Associate, Financial Operations & Analysis Jobs

Senior Associate, Financial Operations & Analysis

Our Financial Operations & Analysis department is looking to hire a Senior Assoc...

Location

United States , Chicago

Salary:

80000.00 - 95000.00 USD / Year

Heitman

Expiration Date

Until further notice

Requirements

Degree in Accounting, Finance, or Real Estate
2 to 4 years of experience
Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
Strong project and time management skills
Ability to work in a fast-paced environment
Commitment and willingness to manage competing (sometimes tight) deadlines
Strong team player and collaboration skills to support working together across multiple functional departments
Motivated by independent and team-oriented successes
Strong problem solver with the ability to leverage your analytical and critical thinking skills in school and/or in the work environment
Strong verbal and written communication skills

Job Responsibility

Applying your knowledge of accounting principles and financial analysis in day-to-day responsibilities
Learning how to calculate property and debt valuations as well as investment performance metrics
Reviewing and approving accounting transactions such as acquisitions, dispositions, and waterfall calculations
Reviewing financial statements, supporting schedules, and related footnotes
Analyze and forecast IRR’s and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management

What we offer

bonus eligible
participate in a generous annual bonus plan
competitive compensation
leading-edge, human-centric benefits package

Fulltime

Financial Operations Associate

As the Financial Operations Associate, you will be responsible for ensuring the ...

Location

Mexico , Mexico City

Salary:

Not provided

Jeeves

Expiration Date

Until further notice

Requirements

5+ years of financial operations experience, ideally in fintech, banking, or payments
Strong background in STEM fields (engineering, economics, mathematics, finance)
Treasury experience, including cash management, liquidity forecasting, and multi-bank environments
Advanced Excel and data analysis skills (pivot tables, macros, financial modeling)
Excellent communication skills in English (written and verbal)
Strong problem-solving ability and structured thinking
Comfortable working in fast-paced, cross-border environments
Familiarity with regulatory frameworks, SPVs, or financial structuring is a plus
Ability to collaborate effectively with multiple stakeholders (ops, compliance, legal)

Job Responsibility

Monitor daily cash balances across multiple bank accounts and geographies
Prepare and update liquidity forecasts to ensure adequate funding for operations
Support optimization of working capital and daily treasury operations
Develop and maintain financial models for cash flow, funding, and scenario planning
Conduct variance analyses between forecasts and actual results, providing insights to management
Prepare dashboards and recurring reports to support decision-making
Support execution and reconciliation of cross-border payments
Liaise with partner banks and payment providers to ensure smooth processing
Assist in evaluating and onboarding new financial partners
Maintain treasury and financial data with accuracy and consistency

Fulltime

Financial Operations Associate

As the Financial Operations Associate, you will be responsible for ensuring the ...

Location

Brazil , São Paulo

Salary:

Not provided

Jeeves

Expiration Date

Until further notice

Requirements

5+ years of financial operations experience, ideally in fintech, banking, or payments
Strong background in STEM fields (engineering, economics, mathematics, finance)
Treasury experience, including cash management, liquidity forecasting, and multi-bank environments
Advanced Excel and data analysis skills (pivot tables, macros, financial modeling)
Excellent communication skills in English (written and verbal)
Strong problem-solving ability and structured thinking
Comfortable working in fast-paced, cross-border environments
Ability to collaborate effectively with multiple stakeholders (ops, compliance, legal)

Job Responsibility

Monitor daily cash balances across multiple bank accounts and geographies
Prepare and update liquidity forecasts to ensure adequate funding for operations
Support optimization of working capital and daily treasury operations
Develop and maintain financial models for cash flow, funding, and scenario planning
Conduct variance analyses between forecasts and actual results, providing insights to management
Prepare dashboards and recurring reports to support decision-making
Support execution and reconciliation of cross-border payments
Liaise with partner banks and payment providers to ensure smooth processing
Assist in evaluating and onboarding new financial partners
Maintain treasury and financial data with accuracy and consistency

Fulltime

New

Financial Operations Associate

The FOA will provide detailed accounting/bookkeeping support and work directly w...

