Sr. Marketing Financial Analyst

The Bancorp Bank, N.A.

Job Overview

Location

San Francisco, CA

Job Type

Full-time

Full Job Description

📋 Description

• As a Sr. Marketing Financial Analyst at The Bancorp Bank, N.A. (operating as Chime), you will be instrumental in ensuring the accuracy, scalability, and trustworthiness of the Marketing department's financial operations. This pivotal role sits at the nexus of Marketing, Finance, and Accounting, requiring close collaboration with budget owners and leadership to meticulously manage, forecast, and analyze marketing expenditures across a dynamic and rapidly evolving organization.
• Your responsibilities will extend far beyond routine reporting. You will be tasked with developing and maintaining robust financial models, comprehensive trackers, and insightful reports designed to minimize manual effort, eliminate ambiguity, and provide clear, actionable insights. The ultimate goal is to foster a financial environment for Marketing that is predictable, proactive, and easily navigable for all stakeholders, thereby shifting conversations from data reconciliation to strategic decision-making and trade-off analysis.
• You will leverage strong financial acumen, rigorous analytical skills, and a systems-thinking approach to enhance existing workflows and guarantee that marketing financial data is precise, auditable, and universally understood. Equally important is your ability to cultivate trusted, collaborative relationships with Marketing stakeholders, empowering them with clarity and confidence in their budgeting and forecasting processes.
• In this role, you can expect to partner closely with various Marketing teams to manage and reconcile monthly budgets, ensuring precise tracking, allocation, and insightful interpretation of all spend. You will serve as a trusted advisor to budget owners, ensuring the clarity of their financial inputs and assisting teams in developing sound forecasts.
• You will work hand-in-hand with Finance and Accounting departments to ensure accurate expense accruals and seamless alignment between cash flow timing and expense recognition. Applying sound accounting judgment will be crucial, and you will be expected to educate partners on the nuances of accrual versus payment dynamics when necessary.
• A key responsibility will be building and maintaining sophisticated forecasting models that integrate historical trends, current initiatives, and identified risks. You will develop detailed scenario analyses to equip Marketing leadership with a clear understanding of the trade-offs and implications associated with various spending strategies.
• You will be responsible for preparing and maintaining comprehensive financial reports and dashboards that effectively communicate budget performance, identify key variance drivers, and highlight emerging risks. Your contribution will go beyond mere reporting; you will provide critical insights, pinpointing what truly matters, where attention is most needed, and the underlying reasons why.
• A significant aspect of this role involves improving and solidifying existing financial trackers and workflows. This includes reducing reliance on implicit knowledge and enhancing transparency from raw data to key output figures. You will design systems and templates that are inherently structured, auditable, and resilient enough to scale with organizational growth.
• You will ensure the accurate reconciliation of marketing spend across multiple disparate systems and data sources. Proactively identifying and flagging structural risks within processes, assumptions, or data flows before they escalate into significant issues will be a critical function.
• Building and nurturing strong, trusted relationships across the Marketing, Finance, and Accounting departments is paramount. Your efforts will contribute to making monthly financial conversations clear, constructive, and productive, ensuring that partners conclude these discussions with confidence rather than confusion.
• You will be expected to analyze financial data to identify patterns, risks, and root causes, moving beyond superficial variance explanations. Your ability to communicate complex financial concepts clearly and confidently to non-financial audiences will be essential for effective collaboration and decision-making.
• The base salary for this role is expected to range from $116,000.00 to $160,000.00, depending on factors such as location, skills, qualifications, and experience. Full-time employees are also eligible for a bonus, a competitive equity package, and comprehensive benefits.

🎯 Requirements

• 4–7 years of experience in financial analysis, budgeting, or a closely related field, with a preference for experience supporting Marketing, Growth, or other functions with substantial budgets subject to frequent change.
• Demonstrated experience as a senior individual contributor, possessing significant ownership and sound judgment in financial matters.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field. Equivalent professional experience in a relevant area may be considered in lieu of a degree.
• Advanced proficiency in Excel and/or Google Sheets, including mastery of complex formulas, building structured financial models, and designing for error resistance.
• Strong understanding of forecasting methodologies, variance analysis techniques, and best practices in financial modeling.
• Solid grasp of accrual accounting principles and the critical distinction between expense recognition and cash payment timing.
• Comfort and experience partnering directly with Accounting teams on financial judgment calls and reconciliations.
• A proven ability to transform cumbersome, manual financial processes into more streamlined, efficient, and reliable workflows over time.
• An innate ability to design and implement tools and workflows that are easily understood and trusted by end-users.
• Strong analytical thinking skills paired with practical judgment, enabling you to discern when precision is paramount and effectively communicate uncertainty.
• Clear, confident communication skills, with the ability to articulate financial concepts to diverse, non-financial audiences.
• The capacity to build warm, respectful professional relationships while upholding high standards for financial rigor and accountability.

🏖️ Benefits

• Hybrid work model with four days in the office and Fridays from home for those near offices, plus team and company-wide events.
• In-office perks including backup child, elder, and/or pet care, and subsidized commuter benefits.
• Competitive salary, bonus potential, and a competitive equity package.
• Comprehensive health benefits including medical, dental, vision, life, and disability insurance, plus a 401k match.
• Generous vacation policy and company-wide paid days off (Chime Days).
• 1% of paid time off dedicated to supporting community organizations of your choice.
• Annual wellness stipend for eligible wellness-related expenses.
• Paid parental leave (up to 24 weeks for birthing parents, 12 weeks for non-birthing parents).
• Access to Maven, a family planning tool, with a lifetime reimbursement of $15,000 for services like egg freezing, fertility treatments, and adoption.
• Engaging in-person and virtual events and activities, including virtual classes and snack boxes.

Skills & Technologies

Senior

Remote

Degree Required

Ready to Apply?

Apply Externally

You will be redirected to an external site to apply.

The Bancorp Bank, N.A.

Visit Website

About The Bancorp Bank, N.A.

Chime is a financial technology company that partners with The Bancorp Bank, N.A. to provide mobile-first banking services including fee-free checking and savings accounts, early direct deposit, and automatic savings tools. It operates without physical branches, offering debit cards, peer-to-peer payments, and credit-building products through a mobile app. Revenue is generated primarily through interchange fees and optional paid services.

View Company Profile

Get more remote jobs like this

Subscribe to the weekly newsletter for similar remote roles and curated hiring updates.

Weekly remote jobs and featured talent.

No spam. Only curated remote roles and product updates. You can unsubscribe anytime.