In this role you will:

• Develop and maintain financial models for budgeting, forecasting, and scenario planning
• Perform variance analysis to identify financial discrepancies and provide insights
• Ensure data accuracy and completeness through data cleansing and quality assurance procedures
• Build and prepare reports to communicate financial findings and recommendations
• Collaborate with cross-functional teams to gather data and support financial planning initiatives
• Clearly communicate financial data and analysis to stakeholders
• Document financial models and assumptions to ensure transparency and maintain institutional knowledge
• Demonstrate a mindset that balances operational excellence and continuous improvement
• Prepare ad hoc financial reporting and analysis as needed to support decision-making
• Perform all other duties as assigned

Qualifications:

• Bachelor’s degree in Finance, Accounting, or a related field
• 2-4 years of experience in FP&A, with Banking or Fintech experience preferred
• Experience building and maintaining financial models
• Skilled at analyzing financial data to identify trends, patterns, and key insights
• Proficient in Microsoft Excel, with additional skills in FP&A software like Vena preferred
• Intellectually curious
• Strong attention to detail, judgment, and analytical skills
• Ability to work independently and collaboratively in a fast-paced environment

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 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.

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