Method Financial

Finance and Business Operations Lead

New York, NY

Sponsorship not specified$150k-$200kDetected 13 days ago

SQLFinancial ModelingAccountingForecastingQuickBooksCustomer SuccessCommunicationCollaboration

About the role

MEET METHOD Method has built the most modern way to connect to consumer financial accounts.
We have helped 45+ million users connect 350+ million liability accounts credential-less and processed over $2.5B in payments, helping users save millions in interest.
We're a team of 50+ people spread across offices in Austin, SF, New York City, and Washington D.C!

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.
You would be responsible for building and maintaining the financial model for the business.

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)
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.
Experience working at an early-stage company, especially in B2B fintech spaces such as BaaS

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.

This listing is sourced directly from Method Financial's careers page and normalized into a canonical job model.