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Senior Director of Financial Planning & Analysis



Accounting & Finance, Sales & Business Development
Posted on Saturday, May 6, 2023

Branch is on a mission to help working Americans grow financially. We do this by helping companies accelerate payments and empower working Americans with accessible, fee-free financial services. We’re committed to building and delivering more inclusive and transparent financial products.

Come join our team as we develop new ways to improve the lives of working Americans. Our mission starts with empowering our own employees. Have a great idea? Share it today and it might just get implemented tomorrow. As a team member at Branch, your voice and creativity can directly impact the product and company. We not only attract great talent from across the country, but also build teams to help that talent to thrive. That means valuing a diversity of opinions and working styles, while creating a shared belief in innovation, initiative, and winning together.

We are seeking a highly skilled and experienced Senior Director of Financial Planning & Analysis to lead our forecasting and analytics efforts. The ideal candidate will have a strong background in financial analysis, forecasting, and modeling, as well as a proven track record of success in a high-growth startup environment. The Senior Director of Financial Analysis and Forecasting will report directly to the CFO and will work closely with senior leadership to support the company's growth and strategic initiatives.

Key Responsibilities:

  • Lead the development and maintenance of segment-based financial models and forecasts to support business planning and decision-making
  • Provide ongoing financial analysis and reporting to senior leadership, including monthly and quarterly reporting, variance analysis, and ad hoc analysis as needed
  • Manage the annual budgeting and forecasting process, including coordination with key stakeholders and the development of supporting analysis and presentations
  • Develop and maintain key performance indicators (KPIs) and other metrics to measure business performance and support decision-making
  • Partner with cross-functional teams to analyze business trends, identify opportunities for growth, and drive strategic initiatives
  • Lead the development of business cases for new product and business initiatives, including financial projections and analysis of potential risks and rewards
  • Provide financial leadership and guidance to support the company's fundraising efforts, including the preparation of investor presentations and financial analysis to support fundraising decisions


  • Bachelor's degree in finance, accounting, economics, or a related field; MBA or other advanced degree preferred
  • 10+ years of experience in financial analysis, forecasting, and modeling, with at least 5 years of experience in a leadership role
  • Strong knowledge of financial modeling and forecasting tools and techniques, including SQL and Tableau
  • Demonstrated ability to lead cross-functional teams and work collaboratively with key stakeholders to drive business results
  • Excellent communication and presentation skills, with the ability to clearly and effectively communicate complex financial information to senior leadership and external stakeholders
  • Strong analytical and problem-solving skills, with the ability to analyze complex data and develop actionable insights and recommendations
  • Experience working in a high-growth startup environment, with a strong understanding of the unique challenges and opportunities of scaling a business


  • Remote-first work culture (domestic US)
  • Branch-paid medical, dental, and vision insurance
  • Equity
  • 401k
  • Flexible time off
  • Paid company holidays
  • Paid parental leave

Working at Branch

Headquartered in Minneapolis but with employees located all throughout the US, Branch emphasizes transparency, accountability, and trust to create a collaborative environment where our product, engineering, marketing, customer support, customer success, and sales teams can all thrive together.

Our teamwork has enabled us to become an award-winning fintech company, with Branch’s innovation and workplace recognized across industries. Branch has been honored by the Webby Awards, Benzinga Fintech Awards, Fintech Breakthrough Awards, Top Workplaces USA, and EY Entrepreneur of the Year, Heartland, among others.

Learn more about our culture, approach, technology, and people here: https://www.branchapp.com/about