Financial Services Operations Analyst

Jobgether

United States

Remote

USD 46,000 - 70,000

Full time

9 days ago

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Benefits offered by this job

Competitive Salary
Remote in Canada
Full-time
Inclusive Workplace
Accessible Recruitment

Job summary

Jobgether is seeking a Product Operations leader to own a financial product line, coordinating implementation, testing, and launches. You will translate requirements into operational plans, develop procedures, and drive efficiency through automation.

You will partner with product, operations and technology teams, manage risks, and provide executive-ready updates on readiness and performance. This remote Canada role offers a full-time position in financial services operations.

Qualifications

  • Bachelor's degree or equivalent in a relevant field.
  • Strong understanding of financial services operations or banking environments.
  • Experience coordinating complex operational changes across multiple teams.
  • Ability to translate product requirements into actionable operational plans.
  • Experience with operational testing, QA, and controls.
  • Excellent written and verbal communication for executive updates.
  • Familiarity with product lifecycles including implementation and launches.
  • Comfort navigating ambiguity and prioritizing competing priorities.

Responsibilities

  • Own Product Operations: serve as the primary operational owner for an assigned financial product line.
  • Coordinate Product Implementation with product leaders, operations, and tech teams.
  • Develop Execution Plans outlining workflows, readiness checklists, and timelines.
  • Support launches and changes with readiness across systems and documentation.
  • Lead Testing and Validation of product functionality and readiness.
  • Maintain Procedures and Documentation for consistency and compliance.
  • Identify opportunities to automate workflows and improve tools.
  • Strengthen controls and monitoring including reconciliations and audit routines.
  • Resolve issues and manage escalations with root-cause analysis.
  • Communicate performance and risks to leadership with clear updates.
  • Collaborate cross-functionally on pilots and major enhancements.

Skills

Analytical thinking
Cross-functional
Communication
Data-driven decisions

Education

Bachelor's degree in a relevant field

Tools

SQL
Power BI

Job description

Accountabilities
  • Own Product Operations: Serve as the primary operational owner for an assigned financial product line, overseeing day-to-day execution, ongoing support, and operational change delivery.
  • Coordinate Product Implementation: Partner with product leaders, operations stakeholders, and technology teams to implement new products, enhancements, and process changes.
  • Develop Execution Plans: Translate product requirements into operational plans covering workflows, readiness checklists, dependencies, risks, and delivery timelines.
  • Support Launches and Changes: Coordinate end-to-end product launches and operational updates, ensuring readiness across systems, processes, documentation, controls, and downstream activities.
  • Lead Testing and Validation: Plan and execute functional tests, end-to-end scenarios, and quality checks to validate product functionality and operational readiness.
  • Maintain Procedures and Documentation: Create, update, and maintain product-specific operating procedures to support consistency, accuracy, and compliance.
  • Improve Operational Efficiency: Identify opportunities to automate workflows, enhance operational tools, and simplify processes in collaboration with management and cross-functional teams.
  • Strengthen Controls and Monitoring: Establish and maintain operational monitoring and audit routines, including reconciliations, exception tracking, control checks, and issue remediation.
  • Resolve Issues and Manage Escalations: Act as a subject matter expert for assigned products, supporting troubleshooting, root-cause analysis, and the resolution of operational challenges.
  • Communicate Performance and Risks: Provide clear, actionable updates to leadership on implementation readiness, risks, defects, operational outcomes, and improvement opportunities.
Requirements:
  • Education: Bachelor's degree in a relevant field, or equivalent education and professional experience.
  • Relevant Experience: At least 3 years of experience in banking, financial services, lending, fintech, or a related operations environment.
  • Financial Services Expertise: Strong understanding of financial services operations, preferably within regulated environments.
  • Product Operations Knowledge: Familiarity with product lifecycles, including implementation, change management, testing, launch readiness, and ongoing operational support.
  • Project and Change Execution: Demonstrated ability to manage complex operational changes, coordinate dependencies, and collaborate effectively across multiple teams.
  • Testing and Quality Assurance: Experience with operational testing, quality assurance, audit support, internal controls, or validation processes.
  • Analytical and Problem-Solving Skills: Strong analytical thinking, attention to detail, and the ability to identify issues, investigate root causes, and implement practical solutions.
  • Process Documentation: Ability to document workflows clearly and understand end-to-end processes across systems, teams, and business functions.
  • Adaptability and Prioritization: Comfort navigating ambiguity, managing competing priorities, and taking ownership in a changing environment.
  • Communication Skills: Excellent written and verbal communication skills, including the ability to prepare concise, executive-ready updates.
  • Data-Driven Decision-Making: Ability to use operational data and performance insights to identify issues and recommend improvements.
  • Preferred Financial Product Experience: Direct experience with banking-as-a-service, fintech, consumer lending, payment products, or prepaid cards.
  • Regulatory Awareness: Familiarity with regulatory requirements and compliance considerations relevant to financial products.
  • Cross-Functional Collaboration: Experience partnering with product or technology teams to implement changes, launches, pilots, or major enhancements.
  • Operational Ownership: Ability to act as a dedicated operational owner for a product within a broader operations organization.
  • Technical Skills: Proficiency in SQL or Power BI (PBI) is an advantage.
  • Process Automation: Exposure to automation tools, workflow solutions, or operational platforms is beneficial.
Benefits:
  • Competitive Salary: Annual compensation ranging from CAD $64,800 to CAD $97,200, as advertised.
  • Remote Work: A remote position based in Canada.
  • Full-Time Opportunity: Full-time employment in a financial services operations environment.
  • Inclusive Workplace: An environment that welcomes applicants from diverse backgrounds and values different perspectives.
  • Accessible Recruitment: Accommodations are available during the recruitment process to support candidates' accessibility needs.
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