Lead the development of financial models for strategic decision-making. Oversee performance analytics, support expansion, and manage budgeting processes.
We are seeking a highly skilled and strategic Head of Financial Modelling and Product Analytics to lead the design, development, and refinement of advanced financial and credit card models. This role plays a critical part in driving long-term profitability, optimizing business performance, and supporting strategic decision-making across the organization.
The ideal candidate will have deep expertise in financial modelling and performance management, along with a strong track record of supporting business growth and regional expansion.
Key Responsibilities- Lead the development and enhancement of advanced financial and credit card models to support strategic decisions and long-term profitability.
- Provide analytical support for business strategy, regional expansion, and branch performance optimization.
- Oversee performance analytics, including reporting, productivity tracking, profitability analysis, and regional budget management.
- Drive business navigation through business case preparation, pilot execution, implementation tracking, and post-launch assessments.
- Develop pricing and profitability models across sub-segments, including LTP-based strategies, to maximize income.
- Partner with senior leadership to deliver actionable, data-driven insights that inform company-wide strategic initiatives and growth.
Requirements
- 5+ years of experience in financial modelling, FP&A, or related analytical roles, with at least 3 years in a leadership position.
- Proven experience in financial planning and modelling, ideally within banking, fintech, or card services industries.
- Bachelor's degree in Finance, Accounting, Economics, or a related field (Master’s degree preferred).
- Strong proficiency with Excel, forecasting techniques, and data analysis tools such as SQL.
- Excellent analytical, problem-solving, and data interpretation skills, with a keen attention to detail.
- Well developed communication skills, team management skills.
- Strong communication and presentation skills with the ability to translate complex financial concepts for diverse stakeholders.
- Ability to work independently and manage priorities in a fast-paced, collaborative environment.
- Experience supporting regional expansion and optimizing branch-level performance.
- Hands-on expertise in preparing business cases, supporting pilots, and conducting post-control assessments.
- Familiarity with statistical and data analytics tools such as Python or R.
- Advanced certification such as CFA, CPA, or MBA.
- Demonstrated ability to influence senior leadership and drive profitability initiatives.
Benefits
- Flexible, fully remote full-time position.
- The opportunity to work with a global, innovative fintech company shaping the future of digital banking.
- Engaging, challenging projects with a direct impact on business performance.
- A collaborative and supportive team environment with room for professional growth.
Top Skills
Excel
Python
R
SQL
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What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
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- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus



