Financial Operations Analyst

Insight Global; Charlotte (NC); Hybrid; USD 55,104 - 63,369; Full time

Benefits offered by this job

Potential to extend or convert to FTE

Job summary

A global banking institution is seeking a Financial Operations Analyst in Charlotte, NC. This role involves providing analytical support for cash management and various operational product areas. Key responsibilities include managing day-to-day functions such as wiring funds and conducting reconciliations, along with generating detailed reports. Ideal candidates should possess excellent communication skills, attention to detail, and the ability to perform under pressure. This position offers a contract through the end of 2026, with the potential for extension or conversion to full-time.

Qualifications

• Presentable, confident, and client-focused with experience in client-facing roles.
• Ability to work under pressure in a team environment.
• Experience with traded cash securities products.
• Strives to bring new thoughts to drive innovation.

Responsibilities

• Provide analytical support for Global Markets Operations function.
• Manage day-to-day functions such as wiring funds and account balancing.
• Perform daily reconciliations and event monitoring.
• Produce daily reports for the Trading desk and Senior Management.

Skills

Excellent communications skills

High Attention to Detail

Client focused

Ability to multi-task

Self-motivated

Tools

Banking applications

Job description

Overview

Looking to join a global banking institution in Charlotte, NC? Please apply today!

***this must sit in Charlotte, NC***

Job Title: Financial Operations Analyst

Location: Charlotte, NC (3x/week onsite)

Duration: Contract through the end of year (12/31/2026) with high potential to extend and/or convert FTE!

Pay Rate: 40-46/hour

Job Description:

The Financial Analyst will be responsible for providing analytical support for a Global Markets Operations function encompassing one or more operational product areas including Cash and Collateral Management. Key responsibilities include analyzing and resolving semi-complex operational issues and initiatives as well as day-to-day responsibilities requiring exceptional handling and cross team coordination between multiple operations teams and functions. Job expectations include managing day to day functions such as wiring funds, account balancing, collateral management, trade comparison, break resolution, intraday projections, as well as collaboration opportunities such as projects and the introduction of new initiatives.

Functions:

• Timely and accurate cash management functions.
• Perform daily reconciliations and event monitoring.
• Analysis of Fed and DTC securities used as collateral.
• Perform basic analytics to resolve account balancing discrepancies
• Production of daily reports – distribute daily reports to the Trading desk, Business Partners and Senior Management (requiring a high level of attention to detail)
• Resolve queries – Investigate any issues raised to the team, liaising with Front Office, Back Office, Finance and/or the client, as necessary.
• Involvement in a broad range of initiatives across multiple platforms driven by both the Business and Trade Control and work to ensure they are effectively implemented and delivered.

Requirements:

• Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner
• Excellent communications skills and ability to present to an audience
• Ability to multi-task and manage time wisely
• High Attention to Detail
• Ability to work under pressure in a team environment
• Ability to liaise with all levels of the firm and people with different experiences and backgrounds
• Sense of urgency and understanding of break escalation
• Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate

Required skills/experience/education:

• Strives to bring new thoughts and ideas to teams to drive innovation and unique solutions
• Excels in working among diverse viewpoints to determine the best path forward
• Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
• Commitment to challenging the status quo and promoting positive change.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
• Experience with traded cash securities products
• Familiarity with systems and functions used for wiring cash, performing manual journal entries, and general banking applications