Location

United States

Salary:

Not provided

Supporting Strategies

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance or related discipline required
At least five (5) years’ practical bookkeeping/accounting experience required
Must be authorized to work in the U.S.
5+ years of transactional accounting work in a professional environment required
Experience using QuickBooks and/or similar cloud-based accounting software for/in a professional organization
Capacity and commitment to work 20-30 hours a week
Confidence in learning and embracing new technology to solve issues
Strong written and verbal communication skills
Willingness to follow established policies and procedures consistently and accurately
A passion for and sense of personal satisfaction in delighting clients and helping businesses succeed

Job Responsibility

Demonstrate a thorough understanding of professional accounting and bookkeeping practices
Stay current on the latest cloud-based accounting technology
Support client onboarding process for all assigned client engagements in accordance with defined process
Execute, as applicable, processes related to accounts payable and accounts receivable management, accounting entries, closing the books monthly as well as preparing financial reporting and analysis. May also include payroll, HR administration and special projects as assigned
Collaborate with your manager and other Associates on your team to ensure all clients are delighted with our services through timely and effective communication, delivery on deadlines and stellar accounting support
Manage day-to-day relationships with clients while performing within established processes and budget parameters
Identify and recommend to your manager areas where Supporting Strategies may be able to provide additional services or tools to drive additional client value and efficiency
Embrace coaching and feedback provided by your manager and implement changes as needed to help meet team and client goals

What we offer

Remote, work-from-home opportunities
Flexibility that allows for a very comfortable work/life balance
Variety to tasks
Daily interactions with team members and clients

Parttime

New

Sr. Associate Finance – Financial Planning & Analysis

Coordinate, design and manage the financial planning processes (Budget, Forecast...

Location

Argentina , Buenos Aires

Salary:

Not provided

Amgen

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business Administration, Economics, Accounting, or any finance related area and 2 years of Financial experience
Previous experience and knowledge of financial planning (budget, forecast and P&L)
Fluent in English
Advanced Excel skills
Strong analytical skills and developing insights to analyze the company's results
Previous experience in the pharmaceutical industry is highly valued
Skilled in Hyperion, Anaplan and SAP is preferred
Demonstrates a proactive attitude, anticipating needs, taking initiative to solve problems, and actively seeking opportunities for improvement without waiting for instructions

Job Responsibility

Support the preparation and submission of data in global financial systems for Budget, Forecast, and LRS processes
Participate in the monthly closing process (Sales, Opex, and P&L), ensuring accuracy and completeness of financial information
Provide management with timely and relevant financial analysis to support monthly operational reviews and ad-hoc business requests
Perform analyses to identify risks & opportunities and recommend actions to improve business performance
Conduct detailed sales analysis by business channel, product, price, and volume
Perform expense analysis by area, supporting budget tracking and ensuring expense discipline across departments
Collaborate with cross-functional teams (Finance, Marketing, Commercial, Medical, HR, Access) to deliver consistent financial insights and reporting
Contribute to process improvement initiatives, identifying opportunities to increase efficiency and standardization through system and reporting enhancements

What we offer

competitive and comprehensive Total Rewards Plans that are aligned with local industry standards

Senior Associate, Business Operations

You will help build, optimize, and scale best-in-class operations for Pomelo’s n...

Location

United States

Salary:

95000.00 - 115000.00 USD / Year

Pomelo Care

Expiration Date

Until further notice

Requirements

2-4 years of experience in a strategic analytical role, preferably in consulting, finance, or at a high-growth start-up
Strong analytical skills with experience performing independent analyses in Google Sheets and Excel and manipulating data in data visualization tools (e.g. Metabase, Looker)
Significant experience in financial analysis and forecasting, with demonstrated ability to build flexible financial models with a high degree of flexibility and forecasting accuracy
A proactive and resourceful problem-solver who is comfortable navigating ambiguity and independently seeks out answers and solutions
An accountable and collaborative team player with excellent communication skills, both written and verbal
Skilled at managing competing priorities with strong prioritization and time management skills
Highly organized with a strong attention to detail

Job Responsibility

Analyze and report on key operational metrics and performance trends for Pomelo’s new business lines
Support the forecasting process by analyzing and reporting on historical data and trends to inform monthly, quarterly, and annual financial projections
Own clinical team capacity planning for new program launches and ongoing care delivery
Use data to distill key insights, identify and prioritize areas for operational efficiency, and implement critical process improvements
Own important operational projects that improve the efficiency of how we deliver care for our members
Proactively communicate project timelines and roadblocks with cross-functional partners to ensure deliverables are met
Collaborate with cross-functional teams including Revenue Cycle Management, Accounting, Strategic Finance, Partnerships, and Customer Success to ensure analytical alignment and smooth operations

What we offer

Competitive healthcare benefits
Generous equity compensation
Unlimited vacation
Membership in the First Round Network (a curated and confidential community with events, guides, thousands of Q&A questions, and opportunities for 1-1 mentorship)

Senior Associate, U.S Tax Operations

The Senior Associate of U.S. Tax Operations will assist in the day-to-day execut...

