Financial Operations Analyst

Dexian; Columbus (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

Dexian seeks an Entry Level Financial Operations Analyst in Columbus, OH. The role supports daily financial activities, data reconciliation, and reporting for a growing financial services team. Ideal for new graduates with internship exposure and a strong eye for detail.

You will work with cross-functional teams, learn financial systems, and contribute to month-end processes and process improvements as you build a finance career.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Wealth Management, or related field.
• 0–2 years of professional experience; recent graduates are encouraged to apply.
• Internship experience in Finance, Accounting, Banking, Investments, Wealth Management, Financial Services, or Operations is preferred.
• Strong analytical and problem-solving abilities; meticulous with data.
• Proficient in Microsoft Excel (PivotTables, formulas, lookup functions).
• Excellent written and verbal communication skills.
• Ability to manage priorities and meet deadlines.

Responsibilities

• Support daily financial and operational activities across the organization.
• Review, analyze, and reconcile financial data and account information.
• Assist with transaction processing, financial reporting, and documentation.
• Research discrepancies and work with internal teams to resolve issues.
• Prepare and maintain spreadsheets, reports, and financial documentation.
• Assist with account and transaction-related activities while ensuring accuracy and compliance with established procedures.
• Perform data validation and quality checks on financial information.
• Support month-end, reporting, reconciliation, and other finance-related activities.
• Work with cross-functional teams including Finance, Accounting, Operations, and Investment/Wealth Management teams.
• Participate in process improvement initiatives and special projects.
• Learn financial systems, processes, and industry practices while developing your professional skills.

Skills

Analytical skills

Problem solving

Excel

Communication

Attention to detail

Education

Bachelor’s degree in Finance/Accounting/Economics/Business Administration/Wealth Management or related field

Tools

Microsoft Excel (PivotTables/lookup)

Job description

Financial Operations Analyst – Entry Level

Location: Columbus, OH

Job Type: Contract to hire

Experience Level: Entry Level / Recent Graduate

Experience: 0–2 years

Education: Bachelor’s Degree Required

Launch Your Career in Finance!

Are you a recent college graduate with a Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field? Have you completed an internship in finance, accounting, banking, investments, wealth management, or financial operations?

This is an excellent opportunity to turn your academic knowledge and internship experience into hands‑on experience with a leading financial services organization in Columbus, Ohio.

We are looking for a motivated and detail‑oriented Financial Operations Analyst who is eager to learn, work with financial data, and build a long-term career in the financial services industry.

What You’ll Do

• Support daily financial and operational activities across the organization.
• Review, analyze, and reconcile financial data and account information.
• Assist with transaction processing, financial reporting, and documentation.
• Research discrepancies and work with internal teams to resolve issues.
• Prepare and maintain spreadsheets, reports, and financial documentation.
• Assist with account and transaction-related activities while ensuring accuracy and compliance with established procedures.
• Perform data validation and quality checks on financial information.
• Support month-end, reporting, reconciliation, and other finance-related activities.
• Work with cross-functional teams including Finance, Accounting, Operations, and Investment/Wealth Management teams.
• Participate in process improvement initiatives and special projects.
• Learn financial systems, processes, and industry practices while developing your professional skills.

What We’re Looking For

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Wealth Management, or a related field.
• 0–2 years of professional experience; recent college graduates are encouraged to apply.
• Internship experience in Finance, Accounting, Banking, Investments, Wealth Management, Financial Services, or Operations is highly preferred.
• Strong analytical and problem-solving skills.
• Strong attention to detail and ability to work accurately with financial data.
• Working knowledge of Microsoft Excel, including formulas, sorting/filtering, PivotTables, or VLOOKUP/XLOOKUP.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Strong interest in building a career in financial services.

Great Fit For Candidates With Internships In:

• Finance
• Accounting
• Investment Management
• Wealth Management
• Banking
• Financial Services
• Asset Management
• Financial Operations
• Treasury
• Audit
• Risk
• Portfolio Operations
• Fund Accounting
• Corporate Finance

Recent Graduates Welcome!

You do not need years of professional experience to be considered. We value candidates who have a strong educational foundation, relevant internship experience, analytical ability, and the desire to learn and grow within the financial services industry.

If you recently completed your Bachelor’s degree and are looking for your first opportunity to build a career in Finance, Banking, Investments, or Wealth Management, we would like to hear from you.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.