Financial Analyst (FP&A) - San Francisco at TrueAccord

| San Francisco
!Sorry, this job was removed at 7:04 a.m. (PST) on Tuesday, March 10, 2020
Why TrueAccord?
Debt collection is failing consumers. Every year, 77 million Americans have negative experiences with the collections process, and they deserve a better approach - one that is more relevant, more digital, and less abrasive. That’s why banks, lenders, and industry leaders are coming to TrueAccord for innovative solutions recovering outstanding receivables.
TrueAccord is a category-defining company. We combine machine learning with a human based approach to assist both clients and consumers through a challenging financial process. With a world-class leadership team, passionate and driven team members, and a diverse and growing client base, TrueAccord is well positioned for continued success. Come join our team and disrupt a multi-billion dollar industry that's been waiting for change.
The Role:
In this position, you will support the finance team to measure internal financial performance, analyze and predict key trends in the business, and provide and present data-driven insights to leadership and other stakeholders to make informed business decisions.


  • Assist in monthly forecasting: build and revise models and underlying large datasets to create and update the company’s monthly forecasting model.
  • Coordinate with stakeholders, internally and externally, to maintain and update datasets for revenue analysis, budget forecasting, hiring planning, costs analysis, and vendor management.
  • Assist in maintaining and distributing monthly reports to internal and external stakeholders including departmental budgets, bank reporting, investor reporting, commission reports, KPI tracking.
  • Assist in due diligence and audit efforts as part of the finance and accounting team as needed
  • Assist in the implementation of financial policies and procedures and any processes for new financial tools and systems
  • Develop new reporting requirements based on requests from internal stakeholders, investors, and client


  • Undergraduate degree in Business, Economics, Finance or similar quantitative discipline
  • 3+ years of relevant working experience
  • Econometrics/Statistics or financial modeling experience: understand the basics of statistics and hypothesis testing
  • Strong and proven Excel skills are essential: Strong command of Pivot Tables, Vlookups, and similar functions
  • VBA and SQL skills a strong plus
  • Absent these skills, proven ability and desire to learn them on the job
  • Diligence and attention to details: must be comfortable dealing with and manipulating large data sets and models with accuracy
  • Experience working with Financial statements, familiarity with GAAP
  • Integrity, objectivity, dedication, organizational skills, and ability to meet firm deadlines is a must
  • Analytical mindset with a passion for numbers
  • Ability to communicate clearly with external parties such as clients, banks, and vendors

What TrueAccord offers you + Culture & Benefits
TrueAccord is headquartered in San Francisco and has a newly opened a location of excellence in Lenexa, KS. We offer a healthy work environment that continuously builds an inclusive and diverse culture where everyone is able to develop the best version of themselves. We are a dynamic group of people who are subject matter experts with a passion for change.
We offer:
*** Generous paid time off
*** Paid training
*** We promote work/life harmony
*** Paid holidays
*** Health, dental and vision benefits
*** 401K with matching
Our teams are crafting solutions to big problems every day. If you’re looking for an opportunity to do impactful work, join TrueAccord and make a difference.
Our Dedication to Diversity & Inclusion
TrueAccord is an equal opportunity employer. We promote, value, and thrive with a diverse & inclusive team. Different perspectives contribute to better solutions and this makes us stronger every day. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. 

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Technology we use

  • Engineering
  • Sales & Marketing
    • JavaLanguages
    • PythonLanguages
    • ScalaLanguages
    • SqlLanguages
    • ReactLibraries
    • ReduxLibraries
    • AngularJSFrameworks
    • Node.jsFrameworks
    • SparkFrameworks
    • TensorFlowFrameworks
    • MySQLDatabases
    • SnowflakeDatabases
    • SalesforceCRM


We're located in the newly named "East Cut" neighborhood of San Francisco. Our office is located in a plaza with lots of restaurants for a quick bite!

An Insider's view of TrueAccord

What's something quirky about your company?

We like ping-pong and friendly competitions.

If you think there is no glory in winning a company ping-pong competition. Well, think again. We provide our winners a TrueAccord ping-pong paddle. There's a catch, of course, you return the paddle once someone else wins. But during that week, you have all the glory of winning this unique trophy!


