Cardless
FinServ
CapitalMarketOperationsLead
“Capital Market Operations Lead at Cardless. Skills: Capital Market Operations, fund flow operations, lender and partner reporting, borrowing base process, reporting, reconciliations, operational controls. Own fund flow operations, lender and partner reporting, and borrowing base process. Ensure the accuracy, integrity, and timeliness of funding flows and reporting”
What You'll Achieve.
ensuring the accuracy, integrity, and timeliness of funding flows and reporting; maintaining compliance with credit facility requirements; supporting the company’s liquidity management; reduce risk and improve efficiency
Industry & Context.
identifying and resolving discrepancies; resolve data gaps
What They're Looking For.
Must Have
Bachelor's degree in Finance, Accounting, or related field, 3+ years of experience in investment banking, fin-tech, fin-operations, or accounting, Experience managing high-volume transaction workflows in a fast-paced environment, understanding of reconciliations, reporting, and operational controls, Proficiency in Excel, Ability to manage tight deadlines with a high degree of accuracy and ownership, communication skills
Nice to Have
Experience working with credit facilities, structured finance, or warehouse lending, Familiarity with borrowing base mechanics and collateral reporting, Experience with capital markets platforms (e. g. , Setpoint) or similar tools, Background in fintech or high-growth startup environments
What You'll Do.
Own fund flow operations
lender and partner reporting
and borrowing base process
and timeliness of funding flows and reporting
Maintain compliance with credit facility requirements
Support the company’s liquidity management
Prepare and submit periodic borrowing base certificate and funding requests
Ensure ongoing compliance with lender requirements
covenants and eligibility criteria
Own monthly lender reporting packages and support audits and diligence requests
Act as the primary point of contact for lender-related operational inquiries
Monitor daily changes in the data tape and highlight key performance metric changes
Manage monthly reporting deliverables for brand partners
Own daily fund flow operations across Cardless and brand partner programs
Perform and oversee daily reconciliations
identifying and resolving discrepancies
Serve as the primary finance contact for partner reporting and funding-related inquiries
Identify and drive automation opportunities across reporting
and funding workflows
Enhance internal controls and operational processes to reduce risk and improve efficiency
How You'll Work.
Team & Collaboration
Partner with Data and Engineering to build scalable reporting infrastructure and resolve data gaps; experience interacting with external stakeholders (e. g. , lenders, partners)
Communication Scope
communication skills; experience interacting with external stakeholders (e. g. , lenders, partners)
Process & Methodology
Identify and drive automation opportunities across reporting, reconciliations, and funding workflows, Enhance internal controls and operational processes to reduce risk and improve efficiency
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