1,466 Financial Operations jobs in the United States
Senior Associate, Financial Operations & Analysis
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Our Financial Operations & Analysis department is looking to hire a Senior Associate to join their team! Members of the FOA team share a strong drive to provide timely, accurate, and critical financial data analysis for the firm. In this role, you will have cross-functional visibility and the opportunity to work alongside internal groups, such as Asset Management, and external service providers. Our team works in a hybrid environment, with 3-days spent working in Heitman's office each week.
The Senior Associate will provide accounting, finance, valuation, and portfolio & asset management support within the Heitman organization. The ideal candidate will be a self-starter with strong problem solving, analytical and communication skills while working in a highly collaborative environment. They will also demonstrate strong organizational skills and adeptness at multitasking.
Responsibilities include, but are not limited to:
- 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.
Qualifications:
- 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
- A "think outside the box" mindset with a desire to brainstorm creative solutions in our ever-changing industry
- A fundamental knowledge of Excel
Job Location and Travel:
- This position is based in our Chicago office.
- Our teams work in a hybrid environment and in-office days vary by team.
We are looking for great candidates who have a unique combination of experiences, traits, and talents. We couldn't describe you in a list of bullet points, so consider this posting a conversation starter. If you check some, but not all, of our boxes, we still want to talk! Please apply for this role if much of this job description describes you.
Total Rewards (Compensation, Benefits & Perks):
At Heitman, we believe that our success is driven by the success of our team members. That's why we use market data to ensure competitive compensation for every role, reflecting our commitment to investing in our team. When we grow, you grow!
The expected annual base salary range for this role is $80,000-$95,000 and will be further discussed during the interview process. This range represents what Heitman reasonably and in good faith believes we would pay a qualified candidate for this role at the time of posting (based on a full-time equivalent schedule). Your actual base salary placement will depend on factors such as (but not limited to): your relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition, all of our team members are bonus eligible and participate in a generous annual bonus plan, with the percentage varying based on your role and level, ensuring that your contributions are recognized and rewarded.
In alignment with our People First core value, we offer rewarding careers that focus on both personal and professional growth. We are dedicated to helping you and your family thrive, both in the office and at home. To support this, we provide competitive compensation and a leading-edge, human-centric benefits package. Click here to view the details of our benefits.
Additional Information:
Candidates applying for roles requiring travel must hold a valid, non-expired driver's license.
Equal Employment Opportunity: Heitman is an equal employment opportunity employer and complies with all applicable laws prohibiting discrimination based on race, color, creed, religion, sex, age, national origin or ancestry, physical, medical or mental disability or condition (including, without limitation, HIV and AIDS), developmental disability, handicap, denial of family and medical care leave, denial of pregnancy leave, domestic partner status, status as a victim of sexual or domestic violence (or familial relationship to such victim), veteran status, marital status, sexual orientation, arrest records, citizenship status, criminal history that has been expunged, unfavorable discharge from the military, or any other basis protected by federal, state or local laws.
Director, Financial Planning & Analysis, Medical Financial Operations
Posted 1 day ago
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In addition to the responsibilities listed below, this director level position is also responsible for directing a team or teams of subject matter experts, operational consultants, and finance leaders with portfolios of medical center administrative, ancillary, inpatient, primary and/or specialty care departments. This includes directing and overseeing operational and financial reporting, analysis and consultation to drive organizational strategic goals; ensuring resource allocation support including business case development; and leveraging partnerships with senior clinical and/or administrative leadership across medical centers and/or portfolios to consistently drive operational excellence through influence, analysis, interpretation and data validation. This position is required to maintain and leverage a comprehensive understanding of health care operations and KPs integrated health care model at the clinical level. This may include interpreting large volumes of complex data (e.g., medical records, financials, etc.); ensuring detailed operational data is used to evaluate performance improvement initiatives; directing research efforts and business case development in partnership with senior department leaders. Finally, this position is also responsible for leveraging a breadth of operational knowledge to assess and evaluate department operations and workflows. This includes ensuring opportunities are identified to optimize efficiencies in regard to appointment supply and demand; applying data modeling concepts to financial and non-financial scenarios; and overseeing the development complex staffing models used for department and medical center operations.
