Hybrid Finance Data Lead

Posted 1 hour ago

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About the role

  • Finance Data Lead at fintech startup transforming financial data into insights. Own data workflows and partner with teams to maintain financial models and dashboards.

Responsibilities

  • Own financial data workflows end-to-end — from sourcing and transforming raw data (SQL, Python, etc.) to building clean, auditable outputs in Excel or BI tools
  • Build and maintain financial models and dashboards that track key metrics such as origination volumes, revenue run rates, and portfolio performance
  • Respond to ad hoc data requests from Finance, Product, and GTM — quickly, accurately, and with clear documentation
  • Leverage AI tools (e.g., Claude, ChatGPT, Copilot) to accelerate analysis, automate repetitive tasks, and surface insights faster
  • Partner with Engineering and Data teams to ensure financial data is correctly structured, accessible, and well-governed
  • Maintain data integrity standards — building in checks, reconciliation logic, and clear audit trails across all financial outputs
  • Support external reporting needs, including materials for investors, lenders, and board-level stakeholders

Requirements

  • 4–7 years of experience in a data-heavy role (data analyst, analytics engineer, financial analyst with strong technical depth, etc.)
  • Expert-level Excel/Google Sheets skills (complex models, dynamic arrays, pivot tables)
  • Strong SQL skills — you can write and optimize queries against large datasets independently
  • Hands-on experience with modern AI tools and a genuine curiosity about how to apply them to financial workflows
  • Baseline fluency in corporate finance concepts such as EBITDA, working capital, and structured finance
  • High degree of trust and discretion — you'll have access to sensitive financial data and are expected to handle it responsibly
  • Strong verbal communication skills — you can translate complex datasets into clear, concise narratives.

Benefits

  • Equity grant
  • Medical, dental, and vision insurance
  • Unlimited PTO
  • Work-from-home flexibility
  • Commuter benefits
  • Free lunches
  • Paid parental leave
  • 401(k)
  • Employee assistance program

Job title

Finance Data Lead

Job type

Experience level

Senior

Salary

$210,000 - $250,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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