Finance and Business Operations Lead

Responsibilities

• Shape the Future: 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.
• Uncover Insights: Leverage your SQL expertise to decode data and unveil actionable insights that directly influence our key partnerships, target setting, and business strategy.
• Empower Decision-Making: 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.
• Build for Impact: 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.
• Scale with Precision: 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 to 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.

Qualifications

• Located in NYC or willing to relocate
• Familiarity with AI agent products, workflows, or infrastructure from a hands-on building perspective
• Experience working at an early-stage company, especially in B2B fintech spaces such as BaaS

Pay

The annual US base salary range for this role is: $150,000 - $200,000.