Finance Operations Analyst

Machinify•La Grange, KY
•$70,000 - $80,000•Hybrid

About The Position

Machinify is hiring a full-time Finance Operations Analyst to join its Finance team. The role prepares recovery and operational reports for clients, processes client fee payments, reconciles client trust accounts, and helps design and automate finance operations workflows using AI tools and technology. The position includes a clear mentor and structured ramp to support development in finance operations. It is hybrid, with a minimum of three days per week in the office at the LaGrange campus. The analyst will prepare client reporting packages on semi-monthly, monthly, or quarterly schedules; process fee payments and related reconciliations; investigate and resolve exception-based transactions; and support clients with requests, ad hoc reporting, and recovery-related questions. The role also contributes to workflow and system integration improvements, assists with testing system changes and reports, and collaborates with Finance leadership and other departments. The stated salary range is $70,000–$80,000 USD. Compensation depends on factors such as experience, skills, and certifications.

Requirements

  • Bachelor’s degree in Accounting, Finance, Economics, Business, Data Analytics, or a related field.
  • Two to three years of experience in an accounting or financial analysis role, preferably with significant exposure to financial reporting and reconciliation processes.
  • Advanced Microsoft Excel skills; Excel skills will be assessed during the interview process.
  • Curiosity about technology and AI, and excitement about using new tools to make work smarter and faster.
  • Strong attention to detail and a natural bias toward accuracy.
  • Strong problem-solving and analytical instincts.
  • Ability to organize and prioritize daily, weekly, and monthly tasks, multitask, and work independently as responsibilities grow.
  • Effective written communication, primarily through email, and strong verbal communication with clients and internal customers.
  • Professional, collaborative approach.
  • Ability to thrive in a fast-paced environment and meet deadlines.

Nice To Haves

  • Healthcare experience is preferred, but not required.

Responsibilities

  • Prepare semi-monthly, monthly, or quarterly client reporting packages and review them for completeness and accuracy.
  • Process client fee payments and prepare required reconciliations, handling exception-based transactions.
  • Prepare monthly client trust account reconciliations.
  • Track, research, and resolve exception-based transactions.
  • Help build and improve finance operations workflows and system integrations using AI tools and automation to reduce manual effort, increase accuracy, and speed up reporting.
  • Assist in testing system changes and new or revised reports.
  • Address and respond to client requests, including ad hoc reporting requests and recovery-related questions or issues.
  • Build relationships across the Finance team and partner with other departments to complete work.

Benefits

  • Medical, dental, and vision offerings
  • FSA/HSA
  • Tuition reimbursement
  • Competitive salary
  • 401(k) with company match
  • Additional health and wellness benefits and perks
  • Flexible and trusting environment where employees are empowered to do their best work
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