5,521 Financial Processing jobs in the United States

**Your opportunity**
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Charles Schwab's Banking Operations is responsible for risk prevention, processing of money movements, and education of policies and procedures related to money movement. This role specializes in Check Deposit Operations. We focus on maximizing operating leverage by integrating functions, increasing productivity, and gaining efficiencies in order to better position Schwab to compete in the marketplace and to reinvest in areas that matter most to our clients. As an elite team of experts, we are committed to delivering efficient solutions that maximize trust while minimizing risk by owning every client interaction through clients' eyes.
As a Banking Operations Associate, you will promote client loyalty by providing the highest quality support to our internal and external customers via outbound phone calls relating to the movement of funds. You will be a primary contact for our branch partners and clients, internal partners, and external clients, and provide "best in class" service by:
+ Effectively managing and evaluating risk while processing complex check deposits that require additional research, disbursement requests, and internal transfers.
+ Assess and resolve client issues that relate to deposits and transfers by helping clients "Own their Tomorrow". You will assist clients in navigating through money movement solutions and servicesavailable at Schwab.
+ Problem solving and conducting research/special requests through the use of internal processing systems, phone, and emails.
+ Identifying situations where escalation is warranted and the ability to act quickly in a high-risk environment.
+ Performing work that is detailed and communicated in a clear, effective manner.
+ Work collaboratively and effectively with others in a fast-paced environment.
+ Proactively educate clients and internal partners on our processes and services.
+ Support business initiatives by developing strong partnerships.
+ Handle escalations when warranted and the ability to take action quickly in a high-risk environment by assessing and resolving clients' issues.
+ Demonstrate leadership and ability to be a role model and mentor to your peers.
+ Proactively looks for opportunities to improve processes and procedures.
+ Work cooperatively with others to produce innovative solutions.
+ Foster teamwork in a diverse work environment.
**What you have**
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Preferred Qualifications:
+ 1-3 years' experience in client service or operations with brokerage/financial industry.
+ Bachelor's degree or equivalent work experience.
Required Qualifications:
+ Ability to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to meet client needs.
+ Self-driven and demonstrated ability to work in a high volume environment.
+ Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.
+ Excellent operational and follow-up skills with the ability to manage complex work.
+ Engaging interpersonal, verbal, and written communication skills.
+ Demonstrated ability to be self-directed, and quickly develop a full understanding of our business.
+ Advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry is needed.
+ Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.
+ Due to nature of risk with responsibilities, attention to detail and accuracy are required.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
**What's in it for you**
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .

Our client, a prestigious financial institution, is seeking a detail-oriented and analytical Financial Analyst to join their Investment Banking Operations team in **Detroit, Michigan, US**. This role is integral to supporting the smooth and efficient functioning of investment banking activities through rigorous financial analysis, reporting, and operational oversight. You will work closely with deal teams, compliance, and technology partners to ensure accuracy, efficiency, and adherence to regulatory standards.

Responsibilities:

• Support investment banking deal teams by providing financial analysis, data validation, and reporting for mergers, acquisitions, and capital markets transactions.
• Assist in the preparation of financial models, valuation analyses, and pitch books.
• Monitor and analyze key performance indicators (KPIs) for investment banking operations, identifying areas for improvement.
• Ensure the accuracy and integrity of financial data used in transaction execution and reporting.
• Collaborate with compliance and legal teams to ensure adherence to all regulatory requirements and internal policies.
• Develop and maintain operational procedures and documentation for investment banking processes.
• Assist in the reconciliation of trade settlements and other financial transactions.
• Provide support for post-deal analysis and integration activities.
• Liaise with technology teams to troubleshoot issues and implement system enhancements related to financial operations.
• Prepare management reports summarizing operational performance, risks, and opportunities.
• Contribute to the development and implementation of best practices in financial operations.
• Stay abreast of market developments and regulatory changes impacting investment banking.
• Manage multiple priorities and deadlines in a fast-paced environment.

Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
• 1-3 years of experience in financial analysis, investment banking, corporate finance, or a related operational role within the financial services industry.
• Strong understanding of financial modeling, valuation techniques, and corporate finance principles.
• Proficiency in Microsoft Excel (advanced functions, pivot tables, macros) and PowerPoint.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong attention to detail and commitment to accuracy.
• Effective written and verbal communication skills.
• Ability to work independently and collaboratively within a team environment.
• Familiarity with financial databases (e.g., Bloomberg, FactSet) is a plus.
• Understanding of investment banking processes and regulatory landscape is desirable.
• Willingness to engage in a hybrid work model, requiring periodic in-office presence in **Detroit, Michigan, US**.

This is an excellent opportunity for a motivated Financial Analyst to gain valuable experience and contribute to the success of a leading investment banking operation. Join our team and play a key role in shaping the future of finance.

Our client, a prestigious international financial institution, is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their Investment Banking Operations division. This role offers a hybrid work arrangement, blending strategic remote analysis with essential in-office collaboration in **Las Vegas, Nevada, US**. You will be responsible for performing in-depth financial analysis, supporting investment decisions, managing financial models, and contributing to strategic financial planning within a high-stakes environment. Your expertise will be critical in providing sound financial insights and driving profitable outcomes.

Key Responsibilities:

• Conduct comprehensive financial analysis, including forecasting, budgeting, and variance analysis, for investment banking operations.
• Develop, maintain, and enhance complex financial models to support strategic decision-making, valuation, and transaction analysis.
• Analyze market trends, economic indicators, and competitor activities to identify investment opportunities and risks.
• Prepare detailed financial reports, presentations, and memos for senior management and stakeholders.
• Collaborate with deal teams, traders, and portfolio managers to provide financial insights and support transaction execution.
• Monitor financial performance against targets and provide actionable recommendations for improvement.
• Assist in the due diligence process for potential mergers, acquisitions, and capital raises.
• Ensure compliance with all relevant financial regulations and reporting standards.
• Identify opportunities for process improvement and efficiency gains within financial operations.
• Stay abreast of industry best practices and emerging financial technologies.
• Mentor and guide junior financial analysts, fostering a culture of analytical rigor.

Required Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. MBA or CFA designation preferred.
• Minimum of 5-7 years of progressive experience in financial analysis, investment banking, corporate finance, or a related field.
• Proven expertise in financial modeling, valuation techniques, and corporate finance principles.
• Strong understanding of financial markets, investment strategies, and banking operations.
• Proficiency in financial analysis software and tools, including advanced Excel skills, financial databases (e.g., Bloomberg, Refinitiv), and potentially SQL or Python for data analysis.
• Exceptional analytical, problem-solving, and critical thinking skills.
• Excellent written and verbal communication skills, with the ability to present complex financial information clearly and concisely.
• Strong project management abilities and the capacity to manage multiple priorities effectively.
• High level of integrity and attention to detail.
• Ability to work effectively both independently and as part of a hybrid team in a demanding environment.

This role presents a challenging and rewarding opportunity to contribute to significant financial decisions within a leading global financial services firm. If you are a results-driven financial professional with a passion for investment banking, we encourage you to apply.

Our client, a prestigious investment banking firm with a global reach, is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their sophisticated, fully remote finance operations team. This critical role will provide essential financial insights and support for the firm's complex trading and investment activities. You will be responsible for preparing detailed financial reports, performing in-depth financial analysis, and contributing to strategic financial planning and budgeting processes. The position demands a rigorous understanding of financial markets, investment products, and regulatory compliance within the banking sector.

Key responsibilities include developing complex financial models, forecasting future financial performance, and analyzing variances between actual results and budgets/forecasts. You will conduct profitability analysis for various business units and financial products, prepare management reports, and present findings to senior stakeholders. This role also involves ensuring the accuracy and integrity of financial data, supporting internal and external audits, and implementing process improvements to enhance efficiency and control within the finance function. The ideal candidate possesses a Bachelor's degree in Finance, Accounting, Economics, or a related field, along with a minimum of 5 years of relevant experience in financial analysis, preferably within the investment banking or capital markets industry. A CFA designation or CPA license is highly advantageous. Strong proficiency in financial modeling, Excel (advanced functions, VBA), and financial databases (e.g., Bloomberg, FactSet) is required. Exceptional analytical, problem-solving, and communication skills are essential, along with the ability to work independently and manage multiple priorities in a demanding, remote environment. This is a fully remote position, supporting critical functions for our client's operations which have a significant presence in Sacramento, California, US , and other major financial centers globally.

