Financial Operations Analyst

Posted 19 Days Ago
Be an Early Applicant
Vancouver, BC
1-3 Years Experience
Financial Services
The Role
Financial Operations Analyst at Grid, responsible for operating internal systems, reconciling financial states, responding to inquiries, monitoring cash flow, and preparing records for credit bureaus. Opportunity to work with large datasets and contribute to company's success.
Summary Generated by Built In

About us

Today’s financial system is built to favor those with money. Grid’s mission is to level that playing field by building financial products that help users better manage their financial future. The Grid app lets users access cash, build credit, spend money, optimize their taxes, and lots, lots more.


Grid is a fast-growing team that’s deeply passionate about making a difference in the lives of millions. We’re solving huge problems and believe that every team member has a big role to play. Come join our growing team in Vancouver!


The role

You'll work closely with customer service operations and the engineering team to operate our internal systems and ensure our company's and client's financial states are accurate. The work will include reconciling user and company statements, monitoring and creating cashflow metrics, responding to chargebacks, and preparing furnishment records for credit bureaus.


As a operations analyst, you'll have the opportunity to learn and operate ledger systems, work with large datasets, and understand patterns of user behaviour. Your work will be at the forefront of Grid's ongoing success and growth, ensuring financial accuracy and getting our customers one step closer to financial freedom.

What you’ll do:

  • Operate ledger systems
  • Reconcile user financial states
  • Respond to elevated user inquiries passed forward by our Customer Success team
  • Monitor and respond to chargeback forms from processors
  • Prepare furnishment records for submission to credit bureaus
  • Analyze and report internal bugs to our Money Engineering team
  • Monitor cash flow behavior and derive key insights from our metrics

What we're looking for:

  • Proficiency in written and spoken English
  • An analytical mind - you look for patterns and are able to provide insights based on them
  • Reliability and trustworthiness
  • An amicable disposition, easy to work with
  • A desire to grow your skills and experience, and to grow with the company!

Preferred Skills/Experience:

  • A bachelor's degree in a related area
  • Proficiency/familiarity with SQL
  • Experience in a customer service position
  • Basic understanding of ledger systems/flow of funds
  • Experience in financial lending services

At Grid we believe that great ideas and great people can come from anywhere. If your experience/skills are not a perfect match, but you believe that you would still be a great fit for the position, tell us why in your cover letter!


Top Skills

SQL
The Company
HQ: Oakland, CA
31 Employees
On-site Workplace

What We Do

We're building Grid to help hard-working Americans. We're starting by giving back the money you overpay in taxes today, not next year. Use that extra cash to save for a home upgrade, make the holidays a little brighter, or just give yourself a treat. Grid has already helped thousands of people get a little closer to their dreams. And we're just getting started.

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