Financial Operations Associate Job at Kalshi (New York)

Financial Operations Associate

We are looking for a Financial Operations Associate to join a growing fintech le...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3–5 years of experience in financial operations, payment operations, loan servicing, or a closely related area
Advanced Excel skills with the ability to manage reconciliations, analyze data, and support financial reporting
Hands-on experience processing ACH transactions and wires in a high-volume or deadline-driven environment
Familiarity with forecasting, financial models, and operational reporting used to support business planning
Background in fintech, lending, banking, or startup environments is strongly preferred
Strong attention to detail with the ability to spot inconsistencies and maintain a high level of accuracy
Clear communication skills and the ability to work effectively with cross-functional teams
A proactive, self-directed approach with interest in improving processes and increasing efficiency

Job Responsibility

Oversee daily payment activity to ensure transactions are reviewed promptly and account balances are accurately reconciled
Coordinate ACH and wire transactions while supporting the timely movement of funds across lending operations
Assist with loan funding activities, including preparing and tracking disbursements to ensure accurate execution
Provide support during month-end close by validating financial data and helping maintain organized operational records
Contribute to forecasting and financial analysis by updating models and preparing data used for planning decisions
Investigate and resolve payment or billing discrepancies with vendors to reduce delays and maintain accuracy
Work closely with Accounting and Loan Operations teams to address issues, share updates, and improve day-to-day coordination
Identify opportunities to streamline workflows and support automation or other process enhancements across financial operations

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Financial Operations Associate

We are seeking an Accounts Receivable Specialist to manage transactional activit...

Location

Egypt , Giza

Salary:

Not provided

Vodafone

Expiration Date

Until further notice

Requirements

Proficient in English (Intermediate level)
Fluent in the local language
Spanish knowledge is an advantage
Strong computer skills, including advanced proficiency in Microsoft Word and Excel
Detail-oriented with excellent organisational and problem-solving abilities
Ability to manage multiple tasks and maintain accuracy under pressure

Job Responsibility

Create and manage sales orders
Post customer invoices and credit notes accurately
Dispatch customer invoices promptly
Perform cash allocation and cash clearing activities
Process customer refunds in line with policy
Execute customer collections and send statements of account
Handle customer queries and complex email requests professionally
Conduct root cause analysis for KPI and SOX compliance
Support backup tasks during the absence of primary resources

What we offer

Opportunity to work in a global organisation with exposure to diverse markets
Collaborative and inclusive work environment that values growth and innovation
Access to learning and development programmes to enhance your professional skills

Senior Associate, Financial Operations & Analysis

Our Financial Operations & Analysis department is looking to hire a Senior Assoc...

Location

United States , Chicago

Salary:

80000.00 - 95000.00 USD / Year

Heitman

Expiration Date

Until further notice

Requirements

Degree in Accounting, Finance, or Real Estate
2 to 4 years of experience
Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
Strong project and time management skills
Ability to work in a fast-paced environment
Commitment and willingness to manage competing (sometimes tight) deadlines
Strong team player and collaboration skills to support working together across multiple functional departments
Motivated by independent and team-oriented successes
Strong problem solver with the ability to leverage your analytical and critical thinking skills in school and/or in the work environment
Strong verbal and written communication skills

Job Responsibility

Applying your knowledge of accounting principles and financial analysis in day-to-day responsibilities
Learning how to calculate property and debt valuations as well as investment performance metrics
Reviewing and approving accounting transactions such as acquisitions, dispositions, and waterfall calculations
Reviewing financial statements, supporting schedules, and related footnotes
Analyze and forecast IRR’s and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management

What we offer

Bonus eligible
Annual bonus plan

Fulltime

Senior Associate, Financial Operations & Analysis, Private Debt

This Opportunity Our Financial Operations & Analysis department is looking to h...

Location

United States , Chicago

Salary:

80000.00 - 95000.00 USD / Year

Heitman

Expiration Date

Until further notice

Requirements

Degree in Accounting, Finance, or Real Estate
2 to 4 years of experience
Proficient Excel skills, including complex formulas and financial analysis
Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
Effective and efficient organizational, project-, and time-management skills
Commitment and willingness to manage competing (sometimes tight) deadlines in a fast-paced environment
Team player with strong collaboration skills to support working across multiple functional departments
Motivated by independent and team-oriented successes
Skilled problem-solver with the ability to apply analytical and critical thinking in practical work environments
Strong verbal and written communication skills

