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Financial Operations Analyst

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Grid

15d ago

  • Job
    Full-time
    Junior & Mid Level
  • Business, Operations & Strategy
    Banking & Finance
  • Vancouver
  • Quick Apply

AI generated summary

  • You need strong English skills, analytical thinking, reliability, a friendly attitude, a related bachelor's degree, SQL knowledge, customer service experience, and a basic grasp of financial systems.
  • You will operate ledger systems, reconcile financial data, handle elevated user inquiries, manage chargebacks, prepare records for credit bureaus, report bugs, and analyze cash flow metrics.

Requirements

  • Proficiency in written and spoken English
  • An analytical mind - you look for patterns and are able to provide insights based on them
  • Reliability and trustworthiness
  • An amicable disposition, easy to work with
  • A desire to grow your skills and experience, and to grow with the company!
  • A bachelor's degree in a related area
  • Proficiency/familiarity with SQL
  • Experience in a customer service position
  • Basic understanding of ledger systems/flow of funds
  • Experience in financial lending services

Responsibilities

  • Operate ledger systems
  • Reconcile user financial states
  • Respond to elevated user inquiries passed forward by our Customer Success team
  • Monitor and respond to chargeback forms from processors
  • Prepare furnishment records for submission to credit bureaus
  • Analyze and report internal bugs to our Money Engineering team
  • Monitor cash flow behavior and derive key insights from our metrics

FAQs

What is the primary mission of Grid?

Grid's mission is to level the playing field in the financial system by building products that help users manage their financial future.

What will my primary responsibilities be as a Financial Operations Analyst?

Your primary responsibilities will include operating ledger systems, reconciling user financial states, responding to elevated user inquiries, monitoring chargeback forms, preparing furnishment records for credit bureaus, analyzing internal bugs, and monitoring cash flow behavior.

What qualifications are needed for this Financial Operations Analyst position?

A bachelor's degree in a related area is preferred, along with proficiency in written and spoken English, an analytical mind, and reliability. Familiarity with SQL, customer service experience, a basic understanding of ledger systems, and experience in financial lending services are also valued.

Is prior experience in customer service required for this role?

While it is not strictly required, experience in a customer service position is preferred as it can be beneficial for responding to user inquiries.

What skills are essential for being successful in this role?

Essential skills include analytical thinking, the ability to look for patterns and provide insights, reliability, a friendly disposition, and a desire to grow your skills and experience.

Where is Grid located?

Grid is based in Vancouver.

Are there opportunities for career growth with this position?

Yes, we encourage a desire to grow skills and experience, and there are opportunities for career advancement within the company.

Do I need to have experience with SQL for this role?

While prior experience with SQL is preferred, familiarity with the language can also be helpful.

What kind of team environment can I expect at Grid?

Grid promotes a collaborative team environment that values passion and the contributions of each team member, focusing on making a positive impact in the lives of users.

How should I apply if my experience isn't a perfect match for the job?

If your experience or skills aren't a perfect match but you believe you're still a great fit for the position, we encourage you to explain why in your cover letter.

Democratizing access to financial services

Finance
Industry
11-50
Employees

Mission & Purpose

We're building Grid to help hard-working Americans. We're starting by giving back the money you overpay in taxes today, not next year. Use that extra cash to save for a home upgrade, make the holidays a little brighter, or just give yourself a treat. Grid has already helped thousands of people get a little closer to their dreams. And we're just getting started.