Our client, a prominent entity in the financial services sector, is seeking a highly analytical Senior Financial Analyst to join their Investment Banking Operations team in Las Vegas, Nevada, US . This role is critical in supporting the financial operations of the investment banking division, including financial planning, analysis, budgeting, forecasting, and reporting. You will be responsible for interpreting complex financial data, providing strategic insights to management, and ensuring the accuracy and integrity of financial information. This hybrid position offers the opportunity to work with a dynamic team in a fast-paced environment.

Key Responsibilities:

• Develop and maintain financial models to support strategic decision-making, investment analysis, and business planning.
• Prepare detailed financial reports, variance analyses, and performance metrics for senior management and stakeholders.
• Assist in the annual budgeting and quarterly forecasting processes, collaborating with various departments.
• Analyze financial performance trends, identifying key drivers and recommending actions to improve profitability and efficiency.
• Conduct due diligence and financial risk assessments for potential investments and transactions.
• Ensure compliance with financial regulations, accounting standards, and internal policies.
• Support the financial aspects of mergers, acquisitions, and other corporate finance activities.
• Automate and streamline financial reporting processes using relevant tools and technologies.
• Provide ad-hoc financial analysis and support for special projects as required.
• Stay abreast of market trends, economic conditions, and industry best practices in investment banking and finance.

A Bachelor's degree in Finance, Accounting, Economics, or a related field is required; a Master's degree or professional certification (e.g., CFA, CPA) is preferred. A minimum of 5 years of progressive experience in financial analysis, preferably within investment banking, corporate finance, or a related financial services role, is essential. Strong proficiency in financial modeling, Excel (advanced functions, VBA), and financial database systems (e.g., Bloomberg, FactSet) is mandatory. Excellent analytical, quantitative, and problem-solving skills are critical. Strong understanding of accounting principles and financial reporting standards is required. Effective communication and presentation skills are needed to convey complex financial information clearly and concisely. Experience with ERP systems and data visualization tools is a plus. This role in Las Vegas, Nevada, US offers significant opportunities for professional growth.

Our client, a prominent financial institution, is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their Investment Banking Operations team in Atlanta, Georgia, US . This role is integral to supporting the firm's trading, M&A advisory, and capital markets activities by providing critical financial analysis, reporting, and strategic insights. You will be responsible for developing complex financial models, analyzing market trends, and supporting key decision-making processes that drive the firm's success.

Key responsibilities include preparing detailed financial reports, conducting valuation analyses, and assessing the financial health of clients and target companies. You will work closely with investment bankers, traders, and portfolio managers to provide real-time financial data, perform due diligence, and support transaction execution. This role requires a deep understanding of financial markets, corporate finance, accounting principles, and various valuation methodologies. The ideal candidate possesses strong quantitative skills, exceptional analytical capabilities, and proficiency in financial modeling software and databases. You will also be responsible for monitoring industry developments, identifying potential investment opportunities or risks, and contributing to the strategic planning of the investment banking division. Excellent communication and presentation skills are essential for conveying complex financial information to both technical and non-technical audiences.

Responsibilities:

• Develop and maintain complex financial models for valuation, forecasting, and scenario analysis.
• Conduct in-depth financial analysis of companies, industries, and market trends.
• Prepare comprehensive financial reports, presentations, and investment memorandums.
• Support M&A transactions, capital raising, and other corporate finance activities.
• Perform due diligence on potential investments and partnerships.
• Monitor key financial performance indicators (KPIs) and provide insights to senior management.
• Collaborate with investment banking teams to provide financial expertise and support deal execution.
• Ensure compliance with relevant financial regulations and reporting standards.
• Stay abreast of economic and market developments impacting the financial industry.
• Contribute to strategic planning and business development initiatives.

Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. A Master's degree or MBA is a plus.
• 5+ years of experience in financial analysis, investment banking, corporate finance, or a related role.
• Strong proficiency in financial modeling, valuation techniques (DCF, precedent transactions, comparable companies), and financial statement analysis.
• Advanced skills in Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv Eikon).
• Excellent understanding of accounting principles and corporate finance concepts.
• Exceptional analytical, problem-solving, and critical thinking skills.
• Strong communication, presentation, and interpersonal skills.
• Ability to work under pressure, manage multiple projects, and meet tight deadlines.
• CFA designation or progress towards it is highly desirable.