Essential Responsibilities:
+ Prepares individuals for growth opportunities and advancement; builds internal collaborative networks for self and others. Solicits and acts on performance feedback; drives collaboration to set goals and provide open feedback and coaching to foster performance improvement. Demonstrates continuous learning; oversees the recruitment, selection, and development of talent; ensures performance management guidelines and expectations to achieve business needs. Stays up to date with organizational best practices, processes, benchmarks, and industry trends; shares best practices within and across teams. Motivates and empowers teams; maintains a highly skilled and engaged workforce by aligning resource plans with business objectives. Provides guidance when difficult decisions need to be made; creates opportunities for expanded scope of decision making and impact.
+ Oversees the operation of multiple units within a department by identifying member and operational needs; ensures the management of work assignment completion; translates business strategy into actionable business requirements; ensures products and/or services meet member requirements and expectations while aligning with organizational strategies. Gains cross-functional support for business plans and priorities; assumes responsibility for decision making; sets standards, measures progress, and fosters resolution of escalated issues. Communicates goals and objectives; analyzes resources, costs, and forecasts and incorporates them into business plans; prioritizes and distributes resources. Removes obstacles that impact performance; guides performance and develops contingency plans accordingly; ensures teams accomplish business objectives.
+ Directs internal audit process, reviews audit results, and engages with auditors to resolve complex issues, implement changes to internal controls and proactively assess high risk areas.
+ Ensures budgets and/or forecasts are developed in accordance with business strategic initiatives by overseeing budgeting trends; directing budget and forecasting; and overseeing development of department/regional budgets.
+ Advises region/business unit leaders on strategic fiscal matters by overseeing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; leading regular meetings with leadership to review financial results for their areas; and overseeing advice given to the Kaiser Senior Management team on reading and interpreting financial results, analyzing variances, and improving performance.
+ Directs financial modeling by overseeing development and application of models; driving the optimization of risk alternatives; and overseeing development of what-if scenarios and forecasts.
+ Directs the business vision, objectives, and strategic initiatives by reviewing financial impact.
+ Directs costing activities by overseeing identification of cost avoidance and cost recovery opportunities and application of adequate solutions.
+ Oversees performance/operations/financial state by directing the use of templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; making decisions based on financial analyses and results (e.g., operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); and monitoring variance analysis and results (e.g., volume, P&L line item, cost of goods, rate).
+ Oversees reports of region/business unit financial information by directing use of financial trends, data analysis reports, and forecasts of income and expense; providing recommendations; monitoring assets, liabilities, revenues, and expenses; and directing the use of data/inputs from region/business unit systems to support analyses (e.g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules).
+ Ensures field operations are supported by overseeing their operational/financial performance; identifying areas of improvement and recommending complex solutions.
+ Directs Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by overseeing information reported from software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; ensuring that the financial status (viability) of business partners is adequate; and monitoring risk implications.
+ Drives financial performance by reviewing financial trends and results; and advises senior leadership on ways to improve performance.
+ Leads strategic financial planning by overseeing reporting of financial, utilization, and benchmark data.
+ Leads strategic financial planning by directing financial plans, acquisition activity, financial requirements, and operating forecasts; and driving development of financial concepts for financial planning and control.
Minimum Qualifications:
+ Minimum (6) years finance experience managing a portfolio of departments, business lines, and/or functional/service areas.
+ Minimum four (4) years supervisory experience.
+ Minimum three (3) years experience managing operational or project budgets.
+ Bachelors degree in finance, business, or related field and Minimum ten (10) years Financial Planning & Analysis experience, or directly related business experience. Additional equivalent work experience in a directly related field may be substituted for the degree requirement.
Additional Requirements:
COMPANY: KAISER
TITLE: Director, Financial Planning & Analysis, Medical Financial Operations
LOCATION: Walnut Creek, California
REQNUMBER: 1360356
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.
Financial Operations Specialist
Posted today
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Job Description
Operations Specialists work within a collaborative team of experienced investment professionals and client service specialists to deliver operational support to the Firm's delivery of wealth management services to clients. As part of the Operations Team, this role reports to the Operations Manager and provides assistance to team members across the firm with an emphasis on quality and integrity of data.
