Related skills
reporting reconciliations snowflake sql excel📋 Description
- Lender funding: Prepare and submit borrowing base certificates and funding requests via Setpoint
- Ensure lender covenants, eligibility, and ongoing reporting requirements
- Own monthly lender reports; support audits and due diligence
- Primary contact for lender-related operational inquiries
- Manage partner reporting and daily fund flow across Cardless and brand programs
- Identify automation opportunities; partner with Data/Engineering to build scalable reporting
🎯 Requirements
- Bachelor's degree in Finance, Accounting, or related field
- 3+ years in investment banking, fintech, fin-ops, or accounting
- Experience managing high-volume transaction workflows
- Understanding of reconciliations, reporting, and operational controls
- Proficiency in Excel; experience with Snowflake and SQL
- Ability to meet tight deadlines; strong communication with lenders/partners
🎁 Benefits
- Meaningful Start-up equity
- 100% health, vision, and dental coverage
- 75% health, vision; dental dependent coverage
- Catered lunches
- $250/month Commuter benefit
- Parental leave
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