Financial Operations Analyst (Kansas City Metro)

C2FO; Kansas City (MO); On-site; USD 75,000 - 105,000; Full time

Job summary

C2FO in Kansas City, MO is seeking a Financial Operations Analyst to manage cash and yield strategies for enterprise clients, optimize daily markets, and drive efficiency across global operations.

You will collaborate with cross-functional teams, present analytics to stakeholders, design internal tools, and develop business cases to support strategic decisions while maintaining a strong client focus.

Qualifications

• 4+ years of related experience.
• Bachelor’s degree in finance, economics, mathematics, accounting, or similar field.
• Strong proficiency in Excel.
• AI requirements: Demonstrates advanced AI proficiency by integrating AI across workflows.

Responsibilities

• Manage cash and yield strategies for a portfolio of enterprise clients.
• Plan, execute, and oversee daily markets; continually improve processes.
• Monitor market performance, analyze data, and identify optimization opportunities.
• Prepare and present reporting and analytics to drive strategic decisions.

Skills

Excel

SQL

PowerBI

Communication

Financial acumen

Project management

AI proficiency

Education

Bachelor's degree

Tools

SQL

PowerBI

Job description

Financial Operations Analyst

(This is a Hybrid role in Kansas City, MO)

More than a mission, C2FO is a better financial system changing the way every business gains access to the working capital they need to thrive. At C2FO, everyone is an employee-owner which means we’re all invested in our work and team members. We’re a company of team players and self-starters finding new and innovative ways to get things done. If you’re excited to learn, grow, and leave your mark on our fast-growing organization, C2FO may be the place for you.

About C2FO

Headquartered in Kansas City, USA, C2FO has more than 450 employees worldwide, with operations throughout North America, Europe, India, Asia Pacific, and Australia. C2FO is the world’s largest on-demand working capital platform. Our mission is to ensure every business has the capital needed to thrive and we have delivered more than $445+ billion in funding to businesses since our founding. How do we do this? By providing fast, flexible, and equitable access to low-cost capital through our easy-to-use platform.

We provide technology with a human touch, giving our customers the direct support they need and ensuring our team members have the tools, resources, and work environment they need to deliver on our promise to customers. With the C2FO platform, businesses worldwide have more working capital to fuel their growth, create jobs and develop new products.

Benefits

At C2FO, we take care of our customers and our people – the vital human capital that helps our customers thrive. That’s why we offer a comprehensive benefits package, flexible work options for work/life balance, volunteer time off, and more. Learn more about our benefits here. https://www.c2fo.com/amer/us/en-us/about-us/careers

About the Financial Operations Analyst:

(This is a Hybrid role in Kansas City, MO)

The Financial Operations Analyst serves as the portfolio manager to our enterprise clients, optimizing cash and yield settings. They take ownership of the assigned marketplaces, becoming familiar with the necessary technical settings and processes that underlie them while being responsible for analyzing business trends, data signals, and models to maximize the day-to-day financial performance. The Market Operation Manager works with cross-functional teams to optimize performance, develop best practices, and provide analysis and insight and plays a critical role in driving efficiency and managing risks.

Essential Duties:

• Manage cash and yield strategies for assigned portfolio of enterprise clients.
• Plan, execute, and oversee operational activities for daily markets, continually improving processes and methodologies.
• Monitor market performance, analyze complex data, and identify opportunities for optimization.
• Influence client decisions to negotiate win-win solutions and foster strong communication with stakeholders.\Prepare and present internal and external reporting and analytics to drive strategic decision‑making.
• Collaborate effectively with cross-functional teams globally to ensure seamless implementation, account growth, and process efficiency.
• Contribute to the design of internal tools and broader product enhancements for operational efficiency.
• Create enterprise client business cases and perform ad hoc analysis to support decision‑making.
• Provide support to global markets and teams when necessary.

Knowledge, Skills, and Abilities:

• Strong business and financial acumen.
• Ability to adapt to changing project requirements and navigate in a fast-paced, dynamic environment.
• An analytical and problem-solving mindset to identify project risks and develop appropriate solutions.
• Knowledge and understanding of financial operating metrics, short-term cash management investment vehicles, and working capital best practices.
• Ability to build and maintain positive relationships with clients, as well as the ability to understand and respond to their needs.
• Ability to work in a fast-paced, dynamic environment.
• Strong communication and interpersonal skills.

Basic Qualifications:

• 4+ years of related experience.
• Bachelor’s degree in finance, economics, mathematics, accounting, or a similar field.
• Program or project management experience.
• Strong proficiency in Excel
• AI Requirements: Demonstrates advanced AI proficiency by integrating AI across workflows, not just individual tasks, driving operational improvements, and influencing best practices across the team.

Preferred Qualifications:

• Experience in banking or financial services companies
• Experience in SQL and PowerBI, preferred

Commitment to Diversity and Inclusion

As an Equal Opportunity Employer, we not only value diversity and equality, but we also empower our team members to bring their authentic selves to work every day. Our goal is to create a workplace that reflects the communities we serve and our global, multicultural clients. We recognize the power of inclusion, emphasizing that each team member was chosen for their unique ability to contribute to the overall success of our mission.

We do not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business needs.

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