Job Responsibilities
* Review of Orion and Salesforce for data and configuration integrity
* Daily review of transactions in Orion, and investigation and resolution of errors
* Assist colleagues in navigating systems and locating data
* Maintain real estate and private equity holdings via Orion Alternative Investments Platform
* Perform manual posting of transactions and reconciliation of holdings for non-downloading Orion portfolios
* Backup of equity and fixed income trading, settlement, securities data maintenance and posting of trades
* Provide backup support for Receptionist
Qualifications
* Experience in financial services, accounting, or similar field required
* Proficiency in Microsoft Suite; experience with Orion and Salesforce strongly preferred
* Exceptional ability to prioritize competing tasks and meet deadlines effectively
* Attention to detail and accuracy
* Ability to work both independently and collaboratively as part of a team
* Strong communication skills
* Bachelor's degree preferred
* Background Check required
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Job Reference: JN -072025-400539
Financial Operations Manager
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Join to apply for the Financial Operations Manager role at Gervino Group 3 days ago Be among the first 25 applicants Join to apply for the Financial Operations Manager role at Gervino Group We are proud to partner with a long-standing client in the tech/manufacturing space to find their next Finance Operations Manager. With over a dozen successful placements made in the last eight years, we know their culture, their pace, and what it takes to thrive in this role. This is an excellent opportunity to join a global company known for innovation, employee longevity, and a strong total rewards package—including equity, 401K, tuition reimbursement, ESPP, and generous time off. The Role This is a high-impact position blending operational finance, team leadership, and systems/process optimization. You’ll be responsible for global accounting operations, financial forecasting, and standard costing. This role requires someone who is equally comfortable managing details and leading cross-functional initiatives. What You’ll Do Lead the global standard cost system, including variance analysis and reporting Drive forecasting and budgeting for manufacturing variances, CapEx, R&D Opex, and department spend Oversee month-end close related to revenue, cost of sales, and margin analysis Manage and improve Oracle-based financial systems; partner with IT for cross-functional upgrades Supervise a collaborative, high-performing team and support global finance alignment Oversee customer programs including ship & debit and rebate agreements Partner with external auditors for quarterly reviews and annual audits Maintain SOX compliance and documentation Support credit, collections, AR, and customer account operations Contribute to ad hoc reporting, compliance updates, and strategic initiatives What You Bring Bachelor’s degree in Accounting or related field 5+ years of experience in finance operations; public accounting a strong plus Deep understanding of U.S. GAAP and standard costing Experience in manufacturing, semiconductor, or similar industry preferred Strong systems and ERP skills (Oracle ideal); Excel super-user Excellent leadership, collaboration, and communication skills CPA or MBA a plus Highly organized and self-driven in fast-moving environments Why This Role Stands Out Long-term opportunity in a stable, growing company Broad exposure across global operations Outstanding benefits, equity, and employee programs Work with a collaborative, experienced team High visibility role with room to innovate and lead Let’s connect if this sounds like your next step—we’re here to help you make it a great one. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Sales, General Business, and Education Industries Wireless Services, Telecommunications, and Communications Equipment Manufacturing Referrals increase your chances of interviewing at Gervino Group by 2x Get notified about new Operations Manager jobs in San Jose, CA . San Jose, CA $198,000.00-$68,000.00 2 weeks ago San Jose, CA 75,000.00- 100,000.00 1 week ago Senior Operations Manager, Central Operations Mountain View, CA 120,000.00- 150,000.00 2 weeks ago Manager, Operations Engineering and Inventory Manager, Operations Engineering and Inventory Fremont, CA 213,000.00- 293,000.00 1 week ago Senior Operations Manager, Fortress Operations Mountain View, CA 120,000.00- 150,000.00 4 weeks ago Business Operations Manager, Monetization San Jose, CA 150,000.00- 190,000.00 4 weeks ago San Francisco Bay Area 232,000.00- 261,000.00 2 weeks ago Mountain View, CA 80,000.00- 120,000.00 3 weeks ago Business Operations Manager - Capacity Planning San Francisco Bay Area 120,000.00- 145,000.00 3 weeks ago San Francisco Bay Area 25.00- 27.50 1 month ago San Jose, CA 88,000.00- 151,111.00 3 weeks ago San Jose, CA 83,600.00- 143,555.00 3 weeks ago San Jose, CA 175,100.00- 260,700.00 17 hours ago Redwood City, CA 130,000.00- 200,000.00 3 weeks ago Sunnyvale, CA 138,000.00- 196,000.00 6 hours ago Creator Operations Manager, Local Services - USDS San Jose, CA 88,000.00- 202,667.00 5 days ago San Jose, CA 140,000.00- 150,000.00 2 days ago Fremont, CA 80,000.00- 90,000.00 2 weeks ago Mountain View, CA 161,500.00- 219,000.00 1 day ago Senior Operations Manager, Fortress Operations Mountain View, CA 120,000.00- 150,000.00 1 day ago Newark, CA 81,900.00- 150,100.00 3 weeks ago Menlo Park, CA 150,000.00- 213,000.00 2 weeks ago Senior Operations Manager, Central Operations Mountain View, CA 120,000.00- 150,000.00 2 weeks ago Mountain View, CA 80,000.00- 120,000.00 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Financial Operations Specialist
Posted today
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Financial Operations Specialist
Location:- San Jose, CA
Duration:- 6 Months
Pay rate:- $35 - $50/hr W2.
