Cashier Platform & Operations Analyst
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Job Description
Cashiering Platform & Operations Analyst modernizing cash management functions for a fast-growing fintech-enabled RIA. Leading operational onboarding, workflow design, and optimization of cash management platform while executing transactions.
Responsibilities:
- Lead operational onboarding and implementation of the our new cash management platform
- Design, document, and continuously improve cashiering SOPs, workflows, controls, and exception handling procedures
- Translate real-world cashiering scenarios into scalable system rules and operational best practices
- Serve as the internal subject matter expert on cashiering workflows and platform functionality
- Process a portion of daily cashiering transactions (ACH, wires, journals, contributions, distributions, etc.) to stay connected to live operations
- Act as a quality control reviewer, identifying trends, risks, and opportunities for improvement
- Develop reporting and metrics that provide leadership visibility into cash movement volumes, turnaround times, and exception rates
- Partner with Operations, WMAs, Engineering, and Compliance to ensure processes are efficient, compliant, and scalable
- Identify workflow inefficiencies and propose system or process enhancements
- Support training of team members on new cashiering workflows and platform tools
- Serve as an escalation point for complex or high-risk cashiering scenarios
Requirements:
- 3–6+ years of experience in cashiering, operations, or money movement within an RIA, broker-dealer, or custodian
- Strong understanding of ACH, wires, journals, contributions, and distributions
- Experience improving workflows, writing SOPs, or supporting system implementations preferred
- Strong analytical and problem-solving skills
- Comfort working with data, metrics, and operational reporting
- Excellent written and verbal communication skills
- High attention to detail and risk awareness in a regulated environment
- Bachelor’s degree preferred.
Benefits:
- Competitive salary
- Comprehensive benefits package, including health, dental, and retirement plans.
- Opportunities for professional development and career advancement.
- A supportive and collaborative work environment.
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