Senior Operations Analyst jobs in United States
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IntraFi · 1 day ago

Senior Operations Analyst

IntraFi is a leading provider of deposit allocation services, empowering banks to enhance financial access across the country. They are seeking a Senior Operations Analyst to design and maintain revenue calculation models, ensure data accuracy, and collaborate with various teams to enhance operational processes.

BankingFinanceFinancial ServicesWealth Management
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Growth Opportunities

Responsibilities

Design and maintain models for complex revenue calculations
Validate revenue data across systems and ensure alignment with contractual terms
Develop and implement audit controls for operational processes and data flows
Conduct periodic audits to identify discrepancies and recommend corrective actions
Collaborate with Finance, Product, and IT teams to ensure data accuracy and process efficiency
Maintain and refresh Operational procedures and ensure compliance with internal and external standards
Support month-end and quarter-end reporting cycles

Qualification

AI toolsMicrosoft ExcelSQLData visualizationSalesforceProcess improvementCross-functional collaborationAttention to detail

Required

Experience with artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity
Advanced proficiency in Microsoft Excel (pivot tables, complex formulas, data modeling)
Strong SQL skills for querying and analyzing large datasets
Experience with data visualization and reporting tools
Proven ability to work with cross-functional teams in a fast-paced environment
Strong attention to detail and commitment to data accuracy

Preferred

Experience with Salesforce for case management and reporting
Certifications or hands-on experience in AI for Operational workflow automation
Familiarity with revenue operations, financial audits, or fee-based financial products

Benefits

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Opportunities for advancement
Paid time off
Parental leave
Professional development assistance
Referral program
Vision insurance

Company

IntraFi

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IntraFi is a financial company.

Funding

Current Stage
Growth Stage
Total Funding
$2B
Key Investors
Morgan Stanley
2025-08-11Debt Financing· $2B

Leadership Team

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Mark Jacobsen
President & CEO
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Randy Hopper
Chief Information Officer
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