Financial Operations Analyst
$44,400–$59,200 year
Remote · Vancouver, British Columbia, Canada
Job Summary
Financial Operations Analyst role focused on daily/weekly/monthly reconciliations, fund operations support, and automation improvements. Responsibilities include deposits/withdrawals/subscriptions/redemptions, balance updates, investigation of operational breaks and data discrepancies, building automation solutions (Excel macros/VBA, Python scripts) to reduce manual work, and documenting workflows/runbooks. The role emphasizes leveraging AI tools to accelerate analysis and process improvement, collaborating with Product, Engineering, Compliance, Finance, and external vendors, and moving operational priorities forward. Remote-friendly with Vancouver, BC location; compensation in CAD with base plus bonus and equity.
Required Qualifications
- 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
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