Job Responsibility

Apply knowledge of accounting principles and financial analysis in day-to-day responsibilities
Calculate property and debt valuations as well as investment performance metrics
Prepare quarterly status reports for each investment, collaborating with Portfolio & Asset Management throughout the process
Review and approve accounting transactions such as loan originations, repayments, loan defaults, foreclosures, and waterfall calculations
Review and analyze monthly and quarterly variances of investment income, including interest accruals, paydowns, fees, and reserve activity
Review quarterly and annual financial reports, including footnotes, and supporting schedules prepared by our third-party accounting service provider
Review, analyze and forecast investment and fund-level IRR’s and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management
Understand and prepare inputs for loan metric calculations such as DSCR, DY, and LTV
Participate in ad hoc projects, including consultant/client questionnaires or other projects to assist Portfolio Management in driving fund performance and improving client service
Review and analyze fund cash flow calculations, including contributions and distributions

What we offer

bonus eligible and participate in a generous annual bonus plan
competitive compensation and a leading-edge, human-centric benefits package

Fulltime

DeFi Financial Operations Associate

We’re looking for a Financial Operations Associate to support the daily movement...

Location

United States , San Francisco

Salary:

62050.00 - 73000.00 USD / Year

Figure

Expiration Date

Until further notice

Requirements

2–4 years of experience in finance, accounting, operations, data/analytics, treasury, crypto operations or engineering
Strong interest in crypto and foundational experience using wallets, exchanges, custodial platforms, or DeFi platforms
Familiarity with crypto, DeFi, and blockchain fundamentals
High attention to detail and strong organization
Ability to analyze and reconcile data across multiple sources
Clear communication skills and a collaborative mindset

Job Responsibility

Support daily digital asset operations, including reviewing, tracking, and reconciling asset movements across wallets, blockchains, and custodial platforms
Monitor blockchain transactions and settlements
Monitor wallet balances and activity and maintain accurate reports using Excel or Google Sheets
Assist with building and maintaining financial reports and dashboards
Process and track internal digital asset funding requests
Partner with Accounting to support month-end close activities
Prepare supporting documentation for audits and internal reviews
Help document and improve financial operations processes as the business scales

What we offer

Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
Company HSA, FSA, Dependent Care, 401k, and commuter benefits
Employer-funded life and disability insurance coverage
11 Observed Holidays & PTO plan
Up to 12 weeks paid family leave
Continuing education reimbursement
25% annual bonus target, paid quarterly
Company equity in the form of RSUs

Fulltime

Banking Operations Associate - Treasury Operations

We are looking for a Treasury Operations Associate to serve as a senior subject ...

Location

Spain , Barcelona

Salary:

Not provided

N26

Expiration Date

Until further notice

Requirements

5+ years of experience in Treasury, Securities Back Office, or Capital Markets Operations, with a proven track record of progressive responsibility and ownership in a regulated financial institution or Fintech environment.
Good knowledge of the full trade lifecycle, from execution through settlement and post trade reconciliation including regulatory frameworks governing these processes (e.g., MaRisk BTO 2.2, MiFIR).
Demonstrated expertise in regulatory reporting with the ability to design, review, and improve reporting controls and documentation standards.
Proven experience maintaining data quality frameworks, managing master data, and resolving complex interface issues across systems.
Exceptional stakeholder management capability and comfortable communicating as the operational voice across various internal functions (Compliance, Technology, Front Office, Finance) as well as external partners (Regulators, Banks, Custodians, Auditors).
Demonstrated ability to lead process improvement initiatives, translating operational insight into scalable solutions.
Professional-level fluency in English (written and verbal) is required to collaborate with our diverse, global teams.

Job Responsibility

Act as an SME providing control and oversight for Post Trade Execution integrity, specifically focusing on: Monitoring the quality and adherence of Trade Settlement and Execution processes.
Enforcing Trade Controls and internal policy adherence across the function.
Upon request, act as contact and subject matter expert for communication with external providers and internal stakeholders.
Identifying opportunities for process standardization and automation to scale the Treasury Back Office function efficiently.
Participate in initiatives and projects related to settlement / securities lending, preparing the team for new product launches.
Actively support internal and external audit requirements pertaining to Treasury Operations by timely preparation and submission of necessary documentation, ensuring effective evidence of operational controls and compliance.
Provide critical analytical input and process context to the Reporting team to ensure the accuracy and timely submission of all mandated regulatory and management reports.
Mentor and upskill junior team members through structured knowledge sharing on the trade lifecycle, operational controls, regulatory requirements, and systems usage, supporting the development of a resilient and scalable Treasury Operations function.

What we offer

Accelerate your career growth by joining one of Europe’s most talked about disruptors.
Employee benefits that range from a competitive personal development budget, work from home budget, discounts to fitness & wellness memberships, language apps and public transportation.
As an N26 employee you will have access to a Premium subscription on your personal N26 bank account. As well as subscriptions for friends and family members.
Vacation days vary depending on your location of work. Additional day of annual leave for each year of service.
A high degree of autonomy and access to cutting edge technologies - all while working with a friendly team of peers of diverse nationalities, life experiences and family statuses.
A relocation package with visa support for those who need it.