Responsibilities of Financial Operations Specialist
- Provide direct accounting and operation support such as expense tracking, accounting system administration, invoice processing, vendor registration, vendor management, month-end processing, reconciliation, contract execution, and budget management.
- Provide financial operations support in tracking annual capital & expense spending including annual budgeting.
- Provide financial analysis support in reviewing business operations and spending data with a solid understanding of income statement analysis.
- Create and maintain key financial templates including reports for ad-hoc assignments for team support.
- Provide support in business operations and projects financial review including financial statement and comparison analysis.
- Participate in the development of programs, systems, and projects to increase the efficiency of processes and operations.
- Provide internal process support in submissions related to invoice payments, creation of budget requests, purchase requests & purchase orders, PUMIs, and all other financial functions
- Manage projects and programs as assigned.
- Communicate and work across teams for collaboration with Finance & Operations groups i.e. Purchasing, Accounting, Legal, Tax, Engineering, and HR.
- Bachelor's degree.
- At least two years relevant experience or at least five years professional experience.
- Familiarity with financial operations, facilities, and office services functions, with direct experience in a facilities department preferred Preferred Qualifications.
- Proficient with computer software programs including Microsoft Excel, PowerPoint, Word, and Outlook.
- Need to be a strong Excel user, (Vlookup, Pivots).
- Previous exp with SAP, Oracle Database preferred, looking for one with advanced data analysis and Tableau experience.
- Looking for strong verbal and written communication skills with a finance/accounting background.
Financial Operations Specialist
Posted 2 days ago
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Innova Solutions has a client that is immediately hiring for a Financial Operations Specialist. Position type: Fulltime/Contract Location : Pittsburgh, PA Duration : 06+ Months As a Financial Operations Specialist you will: Responsible for mandatory and voluntary corporate actions claims custody functions for all organizational accounts. Receives guidance from more experienced staff. With guidance from more senior staff, responsible for processing basic mandatory and voluntary corporate action claims, processing and allocating claim payments, and reaching out to brokers for statuses. Reconciles, monitors and posts entitlements to client accounts. Responsible for performing daily reconciliations for cash, security and suspense transactions as well as adhering to established quality control measures and procedures. Responsible for researching and responding to inquiries from internal business groups, depositories, agents, brokers, clients, Investment Managers, sub custodians and/or custodians. No direct reports. Contributes to the achievement of team goals and objectives. Experience in financial services or corporate actions preferred. Knowledge of MS Office. Bachelor’s degree preferred. Experience in financial services processing and corporate actions preferred. Qualified candidates should APPLY NOW for immediate consideration! Please hit APPLY to provide the required information, and we will be back in touch as soon as possible. We are currently interviewing to fill this and other similar positions. If this role is not a fit for you, we do offer a referral bonus program for referrals that we successfully place with our clients, subject to program guidelines. ASK ME HOW. Thank you! Prakash Bhagat Sr. Associate – Recruitment (+1) 678-831- 5493 PAY RANGE AND BENEFITS: Pay Range*: $25.00- $9.00 per hour. *Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc. Benefits: Innova Solutions offers benefits( based on eligibility) that include the following: Medical & pharmacy coverage, Dental/vision insurance, 401(k), Health saving account (HSA) and Flexible spending account (FSA), Life Insurance, Pet Insurance, Short term and Long term Disability, Accident & Critical illness coverage, Pre-paid legal & ID theft protection, Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP). ABOUT INNOVA SOLUTIONS: Founded in 1998 and headquartered in Atlanta, Georgia, Innova Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue approaching 3 Billion. Through our global delivery centers across North America, Asia, and Europe, we deliver strategic technology and business transformation solutions to our clients, enabling them to operate as leaders within their fields. Recent Recognitions: Named One of America’s Best Employers for