Finance Data Lead
Leads financial data workflows, transforming raw data into actionable insights via SQL, Python, and BI tools. Builds models, dashboards, and reports for executives while partnering with engineering teams. Requires 4-7 years experience, expert Excel/SQL, and finance fluency.
About the job
What You’ll Be Doing
- Own financial data workflows end-to-end — from sourcing and transforming raw data (SQL, Python, etc.) to building clean, auditable outputs in Excel or BI tools
- Build and maintain financial models and dashboards that track key metrics such as origination volumes, revenue run rates, and portfolio performance
- Respond to ad hoc data requests from Finance, Product, and GTM — quickly, accurately, and with clear documentation
- Leverage AI tools (e.g., Claude, ChatGPT, Copilot) to accelerate analysis, automate repetitive tasks, and surface insights faster
- Partner with Engineering and Data teams to ensure financial data is correctly structured, accessible, and well-governed
- Maintain data integrity standards — building in checks, reconciliation logic, and clear audit trails across all financial outputs
- Support external reporting needs, including materials for investors, lenders, and board-level stakeholders
What We’re Searching For
Must-Haves
- 4–7 years of experience in a data-heavy role (data analyst, analytics engineer, financial analyst with strong technical depth, etc.)
- Expert-level Excel/Google Sheets skills (complex models, dynamic arrays, pivot tables)
- Strong SQL skills — you can write and optimize queries against large datasets independently
- Hands-on experience with modern AI tools and a genuine curiosity about how to apply them to financial workflows
- Baseline fluency in corporate finance concepts such as EBITDA, working capital, and structured finance
- High degree of trust and discretion — you'll have access to sensitive financial data and are expected to handle it responsibly
- Strong verbal communication skills — you can translate complex datasets into clear, concise narratives
Nice-to-Haves
- Experience in fintech, lending, or structured finance (familiarity with loan tapes, origination data, or SPV structures is a plus)
- Proficiency in Python or R for data manipulation and automation
- Experience with a BI tool (Looker, Tableau, Mode, etc.)
- Exposure to DBT, Airflow, or similar data pipeline tooling
What We Offer
Salary Range: $210k–$250k
- Equity grant
- Medical, dental, and vision insurance
- Unlimited PTO
- Work-from-home flexibility
- Commuter benefits
- Free lunches
- Paid parental leave
- 401(k)
- Employee assistance program
Skills
SQL, Excel, Google Sheets, Python, AI Tools, Looker, Tableau, dbt, Airflow, R
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