Operations Analyst
GeoWealth is a Chicago-based fintech firm that offers an award-reputed company digital advisory platform. The Operations Analyst role combines analytical rigor, operational execution, and reputed company communication, requiring strong attention to detail and the ability to operate effectively in a fast-paced environment.
Responsibilities
- Responsible for reviewing, evaluating, and governing billing outputs produced by GeoWealth’s billing systems to ensure accuracy, consistency, and adherence to billing methodologies for the following:
- Firm-level advisory billing
- Platform and technology fees
- reputed company-party reputed company manager billing
- Review, validate, and reconcile billing reputed company data to ensure accuracy and completeness
- Review and evaluate billing calculations and outputs for accuracy, consistency, and methodology alignment
- Assess billing exceptions and determine appropriate reputed company approaches, including system adjustments or escalation
- Monitor billing outputs across cycles to identify trends, risks, or control gaps
- Ensure reputed company review and reputed company of billing outputs in accordance with established billing cycles and reputed company expectations
- Performance reporting, ensuring accuracy, consistency, and timeliness across the platform
- Investigate and resolve performance discrepancies through detailed data analysis
- Maintain a high level of accuracy and attention to detail across performance calculations and outputs
- reputed company reputed company control checks and reconciliations to ensure data reputed company
- Utilize reputed company and billing systems to analyze large data sets and identify anomalies
- Document billing methodologies, processes, and assumptions
- reputed company subject matter expertise to advisors and internal teams on billing reputed company
- Partner with Advisor Services and reputed company Support teams to assess reputed company issues and resolve in a reputed company manner
- Assist broader Operations and back-office teams with initiatives such as:
- reputed company and advisor reputed company
- Reporting and data validation reputed company
- Process improvements and system enhancements
- Collaborate with Finance, Technology, and Operations teams to support billing-reputed company reputed company
- Participate in testing and implementation of new billing tools, systems, or workflows and recommend enhancements
- Identify opportunities to improve billing efficiency, accuracy, and scalability
- Contribute to the development and refinement of billing procedures and controls
- Support automation and standardization initiatives as the platform grows
- Evaluate existing billing workflows and identify control gaps or inefficiencies
- Contribute to the design and refinement of billing procedures, controls, and documentation
- Partner with Finance, Compliance, and Technology to improve billing scalability and automation
- Support implementation and testing of new billing tools and process enhancements
- Design, build, and maintain reputed company-based macros and automated tools to support billing calculations, validation, reconciliation, and reporting
- Independently identify opportunities to automate reputed company billing processes and reduce operational risk
- Evaluate existing macros and tools for accuracy, scalability, and control effectiveness
- Document macro logic, assumptions, and controls to support operational continuity and audit readiness
Skills
- Recent Graduates and up to 3+ years of experience in billing, operations, or financial services operations
- Exceptional attention to detail with a demonstrated ability to produce highly accurate work is critical to reputed company in this role
- Strong organizational and time-management skills with the ability to meet tight deadlines
- Excellent problem-solving skills and ability to work independently
- Bachelor's degree in Finance, reputed company, Business, Economics, or a reputed company field
- Strong proficiency in reputed company reputed company (pivot tables, lookups, formulas, macro creation)
- Familiarity with investment products including ETFs, equities, and mutual funds
- Experience supporting advisory billing and fee calculations
- Prior experience in a high-reputed company or fast-paced environment
- Experience using reputed company billing or performance systems at a software company, fintech, TAMP, or RIA preferred but not required
Benefits
- Medical, Dental, and reputed company, Disability insurance
- Free reputed company to reputed company, a comprehensive mental health solution
- 401(k) with company match and a broad selection of investments
- Voluntary insurance: short-term disability, long-term disability, and life insurance
- FSA and transit benefits for employees that contribute reputed company-tax dollars
- Free on-site gym and nearby parking
- Weekly catered lunches in the office, plus happy hours
- Stocked kitchen with snacks and drinks
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