New Grads by Forbes 2024 Named One of the Best Companies to Work for by U.S. News & World Report (Private Companies List, 2024-2025) One of the Largest IT Staffing Firms in the US – Ranked #3 by Staffing Industry Analysts (SIA, 2024) One of the Largest Staffing Firms in the US – Ranked #13 by Staffing Industry Analysts (SIA, 2024; includes Innova Solutions, Volt, & HireGenics) Named One of the Top Ten Private Companies in Atlanta by the Atlanta Business Chronicle (2023) One of the Largest Certified Minority Business Enterprises (MBEs) in the United States (NMSDC, 2024) AWS Advanced Tier Services Partner with 100+ certifications Website: Innova Solutions offers a referral bonus for qualified Ambassadors who refer eligible referrals. Submit referrals at and earn $250-$ ,000 per referral. Innova Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact us at or ( . Please indicate the specifics of the assistance needed. Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities. Innova Solutions (HireGenics/Volt) does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b. The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.
Financial Operations Manager
Posted 12 days ago
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Join to apply for the Financial Operations Manager role at Lightspark
3 weeks ago Be among the first 25 applicants
Join to apply for the Financial Operations Manager role at Lightspark
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The Internet lacks a protocol for money. Lightspark is building the tools and services to make it happen. Lightspark builds enterprise-ready infrastructure for open payments for the Internet at scale using the Lightning Network. An always-on, low-cost, universal payment network will completely transform how money is moved, enabling businesses and developers to transform existing solutions and build new financial systems, services, and processes accessible to everyone, transcending geographical restraints. Lightspark is headquartered in Los Angeles, California, but serves the world.
Lightspark is seeking a Financial Operations Manager to spearhead the build out and operation of Lightsparks FinOps work streams. The FinOps Manager will drive critical internal and external financial system integrations, including identifying the requirements and driving efficiencies for our bitcoin and fiat operations. Your ability to intricately connect finance requirements to our product solutions will be integral to our success.
This role is custom-made for someone with boundless optimism for the future and an insatiable appetite for learning. We value adaptability, and you will have a can-do attitude, and have a strong sense of ownership. You will need to be self-sufficient to deliver results.
What You'll Be Doing
- Own a range of crypto-asset and fiat finance, treasury, and accounting priorities including calculating and tracking various revenue models, wallet structures, and liquidity management.
- Optimize financial systems and reporting. You will collaborate with various cross-functional teams to implement system enhancements that improve the tracking, allocation, and reporting of crypto and fiat funds flows as well as manage, monitor, and account for various cloud and hosted service expenses.
- Automating processes and integrating cost management tools to increase efficiency and accuracy.
- Implement and maintain systems to ensure complete, accurate and detailed reporting on various balance sheet metrics related to crypto and fiat holdings.
- Analyze large amounts of information, including conducting analysis of crypto transactions, quickly and effectively to reduce complexity and make actionable recommendations for management.
- Prepare regular reporting related to customer and company metrics, including reconciliations related to the companys various income streams and associated holdings to ensure regulatory compliance and support strategic initiatives.
- Understand and audit the expected or existing financial processes: daily flow of funds, partner and customer relationships, verification processes and identify operational headaches and inefficiencies and execute on necessary changes.
- Be the subject matter expert and partner with finance leadership, cross-functional stakeholders and vendors for various system and partner integrations, with a focus on those with a financial and/or compliance impact (e.g. banking integrations, ERP implementation, regulatory reporting, etc.).
- Design, implement, and continuously enhance financial controls and processes in your owned areas, ensuring compliance with US GAAP and internal policies. This includes the accurate tracking, allocation, and reporting of our bitcoin and fiat-related flows and associated cloud and hosted service costs.
