Finance Operations Lead — Front Office & Risk

State Street; Sacramento (CA); On-site; USD 52,000 - 85,000; Full time

Benefits offered by this job

401K match

Medical insurance

Paid time off

Employee assistance program

Job summary

State Street is seeking a skilled professional to support and maintain the production processing of client recordkeeping environments. You will interface daily with front office management and act as a subject matter expert, ensuring SLAs are met and clients trade on time.

You will lead a team, review staff work, enforce controls, and drive risk-free operations. This role emphasizes audits, documentation, onboarding, and complex issue resolution within a collaborative, client-focused environment.

Qualifications

• Bachelor's degree with emphasis in finance, accounting, or economics or equivalent work experience in finance or accounting
• 1-3 plus years related industry experience including operational experience
• Working knowledge of Domestic and International financials and all related instruments
• Detailed understanding of operations
• Strong leadership and attention to detail
• Ability to develop business relationships within and outside the organization
• Excellent interpersonal, communication, organizational and problems solving skills
• Ability to multi-task, balance workload and work in a deadline oriented position
• Ability to meet aggressive SLA Deadlines
• Computer proficient including spreadsheet and database applications

Responsibilities

• Oversee the day to day responsibilities of the team by developing a strong risk management and controlled environment. Eliminate risk incidents and inadvertent data disclosures.
• Take a lead role in any internal or external audits.
• Confirm the completion of the review and verification of the staff's work on a daily basis, enforcing stringent procedures and controls. Assist in the review and verification process as needed.
• Ensure documentation protocols are followed.
• Conduct high-level analysis in specific areas of expertise, identify and resolve work-processing issues, make suggestions to streamline operations and implement.
• Perform a team lead function. Act as a subject matter expert and provide guidance to other employees; including training for new team members, and cross training for existing team members. Take active role in new employee onboarding.
• Research complex issues and inquiries. Resolve discrepancies and take action on complex and escalated matters from external clients and internal departments.
• Approve documented workflow, procedures and controls. Ensure documented procedures and checklists are maintained and up to date. Determine impact of activity to other areas. Make proactive recommendations and solutions for problem resolution.
• Interface with senior level internal and external clients and other departments on complex matters and inquiries.
• Ad-hoc reporting, including daily, weekly and monthly metrics. Engage in complex special projects and assignments including new client onboardings.

Skills

Leadership

Risk management

Communication

Auditing

Data analysis

Education

Bachelor's degree in finance, accounting, or economics

Tools

Spreadsheet software

Job description

State Street is seeking a skilled professional to support and maintain the production processing of client recordkeeping environments. You will interface daily with front office management and act as a subject matter expert, ensuring SLAs are met and clients trade on time.

You will lead a team, review staff work, enforce controls, and drive risk-free operations. This role emphasizes audits, documentation, onboarding, and complex issue resolution within a collaborative, client-focused environment.