Our client is seeking a highly analytical and experienced Senior Financial Analyst to join their Investment Banking Operations team in **Orlando, Florida**. This hybrid role offers the opportunity to contribute to critical financial operations while enjoying a flexible work arrangement. The Senior Financial Analyst will be responsible for performing complex financial analysis, developing financial models, preparing reports for senior management, and supporting strategic decision-making processes. You will play a key role in financial planning and forecasting, budgeting, variance analysis, and performance monitoring. The ideal candidate will have a strong understanding of financial principles, accounting standards, and investment banking activities. Proficiency in financial modeling, data analysis tools, and financial reporting software is essential. You should possess exceptional attention to detail, strong quantitative skills, and the ability to communicate complex financial information clearly and concisely. Key responsibilities include analyzing financial statements, evaluating investment opportunities, assessing market trends, and identifying financial risks and opportunities. You will collaborate closely with various departments, including M&A, trading, and corporate finance, to provide insightful financial guidance. This role requires a proactive approach, the ability to manage multiple priorities, and a commitment to delivering high-quality financial insights. We are looking for a results-oriented professional with a strong work ethic and a desire to excel in a dynamic financial environment. This is an excellent opportunity to advance your career within the financial services industry, working on challenging and impactful projects. The hybrid work model allows for effective collaboration and engagement with the team while providing flexibility for personal needs. Join a reputable financial institution committed to excellence and professional growth.

Responsibilities:

• Develop and maintain complex financial models for valuation, forecasting, and scenario analysis.
• Prepare detailed financial reports, presentations, and dashboards for senior management.
• Conduct in-depth analysis of financial statements, market trends, and economic conditions.
• Support the budgeting and forecasting processes, ensuring accuracy and completeness.
• Perform variance analysis and provide insights into financial performance drivers.
• Assist with the evaluation of potential investment opportunities and strategic initiatives.
• Collaborate with various business units to gather financial data and provide analytical support.
• Identify financial risks and opportunities and recommend appropriate mitigation strategies.
• Ensure compliance with financial regulations and internal controls.
• Contribute to process improvements and automation of financial reporting and analysis.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• 3-5 years of progressive experience in financial analysis, preferably within investment banking, corporate finance, or a related financial services role.
• Advanced proficiency in financial modeling, Excel, and PowerPoint.
• Strong understanding of financial statements, accounting principles, and valuation methodologies.
• Excellent analytical, problem-solving, and critical thinking skills.
• Superior written and verbal communication skills, with the ability to articulate complex financial concepts.
• Experience with financial data visualization tools (e.g., Tableau, Power BI) is a plus.
• Ability to manage multiple projects simultaneously and meet tight deadlines.
• CFA designation or progress towards it is highly desirable.
• Experience in a hybrid work environment.

