About the Role
We are seeking a Finance Data Lead to bridge finance and data engineering, responsible for transforming raw financial data into reliable, actionable insights. This person will own data pipelines, build scalable reporting systems, and collaborate with leadership on financial analysis, using modern tools and AI to drive speed and accuracy.
Responsibilities
- Manage complete financial data pipelines—from extraction and transformation using SQL and Python to delivering clean, traceable outputs in Excel or BI platforms
- Develop and maintain financial models and dashboards that monitor critical metrics including loan origination volume, revenue trends, and portfolio health
- Address on-demand data inquiries from Finance, Product, and Go-to-Market teams with precision, speed, and thorough documentation
- Use AI-powered tools such as Claude, ChatGPT, and Copilot to enhance analytical efficiency, automate routine processes, and uncover insights rapidly
- Collaborate with Engineering and Data teams to ensure financial data is properly structured, accessible, and governed
- Enforce data quality standards by implementing validation checks, reconciliation methods, and transparent audit trails across all financial reports
- Assist in preparing external-facing materials for investors, lenders, and board members, ensuring accuracy and compliance
Benefits
- Salary range of $210,000 to $250,000
- Equity compensation included
- Comprehensive medical, dental, and vision coverage
- Unlimited paid time off
- Flexible remote work policy
- Commuter expense benefits
- Daily meal provision at no cost
- Paid leave for new parents
- 401(k) retirement plan
- Employee assistance program for wellness and support
Compensation
$210k–$250k
Work Arrangement
Remote (Worldwide)
Team
The team consists of experienced builders from Stripe, Square, Plaid, Coinbase, Robinhood, and CERN, united by a mission to empower small businesses through accessible financial technology.
About Us
The company is dedicated to expanding financial access for small businesses, which are essential to the economy but often underserved by traditional banks. It develops technology that integrates with platforms like DoorDash, Amazon, Worldpay, and Mindbody to provide fast funding, spend management, and savings tools to small business owners. The company handles capital markets, underwriting, compliance, and customer service so partners can focus on their core offerings. Backed by leading investors such as GIC, Notable Capital, Redpoint Ventures, Ribbit Capital, and Thrive Capital, it has raised over $194M in equity and $340M in debt. It is currently a Series C-stage company.
Why This Role
This position offers high visibility and impact, with direct influence on executive and investor reporting. You will play a key role in shaping data infrastructure decisions within Finance, help define new processes and tools in a dynamic environment, and join a collaborative team that values analytical rigor, speed, and intellectual curiosity.
