Financial Operations Associate

Description We are looking for a Financial Operations Associate to join a growing fintech lender in San Francisco, California. This contract opportunity with permanent potential is ideal for someone who enjoys combining precise financial execution with analytical support across lending and payment activities. In this role, you will help maintain smooth transaction workflows, contribute to forecasting efforts, and partner with internal teams to strengthen operational efficiency.

Responsibilities:

• Oversee daily payment activity to ensure transactions are reviewed promptly and account balances are accurately reconciled.
• Coordinate ACH and wire transactions while supporting the timely movement of funds across lending operations.
• Assist with loan funding activities, including preparing and tracking disbursements to ensure accurate execution.
• Provide support during month-end close by validating financial data and helping maintain organized operational records.
• Contribute to forecasting and financial analysis by updating models and preparing data used for planning decisions.
• Investigate and resolve payment or billing discrepancies with vendors to reduce delays and maintain accuracy.
• Work closely with Accounting and Loan Operations teams to address issues, share updates, and improve day-to-day coordination.
• Identify opportunities to streamline workflows and support automation or other process enhancements across financial operations. Requirements
• 3-5 years of experience in financial operations, payment operations, loan servicing, or a closely related area.
• Advanced Excel skills with the ability to manage reconciliations, analyze data, and support financial reporting.
• Hands-on experience processing ACH transactions and wires in a high-volume or deadline-driven environment.
• Familiarity with forecasting, financial models, and operational reporting used to support business planning.
• Background in fintech, lending, banking, or startup environments is strongly preferred.
• Strong attention to detail with the ability to spot inconsistencies and maintain a high level of accuracy.
• Clear communication skills and the ability to work effectively with cross-functional teams.
• A proactive, self-directed approach with interest in improving processes and increasing efficiency.
• If you're interested in this position, please apply to this position and contact First and last name at Ramkashyap.kota
• at•roberthalf•.

com with your word resume and reference job ID#00410-0013437251

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