**When you join Sallie Mae, you become a champion for all students.**
We're on a mission to power confidence as students begin their unique journey. To help them plan their higher education, successfully finish, and prepare for life after school. To help them Start smart. Learn big.
Students need guidance navigating this important time in their life. They need someone who acknowledges that their education path is unique. They need a partner willing to evolve and not only meet but surpass their expectations. We're changing. Because students need a better way.
We're looking for people who are excited to drive this transformation. To break barriers and think of new ways to adapt, help, and create better experiences for students-and for each other.
This is where diverse backgrounds, beliefs, and perspectives matter. It's where you're empowered to bring your authentic self to work.
Feeling your best allows you to do your best. Our benefits take care of the whole you-from physical and mental to financial and professional. You'll get opportunities to further your education and career, support for you and your family (including your pets!), paid time off to volunteer for the things that matter to you, and more.
We're obsessed with impact and making a real difference. For us, that means putting relationships first, asking "why not?" when tackling challenges, and continuously learning new skills.
Come do more than join something, change something. For students, for future generations, for the future of education.
**What You'll Contribute**
The Senior Specialist, Account Operations will be responsible for ensuring the accurate and efficient processing of banking transactions and maintaining the integrity of financial records.
**What You'll Do**
+ Provide exceptional customer service by promptly addressing customer inquiries, resolving issues, and maintaining a professional and courteous demeanor.
+ Adhere to regulatory requirements, internal policies, and industry standards to ensure compliance in all banking operations.
+ Perform thorough quality checks to ensure accuracy, completeness, and integrity of processed transactions.
+ Identify and resolve transactional discrepancies, errors, and exceptions in a timely manner, escalating complex issues as necessary.
+ Utilize banking systems and tools to process transactions efficiently and accurately, while maintaining data confidentiality and security.
+ Maintain accurate and up-to-date records of transactions, customer interactions, and any relevant documentation.
_The above information is intended to describe the general nature and level of work performed by employees assigned to this job; it is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees in this role._
**What you have**
Minimum education, skills and experience required.
+ Meticulous attention to detail to ensure accuracy and compliance throughout the transaction processing cycle.
+ Proficiency in using banking systems, financial software, and Microsoft Office Suite, with advanced skills in Excel.
+ Knowledge of banking products, services, and regulations.
+ Excellent organizational and time management skills.
+ Effective communication skills, both written and verbal.
Preferred education, skills, and experience.
+ High school diploma or equivalent. Additional certification or training in banking operations is a plus.
+ 2+ years of experience in banking operations or a related field.
**The Americans with Disabilities Act**
_The Americans with Disabilities Act of 1990 (ADA) prohibits discrimination by employers, in compensation and employment opportunities, against qualified individuals with disabilities who, with or without reasonable accommodation, can perform the "essential functions" of a job. A function may be essential for any of several reasons, including: the job exists to perform that function, the employee holding the job was hired for his/her expertise in performing the function, or only a limited number of employees are available to perform that function._
**Feeling your best helps you do your best:**
**Our benefits take care of the whole you-so you can build your work around your life (not the other way around!).**
+ Competitive base salaries
+ Bonus incentives
+ Generous PTO, Floating Holidays and 12 Federal Holidays observed
+ Support for financial-well-being and retirement 401k with employer match
+ Comprehensive medical, dental, vision, hospital indemnity, critical illness, pet insurance and more
+ Employer paid short-term/long-term disability and basic life insurance
+ Flexible hybrid working arrangements.
+ Paid parental leave and adoption reimbursement programs
+ Free access to on-site staffed fitness centers (in Delaware) and gym subsidy (for locations outside Delaware)
+ Confidential counseling support (EAP), Health Advocacy services and Wellness program with financial incentives
+ Tuition Reimbursement and Family Scholarship Programs
+ Career development and training opportunities
Not the right fit? Let us know you're interested in a future opportunity by clicking _Introduce Yourself_ in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest!
**Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. Click here ( **to view the U.S. Pay Transparency Policy,** **here ( **for federal job applicant notices, and** **here ( **to view the California Employee Privacy Notice.**
**Reasonable accommodations are available for applicants with disabilities in all phases of the application and employment process. To request an accommodation please call and choose option 9. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.**
Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. If you'd like more information about your EEO rights as an applicant, please click Click to view the U.S. Pay Transparency Policy.

Our client, a leading financial institution, is seeking a dynamic and experienced Senior Banking Operations Manager to oversee and optimize their banking operations in **Kansas City, Missouri, US**. This hybrid role requires a strategic leader with a comprehensive understanding of banking processes, regulatory compliance, and team management. The ideal candidate will be responsible for managing daily operations, ensuring efficiency, accuracy, and adherence to all relevant banking laws and internal policies. Key responsibilities include supervising operational staff, developing and implementing process improvements, managing risk, and ensuring the delivery of high-quality services to customers. You will work closely with other departments, such as compliance, IT, and customer service, to streamline workflows and enhance operational performance. This role involves strategic planning for operational growth, resource allocation, and technology adoption to improve efficiency and customer experience. The Senior Banking Operations Manager will also be involved in training and developing operational teams, fostering a culture of continuous improvement and accountability. Strong analytical skills are needed to monitor key performance indicators, identify trends, and implement corrective actions. Excellent communication and interpersonal skills are essential for interacting with staff, management, and external stakeholders. As a hybrid role, successful candidates will be expected to balance on-site responsibilities with the flexibility to work remotely, requiring strong organizational and self-management skills. Prior experience in banking operations management, with a proven track record of success in leading teams and improving operational efficiency, is essential. A Bachelor's degree in Finance, Business Administration, or a related field is preferred.