Financial Operations Associate

🕒 il y a 1 mois

🇺🇸 États-Unis – Télétravail

💵 $65 000 - $70 000 / an

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💸 Planification et Analyse Financières (FP&A)

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

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Acorns

Site WebLinkedInTous les Emplois

201 - 500 employés

Fondée en 2012

💳 Fintech

👥 B2C

Fintech • B2C

Acorns est une entreprise de technologie financière qui aide les individus à épargner et à investir leur argent grâce à une variété de fonctionnalités automatisées. En utilisant la petite monnaie des achats quotidiens, Acorns propose un moyen simple de commencer à investir avec sa fonctionnalité Round-Ups® et des portefeuilles diversifiés conçus par des experts. L'entreprise offre également des services supplémentaires tels que Acorns Later pour l'épargne-retraite et Acorns Early pour les comptes d'investissement des enfants. Acorns propose une application financière intelligente avec des fonctionnalités faciles à utiliser conçues pour développer les compétences financières des utilisateurs, y compris un ETF adossé au Bitcoin pour une exposition prudente aux crypto-monnaies et des portefeuilles ESG pour un investissement durable. Bien qu'Acorns ne soit pas une banque, elle s'associe à des institutions financières pour offrir des cartes de débit Visa™ dans le cadre de ses offres complètes de services financiers.

Description

• You'll be instrumental in the smooth running of our financial operations, helping to look after the financial best interests of our up-and-coming customers. • Assist in the processing of the firm’s daily cash and security transfers related to the firm’s investment products. • Monitor customer cash balances on a daily and periodic basis to identify unusual fluctuations, deficits, or excess balances. • Gather essential data points from vendors to support daily operational tasks. • Collaborate with Operations, Finance, Compliance, and Risk teams to ensure accurate reporting and classification of customer funds • Improve and maintain documentation of internal control processes, ensuring clarity and compliance. • Collaborate closely with the Investment Operations team to identify, research, and resolve discrepancies and improve existing processes. • Contribute to special projects focused on continuous process improvements and operational efficiency. • Ensure WORM-compliance related to FinOp books and records. • Work with manager and team to establish priorities, including new features, infrastructure, and tool building.

🎯 Exigences

• 0 to 1 year+ of professional experience in a financial services, FinTech, or highly regulated operations role. • Educational background in Finance, Accounting, Business, or a related field. • Strong analytical skills and a meticulous attention to detail to ensure accuracy in all operational processes. • Ability to quickly learn and understand Broker-Dealer compliance requirements, such as WORM (Write Once, Read Many), and financial record-keeping. • A proactive approach to identifying potential issues and proposing solutions. • Excellent collaboration and communication skills to work effectively with cross-functional teams and external vendors. • Hunger to deliver game-changing products. • Exceptional drive and precision in delivery. • A belief that your work is tied to your life's mission. • Optimistic about the potential of societal change.

🏖️ Avantages

• Competitive salary and stock options • A comprehensive benefits package for you and your family • Flexible work location, hours, and paid time off • 401(k) matching • Monthly Acorns account contribution & GoHenry account for your family • Mindfulness and Financial Wellness resources, Headspace and Addition Wealth • Acorns Career Development Program (Ongoing training sessions, development plans, development check-ins, Cornerstone’s online training platform) • Roots Leadership Program for Emerging Leaders • Community week onsite gatherings and various virtual events • Talented and motivated team members who care deeply about one another, our mission, and our customers. • The rare opportunity to create a new world. We inspire one another every day to do meaningful work that solves big societal challenges.