Financial Operations Analyst

About the role

This person will facilitate money movement for clients, reconcile client bank accounts, and research exception items for various fund companies. This is an opportunity to be part of a close knit, collaborative, fun team with numerous opportunities for growth and advancement.

Responsibilities

• Facilitate money movement for clients
• Reconcile client bank accounts
• Research exception items for various fund companies
• Quality control of manual outgoing wires
• Escalation point for more complex functions
• Follows workflow priorities and ensures all processing standards and client needs are met
• Performs quality checks by auditing work performed
• Develops and implements process improvements
• Minimizes open items by conducting root cause/trend analysis and works with internal teams to reduce/eliminate recurrence
• Documents processes and procedures
• Trains and guides associates within direct team by sharing job knowledge and best practices

Requirements

• Bachelor’s degree or equivalent experience
• Must have 2+ years experience in financial services, banking, reconciliation, accounting etc.
• Excel proficiency
• Ability to communicate clearly and effectively, both verbally and in writing
• Attention to detail and ability to trace problems to their source and see resolution through to completion
• Self-motivated, takes ownership of issues, recommends solutions, and appropriately applies relevant procedures
• Willingness to work on site at least 6 days/month and the hours of 8 AM – 5 PM Central Time

Qualifications

• Must be willing to work on site at least 6 days/month and the hours of 8 AM – 5 PM Central Time

Skills

• Financial Services
• Banking
• Reconciliation
• Accounting
• Excel Proficiency
• Communication Skills
• Attention to Detail
• Problem Solving
• Teamwork

Benefits

• Medical
• Dental
• Vision
• 401(k) Plan with Company Match
• Paid Time Off, Holidays, and Parental Leave
• Professional Development Reimbursement Opportunity

Pay

• N/A

Schedule

• N/A

Application Instructions

Applications will be accepted on an ongoing basis until the position is filled.