Financial Business Operations Specialist

Job Description

Review financial recommendations, transactions, and daily operational processes to identify discrepancies and exceptions.

Investigate operational issues, determine root causes, and coordinate with internal teams to drive resolution.

Manage time-sensitive and urgent issues while maintaining a high level of accuracy and attention to detail.

Identify opportunities to improve and automate recurring operational processes.

Build and maintain Excel macros to streamline daily workflows and reduce manual effort.

Communicate issues, findings, and recommendations clearly to internal stakeholders.

Partner cross-functionally with Middle Office, Risk, and Control teams.

Support ongoing process improvement initiatives within a fast-paced financial operations environment.

Requirements

• 3+ years of experience in financial operations, business operations, or a related field.
• Advanced Excel skills, including hands-on experience creating macros and workflow automation.
• Experience investigating exceptions, discrepancies, or operational issues and determining root causes.
• Strong attention to detail with the ability to manage multiple competing priorities.
• Strong problem-solving and communication skills.
• Able to manage urgent, time-sensitive issues accurately and efficiently.
• A self-starter who is curious, independent, proactive, and comfortable asking questions.
• Able to work effectively in a fast-paced and constantly changing environment.
• Able to work onsite in Baltimore, MD Monday through Thursday.