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.)
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