Junior Operations Analyst NY

About the Company A rapidly growing financial services firm specializing in lending solutions is looking for a Junior Operations Analyst to join its expanding team. This role sits within the Operations Department, bridging financial transactions, reconciliations, and business processes. The company offers startup-like flexibility with big-company benefits, a collaborative culture, and strong opportunities for growth as the department continues to scale. The Role This position is ideal for someone detail-oriented, analytical, and comfortable working with large datasets in Excel. The Junior Operations Analyst will play a key role in managing financial reconciliations, identifying discrepancies, and ensuring transactions are accurately processed. This role requires a mix of technical skills, problem-solving ability, and strong communication to resolve financial issues and collaborate with internal teams and external partners. Key Responsibilities Own transactional reconciliations, ensuring financial data aligns between banking and internal systems. Identify and resolve exceptions, unapplied funds, overpayments, and payment discrepancies. Analyze automated system-generated files, identifying missing or incorrect data. Work closely with employers and clients to adjust and resolve payment issues. Support billing, credit, and collections operations. Perform Excel-based financial analysis to track and correct variances. Learn company products and financial workflows to optimize operations. Who You Are 2-4 years of experience in financial operations, reconciliations, or accounts receivable. Bachelor's degree preferred (Accounting, Finance, or related field). Strong Excel skills (v-lookups, pivot tables, and data analysis). Experience in insurance, lending, or financial services is a plus. Personable, energetic, and detail-oriented with strong problem-solving abilities. Why Join Us? Flexible hybrid schedule (3 days in-office, 2 remote). Growth-oriented environment-department is set to double in size. Collaborative culture with monthly team outings and Tuesday team lunches. Big-company benefits with a startup feel. Opportunity to gain hands-on experience in financial operations and business processes.

Created: 2025-03-04