Financial Operations Analyst

Verivend; Buffalo (NY); Remote; USD 80,000 - 100,000; Full time

Job summary

An established industry player in fintech is seeking a Full-Time Financial Operations Analyst to enhance financial operations for a growing customer base. This role involves collaborating with leadership to ensure financial integrity and operational efficiency across payments and reporting. If you thrive in a fast-paced environment and enjoy multitasking, this opportunity to shape the future of capital movement in private markets is perfect for you. Join a dynamic team dedicated to innovation and excellence, where your contributions will make a significant impact on the financial landscape.

Qualifications

• Bachelor’s degree in a relevant field preferred.
• Strong attention to detail and organizational skills required.

Responsibilities

• Monitor and reconcile financial transactions across customer accounts.
• Collaborate with banking partners for timely fund transfers.
• Manage customer invoicing and accounts receivable.

Skills

Attention to detail

Organizational skills

Problem-solving skills

Communication skills

Spreadsheet proficiency

Education

Bachelor’s degree in Math, Engineering, Finance, or Science

Tools

CRM systems

Accounting systems

Job description

Headquartered in Buffalo, NY with a remote national team, Verivend is a fast-growing fintech company that provides a purpose-built payments infrastructure for Private Equity, Venture Capital, and Investment Sponsors, known as “The Venmo of Private Capital.” Our Software-as-a-Service platform connects Investment Sponsors from any asset class with their Investors and takes the pain and manual processes out of raising capital and making distribution payments, in addition to supporting the end-to-end deal management process. Verivend is the only payments platform dedicated to supporting the private markets, which allows Investment Sponsors from any asset class and their Investors to painlessly, paperlessly, and effortlessly issue and receive capital calls and distributions from anywhere, on any device.

Summary

Verivend is looking for a Full-Time Financial Operations Analyst to serve as a key member of our team. In this role, you will partner directly with Company Leadership to support and grow our financial operations for our rapidly expanding customer base. You’ll play a critical role in ensuring financial integrity, operational efficiency, and a seamless experience across payments, reporting, and revenue operations.

This is a unique opportunity to join a fast-growing fintech company that’s redefining how capital moves in private markets. If you thrive in a collaborative, fast-paced environment and enjoy wearing multiple hats, we’d love to hear from you.

Responsibilities

1. Monitor and reconcile financial transactions across customer accounts and Verivend’s platform
2. Collaborate with banking partners to ensure timely and accurate fund transfers
3. Manage customer invoicing and accounts receivable, including sending invoices and tracking payments
4. Proactively follow up on outstanding invoices and customer payments
5. Support internal controls and financial process improvements to ensure accuracy and compliance
6. Assist with maintaining payment workflows for new and existing customers
7. Partner with sales and leadership teams to manage billing and collections processes
8. Develop and maintain reports and dashboards for sales operations and revenue analytics
9. Perform data validation and entry for financial metrics across CRM and accounting systems
10. Support revenue operations tasks, including Key Performance Indicator (KPI) tracking and pipeline forecasting
11. Identify trends and provide insights to improve cash flow and reduce receivables aging
12. Collaborate cross-functionally with Customer Success and Product to resolve payment-related issues

Qualifications

1. Bachelor’s degree in Math, Engineering, Finance, or Science-focused area preferred
2. Strong attention to detail, organizational skills, and a proactive mindset
3. Comfort working with spreadsheets, reports, and financial data
4. Excellent written and verbal communication skills
5. Ability to work independently and prioritize multiple projects in a dynamic environment
6. Demonstrated problem-solving skills
7. Flexibility and adaptability to change

Hiring Process

We follow the same interview steps to ensure equality and transparency for all candidates. Our hiring process is designed to learn as much about each candidate as possible, as well as give all candidates clear and accurate expectations about what it’s like to work at Verivend.

1. Initial screen & get to know you: 30-minute informal chat with Verivend to learn more about each other
2. Deeper dive discussion: more detailed conversation with additional members of our team
3. Decision: we will be transparent, provide feedback, and share our final decision

We are a welcoming and diverse team with a wide range of backgrounds and experiences.

Verivend is an Equal Opportunity-Affirmative Action Employer – Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation