Financial Operations Associate
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Job Description
Financial Operations Associate for Acorns, ensuring accuracy in cash and security transfers. Collaborate with various teams to improve operational efficiency and comply with regulations.
Responsibilities:
- You'll be instrumental in the smooth running of our financial operations, helping to look after the financial best interests of our up-and-coming customers.
- Assist in the processing of the firm’s daily cash and security transfers related to the firm’s investment products.
- Monitor customer cash balances on a daily and periodic basis to identify unusual fluctuations, deficits, or excess balances.
- Gather essential data points from vendors to support daily operational tasks.
- Collaborate with Operations, Finance, Compliance, and Risk teams to ensure accurate reporting and classification of customer funds
- Improve and maintain documentation of internal control processes, ensuring clarity and compliance.
- Collaborate closely with the Investment Operations team to identify, research, and resolve discrepancies and improve existing processes.
- Contribute to special projects focused on continuous process improvements and operational efficiency.
- Ensure WORM-compliance related to FinOp books and records.
- Work with manager and team to establish priorities, including new features, infrastructure, and tool building.
Requirements:
- 0 to 1 year+ of professional experience in a financial services, FinTech, or highly regulated operations role.
- Educational background in Finance, Accounting, Business, or a related field.
- Strong analytical skills and a meticulous attention to detail to ensure accuracy in all operational processes.
- Ability to quickly learn and understand Broker-Dealer compliance requirements, such as WORM (Write Once, Read Many), and financial record-keeping.
- A proactive approach to identifying potential issues and proposing solutions.
- Excellent collaboration and communication skills to work effectively with cross-functional teams and external vendors.
- Hunger to deliver game-changing products.
- Exceptional drive and precision in delivery.
- A belief that your work is tied to your life's mission.
- Optimistic about the potential of societal change.
Benefits:
- Competitive salary and stock options
- A comprehensive benefits package for you and your family
- Flexible work location, hours, and paid time off
- 401(k) matching
- Monthly Acorns account contribution & GoHenry account for your family
- Mindfulness and Financial Wellness resources, Headspace and Addition Wealth
- Acorns Career Development Program (Ongoing training sessions, development plans, development check-ins, Cornerstone’s online training platform)
- Roots Leadership Program for Emerging Leaders
- Community week onsite gatherings and various virtual events
- Talented and motivated team members who care deeply about one another, our mission, and our customers.
- The rare opportunity to create a new world. We inspire one another every day to do meaningful work that solves big societal challenges.
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