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