Lead Bank

Financial Planning and Analysis

• Serve as a key member in completion of reconciliations, including month end close, as it relates to BaaS programs.
• Serve as a point of contact for Accounting with the Product, Engineering, and Compliance teams related to BaaS program implementation, management, and reporting, primarily related to lending and credit card related programs.
• Assist in technical accounting integrations related to BaaS programs.
• Assist in the development and management of data validation, analysis and reconciliations related to general ledger accounts and BaaS programs.
• Assist in the development of reporting and dashboards for daily operational use and management reporting.
• Work cross-functionally to promote process improvements and efficiencies through streamlined data use cases and automatization
• Continuously improve financial processes and systems to enhance efficiency and accuracy.
• Perform other duties as assigned.

Senior Accountant, Product Finance

• Oversee accounting and business operations during the onboarding and implementation process to ensure accurate and complete reconciliation and reporting.
• Develop, manage, and prepare BaaS partnership reconciliations, including month-end closing reconciliation and invoicing.
• Support the preparation of BaaS partnership program forecasting, budgeting, and financial analysis.
• Manage and prepare BaaS partnership program reporting for internal, management, board, audit, and regulatory agencies.
• Assist in developing internal training resources related to BaaS partnerships.
• Manage department-wide projects, lead team meetings, set agendas, track goals, and monitor project status.
• Collaborate with the Controller to establish, implement, and review internal financial and accounting controls.
• Assist with requests from external departments, the CFO, and Controller as needed.
• Provide backup and support other finance staff when necessary.
• Serve as a business operations expert to ensure the quality of financial data reporting, including reconciliation in the data environment.
• Manage reporting quality, standards, and efficiencies to provide accurate and understandable reports bank-wide.
• Manage reporting and dashboard development for daily operational use.
• Perform other duties as assigned.

Director of Product Finance

Technical Program Manager

• Serve as the primary administrator and owner of nCino, responsible for configuration, customization, and maintenance of the platform.
• Build and optimize workflows, automation, and page layouts to support business processes across lending and operations.
• Collaborate with stakeholders to translate functional requirements into scalable system configurations.
• Manage user roles, permissions, and data integrity to ensure consistent, compliant system use.
• Coordinate testing, release management, and ongoing platform enhancements in partnership with Technology and Compliance teams.
• Maintain documentation of system configurations, change management logs, and best practices.
• Create, automate, and maintain dashboards and reports in nCino, Snowflake, and other reporting systems as applicable.
• Identify and close data gaps to ensure accuracy and completeness of operational information.
• Complete ad hoc and recurring data requests across Payments, Compliance, FinCrimes, Product, and Executive teams in a secure, timely manner.
• Lead and execute core operations projects focused on the configuration, testing, and ongoing ownership of loan products within the Finxact core.
• Drive high-impact special projects tied to operational transformation, including new product rollouts, technology partner integrations, and system enhancements.
• Represent Operations in cross-functional initiatives, ensuring scalability, compliance, and operational alignment.

Technical Operations Manager

Full-stack Engineer

• This candidate will design, build and maintain large scale backend systems with a focus on performance, reliability and scalability.
• They will work closely with product managers and key stakeholders across the company to implement new features that address both product goals and customer needs.
• Candidates can prioritize effectively, develop systems from the ground up, navigate ambiguous problem domains, grow the team via mentorship and leadership and have a consistent track record of high performance and delivery.

Software Engineer III

• Assist with daily Accounting/Finances responsibilities and tasks
• Assist with daily entry processing
• Perform daily and monthly reconciliations
• Assist with common accounting functions such as fixed assets, prepaids, accruals and accounts payable
• Participate in special projects, such as research and presentations
• Enjoy community involvement through volunteer opportunities
• Participate in department shadow rotation including Operations, Lending, and Internal Audit
• Visit offsite clients/partners
• Assist in department procedure and process development, including involvement in new Banking-as-a-Service (BaaS) programs
• Assist in department organizational objectives, such as revisions to file storage standards and project management
• Support Lead Bank’s Accounting/Finance Team and give back to the Kansas City community
• Perform other duties as assigned

