ClarityPay

Data Analyst

• Write, optimize, and maintain complex SQL queries to extract and analyze data across loan originations, portfolio performance, payment activity, and merchant transactions
• Build and maintain clean, reliable datasets and data pipelines to support recurring finance and risk reporting
• Perform ad hoc analyses to answer business questions across the credit, product, and finance teams
• Support the finance team with data pulls for monthly reporting, investor updates, and board materials
• Analyze portfolio-level metrics including origination volumes, delinquency rates, loss rates, prepayment speeds, and cohort performance
• Build and maintain dashboards in BI tools (Looker, Tableau, or similar) to give stakeholders real-time visibility into key metrics
• Partner with the Risk team to pull and analyze credit performance data, underwriting outcomes, and loss trends
• Work with the Product team to instrument new features, track performance metrics, and assess the financial impact of product decisions
• Translate raw data into clear, actionable insights for non-technical stakeholders
• Use Python to automate recurring data pulls, reporting workflows, and manual finance processes to improve efficiency and reduce operational overhead
• Partner with engineering to understand data models, ensure data quality, and flag anomalies
• Help build and document a scalable data foundation for the finance function

Finance Data Analyst

Controller

• Own the preparation of accurate, timely GAAP financial statements (income statement, balance sheet, cash flow statement)
• Ensure proper accounting treatment for loan originations, interest income, deferred fees, credit losses (CECL), and warehouse facility borrowings
• Maintain and enforce accounting policies in accordance with US GAAP
• Coordinate with the FP&A team to align management reporting with GAAP financials
• Manage and execute the full monthly close process, including journal entries, account reconciliations, and flux analysis
• Drive continuous improvement of close timelines and accuracy
• Maintain a close calendar and ensure all deadlines are consistently met
• Serve as the primary point of contact for external auditors
• Lead annual audit preparation, including PBC schedules, workpaper documentation, and auditor communications
• Ensure the company is audit-ready at all times, not just at year-end
• Manage federal, state, and local tax compliance, including preparation and filing coordination with external tax advisors
• Oversee sales tax and any applicable excise or regulatory tax obligations
• Support tax planning and structuring as the business scales
• Design and maintain a strong internal controls environment
• Ensure compliance with lender reporting requirements and debt covenant calculations
• Support any regulatory or licensing requirements related to the lending business
• Own the accounting tech stack (GL, expense management) and drive adoption of scalable tools
• Partner with engineering and operations to ensure proper revenue and transaction data flows into the GL
• Build and document accounting processes and policies as the company grows.

Financial Controller

Project Manager

• Own the tracking and coordination of active product initiatives from kickoff through launch — maintaining timelines, flagging dependencies, and keeping stakeholders informed of progress and blockers
• Run sprint rituals and cross-functional syncs: coordinate sprint planning, standup agendas, retrospectives, and milestone reviews in partnership with Engineering leads
• Maintain a clear, up-to-date view of what the product team is working on, what's coming next, and what's at risk — so the Head of Product and CEO are never flying blind
• Track open action items, decisions, and follow-ups from product and engineering meetings, ensuring nothing gets dropped between meetings
• Act as a reliable bridge between product and engineering — translating priorities into clear asks, surfacing blockers early, and keeping both sides aligned without creating extra overhead
• Coordinate with external merchant partners and technology vendors on integration timelines, documentation needs, and launch readiness — managing communication so product managers can stay focused on product decisions
• Prepare and maintain project documentation: status updates, launch checklists, integration specs, and meeting recaps that give everyone a single source of truth
• Help design and improve the operational processes that support product development as the team grows — from how we run standups to how we manage a product launch
• Identify process gaps before they become friction points, and propose lightweight solutions that keep the team moving without adding bureaucracy
• Support the product team in maintaining internal tools and documentation (Jira, Confluence, Notion, or equivalent), ensuring they reflect current reality and are actually useful

Project Manager, Product Team

Product Operations

• Monitoring the health of our lending platform daily
• Triaging and resolving escalated product support issues
• Building the operational infrastructure that keeps both running smoothly
• Daily tracking of loan lifecycle KPIs
• Monitoring for product, integration, and configuration changes
• Building and maintaining the daily/weekly reporting rhythm for leadership
• Owning monitoring dashboards
• Maintaining a structured log of platform events
• Serving as the escalation point for complex product issues
• Owning the support triage process
• Building and maintaining internal support playbooks
• Identifying recurring support themes and translating them into product improvement opportunities
• Acting as the connective tissue between product, engineering, and operations

Finance Data Analyst

Financial Controller

Project Manager, Product Team

Product Operations Manager