FinTech Data Analyst

This is a fully remote position, open to applicants in Arizona, +12 more states.

📋 Description

• Develop and sustain financial models for potential fintech clients, encompassing deposit balances, Net Interest Income (NII), and fee revenue forecasts.

• Perform scenario and sensitivity analyses based on client ramp-up, interest rate environments, and volume growth assumptions.

• Assess new client onboarding economics against current vertical benchmarks to guide deal structuring and pricing strategies.

• Evaluate post-launch client profitability, identifying margin compression, pricing challenges, and adverse trends.

• Propose pricing modifications or contract renegotiations in collaboration with Account Management.

• Track portfolio KPIs to pinpoint outliers and emerging risks.

• Assist in monthly fintech performance reporting, executive presentations, and materials for board and Investment Committee meetings.

• Aid in budget tracking, variance analysis, and monthly/quarterly closing activities.

• Maintain continuous NII and deposit forecasts.

• Create precise materials for senior leadership and board-level assessments.

• Collaborate with Sales, Account Management, Finance, Treasury, Data teams, and senior leadership throughout the client lifecycle.

• Articulate financial analyses effectively to both technical and non-technical stakeholders.

⛳️ Requirements

• A Bachelor's degree in Finance, Economics, Accounting, Business, or a related quantitative discipline.

• 2–3 years of experience in financial analysis, FP&A, banking, or a similar analytical role.

• Advanced proficiency in Excel, including skills in SUMIFS, pivot tables, financial modeling, and sensitivity/scenario analysis.

• Expertise in PowerPoint for producing reports aimed at executives and board members.

• Strong analytical and quantitative abilities, particularly in modeling deposit balances and interest income.

• Exceptional attention to detail and accuracy in critical financial reporting.

• Clear written and verbal communication skills for effective cross-functional collaboration.

• Capability to independently manage multiple deliverables and meet deadlines.

• Familiarity with the banking, payments, or fintech sectors, including deposit and interest rate dynamics.

• Experience with SQL, Python, or other data analysis tools.

• Previous involvement in Investment Committee or board reporting processes.

• Candidates must be residents of West Virginia, Virginia, Texas, Florida, Ohio, Pennsylvania, Maryland, Washington D.C., New York, New Jersey, Arizona, North Carolina, Georgia, or South Dakota.

🏝️ Benefits

• Medical, Dental, and Vision Insurance.

• Health Savings Account (HSA), Health Reimbursement Account (HRA), and Flexible Spending Accounts (FSA).

• Short- and Long-Term Disability Plans.

• Group Life Insurance.

• 401K Salary Deferral Plan.

• Wellness Program.

• Education and Tuition Expense Reimbursement.

• Paid Time Off (PTO) and a Unique Vacation Purchase Program.

• Nationwide Pet Insurance Coverage.