Demo

Junior Operations Analyst

Creative Financial Staffing
New York, NY Full Time
POSTED ON 3/7/2025
AVAILABLE BEFORE 6/4/2025

About the Company

A rapidly growing financial services firm specializing in lending solutions is looking for a Junior Operations Analyst to join its expanding team. This role sits within the Operations Department, bridging financial transactions, reconciliations, and business processes. The company offers startup-like flexibility with big-company benefits, a collaborative culture, and strong opportunities for growth as the department continues to scale.

The Role

This position is ideal for someone detail-oriented, analytical, and comfortable working with large datasets in Excel. The Junior Operations Analyst will play a key role in managing financial reconciliations, identifying discrepancies, and ensuring transactions are accurately processed. This role requires a mix of technical skills, problem-solving ability, and strong communication to resolve financial issues and collaborate with internal teams and external partners.

Key Responsibilities

  • Own transactional reconciliations, ensuring financial data aligns between banking and internal systems.
  • Identify and resolve exceptions, unapplied funds, overpayments, and payment discrepancies.
  • Analyze automated system-generated files, identifying missing or incorrect data.
  • Work closely with employers and clients to adjust and resolve payment issues.
  • Support billing, credit, and collections operations.
  • Perform Excel-based financial analysis to track and correct variances.
  • Learn company products and financial workflows to optimize operations.

Who You Are

  • 2-4 years of experience in financial operations, reconciliations, or accounts receivable.
  • Bachelor's degree preferred (Accounting, Finance, or related field).
  • Strong Excel skills (v-lookups, pivot tables, and data analysis).
  • Experience in insurance, lending, or financial services is a plus.
  • Personable, energetic, and detail-oriented with strong problem-solving abilities.
  • Why Join Us?

  • Flexible hybrid schedule (3 days in-office, 2 remote).
  • Growth-oriented environment-department is set to double in size.
  • Collaborative culture with monthly team outings and Tuesday team lunches.
  • Big-company benefits with a startup feel.
  • Opportunity to gain hands-on experience in financial operations and business processes.
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