Oportun returns to GAAP profitability in Q4 2024; raises FY2025 adjusted EPS guide

Oportun Financial Corp

2024-FY EPS reported -$1.95 revenue$1,001,775,000

Q4 net income $9M vs loss of $42M YoY; total revenue $251M (-5% YoY).
Adjusted EBITDA $41M, up 315% YoY; operating expenses down 31% to $89M.
FY2025 adjusted EPS guidance raised to $1.10-$1.30 (53-81% growth).
CFO Jonathan Coblentz to retire March 28, 2025; Casey Mueller named interim CFO.

item 2.02 item 5.02 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Appointed (interim)

Casey Mueller

Interim Chief Financial Officer

OPRT · Oportun Financial Corp

Effective: 2025-03-28
Filed: February 12, 2025, 6:59 PM ET

Mr. Coblentz will continue in his CFO and CAO roles until March 28th to support a smooth transition to Casey Mueller, the Company’s Principal Accounting Officer and Global Controller, who, following Mr. Coblentz’s departure will serve as interim CFO.

Departed

Jonathan Coblentz

Chief Financial Officer and Chief Administrative Officer

OPRT · Oportun Financial Corp

Effective: 2025-03-28
Successor: Casey Mueller
Filed: February 12, 2025, 6:59 PM ET

On February 7, 2025, Mr. Jonathan Coblentz notified the Company that effective March 28, 2025, he plans to retire from his role as Chief Financial Officer (“CFO”) and Chief Administrative Officer (“CAO”) of the Company.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Casey Mueller was appointed as Interim Chief Financial Officer at Oportun Financial Corp.

Action: appointed
Role: Interim Chief Financial Officer

Exact text from the filing

Mr. Coblentz will continue in his CFO and CAO roles until March 28th to support a smooth transition to Casey Mueller, the Company’s Principal Accounting Officer and Global Controller, who, following Mr. Coblentz’s departure will serve as interim CFO.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Jonathan Coblentz departed as Chief Financial Officer and Chief Administrative Officer at Oportun Financial Corp.

Action: retire
Role: Chief Financial Officer and Chief Administrative Officer

Exact text from the filing

On February 7, 2025, Mr. Jonathan Coblentz notified the Company that effective March 28, 2025, he plans to retire from his role as Chief Financial Officer (“CFO”) and Chief Administrative Officer (“CAO”) of the Company.

View on SEC.gov

Oportun Financial Corp filing history →

Source: SEC EDGAR

accession 0001538716-25-000007

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