Method

FinServ

FinanceandBusinessOperationsLead

$150–200k New York, New York, United States; Menlo Park, California, United States; Bellevue, Washington, United States; Washington, District of Columbia, United States; Denver, Colorado, United States; Westlake, Texas, United States; Chicago, Illinois, United States; Lake Mary, Florida, United States; Clearwater, Florida, United States; Gainesville, Florida, United States FULL TIME
The Brief

“Finance and Business Operations Lead at Method. Skills: Financial modeling, SQL, Data analysis. Shape financial forecasting. Maintain financial model”

What You'll Achieve.

Drive value for the business; Influence key partnerships; Influence target setting; Influence business strategy; Drive margin optimization; Drive product innovation; Drive overall growth; Ensure financial forecasts are data-driven; Ensure targets are data-driven; Ensure forecasts are forward-looking; Ensure targets are forward-looking; Enable informed decisions; Enable real-time decisions; Propel business forward

Industry & Context.

FinServ
Problems you'll solve

Analytical roles

What They're Looking For.

Must Have

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), finance, SQL, and financial modeling skills, Ability to work in a fast-paced environment and handle multiple tasks simultaneously, Comfortable with ambiguity and driven by curiosity, Located in NYC or willing to relocate

Nice to Have

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

What You'll Do.

Shape financial forecasting

Maintain financial model

Unveil actionable insights

Support product partnerships

Analyze partnership opportunities

Develop scalable processes

Implement scalable processes

Drive operational efficiency

How You'll Work.

Team & Collaboration

Collaborate with various business functions; Collaborate with cross-functional teams

Communication Scope

Excellent communication and interpersonal skills

Free ATS check

Applying for this Finance and Business Operations Lead role?

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