Financial Operations Associate Job at Robert Half (San Francisco)

Financial Operations Associate

Robert Half

Location:
United States , San Francisco

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

We are looking for a Financial Operations Associate to join a growing fintech lender in San Francisco, California. This contract opportunity with permanent potential is ideal for someone who enjoys combining precise financial execution with analytical support across lending and payment activities. In this role, you will help maintain smooth transaction workflows, contribute to forecasting efforts, and partner with internal teams to strengthen operational 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

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

What we offer:

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

Additional Information:

Job Posted:
May 15, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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