Fulltime

Business Operations Associate Manager, Care Operations

Virta Health is on a mission to transform type 2 diabetes and weight-loss care. ...

Location

United States

Salary:

87607.00 - 101698.00 USD / Year

Virta Health

Expiration Date

Until further notice

Requirements

Bachelor’s Degree, preferably in Finance, Economics, Business, or a related analytical field. Advanced degree is a plus
5+ years of experience in business operations, analytics, or a similar role involving process improvement and data analysis. Experience in management consulting or related fields is a plus
Strong analytical skills with proven experience in working with large datasets to drive business insights and decision-making. Advanced proficiency in Excel/Google Sheets and familiarity with SQL and data visualization tools (e.g., Looker)
Demonstrated ability to improve and scale operational processes, with a track record of leading cross-functional initiatives or process improvement efforts
Experience in developing and implementing strategies to drive operational efficiency and improve key metrics such as workforce planning, coach or employee performance, or gross margin
Ability to thrive in a fast-paced, high-growth environment, balancing short-term problem-solving with long-term scalability and continuous improvement
Exceptional communication and presentation skills, with the ability to translate complex data insights into actionable recommendations for leadership and cross-functional teams
Strong project management skills with the ability to manage multiple initiatives simultaneously, from conception through execution
Highly self-motivated with a strong sense of ownership, accountability, and the ability to operate independently and with cross-functional teams

Job Responsibility

Strategic Operations & Scalability: Process Excellence: Continuously audit and improve coaching workflows and patient care delivery model to drive operational excellence
Scaling Strategy: Develop strategies to scale operations, anticipating growth needs and optimizing processes for larger patient volumes, including collaborating with the Product team on automation and workflow improvements
Pilot & Experiment: Design and lead operational experiments. Define success metrics, run pilots, and build the "playbook" to scale successful initiatives
Cross-Functional Bridge: Lead initiatives across Data Science, Product, and Finance to ensure our coaching services are both clinically effective and financially sustainable
Data Analysis & Insights: Performance Metrics: Conduct advanced analysis to define and track KPIs such as coach performance, patient outcomes, and patient retention
Data Visibility: Shape & build dashboards to empower stakeholders to make strategic, data-driven decisions
Investigative Analysis: Own exploratory analyses that identify ways to further boost coach efficiency, member outcomes, and company scalability
Strategic Insights: Translate complex data into clear, persuasive presentations for senior leadership and cross-functional stakeholders to support strategic business decisions

What we offer

Offers Equity

Fulltime

Institutional Investment Operations Associate

Wells Fargo is seeking a Institutional Investment Operations Associate

Location

India , Bengaluru

Salary:

Not provided

Wells Fargo

Expiration Date

July 26, 2026

Requirements

6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Extensive knowledge and understanding of Fixed income, Mortgage Securities, and derivative products
The ideal candidate should have a good understanding of how capital markets work within a trading environment in either a middle office/risk role and/or equivalent experience in supporting a derivative trading desk.
Candidate should understand Daily P&L attribution, Excellent knowledge of financial products Bonds, OTC & Listed derivative products, Structured notes etc.
Analysts should have strong numerical and analytical skills, strong articulation and out-of-box thinking.
Ability to work in a fast-paced environment and time constraints
Strong communication skills
Willing to work in US shift.

Job Responsibility

Monitoring real-time trade activity, exceptions, and cancels/corrects for trading desks. Example: Blotter checks, T0 queue monitoring and real time resolution, Markitwire trade affirmation & dispute resolution & FINRA TRACE monitoring.
Performing key trade life cycle functions such as Trade affirmations, allocations & Trade validation, producing key metrics & varied reporting.
Resolution of trade fails and management of RTTM (Real time trade matching) trade exceptions
Investigation & resolution of trade & position exceptions from FOBO(Front office to Back office) reconciliations, Internal & external reconciliations for OTC & Listed Derivative asset class
Perform daily Profit and Loss reporting, attribution reporting, analysis of Pnl breaks between systems
Perform daily reconciliation of Profit and Loss with finance and system of record
Identify and recommend opportunities for process improvement and risk control development
Collaborate with all business partners and various departments, create efficiencies and mitigate risk for team and organization
Interpret and develop policies and procedures for functions with low to moderate complexity
Demonstrates a high degree of reliability, integrity, and trustworthiness in all areas, foster teamwork

Fulltime

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Financial Operations Associate

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