Vice President of Finance overseeing financial operations for Brigit, a fintech company supporting members' financial health. Driving financial strategy, analysis, and team leadership in a hybrid work environment.
About the role
- Financial Operations Analyst facilitating money movement and reconciliations for clients in financial services. Part of a collaborative team with opportunities for growth while working hybrid in the United States.
Responsibilities
- Facilitate money movement for clients
- Reconcile client bank accounts
- Research exception items for various fund companies
- Responsible for reconciliation, share/cash reporting, entering/releasing wires in various banking systems and other team functions.
- Quality control of manual outgoing wires
- Be escalation point for more complex functions.
- Follow workflow priorities and ensure all processing standards and client needs are met.
- Perform quality checks by auditing work performed.
- Develop and implement process improvements.
- Minimize open items by conducting root cause/trend analysis and work with internal teams to reduce/eliminate recurrence.
- Document processes and procedures.
- Train and guide associates within direct team by sharing job knowledge and best practices.
Requirements
- Bachelor’s degree or equivalent experience.
- 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.
- Successful colleagues are self-motivated, take ownership of issues, recommend solutions, and appropriately apply relevant procedures.
- Must be willing to work on site at least 6 days/month and the hours of 8 AM – 5 PM Central Time.
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical, Dental, Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
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