Finance Lead
About the role
Join our dynamic Merchant Services Finance team, where innovation meets impact. At the heart of our mission is the belief in creating new value and unlocking unlimited personal growth. Our work environment is fast-paced, high on trust, valuing impact above all else. If you're passionate about finance, thrive in a rapidly changing environment, and are committed to continuous learning, this is the Finance role for you.
Role Overview
As a Finance Lead, you will be the strategic finance partner and trusted advisor to our Banking Product Line, which includes Shopify Balance, Credit, and Bill Pay. Your role is pivotal in providing strategic and operational insights, financial reporting, analysis, forecasting, planning, and executive decision support. You will drive strategic decision-making using actionable insights to foster growth and mitigate risks, empowering our merchants to grow their businesses. This role reports directly to the Head of FP&A, Financial Services.
Key Responsibilities:
Strategic Financial Leadership: Lead annual growth planning, long-term planning, and monthly/quarterly forecasting. Assist in developing operational targets and budgets for the Banking Product Line.
Growth and Investment Analysis: Leading projects and developing strategic and financial analyses to assess new growth and investment opportunities, including new product launches, pricing, partnerships, or acquisitions
Insightful Reporting: Develop actionable management reporting, dashboards, and KPIs. Oversee monthly variance analysis and operating reviews to track business success
Operational Support: Provide ongoing financial support to the Product Line, including understanding unit economics, tracking product adoption, and assessing A/B experiments
Culture Carrier: Partnering with top talent across finance & business to collectively maximize the impact on both our teams and our merchants
What you bring to the team:
Extensive Industry Experience: Prior financial services, banking, FinTech experience is highly preferred. You've seen, been there, and done some of it, and can bring industry context and business partnering to the role.
Deep Expertise: Deep expertise in financial modeling, strategic business case analysis, planning, and reporting.
Exceptional Communication: Excellent communication and presentation skills, with the ability to translate complex data insights into actionable recommendations for diverse stakeholders.
Proven Leadership: Demonstrated ability to lead cross-functional teams, drive strategic initiatives, and deliver measurable results in a fast-paced, data-driven environment.
Business Partnering: Exceptional business partnering ability with demonstrated prior experience as a finance leader for a senior business unit or product leader.
Relevant experience for the role
Minimum 8+ years of experience in financial services, banking, fintech, or other SAAS-based business models
Strong FP&A analytical capabilities - P&L and ad hoc business casing ROI
Very strong soft skills and exec level decision-making influence
Proven track record of driving significant impact in complex business situations.
Experience launching and/or scaling new fintech product launches.
Experience working closely with product management teams to assess new product launches, analyze market opportunities, prepare business cases, and evaluate pricing alternatives
If you are a fintech leader with a proven track record of success and a passion for driving impact in complex business environments, we want to hear from you. Join us at Shopify and help us shape the future of commerce.