Financial Operations Analyst

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🕒 June 10

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Mogo

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2003

💳 Fintech

💸 Finance

🛍️ eCommerce

💰 Series C on 2014-12

Fintech • Finance • eCommerce

Mogo is a members-only wealth platform that focuses on intelligent investing principles rooted in value investing. It offers both private wealth management and a self-directed investing app, emphasizing a transparent membership model with no hidden fees. With a strong commitment to sustainability and social responsibility, Mogo allows its members to invest in ways that contribute to positive environmental impacts, such as reforesting efforts. The platform also harnesses AI technology to enhance investment research and analysis, empowering users to make informed investment decisions that align with their wealth-building strategies.

📋 Description

• 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 so operational processes become repeatable, scalable, and less dependent on individual knowledge. • Partner with Product, Engineering, Compliance, Finance, and external vendors to move operational priorities forward and support automation and systems-improvement initiatives.

🎯 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 in ambiguous or evolving situations. • Low tolerance for repetitive manual work and a habit of questioning inefficient processes. • Strong curiosity, learning velocity, and willingness to continuously improve how work is done through automation, documentation, AI tools, and better controls. • Clear communication skills and ability to work effectively with both technical and non-technical stakeholders.

🏖️ Benefits

• Fully Remote Work - Unless otherwise specified in the job posting, Orion offers flexible remote work, supported by the tools and resources needed to succeed. • Comprehensive Health Benefits - Access to medical, dental, and vision coverage plus a Health Spending Account • Stock Options - Meaningful equity participation aligned with long-term value creation and company growth • Flex Vacation - Benefit from paid time off, including vacation and personal days • Wellbeing Programs - Access counselling services, mental health support, and additional wellness resources