Own financial data workflows end-to-end — from sourcing and transforming raw data (SQL, Python, etc.) to building clean, auditable outputs in Excel or BI tools
Build and maintain financial models and dashboards that track key metrics such as origination volumes, revenue run rates, and portfolio performance
Respond to ad hoc data requests from Finance, Product, and GTM — quickly, accurately, and with clear documentation
Leverage AI tools (e.g., Claude, ChatGPT, Copilot) to accelerate analysis, automate repetitive tasks, and surface insights faster
Partner with Engineering and Data teams to ensure financial data is correctly structured, accessible, and well-governed
Maintain data integrity standards — building in checks, reconciliation logic, and clear audit trails across all financial outputs
Support external reporting needs, including materials for investors, lenders, and board-level stakeholders

Requirements

4–7 years of experience in a data-heavy role (data analyst, analytics engineer, financial analyst with strong technical depth, etc.)
Expert-level Excel/Google Sheets skills (complex models, dynamic arrays, pivot tables)
Strong SQL skills — you can write and optimize queries against large datasets independently
Hands-on experience with modern AI tools and a genuine curiosity about how to apply them to financial workflows
Baseline fluency in corporate finance concepts such as EBITDA, working capital, and structured finance
High degree of trust and discretion — you'll have access to sensitive financial data and are expected to handle it responsibly
Strong verbal communication skills — you can translate complex datasets into clear, concise narratives.

Benefits

Applicant Tracking System Keywords

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

Hard Skills & Tools

SQLPythonExcelGoogle Sheetsfinancial modelingdata transformationdata analysisdata integrityauditingreconciliation

Soft Skills

communicationtrustdiscretioncuriositycollaborationdocumentationproblem-solvingattention to detailadaptabilitytime management