Full-Time

Finance & Bizops – Senior Associate

Updated on 3/6/2025

Method Financial

Method Financial

51-200 employees

API for comprehensive debt management solutions

Compensation Overview

$140k - $160kAnnually

Senior

Washington, DC, USA + 1 more

More locations: New York, NY, USA

Candidates must be located in Washington, DC, or NYC, NY, or willing to relocate to either city.

Category
Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Python
SQL
Data Analysis
Financial Modeling
Requirements
  • 5+ years of experience in consulting/investing, strategic finance, or other analytical roles at a fast-growing company
  • Strong SQL and Python skills
  • Strong analytical skills and attention to detail
  • Good understanding of finance and financial modeling skills
  • Excellent communication and interpersonal skills
  • Familiarity with accounting software and financial systems
  • Ability to work in a fast-paced environment and handle multiple tasks simultaneously. Comfortable with ambiguity and driven by curiosity.
  • Located in Washington, DC, or NYC, NY or willing to relocate to either cities
Responsibilities
  • Leverage your SQL and Python expertise to decode data and unveil actionable insights that directly influence our key partnerships, business strategy, driving margin optimization, product innovation, and overall growth.
  • Act as the bridge between data and strategy, analyzing potential partnership opportunities, monitoring key metrics, and collaborating with cross-functional teams to ensure our financial forecasts and targets are always data-driven and forward-looking.
  • Design and maintain dynamic tools and dashboards that empower our sales, product, and customer success teams, enabling them to make informed, real-time decisions that propel our business forward.
  • Play an active role in developing and implementing scalable processes and documentation, driving operational efficiency as we grow and evolve.
  • Play a pivotal role in our financial forecasting and investor relations, helping to articulate our vision and performance to stakeholders as we navigate our growth journey.
Desired Qualifications
  • Experience working at an early-stage company, especially in B2B fintech spaces such as BaaS

MethodFi provides a debt management solution through a single application programming interface (API) that allows developers to integrate features like loan repayment and balance transfers into their applications. The API can handle various types of debts, including student loans and credit cards, and retrieves real-time data without needing user credentials. MethodFi differentiates itself by focusing on lowering lending risk and increasing revenue for businesses while improving users' financial health. The company generates revenue by charging for its API and related services, including compliance and identity verification.

Company Size

51-200

Company Stage

Series B

Total Funding

$58.4M

Headquarters

Austin, Texas

Founded

2021

Simplify Jobs

Simplify's Take

What believers are saying

  • Method Financial raised $42M in Series B to expand its financial connectivity solutions.
  • Partnerships with BitPay and Happy Money enhance Method's market reach and service offerings.
  • The rise of embedded finance and open banking aligns with Method's API capabilities.

What critics are saying

  • Increased competition from fintech startups could dilute Method Financial's market share.
  • Reliance on partners like BitPay poses risks if they switch to competitors.
  • Rapid expansion post-Series B could lead to operational challenges and service disruptions.

What makes Method Financial unique

  • Method Financial offers a debt-agnostic API for diverse liabilities management.
  • The API provides real-time data retrieval without user credentials, enhancing security.
  • Method Financial's partnerships enhance its API's capabilities in cryptocurrency and debt consolidation.

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Benefits

💰 Competitive salary + equity

🧑‍💻 Remote first + flexible work schedule

🏡 Home office stipend + hardware

🏖️ Unlimited PTO

🏥 Full healthcare

📚 Learning stipend

👶 Paid parental leave

🏫 Student loan repayment

Growth & Insights and Company News

Headcount

6 month growth

-9%

1 year growth

-9%

2 year growth

-2%
Business Wire
Jan 24th, 2025
Method Raises $41.5 Million Series B Led by Emergence Capital to Expand Financial Account Connectivity

Method Financial raised $41.5 million in its Series B funding round led by Emergence Capital, bringing the total funding to $60 million.

Tech Company News
Jan 24th, 2025
Method Financial Secures $42M Series B

Method Financial has raised $42M in Series B funding led by Emergence Capital to enhance its real-time financial connectivity solutions. The company aims to scale operations and develop tools that simplify financial decision-making. With support from partners like Samsung and Andreessen Horowitz, Method Financial plans to expand its product offerings and infrastructure, focusing on seamless and inclusive financial access for users.

PR Newswire
Jul 9th, 2024
Happy Money Partners With Method To Further Streamline Debt Consolidation For Members

Partnership enables a faster payment execution and greater visibility into money movementTORRANCE, Calif., July 9, 2024 /PRNewswire/ -- Happy Money , a leading provider of unsecured lending that helps credit unions grow, today announced a strategic partnership with Method , a leading provider of real-time data and payment access for consumer liabilities, to enhance the way members consolidate and pay off high-interest credit card debt.Happy Money and Method joined forces to provide members with a seamless experience paying off outstanding credit card debt via Happy Money’s Direct Card Payoff™ feature.Happy Money offers personal loans to streamline paying off credit card debt, saving consumers thousands of dollars thanks to low interest rates and a single, fixed payment. The integration of Method's liability connectivity APIs into Happy Money's platform enables more accurate and real-time identification of members' outstanding credit cards, live balance retrieval and balance transfer, without requiring members to enter account numbers or remember passwords. The partnership has resulted in an enhanced member experience and deeper transparency into money movement."Happy Money is helping consumers across the country access the capital they need to reach their goals in partnership with credit unions and other community-focused lenders," said Jose Bethancourt, CEO at Method. "With the integration of our technology, they are ensuring the process is as seamless, quick and efficient as possible, creating value for all involved."Since the partnership's onset , Happy Money members have connected over 50,000 accounts through Method's APIs, with millions of dollars of consumer debt being consolidated monthly via Method's connectivity and payment rails. Through the partnership, Method has facilitated over $7M in balance transfers for Happy Money members, helping them pay off debt faster."At Happy Money, we believe that prioritizing borrowers' well-being is a winning strategy; our platform allows consumers to meet their financial goals and enables credit unions to diversify their portfolios and grow," said Nick Pesce, Head of Product and Design at Happy Money. "With Method's sophisticated APIs, we gain more real-time information around consumers' outstanding credit cards, faster payment execution and more robust reporting."About Happy MoneyHappy Money is designing a happier way of lending that helps borrowers achieve their goals and helps credit unions achieve greater impact

FData
Sep 6th, 2023
FDATA North America September Newsletter

Method was named a finalist in the PayTech Start-up of the Year category at the PayTech Awards USA 2023.

Finance Feeds
Aug 9th, 2023
BitPay launches Bill Pay to allow users to pay bills directly from their crypto wallets

The provider of Bitcoin and cryptocurrency payment services has teamed up with Method Financial, an embedded banking service, to pull bills and liabilities in real-time, ensuring BitPay users have the most up-to-date information regarding their accounts and balances.