Talent Acquisition Coordinator

How does the company support your career growth?

I came to TrueAccord after university; I started as a customer service specialist and rapidly obtained more responsibilities and knowledge which led me to later transfer as a QA specialist in the engineering department with no previous coding experience. I’ve received countless opportunities and new skills that have helped shape my career vision.


Quality Assurance Specialist

What unique initiatives do you have that encourage innovation?

Every new engineering hire has two parallel tracks while onboarding: getting deep into a particular technical area and also conducting 1:1 meetings with key business stakeholders across the company. Afterwards, the newly ramped up engineer makes a presentation to the entire team on how she’d design some or all of our systems from scratch.


Chief Technology Officer

What’s the vibe like in the office?

Let's just say - we're friends.

P.S. We built that lego set!



What are TrueAccord Perks + Benefits

TrueAccord Benefits Overview

We offer:
*** Generous paid time off in an Unlimited PTO Policy
*** Paid training
*** We promote work/life harmony
*** Paid holidays
*** Health (PPO and HMO), dental, and vision benefits
*** 401K with matching!

TrueAccord covers 95% of the premium cost for employees’ and 65% for their dependents’ medical, dental and vision coverage. TrueAccord covers 100% of the premium for employee Basic life and AD&D, and short- and long-term disability coverage.

Eat Lunch Together
Team-Owned Deliverables
Team-Based Strategic Planning
Group Brainstorming Sessions
Pair Programming
Open Office Floor Plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Healthcare Limit: $2,750 Dependent Care Limit (12 and under + elder care): $5,000
Dental Benefits
MetLife Dental PPO, please ask recruiter for specific details.
Vision Benefits
MetLife Vision, please ask recruiter for specific details.
Health Insurance Benefits
We offer Kaiser Permanente (HMO in California only) and two different United Health Care PPOs. Please ask recruiter for details.
Life Insurance
Life insurance is equal to 2 times an employee's annual salary up to $500,000.
Wellness Programs
Retirement & Stock Options Benefits
Managed by Empower Retirement.
401(K) Matching
TrueAccord contributes $1 for every $1 you contribute, up to 3% of pay for your 401k, and $.50 for every $1 you contribute, up to 5% for your Roth. Eligible on date of hire.
Company Equity
TrueAccord offers stock options to employees with a vesting period of 7 years! We believe in the power of equity, which is why our vesting period is long.
Performance Bonus
Bonuses are based on performance on an annual cycle.
Child Care & Parental Leave Benefits
Generous Parental Leave
Remote Work Program
While only certain positions are 100% remote, we have a flexible WFH policy. All WFH details are discussed and determined with your manager.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Commuter Benefits
Company Outings
TrueAccord hosts a company outing during the summer!
Free Daily Meals
Stocked Kitchen
TrueAccord has a fully stocked snack area with two full-sized fridges, an all-in-one coffee machine, and a huge wall of snacks!
Some Meals Provided
Our San Francisco office gets free lunch on Tuesday, Wednesday, Thursday.
Happy Hours
Happy hours are hosted at team's discretion.
Pet Friendly
Our San Francisco office is a dog friendly office.
Professional Development Benefits
Job Training & Conferences
TrueAccord offers employees professional development opportunities like the ability to attend job related conferences and seminars.
Lunch and Learns
Some departments, like Engineering and Product, like hold lunch and learns. These happen semi-monthly.
Promote from Within

Additional Perks + Benefits

Employee Assistance Program (EAP): Claremont EAP assists with everyday challenges of life which may affect your health, family life, and desire to excel at work. It is available 24/7 and confidential.

ARC Fertility: ARC can help you navigate through your fertility journey by matching you with the right fertility specialist, offering discounted treatment options through the nations’ largest network of fertility specialist and by making fertility care affordable and accessible by offering innovative financing programs.

Commuter Benefits: The GoNavia Program allows you to pay for work related transportation costs with pre‐tax dollars. Monthly maximums: • $270 transit • $270 parking

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