Financial Operations Associate

🕒 April 25

🇺🇸 United States – Remote

💵 $65k - $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Acorns

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2012

💳 Fintech

👥 B2C

Fintech • B2C

Acorns is a financial technology company that helps individuals save and invest their money through a variety of automated features. By using spare change from everyday purchases, Acorns offers a seamless way to start investing with its Round-Ups® feature and expert-built diversified portfolios. The company also provides additional services such as Acorns Later for retirement savings and Acorns Early for children's investment accounts. Acorns offers a smart money app with easy-to-use features designed to grow money skills among users, including a Bitcoin-linked ETF for cautious cryptocurrency exposure and ESG portfolios for sustainable investing. While Acorns is not a bank, it partners with financial institutions to offer Visa™ debit cards as part of their comprehensive financial service offerings.

📋 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.