Finance and Business Operations Lead

📋 Description

• Build and maintain the financial model for the business.
• Use SQL to uncover data-driven insights for partnerships and growth.
• Analyze partnerships, monitor metrics, and keep forecasts data-driven.
• Create dashboards and tools for sales, product, and customer success.
• Develop scalable processes and documentation to improve efficiency.

🎯 Requirements

• 5+ years in investment banking, strategic finance, or analytics at a fast-growing company.
• Strong finance, SQL, and financial modeling skills.
• Excellent communication and interpersonal skills.
• Familiarity with accounting software (QuickBooks, Ramp).
• Able to work in a fast-paced environment, multi-task, and embrace ambiguity.
• Located in NYC or willing to relocate.

🎁 Benefits

• Familiarity with AI agent products, workflows, or infrastructure.
• Experience at an early-stage B2B fintech company (BaaS).