Location

United States , New York

Salary:

100000.00 - 125000.00 USD / Year

Clear Street

Expiration Date

Until further notice

Requirements

3–5 years of hands-on experience in U.S. tax operations or compliance, with direct responsibility for information reporting and withholding
Strong technical knowledge of IRS obligations under Chapter 3, Chapter 4 (FATCA), Section 61, 871(m), and 1446(f)
Practical experience with broker-dealer, prime brokerage, or custodial operations preferred
Familiarity with IRS systems (FIRE, EFTPS & the forthcoming IRIS system) and tax documentation platforms
Proven ability to work with large data sets, reconcile reporting/withholding amounts, and identify discrepancies
Detail-oriented, with a control and risk-focused mindset
Strong problem-solving skills and ability to work independently in a fast-paced environment
Excellent communication skills to coordinate with internal stakeholders and respond to regulatory queries
Series 99 and/or Series 7 preferred, or willingness to obtain

Job Responsibility

Prepare and file U.S. information returns including 1099, 1042-S, and related IRS filings
Calculate, apply, and reconcile U.S. withholding under Chapter 3, Section 871(m), Section 305(c), and 1446(f)
Review and validate tax documentation (W-8/W-9), ensuring correct withholding and treaty eligibility
Perform reconciliations of withholding and reporting data to ensure accuracy and completeness
Support operational processes for cost basis and wash sale reporting
Respond to and support IRS, audit, and regulatory inquiries with detailed documentation and analysis
Execute test cases and provide feedback for tax reporting and withholding system enhancements
Partner with Operations and Technology teams to troubleshoot data issues and improve automation
Maintain detailed process documentation and contribute to continuous process improvements

What we offer

competitive compensation packages
company equity
401k matching
gender neutral parental leave
full medical, dental and vision insurance
lunch stipends
fully stocked kitchens
happy hours

Fulltime

Senior Accounting & Operations Associate

We're looking for a Senior Accounting & Operations Associate who can drive effic...

Location

United States , New York

Salary:

120000.00 - 140000.00 USD / Year

Findigs

Expiration Date

Until further notice

Requirements

3+ years of relevant experience in accounting or finance, with exposure to high-growth startups, SaaS, or technology companies
Strong technical accounting knowledge (US GAAP) with experience in month-end close, reconciliations, and financial reporting
Experience with AP/AR, cash management, and general ledger processes
Experience with financial systems (ERP, expense management, or reporting tools) and a track record of implementing or improving them
A process-oriented mindset and a passion for building scalable solutions that grow with the business
Exceptional attention to detail with the ability to balance precision and efficiency in a fast-moving environment
Strong project management and communication skills
you bring clarity, structure, and collaboration to complex problems
A team-first approach with a willingness to roll up your sleeves — no task is too small

Job Responsibility

Own core accounting processes including month-end close, reconciliations, journal entries, and variance analysis
Partner with leadership to improve financial visibility through reports, forecasts, and performance analysis that support strategic decision-making
Partner with external accountants and auditors to ensure compliance with GAAP and other regulatory requirements
Support tax compliance, audit readiness, and ensure proper documentation of policies and procedures
Manage the end-to-end Accounts Payable and expense management function utilizing tools like Ramp/similar SaaS, ensuring compliance with approval workflows and internal policies
Support the continuous optimization and automation of the AP function
Collaborate with the Product team to design an ideal customer experience for flow of funds
Partner with Customer Success and Sales to refine the order-to-cash operations (including billing systems like Stripe) and promote strong internal controls
Monitor accounts receivable and perform collections follow-up, leveraging collections automation software to ensure timely cash flow
Actively assist in drafting and maintaining accounting policies, narratives, and process documentation to create a strong foundation for the internal control environment

What we offer

Competitive base salary + Pre-IPO equity
Flexible Paid Time Off (PTO) policy, plus company holidays
Health benefits
401(k) matching up to 4%
Monthly gym stipend
Lunch provided every day

Fulltime

Associate, Financial Operations & Analysis

Heitman

Location:
United States, Chicago

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 09, 2025

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