Financial Operations Analyst — Reconciliations & Data

Hired by Matrix, Inc; Boston (MA); Hybrid; USD 70,000 - 100,000; Part time

Job summary

Not disclosed is seeking an Operations Business Analyst to support reconciliation tasks and data-driven operations for a global financial institution. The role combines daily reconciliations, data extraction from custodians, and updating Excel-based controls, with emphasis on accuracy and clear summaries of findings.

The candidate should have 1-3 years in similar roles, exposure to asset management or financial services, and strong Excel and data-analysis skills.

Qualifications

• 1-3 years of experience in operations, middle office, reconciliations, or similar support roles.
• Exposure to asset management, banking operations, or financial services environments.
• Strong working knowledge of Microsoft Excel (pivot tables, lookups, formulas).
• Strong data analysis skills, experience working with high-volume operational data with the ability to work across diverse datasets and translate varied inputs into standardized outputs.
• Ability to synthesize key concepts and findings into clear, well-organized summaries.

Responsibilities

• Perform daily and ad-hoc operational reconciliations between internal systems and external data sources.
• Pull and validate data from custodians, vendors, and external websites.
• Update and maintain Excel-based reconciliation and control files.
• Identify, investigate, and document breaks and exceptions, escalating as appropriate.
• Support start-of-day and end-of-day operational control processes.
• Assist senior operations staff with reporting, data clean-up, and process support.

Skills

Excel

Data analysis

Reconciliations

Tools

DUCO

Bloomberg

Job description

Not disclosed is seeking an Operations Business Analyst to support reconciliation tasks and data-driven operations for a global financial institution. The role combines daily reconciliations, data extraction from custodians, and updating Excel-based controls, with emphasis on accuracy and clear summaries of findings.

The candidate should have 1-3 years in similar roles, exposure to asset management or financial services, and strong Excel and data-analysis skills.