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MethodMethodNew York, NY

Finance and Business Operations Lead

Lead financial forecasting, modeling, and business operations at a fintech API company. Analyze data with SQL, optimize margins and partnerships, build dashboards, and drive cross-functional strategy in a fast-paced environment.

150k – 200k
On-site5+ YOERevenue Operations

About the role

Responsibilities

  • Shape financial forecasting and investor relations, including building and maintaining the financial model for the business.
  • Leverage SQL to analyze data and generate actionable insights influencing key partnerships, target setting, and business strategy.
  • Support key product partnerships with focus on margin optimization, product innovation, and growth.
  • Analyze potential partnership opportunities, monitor key metrics, and collaborate with cross-functional teams to ensure data-driven financial forecasts and targets.
  • Design and maintain dynamic tools and dashboards for sales, product, and customer success teams.
  • Develop and implement scalable processes and documentation to drive operational efficiency.
  • Analyze product, finance, and business data on projects such as gross margin optimization, pricing strategies, new data partnerships, and product analytics dashboards.

Requirements

  • 5+ years of experience in investment banking, strategic finance, consulting, or equivalent analytical roles at a fast-growing company.
  • Experience in quantitative or data-intensive environments (finance, trading, analytics).
  • Strong finance, SQL, and financial modeling skills.
  • Excellent communication and interpersonal skills.
  • Familiarity with accounting software and financial systems (e.g. Rillet, Quickbooks, Ramp).
  • Ability to work in a fast-paced environment, handle multiple tasks, comfortable with ambiguity, and driven by curiosity.
  • Located in NYC or willing to relocate.

Nice-to-Haves

  • Familiarity with AI agent products, workflows, or infrastructure from a hands-on building perspective.
  • Experience working at an early-stage company, especially in B2B fintech spaces such as BaaS.

Skills

SQLFinancial ModelingFinanceAccounting SoftwareQuickbooksRampRillet

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