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Revenue & Finance Operations MBA Intern at Method · Location…
InternshipHybridFull-timeNot specified$150k–$200k/yr
Skills
revenue operationssalesforcedata analysisfinancial modelingforecastingdashboard creationexperience in fintechapisb2b saasllm tools usageworkflow automationsqlpython
Job Description
Summary: Method is a company that connects consumer financial accounts through its modern API. The Revenue and Finance Operations Intern will help build systems and insights to improve reporting, forecasting, and data analysis within the finance and revenue operations teams.
Responsibilities:
- Streamline and Automate Finance and RevOps data and reporting systems: Establish systems and processes to ensure we have actionable data to effectively assess and improve GTM and Financial performance. Design and implement workflows to automate our reporting
- Generate Insights to optimize GTM performance: Dive deep into our GTM data and reports to identify focus areas to improve GTM performance. Partner with the GTM leadership team to implement process improvements
- Instrument the Demand Gen Funnel: Build dashboards to track account engagement, outreach performance, and pipeline conversion. Improve data quality and funnel visibility through stronger tracking processes
- Support GTM forecasting: Turn pipeline and funnel data into revenue forecasts that inform business outlook. Build the logic, assumptions, and reporting needed to improve forecast accuracy and decision-making
Required Qualifications:
- Currently pursuing an MBA, with preference for rising second-years
- Bring 3+ years of pre-MBA experience in revenue operations, sales operations, strategic finance, management consulting, or investment banking
- Know your way around GTM tools like Salesforce, Clay, and Ironclad, and can build dashboards and reports that drive real usage and decisions
- Thrive in fast-paced environments, juggle multiple priorities well, and stay effective in ambiguity
- Love working with data and bring strong analytical rigor and attention to detail
- Comfortable using Claude Code and other LLM tools in day-to-day work
- Communicate clearly and confidently with senior stakeholders
Preferred Qualifications:
- Experience with Salesforce and GTM systems administration or reporting
- SQL, Python, or workflow automation experience
- Background in fintech, API-first businesses, or B2B SaaS infrastructure
- Experience with financial modeling, forecasting, or pipeline-to-revenue analysis
Required Skills: Revenue operations, Salesforce, Data analysis
Important Skills: Financial modeling, Forecasting, Dashboard creation
Nice-to-Have Skills: Experience in fintech, APIs, B2B SaaS, LLM tools usage, Workflow automation, SQL, Python