Financial Operations Associate
About The Position
The Financial Operations Analyst facilitates money movement for clients, reconciles client bank accounts, and researches exception items for various fund companies. The role is part of a collaborative team and offers opportunities for growth and advancement. The position is hybrid in Denver, Colorado, or Kansas City, Missouri, and requires working onsite at least six days per month. The specified hours are 8 AM–5 PM Central Time. The analyst handles reconciliation and share/cash reporting, enters and releases wires in various banking systems, performs quality control on manual outgoing wires, and serves as an escalation point for more complex functions. The role also involves following workflow priorities and processing standards, auditing work, improving processes, analyzing root causes and trends to minimize open items, documenting procedures, and training and guiding associates on the team.
Requirements
- Bachelor’s degree or equivalent experience.
- At least 2 years of experience in financial services, banking, reconciliation, accounting, or a related area.
- Proficiency in Excel.
- Ability to communicate clearly and effectively, verbally and in writing.
- Attention to detail and ability to trace problems to their source and see resolution through to completion.
- Self-motivation, ownership of issues, ability to recommend solutions, and appropriate application of relevant procedures.
- Willingness to work onsite at least 6 days per month.
- Availability to work 8 AM–5 PM Central Time.
Responsibilities
- Facilitate money movement for clients, reconcile client bank accounts, and research exception items for various fund companies.
- Perform reconciliation and share/cash reporting.
- Enter and release wires in various banking systems and perform other team functions.
- Conduct quality control of manual outgoing wires.
- Serve as an escalation point for more complex functions.
- Follow workflow priorities and ensure processing standards and client needs are met.
- Perform quality checks by auditing work performed.
- Develop and implement process improvements.
- Minimize open items through root-cause and trend analysis, working with internal teams to reduce or eliminate recurrence.
- Document processes and procedures.
- Train and guide associates on the direct team by sharing job knowledge and best practices.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k) plan with company match
- Paid time off
- Paid holidays
- Parental leave
- Professional development reimbursement opportunity
- May be considered annually for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based on individual and business performance and company discretion
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
