Financial Operations Manager

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We are looking for a Financial Operation Manager to join the Financial Operations team at Funding Circle US. This position reports to the US Head of Investor Services and you will be responsible for the overall operations of the Financial Operations team including timely reconciliation of all client activities delivering assurance that our client money is kept safe, develop and enhance the marketplace features and controls, and support the vision of the US Head of Investor Services and assist in the execution of strategies.

 

Key responsibilities include:

  • Lead the Financial Operations Team to carry out daily reconciliations of client money bank accounts, marketplace ledgers and system integrity validation and ensuring all exceptions are tracked and resolved
  • Directly and coach staffs to liaising with payment operations and various teams across the business to investigate transactions within client money accounts and ledgers
  • Work closely with the US Head of Investor Services, Capital Markets, Legal & Compliance and Product & Technology teams to maintain procedures on current processes, design and implement new processes where necessary, considering both commercial and regulatory objectives, with a focus on mitigating risks and embedding control culture in everything we do. Ensure compliance to all corporate operation standards and policies.
  • Develop and lead the Financial Operations Team to test and validate all changes/enhancements before deployment in the live system.
  • Work with product and tech teams to identify risks on any system or process changes
  • Line manage and build out a high performing Financial Operations team. The business is growing rapidly and as such, you will be working closely with the US Head of Investor Services to support the vision and assist in the execution of strategies. Be able to measure the capacity requirements as we build out the team to meet the growing demands of the business.
  • Work closely with the Capital Market Operations Manager to enhance synergies and operation efficiencies
  • Prepare presentation and co-lead monthly FinOps/Payment Steering Committee meeting
  • Ad-hoc project work

 

Our ideal teammate has:

  • BS/BA degree in Finance, Accounting, Economics or other quantitative discipline
  • 5+ years of work experiences with most recent 3 years in reconciliations
  • Lead by example, experience in building a team, mentoring and developing staffs
  • Working knowledge of Key Performance Indicators (KPIs) and Objective & Key Results (OKRs).
  • Motivated, collaborative attitude with a desire to help shape a fast-growing area of the business and build a proactive, efficient and high performing team.  
  • Proven quantitative skill set combined with unrelenting attention to detail and a risk and controls framework focus
  • Confident, presentable and able to interact directly and autonomously with a wide variety of internal business stakeholders together with external investors and their operations teams
  • Excellent communication skills both oral and written
  • Intermediate to advance Excel skill is a must
  • Experience in Finance or accounting is a must
  • Identification with our mission, “to build a better financial world”
  • Alignment with our core values: Think Smart, Make It Happen, Be Open, Stand Together, Live the Adventure

 

Bonus points:

  • Fintech, lending or other financial operations and services experience
  • Experience with servicing and collections tools, industry standard practices
  • Technical aptitude and/or experience developing systems and processes
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Technology we use

  • Engineering
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  • Sales & Marketing
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Location

Located in the economic powerhouse Central Business District. Easy access to all area RTD Light Rails, entertainment, and fine dining to food trucks.

An Insider's view of Funding Circle

What’s the vibe like in the office?

What attracted me to Funding Circle was more than creating a better funding solution for small businesses. It was the people I would get to work with and the value alignment I was looking for. A company that lives it's values through every decision and interaction is what I believe creates success. It's exciting to see that in action every day.

Jen

Head of Sales & Operations

What's the biggest problem your team is solving?

Product needs to find the best solution that benefits both the customer and the business - in a way that scales. We address pain points and increase points of delight for the user, then innovate via cross-functional teams to grow the business. My roadmap has initiatives to find ways to attract and say yes to more small businesses.

Francine

Senior Product Manager

How has your career grown since starting at the company?

I've gained a great deal of new skills that are leading to my career growth. Starting on the Customer Success team, I got a solid understanding of the organization from a post-funding standpoint. I explore the world of qualitative research with competitive analysis and customer interviews, and grew my speaking skills through presentations & forums.

Liza

Customer Experience (CX) Researcher

How does the company support your career growth?

During my time at Funding Circle, I have had the opportunity to work on many aspects of the business. Funding Circle has provided me with the necessary resources to develop my professional skills. Additional learning that is provided has helped me gain the necessary knowledge to do my role well while learning more about the financial industry.

Chris

Strategic Partnerships Manager

What are Funding Circle Perks + Benefits

Funding Circle Benefits Overview

Competitive salary with a robust health benefits insurance package, 401(k), and various wellness resources.

Unlimited vacation and flexible working hours

Fully-stocked kitchens with free drinks and snacks

Regular social events, team bondings, employee-lead volunteer days, and club activities (such as Women@FC, Circle of Pride, FC Impact, and Development Book Club)

Opportunities to learn, develop, and grow your career through global programs, team/functional training, and $300 annual personal development benefit

Within walking distance of public transit

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
In-person all-hands meetings
Flexible work schedule
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Highly diverse management team
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
Hiring practices that promote diversity
Diversity recruitment program
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Team workouts
In office Yoga every Wednesday!
Mental health benefits
Transgender health care benefits
Wellness days
Abortion travel benefits
Financial & Retirement
401(K)
401(K) matching
Company equity
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Return-to-work program post parental leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited vacation policy
Paid volunteer time
Paid holidays
Paid sick days
Flexible time off
Office Perks
Commuter benefits
Company-sponsored outings
Free daily meals
Catered lunch once per week from ClusterTruck
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Happy hours are hosted every Thursday and for many special occasions.
Onsite office parking
We offer employees a parking subsidy.
Recreational clubs
Relocation assistance
Relocation available for some key roles.
Fitness stipend
Home-office stipend for remote employees
Meditation space
Mother's room
Onsite gym
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Personal development training

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