Financial Operations Associate

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.