written and verbal communication skills required.
- Ability to work under limited supervision.
- In depth understanding of GAAP
- Strong analytical, problem-solving, and organizational skills
- CPA license (or equivalent) is preferred.
The US base salary range for this full-time position is $107,900 - $172,600.
Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects a national minimum and maximum range for new hire salaries for this position. Within this range, individual pay is determined by work location and additional factors, such as job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range that meets your criteria during the hiring process.
Please note that the compensation range listed in this posting reflects only the base salary for this position and does not include other compensation elements or benefits.
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We are proud to be an Equal Opportunity Employer and consider all qualified applicants for employment opportunities without regard to race, age, color, religion, gender, national origin, disability, sexual orientation, veteran status or any other category protected by the laws or regulations in the locations where we operate.
California applicants can find a copy of Oportun's CCPA Notice here: https://oportun.com/privacy/california-privacy-notice/.
We will never request personal identifiable information (bank, credit card, etc.) before you are hired. We do not charge you for pre-employment fees such as background checks, training, or equipment. If you think you have been a victim of fraud by someone posing as us, please report your experience to the FBI’s Internet Crime Complaint Center (IC3).
Oportun Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Oportun and has not been reviewed or approved by Oportun.
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Healthcare Strength — Medical, dental, and vision coverage are described as comprehensive, with flexible spending accounts also offered. Company materials consistently position core health insurance as a strong part of the package.
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Leave & Time Off Breadth — Paid time off, paid holidays, and dedicated volunteer time off are highlighted across company and third‑party profiles. Time‑away programs are frequently called out as positives within the overall package.
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Flexible Benefits — Remote‑work options are available for many roles, alongside perks such as commuter benefits, legal assistance, employee discounts, and job training. Flexibility in where work is performed and a variety of add‑on perks broaden the total offering.
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What We Do
Oportun is an A.I.-powered digital banking platform that seeks to make financial health effortless for anyone. Driven by a mission to provide inclusive and affordable financial services, Oportun helps its nearly 1.5 million hardworking members meet their daily borrowing, savings, banking, and investing needs. Since inception, Oportun has provided more than $12 billion in responsible and affordable credit, saved its members more than $2 billion in interest and fees, and automatically helped members set aside more than $7.2 billion for rainy days and other needs. In recognition of its responsibly designed products, Oportun has been certified as a Community Development Financial Institution (CDFI) since 2009.