Accounting and Finance Intern

Operations

• Process Self Bankruptcies, Disputes, Goodwill Requests
• Scan loan files into Director
• Assemble loan documents into loan file
• Pull loan files and send to appropriate location
• Adverse Action requests
• Assist with both internal and external audits and exams
• Assist lending staff with maintaining loan files
• Request and update expired ticklers weekly
• Appraisal management - orders, tracking, billing
• Insurance - tracking, force place
• Process loan payments
• Participation loan payments and maintenance
• Daily loan general ledger balancing
• Perform specific loan maintenance as directed for special projects
• Order construction inspections from a third party inspector
• Import construction inspection sheets into Director and maintain collateral fields monthly
• Perform all other duties as assigned

Loan Operations Support

Financial Crime

• Accurately and autonomously, conduct quality control assessments on CTR’s, alerts, and cases reviews across multiple products and services
• Provide constructive feedback to financial crimes analysts.
• Assist the Quality Control Manager in identifying trends in errors to improve training and process improvement
• Leverage existing data to identify potential discrepancies, inefficiencies, or gaps in established procedures
• Stay current with developments in the area of FinCEN to ensure program compliance
• Provide support and BSA subject matter expertise to bank staff members helping them understand BSA requirements as they relate to their job function
• Perform other duties as assigned

Financial Crimes Quality Control Analyst II

Call Center Representative

• Maintain an active role in call handling, balancing direct call volume with leadership responsibilities
• Establish client support best practices, maintaining a high standard of professionalism, clarity, and caller focus
• Create and review policies and procedures for Call Center Specialists to adhere to
• Lead, coach and develop the Call Center Specialists
• Oversee daily workflows and team scheduling, ensuring consistent coverage and operational continuity
• Serve as the escalation point for complex or dissatisfied callers, providing clear resolutions while protecting the Bank’s boundaries and commitments
• Respond to direct client questions and routed questions from branches, operations, and loan-teams
• MonitorCall Center including reporting, service level expectations and software utilization.
• Communicate trends, pain points, and client feedback to internal teams, acting as the ears of the organization and proactively identifying opportunities for improvement
• Contribute to the strategic initiatives to enhance overall client experience
• Adhere to all relevant banking policies, procedures, and regulatory compliance requirements to ensure security and confidentiality of client information
• Complete account maintenance and process client transactions
• Perform all other duties as assigned

Call Center Manager

Account Manager

• Lead is a fintech building banking infrastructure for embedded financial products and services.
• We operate an FDIC-insured bank headquartered in Kansas City, Missouri, with offices in San Francisco, Sunnyvale, and New York City.
• Role: Senior Strategic Partnerships Specialist reporting to Head of Strategic Partnerships creating playbooks, processes, and tools to improve deal execution and drive partner relationships across fintech and digital assets.
• Responsibilities include managing and growing partnerships, leading end-to-end deal execution, cross-functional collaboration, executive presentations, building deal management tooling, developing pitch materials, conducting partner reviews, and scaling the partnerships function.

Senior Strategic Partnerships Manager

Compliance

Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate.

Role Description:
Lead is seeking a dynamic, self-motivated compliance professional to join our Compliance Team. Lead views regulatory compliance as a key driver of innovation and this position presents a unique opportunity to play a foundational role in continuing to build and implement our forward thinking compliance strategy.

The Payments Compliance ITM Analyst will be responsible for assisting the Compliance Officer in the delivery of the Compliance Management System (CMS). The role will have a primary focus in conducting day-to-day due diligence, monitoring and review related to the bank’s payment activities, in addition to lending, deposit, and operational activities as it relates to the Bank’s Banking as a Service (BaaS) fintech partner programs. Further duties can be assigned at any time due to expanded activities from the bank, its partners, or regulators.

Payments Compliance Analyst, ITM

•Lead is a fintech building banking infrastructure for embedded financial products and services.
•We operate an FDIC-insured bank headquartered in Kansas City, Missouri, with offices in San Francisco, Sunnyvale, and New York City.
•Role: FP&A Senior Analyst supporting planning, forecasting, financial models, cashflow planning, and reporting.
•Collaborate with cross-functional teams, document models, and prepare ad hoc reporting as needed.

Senior FP&A Analyst

Product Marketing

• Lead Bank is a fintech building banking infrastructure for embedded financial products and services with FDIC-insured bank HQ in Kansas City; offices in SF, Sunnyvale, and NYC
• Operates in evolving financial landscape with experienced team navigating banking and payments regulations
• Delivers scalable technical and compliant banking solutions for fintech partners
• Role: Senior Product Marketing and Operations Manager to improve product delivery across teams and externally to partners