Fintech Business Operations Analyst: Onboarding, Risk & Insights

Versana LLC.; New York (NY); On-site; USD 130,000 - 150,000; Full time

Job summary

Versana LLC is seeking a highly motivated Business Operations Analyst to support onboarding, vendor due diligence, governance, executive reporting, and data analyses. This cross-functional role partners with Information Security, Product, Engineering, Legal, Finance, and Leadership to drive critical initiatives.

The successful candidate will prioritize competing demands, navigate ambiguity, influence stakeholders, and deliver high-quality results with minimal oversight.

Qualifications

• Bachelor’s degree in Business, Finance, Operations, Information Systems, or a related field.
• 5+ years of experience in Business Operations, Strategy & Operations, Consulting, Risk Management, Program Management, or related functions.
• Experience in fintech, SaaS, technology, or other high-growth environments.
• Experience with enterprise grade customers in banking or investment management.
• Exceptional written and verbal communication skills with strong client-facing experience.
• Familiarity with third-party risk management, information security assessments, audit programs, and compliance frameworks.
• Advanced Microsoft PowerPoint skills, including the ability to create executive-ready presentations.

Responsibilities

• Onboard clients and manage vendor due diligence, information security assessments, procurement requests, and client risk management processes.
• Coordinate onboarding efforts across Information Security, Product, Engineering, Operations, Legal, Finance, and Executive Leadership.
• Partner with clients to ensure timely completion of onboarding requests, questionnaires, audits, and due diligence activities.
• Develop deep knowledge of Versana's platform, security controls, policies, and operational processes.
• Maintain response libraries and documentation to improve efficiency and consistency.
• Identify opportunities to improve onboarding workflows and client experience.
• Own customer SLA reporting and monitoring to ensure compliance with contractual obligations.
• Develop and deliver recurring customer and operational performance reporting.
• Analyze trends to improve service delivery and operational effectiveness.
• Collaborate with Client Success, Product, and Engineering to enhance the client experience.
• Support readiness and execution for new clients, products, and strategic initiatives.
• Maintain policy inventory and governance framework and support audits and compliance.
• Coordinate audits, certifications, customer requests, and regulatory inquiries.
• Identify operational risks and propose process improvements.
• Develop executive, board-level, and management reporting materials.
• Prepare presentation materials for leadership, strategic initiatives, and client meetings.
• Transform data into actionable narratives and dashboards.
• Build and maintain KPIs, scorecards, and reporting frameworks.
• Partner with leadership to enhance reporting quality and visibility.
• Deliver recurring management reporting on customer, operational, and business performance.
• Analyze operational and business data to identify trends, opportunities, and risks.
• Develop meaningful metrics and indicators for organizational health.
• Collaborate with data and tech teams to improve reporting capabilities.
• Identify opportunities for automation and process optimization.
• Use AI-enabled tools to accelerate workflows while validating outputs.

Skills

Third-party risk management

Operations strategy

Finance & accounting

PowerPoint

Client-facing communication

Education

Bachelor's degree in Business, Finance, Operations

Tools

Microsoft PowerPoint

Job description

Versana LLC is seeking a highly motivated Business Operations Analyst to support onboarding, vendor due diligence, governance, executive reporting, and data analyses. This cross-functional role partners with Information Security, Product, Engineering, Legal, Finance, and Leadership to drive critical initiatives.

The successful candidate will prioritize competing demands, navigate ambiguity, influence stakeholders, and deliver high-quality results with minimal oversight.