Financial Operations Analyst

Financial Operations Analyst

About the role

Orion is looking for a Financial Operations Analyst to join our Financial Operations team. This is a full-time, remote role reporting to the Director of Investing Operations.

This is not a traditional operations role. We are looking for someone who can support the day-to-day needs of Financial Operations while also helping us redesign, automate, and improve how work gets done.

The ideal candidate is detail-oriented, strong in finance and reconciliations, comfortable working with operational data, and motivated to reduce manual work through automation, better controls, and AI-first ways of working.

We want someone who does not simply execute existing processes, but actively questions inefficient workflows and looks for better, faster, more scalable ways to operate.

What you’ll do

• 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.

What we’re looking for

• 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.

Helpful to have

• 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.

How success will be measured

• Reduced manual work across recurring Financial Operations workflows.
• Improved accuracy, reliability, and timeliness of reconciliations, reporting, and operational processes.
• Fewer recurring operational errors and stronger process controls.
• Lower key-person dependency through better documentation, runbooks, and repeatable workflows.
• Multiple meaningful workflows automated or materially improved within the first 6 months.
• Clear identification of future automation opportunities and practical improvements.

Candidate self-check

Do you prefer executing existing processes, or redesigning and automating them?

This role is built for someone in the second category.

Benefits of working with us:

• 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