Dext Capital
Manager, Financial Planning and Analysis
Dext Capital, Lake Oswego, Oregon, United States, 97035
*Manager, Financial Planning & Analysis*
Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.
Dext Capital is a National, innovative, financial services company headquartered in the Portland Metro area. Dext offers an exceptional culture and countless opportunities for growth and advancement. We are seeking an experienced and strategic Manager, Financial Planning & Analysis to join our Finance team. This role will be instrumental in driving insight, forecasting, and increasing operational efficiency across the organization. The Manager, FP&A will partner closely with senior leadership to deliver meaningful analysis, actionable recommendations, and forward-looking financial guidance.
Dext Capital offers strong benefits and a world improvising mission. The company is committed to leveraging technology while enabling our employees to grow in a high-performance environment.
*Job Duties/Responsibilities:*
· Take a strong leadership position in the budgeting, forecasting, and long-range planning processes, ensuring accuracy, timeliness, and alignment with strategic goals.
· Provide in-depth financial analysis and scenario modeling to support decision-making at both the corporate and departmental level.
· Assist with, and grow to lead, the Treasury and Capital Markets functions to provide analytical support and guidance for ABS transactions and warehouse credit facilities.
· Develop and maintain financial models to evaluate funding strategies, deal economics, and capital structure optimization.
· Partner with business leaders to translate operational metrics into financial performance insights.
· Develop and refine key performance indicators (KPIs) and reporting tools to improve visibility and accountability.
· Prepare executive-level presentations and materials for the Board of Directors and investors.
· Support capital planning, funding strategies, and portfolio performance analysis.
· Ensure FP&A processes are efficient, scalable, and compliant with internal policies and controls.
· Mentor and guide junior team members, fostering a collaborative, high-performance culture.
*Qualifications: *
* Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred. * 5+ years of progressive experience in FP&A, corporate finance, or investment banking; financial services or equipment finance experience strongly preferred. * Exceptional analytical skills, with the ability to interpret complex data and distill it into actionable insights. * Advanced proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau) a plus. * Strong presentation skills with the ability to communicate effectively to both financial and non-financial stakeholders. * Demonstrated ability to manage multiple priorities in a fast-paced, high-growth environment. * High degree of integrity, professional maturity, and business acumen.
Job Type: Full-time
Pay: $100,000.00 per year
Benefits: * Dental insurance * Flexible spending account * Health insurance * Life insurance * Paid time off * Vision insurance
Ability to Commute: * Lake Oswego, OR 97035 (Required)
Work Location: In person
Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.
Dext Capital is a National, innovative, financial services company headquartered in the Portland Metro area. Dext offers an exceptional culture and countless opportunities for growth and advancement. We are seeking an experienced and strategic Manager, Financial Planning & Analysis to join our Finance team. This role will be instrumental in driving insight, forecasting, and increasing operational efficiency across the organization. The Manager, FP&A will partner closely with senior leadership to deliver meaningful analysis, actionable recommendations, and forward-looking financial guidance.
Dext Capital offers strong benefits and a world improvising mission. The company is committed to leveraging technology while enabling our employees to grow in a high-performance environment.
*Job Duties/Responsibilities:*
· Take a strong leadership position in the budgeting, forecasting, and long-range planning processes, ensuring accuracy, timeliness, and alignment with strategic goals.
· Provide in-depth financial analysis and scenario modeling to support decision-making at both the corporate and departmental level.
· Assist with, and grow to lead, the Treasury and Capital Markets functions to provide analytical support and guidance for ABS transactions and warehouse credit facilities.
· Develop and maintain financial models to evaluate funding strategies, deal economics, and capital structure optimization.
· Partner with business leaders to translate operational metrics into financial performance insights.
· Develop and refine key performance indicators (KPIs) and reporting tools to improve visibility and accountability.
· Prepare executive-level presentations and materials for the Board of Directors and investors.
· Support capital planning, funding strategies, and portfolio performance analysis.
· Ensure FP&A processes are efficient, scalable, and compliant with internal policies and controls.
· Mentor and guide junior team members, fostering a collaborative, high-performance culture.
*Qualifications: *
* Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred. * 5+ years of progressive experience in FP&A, corporate finance, or investment banking; financial services or equipment finance experience strongly preferred. * Exceptional analytical skills, with the ability to interpret complex data and distill it into actionable insights. * Advanced proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau) a plus. * Strong presentation skills with the ability to communicate effectively to both financial and non-financial stakeholders. * Demonstrated ability to manage multiple priorities in a fast-paced, high-growth environment. * High degree of integrity, professional maturity, and business acumen.
Job Type: Full-time
Pay: $100,000.00 per year
Benefits: * Dental insurance * Flexible spending account * Health insurance * Life insurance * Paid time off * Vision insurance
Ability to Commute: * Lake Oswego, OR 97035 (Required)
Work Location: In person