Director of Product Finance

In this role you will:

• Oversee accounting and business operations during the onboarding and implementation process to ensure accurate and complete reconciliation and reporting.
• Develop, manage, and prepare BaaS partnership reconciliations, including month-end closing reconciliation and invoicing.
• Support the preparation of BaaS partnership program forecasting, budgeting, and financial analysis.
• Manage and prepare BaaS partnership program reporting for internal, management, board, audit, and regulatory agencies.
• Collaborate with various teams on data schema architecture for evolving BaaS partners.
• Assist in developing internal training resources related to BaaS partnerships.
• Manage department-wide projects, lead team meetings, set agendas, track goals, and monitor project status.
• Collaborate with the Controller to establish, implement, and review internal financial and accounting controls.
• Assist with requests from external departments, the CFO, and Controller as needed.
• Provide backup and support other finance staff when necessary.
• Serve as a business operations expert to ensure the quality of financial data reporting, including reconciliation in the data environment.
• Manage reporting quality, standards, and efficiencies to provide accurate and understandable reports bank-wide.
• Manage reporting and dashboard development for daily operational use.
• Perform other duties as assigned.

Qualifications:

• 10+ years of accounting experience
• Knowledge on banking regulatory needs including FR2900 and Call Report
• Experience in team management, including performance management
• Keen interest in the BaaS, fintech and Digital Currency sector
• Action-oriented, with strong organization skills and attention to detail
• Curious and open to learning and approach your work with a growth mindset 
• Strong analytical and problem solving skills
• Demonstrates a strong ability to effectively prioritize assignments and manage time/deadlines
• Thrive working in a fluid environment with high autonomy
• Embody the growth mindset and bring a self-driven and self-starter mentality 
• Demonstrate excellent interpersonal skills with a strong team orientation mentality
• Have a client first approach

What we offer:

• 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