Finance and Business Operations Lead

About the Company

Method has built the most modern way to connect to consumer financial accounts. Combining real-time liability connectivity with instant payment execution, Method’s API is designed to make it easy for people to connect their financial accounts to the apps and services they want to use.

Responsibilities

• Shape financial forecasting and investor relations by building and maintaining the business financial model
• Leverage SQL to decode data and unveil actionable insights for partnerships, target setting, and business strategy
• Support product partnerships with a focus on margin optimization, product innovation, and growth
• Design and maintain dynamic tools and dashboards for sales, product, and customer success teams
• Develop and implement scalable processes and documentation to drive operational efficiency

Requirements

• 5+ years of experience in investment banking, strategic finance, consulting, or equivalent analytical roles
• Experience in quantitative or data-intensive environments
• Strong finance, SQL, and financial modeling skills
• Familiarity with accounting software and financial systems (e.g., Rillet, QuickBooks, Ramp)
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment and handle ambiguity
• Located in NYC or willing to relocate

Preferred Qualifications

• Familiarity with AI agent products, workflows, or infrastructure
• Experience working at an early-stage company, specifically in B2B fintech or BaaS