FP&A Director

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Why TrueAccord?

 

TrueAccord is a category-defining company. We combine machine learning with a human-based approach to transform debt resolution and to get people on the path towards financial health. Every year, more than 70 million Americans have negative experiences dealing with debt. We are changing this by providing personalized digital experiences that guide lenders and consumers through this challenging financial process. 

 

With a world-class leadership team, passionate team members, and proprietary predictive models trained on years worth of transactional data, TrueAccord is well-positioned to deliver on a huge opportunity: helping millions of consumers to regain and keep their financial footing while lowering the cost of doing business for creditors across many industries.

 

The Role:

 

TrueAccord is hiring a Director of Financial Planning, and Analytics (FP&A).

 

Reporting directly to the CFO, you will drive forecasting/planning and operational finance across the business. Often, this role will be the first to uncover things, from financial data, operational metrics, and/or gut feeling. You’ll work closely with a broad range of stakeholders, including the executive team, functional leadership, and various internal and external business partners.

 

You’d be a critical member of the team, spotting new opportunities, filling the gaps, and raising the bar to enable TrueAccord to rapidly, thoughtfully scale.

 

This is a full-time position and includes a competitive benefits package, including: health benefits, stock options, and 401K match. We’re excited to spend more time in person in our offices when it’s safe to do so!

 

Responsibilities:

  • Manage key financial processes, including forecasting, budget planning, performance reporting, and others.
  • Architect financial commentaries and documents to support key financial deliverables. 
  • Develop new processes or improve existing processes relating to financial planning/reporting.
  • Develop metrics to track team-specific and company-wide trends, identify opportunities, provide recommendations, and collaborate across all levels.
  • Support ad hoc projects and help define systems improvements to support TrueAccord’s growth and drive operational outcomes. 
  • Be a business partner with executive and functional leadership. 
  • Assist in Board and Investor Relations deliverables. 
  • Manage and continue to grow a team.
  • Understand how to operate in and improve upon TrueAccord financial systems, processes, and operating cadence. 

 

Qualifications:

  • A Bachelor’s or Master’s Degree in Finance, Business, Economics, or other relevant field
  • 8-12 years of relevant finance experience, including experience in finance & strategy in a corporate environment
  • Experience leading and developing a team
  • Experience leading complex workstreams
  • Excellent proficiency in corporate finance and accounting concepts
  • Familiarity with financial planning processes and mid-market/enterprise business systems
  • A sharp intellect with an unquenchable curiosity
  • Strong management and leadership skills, with an excitement to both roll up your sleeves and be a thoughtful, company-wide partner. 
  • Should still have Excel chops and ability to whip up presentations.

 

 

 

 

What TrueAccord offers you + Culture & Benefits

 

TrueAccord is a distributed company with a major presence in the San Francisco Bay area and 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
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  • Sales & Marketing
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Location

San Francisco, CA 94105

An Insider's view of TrueML

What are some social events your company does?

There are a growing number of public and private offerings available to all employees. Since we are mainly a remote environment, there are bi-monthly meetings designed to explore & celebrate mental health, physical wellness, gender, race, and equity. Leadership is also very diligent in organizing department offsites.

Eric

Sales Representative

What does your typical day look like?

A day at TrueML is fun as it’s truly different day-to-day. It can include defining requirements, working with Engineers, talking to our customers or clients, discussing new initiatives in the pipeline, building buy-in into our roadmap, and more. It's a mix of meetings, Slack conversations, and in-person working sessions and is never predictable.

Nisha

Senior Product Manager

How does the company support your career growth?

Beautiful things can happen if you work diligently and communicate your goals to your manager. For example, my current role, Paralegal Operations Analyst II, is a "hybrid role" because I expressed interest in learning about operations. I also expressed interest in a leadership role and was placed in the company's management development series!

Leana

Paralegal Operations Analyst II

What is your vision for the company?

