Play a pivotal role in our financial forecasting and investor relations
Leverage your SQL expertise to decode data and unveil actionable insights
Act as the bridge between data and strategy, analyzing potential partnership opportunities
Design and maintain dynamic tools and dashboards
Play an active role in developing and implementing scalable processes and documentation

Requirements

7+ years of experience in investment banking, strategic finance, consulting, or other equivalent analytical roles at a fast-growing company
Strong finance and financial modeling skills
Strong SQL skills, analytical mindset, and attention to detail
Excellent communication and interpersonal skills
Familiarity with accounting software and financial systems (i.e. Rillet, Quickbooks, Ramp, etc.)
Ability to work in a fast-paced environment and handle multiple tasks simultaneously. Comfortable with ambiguity and driven by curiosity.
Located in NYC or willing to relocate
Experience working at an early-stage company, especially in B2B fintech spaces such as BaaS

Applicant Tracking System Keywords

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

Hard Skills & Tools

SQLfinancial modelingdata analysisforecastingprocess developmentdocumentation

Soft Skills

analytical mindsetattention to detailcommunicationinterpersonal skillscuriosityability to handle ambiguity