[Remote] Financial Operations Analyst
Note: The job is a remote job and is open to candidates in USA. Mogo is seeking a Financial Operations Analyst to join their Financial Operations team in a full-time remote capacity. The role involves supporting daily financial operations, improving processes through automation, and collaborating with various departments to enhance operational efficiency.
Responsibilities
- Perform daily, weekly, and monthly Financial Operations tasks, including reconciliations, transaction monitoring, cash movement review, operational reporting, and fund operations support
- Support fund accounting and investment operations processes, including deposits, withdrawals, subscriptions, redemptions, returned items, account activity reviews, and balance updates
- Investigate and resolve operational breaks, data discrepancies, failed transactions, returned items, reconciliation issues, and other exceptions in a timely and controlled manner
- Identify, challenge, and improve manual workflows by designing practical automation solutions that reduce repetitive work, improve accuracy, and strengthen operational controls
- Own automation opportunities from problem identification through workflow mapping, build, testing, documentation, and ongoing improvement
- Build and maintain Excel-based and code-assisted operational tools, including advanced spreadsheets, VBA/macros, Python scripts, templates, and recurring reporting files
- Use AI tools as a default part of daily work, including research, analysis, coding support, reconciliation review, documentation, testing, workflow redesign, and process improvement
- Document workflows, process logic, exceptions, controls, and runbooks so operational processes become repeatable, scalable, and less dependent on individual knowledge
- Partner with Product, Engineering, Compliance, Finance, and external vendors to move operational priorities forward and support automation and systems-improvement initiatives
Skills
- 2–4+ years of experience in financial operations, fund operations, fund accounting, investment operations, brokerage operations, automation, business systems, or a related finance/operations role
- Strong Excel skills, including advanced formulas, data analysis, reconciliations, and experience building or maintaining Excel macros/VBA-enabled files
- Working knowledge of automation and coding, ideally including VBA and Python
- Practical experience using AI tools, copilots, or agent-based workflows to accelerate analysis, coding, testing, documentation, reconciliation review, or process improvement
- Examples of tools, scripts, macros, automations, or AI-assisted workflows you have personally built, improved, or used to reduce manual work
- Understanding of fund accounting concepts, investment transactions, reconciliations, cash movements, subscriptions, redemptions, returned items, and client account activity
- Strong attention to detail, analytical skills, and ability to investigate and resolve operational breaks, discrepancies, and data quality issues
- High ownership mindset with strong follow-through, sound judgment, and comfort operating with limited guidance in ambiguous or evolving situations
- Low tolerance for repetitive manual work and a habit of questioning inefficient processes
- Strong curiosity, learning velocity, and willingness to continuously improve how work is done through automation, documentation, AI tools, and better controls
- Clear communication skills and ability to work effectively with both technical and non-technical stakeholders
- Experience in fintech, wealth management, brokerage operations, investment operations, or fund accounting
- Experience with registered and non-registered investment accounts, reconciliations, custody workflows, or client account activity
- Experience working with CSV files, flat files, APIs, data transformations, operational reports, or multi-system workflows
- Familiarity with IRESS, NDEX, or similar investment accounting / back-office systems
- Experience building internal tools or automation solutions that were adopted by a business or operations team
Benefits
- Fully Remote Work - Unless otherwise specified in the job posting, Orion offers flexible remote work, supported by the tools and resources needed to succeed.
- Comprehensive Health Benefits - Access to medical, dental, and vision coverage plus a Health Spending Account
- Stock Options - Meaningful equity participation aligned with long-term value creation and company growth
- Flex Vacation - Benefit from paid time off, including vacation and personal days
- Wellbeing Programs - Access counselling services, mental health support, and additional wellness resources
Company Overview