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Leads finance control for Bank of America’s Global Equity Derivatives business, overseeing daily P&L, balance sheets, forecasting, reporting, valuation adjustments, reserves, price verification, and financial controls. Partners with front-office, operations, and technology teams; approves financial records, supports strategic initiatives, manages risk, and leads a team. Requires extensive finance or accounting experience, leadership skills, and expertise with Excel and VBA.

Lead Method’s Finance, Accounting, Business Operations, and Revenue Operations functions. Own financial processes, controls, audits, forecasting, board reporting, vendor and banking relationships, and team development. Partner with Sales, Engineering, and other leaders on approvals, margin initiatives, and scalable systems. Support high-impact projects including corporate development and potential acquisitions while maintaining hands-on involvement in a rapidly scaling fintech and payments business.

Assist with distributing structured debt, including ABS and RMBS, to institutional investors. Manage transaction execution across marketing, book building, pricing, and closing while coordinating issuers, investors, origination, analytics, sales, trading, and international teams. Develop distribution strategies, maintain client relationships, and guide issuers through capital-raising processes. The role requires knowledge of asset-backed securities and loans, strong communication, leadership, commercial judgment, and the ability to manage multiple transactions.