Financial Operations Analyst
New
O
OrionFinancial Operations
CanadaFull-TimeMiddle
Salary$60,000 – $80,000 CAD base + performance bonus + equity
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Job Details
- Experience
- 2–4+ years
- Required Skills
- PythonData AnalysisVBAMicrosoft Excel
Requirements
- 2–4+ years of experience in financial operations, fund operations, fund accounting, investment operations, brokerage operations, automation, business systems, or a related finance/operations role.
- Strong Excel skills, including advanced formulas, data analysis, reconciliations, and experience building or maintaining Excel macros/VBA-enabled files.
- Working knowledge of automation and coding, ideally including VBA and Python.
- Practical experience using AI tools, copilots, or agent-based workflows to accelerate analysis, coding, testing, documentation, reconciliation review, or process improvement.
- Examples of tools, scripts, macros, automations, or AI-assisted workflows you have personally built, improved, or used to reduce manual work.
- Understanding of fund accounting concepts, investment transactions, reconciliations, cash movements, subscriptions, redemptions, returned items, and client account activity.
- Strong attention to detail, analytical skills, and ability to investigate and resolve operational breaks, discrepancies, and data quality issues.
- High ownership mindset with strong follow-through, sound judgment, and comfort operating with limited guidance.
- Strong curiosity, learning velocity, and willingness to continuously improve processes.
- Clear communication skills and ability to work effectively with both technical and non-technical stakeholders.
Responsibilities
- Perform daily, weekly, and monthly Financial Operations tasks, including reconciliations, transaction monitoring, cash movement review, operational reporting, and fund operations support.
- Support fund accounting and investment operations processes, including deposits, withdrawals, subscriptions, redemptions, returned items, account activity reviews, and balance updates.
- Investigate and resolve operational breaks, data discrepancies, failed transactions, returned items, reconciliation issues, and other exceptions in a timely and controlled manner.
- Identify, challenge, and improve manual workflows by designing practical automation solutions that reduce repetitive work, improve accuracy, and strengthen operational controls.
- Own automation opportunities from problem identification through workflow mapping, build, testing, documentation, and ongoing improvement.
- Build and maintain Excel-based and code-assisted operational tools, including advanced spreadsheets, VBA/macros, Python scripts, templates, and recurring reporting files.
- Use AI tools as a default part of daily work, including research, analysis, coding support, reconciliation review, documentation, testing, workflow redesign, and process improvement.
- Document workflows, process logic, exceptions, controls, and runbooks to make processes repeatable and scalable.
- Partner with Product, Engineering, Compliance, Finance, and external vendors to support automation and systems-improvement initiatives.
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