- Participate in the preparation of the annual budgeting and forecasting processes, offering insightful analysis and recommendations to senior management.
- Support management in completing special projects, ad-hoc questions and initiatives.
- 6+ years of experience with broad experience in finance roles, including financial analysis, operations, general accounting, and controllership ideally in fintech, financial services, crypto assets and/or payments
- Desired degree in information systems, finance, accounting, or related field
- Familiarity with banking systems and cloud based financial systems
- Familiarity with GAAP principles, specifically revenue recognition and fair value measurements (CPA not required)
- Enthusiasm and energy to deeply understand our business model pricing model, flow of funds, interactions across crypto + fiat rails, if/when crypto-native infrastructure is needed
- Proficiency in BI tools such as Tableau, Power BI, BigQuery or Looker for financial data analysis and reporting
- Understanding of processes, ERP, planning, analytics, reporting, system configuration, solution design, build, test and implementation of financial systems.
- An ability to work cross-functionally to obtain all relevant facts, understand the business requirements, articulate the FinOps requirements and communicate the conclusions reached
- Experience in leading strategic and financial improvement initiatives
- Ability, and enthusiasm, to see challenges as an opportunity to grow
- Strong executive presence, including oral and written communication skills.
- Demonstrated ability to summarize and clearly communicate complex topics to facilitate organizational understanding and action.
- Experience navigating a fast paced startup environment
We will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the State of California Fair Chance Initiative for Hiring.
Compensation Range: $160K - $85K Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Management and Manufacturing
Referrals increase your chances of interviewing at Lightspark by 2x
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Financial Operations Analyst
Posted today
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With the guidance of the Trading Partner Operations leadership team, this role provides a broad opportunity to monitor key metrics, conduct research, identify insights and develop written and verbal communications to support a variety of internal and external stakeholders. Individuals in this position are expected to develop a broad knowledge of Waystar's business, industry, and operations in order to support analysis and decision making.
**WHAT YOU'LL DO**
**What You'll Do**
+ Review Payer and Trading Partner invoicing reports for financial impact -? ?Prepare, analyze, and explain historical actual, proforma, and projected financial information as requested leadership? -? ?Prepare and analyze the rolling financial payer & trading partner forecast? -? ?Prepare presentation materials for leadership? -? ?Work with internal stakeholders to create payer performance reporting? -? ?Clearly communicate, both in written and oral form, the results of analyses to executive management -? ?Measure financial and operational performance against contract terms -? ?Coordinate with the Finance Team to ensure accurate payer billing, invoicing and forecasting
**WHAT YOU'LL NEED**
-? ?bachelor's degree in economics, finance, business, accounting, or similar concentration required.
-? ?1-3+ years of similar work experience required
-? ?Strong understanding of financial metrics and accounting concepts
-? ?Exceptional critical thinking and analytical skills?
-? ?Excellent written and oral communication skills required. Keen attention to detail?
-? ?Must be a self-directed, self-starting individual with an ability to manage multiple ongoing tasks and assignments?
**ABOUT WAYSTAR**
Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle.
Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun.
Waystar products have won multiple Best in KLAS® or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar ( on Twitter.
**WAYSTAR PERKS**
+ Competitive total rewards (base salary + bonus, if applicable)
+ Customizable benefits package (3 medical plans with Health Saving Account company match)
+ We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays
+ Paid parental leave (including maternity + paternity leave)
+ Education assistance opportunities and free LinkedIn Learning access
+ Free mental health and family planning programs, including adoption assistance and fertility support
+ 401(K) program with company match
+ Pet insurance
+ Employee resource groups
Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
**Job Category:** Technology/Engineering
**Job Type:** Full time
**Req ID:** R2660
Financial Operations Analyst
Posted 1 day ago
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With the guidance of the Trading Partner Operations leadership team, this role provides a broad opportunity to monitor key metrics, conduct research, identify insights and develop written and verbal communications to support a variety of internal and external stakeholders. Individuals in this position are expected to develop a broad knowledge of Waystar's business, industry, and operations in order to support analysis and decision making.
