# Finance and Business Operations Lead

**Company:** [Method](https://hotfix.jobs/companies/method)
**Location:** New York, NY
**Role:** Revenue Operations
**Salary:** $150k – $200k/yr
**Experience:** 5+ years
**Skills:** SQL, Financial Modeling, Finance, Accounting Software, Quickbooks, Ramp, Rillet
**Posted:** 2026-07-08

> 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.

## Job Description

## 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.

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**Apply:** https://hotfix.jobs/jobs/a56c1005-0658-418e-ac17-6984a8f437fc
**Canonical:** https://hotfix.jobs/jobs/a56c1005-0658-418e-ac17-6984a8f437fc