FinTech Data Analyst

Overview

This role supports the financial analytics and reporting needs of the fintech partnerships business. The Fintech Data Analyst evaluates deal economics, monitors client profitability, and helps with forecasting and reporting across deposit, net interest income (NII), and fee revenue lines. Work spans multiple verticals, including gaming, acquiring, issuing, BaaS, and payments, partnering closely with Sales, Account Management, Finance, and senior leadership.

This role can be based remotely.

Candidates must reside in one of the following states: West Virginia, Virginia, Texas, Florida, Ohio, Pennsylvania, Maryland, Washington D.C., New York, New Jersey, Arizona, North Carolina, Georgia, or South Dakota.

Responsibilities

Financial Modeling & Deal Support

• Build and maintain financial models for prospective fintech clients, including deposit balances, NII, and fee revenue projections, in partnership with Sales and Account Management during deal evaluation and pricing discussions.
• Conduct scenario and sensitivity analysis to test assumptions related to client ramp, rate environment, and volume growth.
• Evaluate new client onboarding economics against benchmarks from existing verticals (gaming, acquiring, issuing, BaaS, payments) to inform deal structuring and pricing decisions.

Post-Launch Performance & Profitability Analysis

• Analyze client-level profitability following launch, identifying and flagging margin compression, pricing issues, or unfavorable trends, including the impact of rate environment shifts on deposit economics.
• Work with Account Management to translate profitability findings into recommendations for pricing adjustments or contract renegotiation.
• Monitor key performance indicators across the client portfolio to identify outliers and emerging risks.

Reporting & Forecasting

• Support monthly fintech performance reporting, including revenue reports, executive presentations, and board/Investment Committee (IC) materials.
• Support division budget tracking, variance analysis, and monthly/quarterly close activities.
• Maintain rolling forecasts across NII and deposit workstreams, incorporating client ramp assumptions and changes in the rate environment.
• Prepare accurate, well-organized materials appropriate for senior leadership and board-level review.

Cross-Functional Collaboration

• Serve as a financial analytics resource to Sales and Account Management throughout the client lifecycle, from deal evaluation through post-launch monitoring.
• Communicate financial analysis and findings clearly to technical and non-technical stakeholders.
• Coordinate with Finance, Treasury, and Data teams to maintain consistency of assumptions and data across models and reports.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related quantitative field.
• 2–3 years of experience in financial analysis, FP&A, banking, or a related analytical role.
• Advanced Excel skills, including SUMIFS, pivot tables, financial modeling, and sensitivity/scenario analysis.
• Proficiency in PowerPoint for executive- and board-facing reporting.
• Strong analytical and quantitative skills, with comfort modeling deposit balances and interest income.
• High attention to detail and accuracy in high-stakes financial reporting.
• Clear written and verbal communication skills for cross-functional collaboration.
• Ability to manage multiple deliverables and deadlines independently.

Preferred Qualifications

• Familiarity with the banking, payments, or fintech industry, including deposit and interest rate dynamics.
• Experience with SQL, Python, or other data analysis tools.
• Prior exposure to Investment Committee or board reporting processes.

Compensation & Benefits

Benefits for regular, part-time, and full-time team members include:

• Medical, Dental and Vision Insurance
• Health Savings Account (HSA), Health Reimbursement Account (HRA) & Flexible Spending Accounts (FSA)
• Short- and Long-Term Disability Plan
• Group Life Insurance
• 401K Salary Deferral Plan
• Wellness Program
• Education & Tuition Expense Reimbursement
• PTO and Unique Vacation Purchase Program
• Nationwide Pet Insurance Coverage

Location

Remote (must reside in: West Virginia, Virginia, Texas, Florida, Ohio, Pennsylvania, Maryland, Washington D.C., New York, New Jersey, Arizona, North Carolina, Georgia, or South Dakota).