Teams at Coastal Financial Corporation

Supports the Partner Internal Controls over Financial Reporting program by documenting partner controls, mapping controls to the ICFR framework, and performing targeted alternative testing. Evaluates control evidence, validates samples, conducts walkthroughs, prepares workpapers, identifies deficiencies, tracks remediation, and performs follow-up testing. The analyst coordinates with risk, internal control, management, and audit teams while communicating testing results, exceptions, remediation progress, and potential financial reporting impacts.

Lead and support oversight of fintech partner audits within the Banking-as-a-Service program. Responsibilities include developing risk assessments, planning and coordinating audits, evaluating scopes and reports, tracking remediation, analyzing risk trends, supporting regulatory compliance, and collaborating with internal subject matter experts, partners, and audit firms. The role also contributes to process improvements, staff training, and recommendations to risk management leadership.

Lead design and scaling of financial operations, reconciliation, and controls for BaaS partnerships. Drive automation, analyze transaction datasets, resolve reconciliation breaks, partner with Product/Engineering, and create SOPs and reporting to ensure operational readiness and scalable processes.