Finance and Business Operations Lead

Method Financial

Finance and Business Operations Lead at a fintech company managing financial forecasting and data analysis for growth. Supporting partnerships and driving operational efficiency in a fast-paced environment.

Posted 5/18/2026full-timeNew York City • New York • 🇺🇸 United StatesSenior💰 $150,000 - $175,000 per yearWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Play a pivotal role in our financial forecasting and investor relations, helping to articulate our vision and performance to stakeholders as we navigate our growth journey. You would be responsible for building and maintaining the financial model for the business.
Leverage your SQL expertise to decode data and unveil actionable insights that directly influence our key partnerships, target setting, and business strategy. You would be supporting key product partnerships with a focus on driving margin optimization, product innovation, and overall growth.
Act as the bridge between data and strategy, analyzing potential partnership opportunities, monitoring key metrics, and collaborating with cross-functional teams to ensure our financial forecasts and targets are always data-driven and forward-looking.
Design and maintain dynamic tools and dashboards that empower our sales, product, and customer success teams, enabling them to make informed, real-time decisions that propel our business forward.
Play an active role in developing and implementing scalable processes and documentation, driving operational efficiency as we grow and evolve.

Requirements

What you’ll need

5+ years of experience in investment banking, strategic finance, consulting, or other equivalent analytical roles at a fast-growing company
Experience in quantitative or data-intensive environments (finance, trading, analytics)
Strong finance, SQL, and financial modeling skills
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

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Method Financial Website LinkedIn All Job Openings 11 - 50 employees 🔌 API 💳 Fintech 💸 Finance API
Fintech
Finance Method Financial is a company that provides connectivity to consumer credit and liability accounts. It enables end-to-end refinance experiences, real-time account data access, and one-click checkout. Method offers APIs and SDKs for developers to integrate financial account connectivity, facilitating secure and instant links between users’ financial accounts without needing login credentials. The company focuses on transferring balances, initiating payments, and providing data for refinancing, debt management, and payment solutions across financial institutions. Method Financial is also recognized for its innovative solutions in the fintech industry, supported by significant venture funding and industry awards. Finance and Business Operations Lead 🔥 41 minutes ago 🏢🏡 New York City – Hybrid 💵 $150k - $175k / year ⏰ Full Time 🟠 Senior ⚙️ Business Operations Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Play a pivotal role in our financial forecasting and investor relations, helping to articulate our vision and performance to stakeholders as we navigate our growth journey. You would be responsible for building and maintaining the financial model for the business.
Leverage your SQL expertise to decode data and unveil actionable insights that directly influence our key partnerships, target setting, and business strategy. You would be supporting key product partnerships with a focus on driving margin optimization, product innovation, and overall growth.
Act as the bridge between data and strategy, analyzing potential partnership opportunities, monitoring key metrics, and collaborating with cross-functional teams to ensure our financial forecasts and targets are always data-driven and forward-looking.
Design and maintain dynamic tools and dashboards that empower our sales, product, and customer success teams, enabling them to make informed, real-time decisions that propel our business forward.
Play an active role in developing and implementing scalable processes and documentation, driving operational efficiency as we grow and evolve. 🎯 Requirements
5+ years of experience in investment banking, strategic finance, consulting, or other equivalent analytical roles at a fast-growing company
Experience in quantitative or data-intensive environments (finance, trading, analytics)
Strong finance, SQL, and financial modeling skills
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.
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Hard Skills & Tools

SQLfinancial modelingdata analysisquantitative analysisfinancial forecastingmargin optimizationproduct innovationoperational efficiencydata-driven decision makinganalytics

Soft Skills

communicationinterpersonal skillscuriosityadaptabilitycollaborationproblem-solvingorganizational skillstime managementanalytical thinkingstrategic thinking