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IntraFi · 8 hours ago

Senior Operations Analyst (Client Account Management)

Arlington, VA

Full-time

Hybrid

Senior Level

IntraFi is a leading provider of deposit allocation services, empowering financial institutions across the country. The Senior Operations Analyst will be responsible for delivering high-quality operational support, managing customer pipelines, and collaborating on data-driven projects to enhance service delivery.

BankingFinanceFinancial ServicesWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Working with a collaborative team to onboard new banks and custodial agents

Working within a Salesforce based workflow process to manage and support various operational based tasks

Managing the pipeline for new customers that includes updating and maintaining a contractual term tracking system used to support various reporting and analytical downstream functions

Modeling and building data queries

Involvement in cross-functional Data Lake based projects

Analyzing and preparing data to present to our clients

Developing, documenting, and implementing procedures that are focused on transactional processing, cash settlement and reconciliation

Working with third-party vendors and partners to resolve operational issues with the ability to communicate key information in a timely manner

Qualification

AI toolsExcelSQLAccessPowerPointAnalytical skillsFinancial Services experienceCommunication skillsTeamworkProblem-solving

Required

Experience with artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity

High competency in Excel, Access, SQL and PowerPoint

Ability to achieve results by managing expectations of both internal and external customers (and outside vendors), communicating in a timely fashion, and utilizing effective procedures and plans in place

Ability to work independently yet integrate personal results in a team environment

Able to produce accurate work product

Ability to analyze and write business requirement documents to improve or expand the functionality of a technology business platform

Strong analytical and critical thinking skills

Strong oral and written communication skills

Financial Services or banking industry experience, preferably in a back-office (i.e., reconciliation, settlement, bank processing) operational role

Preferred

Experience with traditional back-office processes and functions specific to the brokerage or banking environment is a plus

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

IntraFi is a financial company.

Founded in 2002

Arlington, Virginia, USA

201-500 employees

https://www.intrafi.com

H1B Sponsorship

IntraFi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2)