We began our journey by launching the first digital collection agency, TrueAccord. Throughout the years, we've learned where TrueML can create value for those in debt. Having interacted with tens of millions of consumers, TrueML is in a unique position to promote its ultimate vision: A world in which no one gets locked out of the financial system.

Nadav

Co-Founder & Chief Innovation Officer

What's something quirky about your company?

The TrueAccordians represent a virtual band experience made up of employees from all over the company. With lyricists, singers, pianists, drummers, and even a saxophonist to boot, this unique extracurricular is easily a favorite work perk.

Candace

Content Specialist

What are TrueML Perks + Benefits

TrueML Benefits Overview

We offer:
*** Unlimited PTO policy
*** Paid time off to volunteer
*** Paid training and certifications
*** We promote work/life harmony
*** Paid holidays
*** Health (PPO, EPO, and HMO), dental, and vision benefits
*** 401K with generous matching!
*** Voluntary additional life and AD&D insurance

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

Culture
Volunteer in local community
We recently implemented 16 hours of paid time off to volunteer in the communities where our offices and employees are located as a way to do our part in any way we can!
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Flexible work schedule
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.
Diversity
Highly diverse management team
Mandated unconscious bias training
Hiring practices that promote diversity
TrueML partners with organizations (NPower, Divergence Academy, Upwardly Global, WILPower) that assist underrepresented groups (People of color, Women, and Veterans) in finding positions.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Healthcare Limit: $2,850 Dependent Care Limit (13 and under + elder care): $5,000
Disability insurance
100% employer paid for STD and LTD benefits.
Dental insurance
MetLife Dental PPO
Vision insurance
MetLife Vision
Health insurance
We offer Kaiser Permanente (HMO in California only) and two different Cigna plans. Please ask recruiter for details.
Life insurance
Basic life insurance is equal to 2 times an employee's annual salary up to $500,000. Additionally, employees have the ability to opt into a voluntary life and AD&D insurance plan.
Wellness programs
Employees enjoy free access to the Wellness Coach mobile app. This app offers mental, financial, physical, and emotional well-being resources. Additional perks are available through Cigna health.
Team workouts
TrueML employees have a dedicated #Peloton Slack channel and participate in a weekly team ride every Tuesday!
Mental health benefits
Besides our EAP, Claremont, we offer Wellness Coach, Happify, Ginger, and Talkspace to ensure our employees are taking care of their mental health.
Financial & Retirement
401(K)
Administered by Charles Schwab
401(K) matching
TrueML will match 100% on the first 3% of eligible compensation and 50% on the next 2% of eligible compensation that is contributed by the employee. Eligible on date of hire.
Company equity
TrueML offers stock options to employees because we believe in the power of equity!
Performance bonus
Bonuses are based on company performance and paid annually.
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Vacation & Time Off Benefits
Unlimited vacation policy
Paid volunteer time
TrueML is proud to offer employees 16 hours of paid volunteer time off to give back to our community.
Paid holidays
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
TrueML has a fully stocked snack area, an all-in-one coffee machine, and a huge wall of healthy snacks in our Lenexa office location!
Company-sponsored happy hours
Virtual happy hours are hosted quarterly.
Home-office stipend for remote employees
Remote employees are given a one-time stipend to spruce up their home office.
Professional Development Benefits
Job training & conferences
TrueML offers employees professional development opportunities like the ability to attend job-related conferences and seminars.
Lunch and learns
Some departments, like Engineering and Product, hold lunch and learns that happen semi-monthly.
Promote from within
Continuing education available during work hours
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Unlimited PTO is not just a gimmick here at TrueML. We partner closely with the management team to ensure all employees are encouraged to leverage this benefit to recharge, explore, and enjoy their life.

Our employees asked for volunteering time off, and we delivered! All employees are allotted 16 hours of paid volunteer time off to give back to their community. We incorporate volunteering into our department offsites and Executive visits across the country.

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