**WHAT YOU'LL DO**
**What You'll Do**
+ Review Payer and Trading Partner invoicing reports for financial impact -? ?Prepare, analyze, and explain historical actual, proforma, and projected financial information as requested leadership? -? ?Prepare and analyze the rolling financial payer & trading partner forecast? -? ?Prepare presentation materials for leadership? -? ?Work with internal stakeholders to create payer performance reporting? -? ?Clearly communicate, both in written and oral form, the results of analyses to executive management -? ?Measure financial and operational performance against contract terms -? ?Coordinate with the Finance Team to ensure accurate payer billing, invoicing and forecasting
**WHAT YOU'LL NEED**
-? ?bachelor's degree in economics, finance, business, accounting, or similar concentration required.
-? ?1-3+ years of similar work experience required
-? ?Strong understanding of financial metrics and accounting concepts
-? ?Exceptional critical thinking and analytical skills?
-? ?Excellent written and oral communication skills required. Keen attention to detail?
-? ?Must be a self-directed, self-starting individual with an ability to manage multiple ongoing tasks and assignments?
**ABOUT WAYSTAR**
Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle.
Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun.
Waystar products have won multiple Best in KLAS® or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar ( on Twitter.
**WAYSTAR PERKS**
+ Competitive total rewards (base salary + bonus, if applicable)
+ Customizable benefits package (3 medical plans with Health Saving Account company match)
+ We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays
+ Paid parental leave (including maternity + paternity leave)
+ Education assistance opportunities and free LinkedIn Learning access
+ Free mental health and family planning programs, including adoption assistance and fertility support
+ 401(K) program with company match
+ Pet insurance
+ Employee resource groups
Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
**Job Category:** Technology/Engineering
**Job Type:** Full time
**Req ID:** R2660
Financial Operations Associate
Posted 11 days ago
Job Viewed
Job Description
Location: Tulsa, Oklahoma
Position Overview: System One has partnered with a Tulsa company that is looking for a dedicated Financial Operations Associate to join their dynamic team. This position is central to ensuring the accurate processing and maintenance of financial records within their operational department. You will manage various transactions, conduct data reconciliation, and assist with compliance requirements, all while striving to enhance the overall efficiency of operations. The right candidate will embrace collaboration with colleagues and demonstrate a commitment to continuous professional growth in response to evolving processes and business needs.
Key Responsibilities:
+ Account Management & Processing:
+ Oversee the management of incoming account transfers and registrations, ensuring precise and timely processing.
+ Handle essential adjustments related to account ownership and comply with relevant regulations.
+ Financial Reconciliation & Reporting:
+ Conduct thorough research and adjustments on financial data to uphold reporting accuracy and tax compliance.
+ Execute monthly reconciliations and generate critical reports, supporting investment oversight and data integrity.
+ Corporate Actions & Compliance:
+ Monitor and process corporate actions, including stock splits, mergers, and dividends to ensure client accounts are updated accurately.
+ Manage claims for class actions and ensure eligible accounts receive settlements per legal stipulations.
+ Operational Support:
+ Assist in month-end financial processes by reconciling transactions and addressing various operational tasks.
+ Promote adherence to compliance standards by coordinating necessary training sessions for financial documentation and transactions.
+ Cross-Training & Development:
+ Engage in cross-training initiatives to enhance departmental flexibility and contribute to a culture of continuous improvement.
+ Participate in special projects, ensuring seamless operations and fostering innovation within trust services.
Qualifications:
+ Education & Experience:
+ A bachelor's degree in Finance, Accounting, Business Administration, or a related field is preferred; equivalent work experience in financial services will be considered.
+ 2-4 years of relevant experience in financial operations, banking, investment services, or a related field is preferred, with familiarity in account transfers, reconciliations, and corporate actions being advantageous.
+ Skills:
+ Exceptional attention to detail and precision in financial transactions.
+ Strong analytical and problem-solving skills, paired with excellent organizational abilities to manage multiple priorities effectively.
+ Proficiency with financial systems and tools, including Microsoft Office Suite (Excel, Word, Outlook).
+ Communication:
+ Excellent verbal and written communication skills, with the capacity to convey complex information clearly to clients and within the team.
Ref: #208-Eng Tulsa
System One, and its subsidiaries including Joulé, ALTA IT Services, CM Access, TPGS, and MOUNTAIN, LTD., are leaders in delivering workforce solutions and integrated services across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible full-time employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.
System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.