Data Analyst, Product Finance

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November 12

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Lead Bank

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Banking • Fintech • Finance

Lead Bank is a financial institution providing flexible financing and reliable support for businesses at every stage. The bank offers a range of services, including business banking, personal banking, and a Banking as a Service (BaaS) partner platform aimed at empowering fintech startups. Established in 1928, Lead Bank combines a solid historical foundation with a forward-thinking approach, offering personalized financial solutions such as checking, savings, investment, and lending options. Committed to innovation, Lead Bank focuses on leveraging fintech to enhance its banking services and provide a better future for its clients.

51 - 200 employees

Founded 2010

🏦 Banking

💳 Fintech

💸 Finance

💰 $30M Debt Financing on 2021-03

📋 Description

• Partner File Management: Monitor the timely delivery of Partner Files and generate cross-functional reports detailing status and dependencies. • Data Stream Optimization: Analyze and streamline complex data fields and sources to improve efficiency, accuracy, and reporting capabilities. • SQL Development: Create and execute production-level SQL queries to facilitate the onboarding of new financial partners and integrate data streams. • Validation Oversight: Monitor, document, and clearly communicate any changes to automated data validations to the broader Product Finance team. • Documentation & Knowledge Transfer: Create and maintain comprehensive documentation detailing the core Finxact system related to financial data derived from BaaS programs.

🎯 Requirements

• Bachelor's degree in Accounting or Finance • 3-5 years experience in Financial Data Analysis or equivalent • Demonstrated, advanced experience analyzing databases and manipulating large datasets using SQL. • Expert-Level Proficiency with Excel/Google Sheets, including complex formulas, pivot tables, and data modeling for financial analysis. • Solid understanding of Bank and/or Fintech Accounting data streams and financial workflows. • Previous experience working with fintech or banking core systems (e.g., Finxact) is highly preferred. • Strong attention to detail, excellent communication skills, and an ability to work effectively across technical and business teams.

🏖️ Benefits

• Competitive compensation, based on experience, geographic location, and role • Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA • Paid parental leave • Flexible vacation policy, including PTO and paid holidays • A fun and challenging team environment in a dynamic industry with ample opportunities for career growth