Lead Bank

Director of Product Finance

Lead Bank

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $135,000 - $205,000 per year

Job Level

Lead

About the role

  • 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.

Requirements

  • 10+ years of accounting experience
  • Experience in team management, including performance management
  • Keen interest in the BaaS and fintech sector
  • Action-oriented, with strong organization skills and attention to detail
  • Curious and open to learning and approach your work with a growth mindset
  • Strong analytical and problem solving skills
  • Demonstrates a strong ability to effectively prioritize assignments and manage time/deadlines
  • Thrive working in a fluid environment with high autonomy
  • Embody the growth mindset and bring a self-driven and self-starter mentality
  • Demonstrate excellent interpersonal skills with a strong team orientation mentality
  • Have a client first approach
Benefits
  • Competitive compensation, including opportunities for equity grants ,based on experience, geographic location, and role
  • Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA
  • Paid parental leave
  • Flexible vacation policy, including PTO and paid holidays
  • A fun and challenging team environment in a dynamic industry with ample opportunities for career growth

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
accountingfinancial analysisbudgetingreconciliationreportinginvoicingforecastingfinancial controlsdata reportingdashboard development
Soft skills
team managementorganization skillsattention to detailanalytical skillsproblem solvingtime managementinterpersonal skillsself-drivengrowth mindsetclient first approach
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