Financial Operations Analyst - Reconciliations & AI Tools

BNY; Westborough (MA); On-site; USD 23,419 - 38,572; Part time

Job summary

BNY Mellon in Westborough, MA is seeking a detail-oriented Operations Analyst to support cash reconciliation, settlement reporting, and client servicing within a financial operations environment. The role focuses on DDA reconciliations, wire activity review, and reporting across custodial banking and fund accounting partners.

This onsite position offers hands-on exposure to routine workflows, data analysis, and opportunities to apply AI-enabled process improvements, with a strong emphasis on

Qualifications

• Bachelor’s degree or relevant internship in Finance/Business
• Strong attention to detail with data and reports
• Excellent written and verbal communication skills
• Ability to learn quickly and take initiative
• Strong organizational skills and ability to follow structured processes
• Proficiency in Microsoft Office Suite
• Willingness to learn and utilize AI tools for data analysis and task automation

Responsibilities

• Reconciliations: Perform daily DDA reconciliations, research discrepancies, and ensure accuracy of cash positions
• Settlement Reporting: Prepare and distribute reports to custodial banks and fund accounting teams, ensuring completeness and timeliness
• Wire Review: Monitor and validate incoming and outgoing wire transactions, confirming accuracy and proper settlement activity
• Exception Management: Investigate and resolve breaks related to cash activity, settlements, and reporting discrepancies
• Client Support: Monitor team inbox and respond to client inquiries as proficiency grows (via email, occasional follow-ups)
• Data Analysis: Review reports with attention to detail, identify trends, and ensure data integrity across systems
• Process Execution: Follow structured daily routines while maintaining accuracy under strict deadlines
• Continuous Improvement: Leverage AI tools and automation platforms (e.g., Alteryx) to streamline repetitive processes and improve efficiency

Skills

Attention to detail

Strong communication

Learning ability

Organizational skills

Education

Bachelor’s degree in Finance or related field

Tools

Alteryx

Microsoft Office

Job description

BNY Mellon in Westborough, MA is seeking a detail-oriented Operations Analyst to support cash reconciliation, settlement reporting, and client servicing within a financial operations environment. The role focuses on DDA reconciliations, wire activity review, and reporting across custodial banking and fund accounting partners.

This onsite position offers hands-on exposure to routine workflows, data analysis, and opportunities to apply AI-enabled process improvements, with a strong emphasis on