Goodleap23d ago

Senior Financial Associate, Strategic Initiatives

West Palm BeachFull Timesenior

OtherAssociateManager, Strategic Initiatives

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Quick Summary

Requirements Summary

Serve as GoodLeap's primary financial point of contact with the issuing bank partner, owning the day-to-day relationship and ensuring all financial communications are clear, timely, and professional.

Technical Tools

OtherAssociateManager, Strategic Initiatives

About GoodLeap:

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.

GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.

Summary:

The Senior Financial Associate of Strategic Initiatives is responsible for the financial stewardship and performance reporting of GoodLeap's new credit card program. This role will focus on building the financial operating infrastructure to support a successful, growing card business.

This role sits at the intersection of three critical functions: providing executives with clear, data-driven views of the card program's financial performance; partnering with the capital markets team on portfolio strategy decisions, including the timing and structure of investor sales; and serving as GoodLeap's primary financial point of contact with the issuing bank, ensuring all reporting obligations are met and all bank approval requests are handled with precision and professionalism.

This role combines strong financial modeling and analytical skills with an understanding of credit card program economics and the needs of different types of institutional investors. This role will have the ability to build financial processes from the ground up and are equally comfortable presenting to executive leadership as they are coordinating with an issuing bank partner on program compliance materials.

Finance & Executive Reporting:

Build and maintain monthly, quarterly, and Job annual financial reporting packages for executive leadership, covering revenue, cost of funds, credit losses, and operating expenses across the credit card portfolio.

Conduct actual-vs.-projected variance analysis to identify performance drivers, communicate findings and recommend corrective actions or strategic adjustments.

Develop and maintain financial models to forecast card portfolio performance, including spend volumes, interchange revenue, net interest income, and credit loss trajectories.

Identify opportunities to optimize the cost structure of the card program, including issuing bank fees, processing costs, and credit loss reserves, and propose changes to drive margin improvement.

Manage vendor financial relationships to drive further margin improvement.

Partner with Data Analytics to build and maintain performance dashboards and standardized reporting templates that enable data-driven decision-making across finance and product leadership.

Monitor industry benchmarks and competitive card economics to contextualize GoodLeap's performance and surface opportunities for improvement.

Capital Markets & Portfolio Management:

Partner closely with Accounting/FP&A and the Capital Markets team to support portfolio-level decisions, including the timing, structure, and sizing of credit card account sales and securitizations.

Analyze portfolio performance metrics, including delinquency rates, loss curves, prepayment rates, performance of aged accounts, and portfolio yield to inform optimal timing and structure for portfolio sales or financing transactions.

Track and report on portfolio sale economics — including gain-on-sale margins and retained servicing obligations and incorporate transaction outcomes into ongoing financial forecasting.

Track and balance net interchange revenue and cardholder reward liability to ensure equilibrium.

Determine portfolio sale sizing and timing to balance equity requirement of the program.

Issuing Bank Relationship Management:

Serve as GoodLeap's primary financial point of contact with the issuing bank partner, owning the day-to-day relationship and ensuring all financial communications are clear, timely, and professional.

Proactively manage the calendar of bank reporting obligations, ensuring all materials are delivered on time and in the format required by the bank.

Respond promptly and accurately to bank requests for financial information, ad-hoc analyses, and supporting documentation; coordinate internally across Finance, Legal, Compliance, and Product to gather inputs and meet bank deadlines.

Maintain a deep understanding of contractual obligations under the bank program agreement, including reporting cadences, performance covenant thresholds, and approval requirements; proactively flag potential issues before they become compliance risks.

Bachelor's degree in Economics, Finance, or a related field.

5–7+ years of experience in finance, financial planning & analysis, or capital markets, preferably within credit card, fintech, or financial services.

Strong financial modeling skills with demonstrated experience building and maintaining complex multi-variable models for forecasting, scenario analysis, and portfolio performance.

Experience with financial planning and analysis functions including budget planning, variance analysis, and executive reporting; proven ability to translate financial data into clear, actionable insights for senior leadership.

Experience managing institutional relationships — including bank partners, investors, or rating agencies — with demonstrated ability to manage reporting calendars, respond to requests under time pressure, and maintain credible, professional relationships.

Excellent communication and presentation skills; able to distill complex financial information into clear executive-level narratives and maintain high-quality written deliverables for external bank partners.

Entrepreneurial mindset with comfort operating in ambiguity; energized by building processes and financial infrastructure from the ground up in a fast-moving startup-like environment.

Location & Eligibility

Where is the job

West Palm Beach, United States

On-site at the office

Who can apply

Listed under

United States

Listing Details

Posted: April 3, 2026
First seen: April 6, 2026
Last seen: April 27, 2026

Posting Health

Days active: 20
Repost count: 0
Trust Level: 31%
Scored at: April 27, 2026

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Goodleap

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GoodLeap is a technology company delivering best-in-class financing and software products for sustainable home solutions, enabling homeowners to adopt products like solar panels, batteries, and energy-efficient HVAC systems.

Employees

3k+

Founded

2003

Domain

Jobs

External application · ~5 min on Goodleap's site

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