The role involves financial forecasting, reporting, and cross-functional collaboration to enhance financial strategies and business insights.
About Tala
At Tala, we’re applying advanced technology and human creativity to solve what legacy institutions can’t or won't. We are a global financial infrastructure company on a mission to unleash the economic power of the global majority, recognizing that today’s financial infrastructure doesn’t work for most of the world’s population.
We’re the first and only platform to combine the intelligence of a credit bureau, the payments execution of a fintech, and the relationship expertise of a bank into one vertically integrated solution. Our platform is powered by an expansive moat of proprietary data and AI/ML decisioning technology, enabling us to deliver instant, reliable liquidity personalized to every customer's needs. Through our flagship credit app, we’ve disbursed over $7 billion in credit to more than 12 million customers across Latin America, Southeast Asia, and East Africa. These customers have leveraged Tala products to start and expand small businesses, manage day-to-day needs, and pursue their financial goals.
Our pioneering work and proven impact have earned us consistent recognition, including being named to:
CNBC’s Disruptor 50 for five years.
CNBC’s World's Top Fintech Companies for two consecutive years.
Forbes’ Fintech 50 list for nine consecutive years.
Visionary investors, persuaded by the economic power of the global majority, have committed half a billion dollars in equity and debt to Tala's success.
Given the global nature of our team, we operate on a remote-first approach with office hubs 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
NetSuite
Pigment
Tala Santa Monica, California, USA Office
1633 26th St, Santa Monica, CA, United States, 90404
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