Finance Analyst

Lead Bank is a chartered banking-as-a-service platform for builders and innovators. Despite broader economic headwinds, the continued proliferation of fintech companies and a 20x increase in fintech investment ($20.5 billion in 2020) signals that the market’s interest in embedding financial services products into their offerings is resilient and sustainable. Whether it’s a travel company that wants to offer credit for an expensive trip, a social network that wants to enable in-feed shopping solutions, or an ecommerce platform that wants to provide client rewards cards, the broader tech ecosystem has enjoyed a step-change in the sophistication, variety and complexity of client-facing products they can offer. This means that the underlying infrastructure powering those fintechs needs to evolve to meet these modern demands.

While fintech companies continue pushing boundaries, they have largely accepted that directly integrating with banks is costly, time-consuming and operationally burdensome. This frustration comes in many forms: gaps in technical acumen, product scalability, client risk appetite, and company culture. These gaps clearly illustrate the need for a new paradigm in banking technology. 

Lead Bank is bridging those gaps. We see a massive opportunity for a tech-savvy developer-focused bank to augment a sophisticated financial services platform with the compliance, regulatory, capital markets, and legal expertise required to help our clients succeed. Come join us on our journey. 

Role Description: We are looking to hire a Finance Analyst to join an expanding team of accounting and finance professionals. This role will have a wide array of responsibilities spread throughout the department working with Accounting, FP&A, and Product Finance while reporting to the Director of Product Finance. This role will serve as a utility player in the department, assisting all segments of the department with daily and monthly tasks, such as data entry, reconciliation, financial analysis, program implementations, accounts payable, accounts receivable, journal entry posting, documentation and month end close. A successful candidate will be prepared and excited to learn and contribute to a fast paced and growing team and organization. 

• Perform daily reconciliations on Banking as a Service (“BaaS”) programs, including preparation of journal entries
• Perform month-end close functions
• Assist in the preparation of financial reports for management, including analysis and validation of data
• Assist in the analysis of investment portfolio
• Support other traditional accounting functions such as Accounts Payable, Prepaids, Fixed Assets, Accounts Receivable and FP&A
• Work cross-functionally to promote process improvements and efficiencies through streamlined data use cases and automatization
• Continuously improve financial processes and systems to enhance efficiency and accuracy.
• Perform all other duties as assigned

• 0-2 years accounting/finance experience
• Accounting or finance degree preferred
• Google Documents / Sheets or Microsoft Suite experience preferred
• Curious and open to learning 
• Willingness to take on new challenges in a fast-paced startup environment
• Strong attention to detail, problem-solving abilities, and a results-driven mindset
• Self starter, engaged, proactive and ready to roll up your sleeves 
• Excellent communication, presentation and interpersonal skills

• At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life
• Competitive compensation, including opportunities for equity grants, 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 

*Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.