4-7 years of experience in a data-heavy role such as data analyst or financial analyst
Expert-level skills in Excel/Google Sheets including complex modeling
Strong SQL skills for querying large datasets independently
Hands-on experience with AI tools applicable to financial workflows
Fluency in corporate finance concepts like EBITDA and working capital
High level of trust for handling sensitive financial data
Strong verbal communication to explain complex datasets succinctly
Responsibilities
Own financial data workflows from raw data sourcing to final outputs
Build and maintain financial models and dashboards for key metrics
Respond to ad hoc data requests with accuracy and clear documentation
Leverage AI tools to enhance analytical speed and automate tasks
Collaborate with Engineering and Data teams to structure financial data
Ensure data integrity through checks and reconciliation logic
Support external reporting needs for investors and board stakeholders
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
Full Job Description
About the Position
We're looking for a Finance Data Lead to sit at the intersection of finance and data engineering on our Finance team. This role requires someone who thinks in queries, models data pipelines, and moves quickly with modern tooling, while also being comfortable discussing a P&L or loan portfolio with senior leadership.
You'll be the go-to person for turning raw financial data into clean, trusted, and actionable outputs - owning everything from ad hoc analyses to scalable reporting infrastructure.
What You'll Be Doing:
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
What We're Searching For:
Must-Haves
4-7 years of experience in a data-heavy role (data analyst, analytics engineer, financial analyst with strong technical depth, etc.)
