eTeam ยท 5 hours ago
Finance Operations Support
Baltimore, MD
Contract
Hybrid
Entry Level
$28/hr - $30/hr
1+ years expeTeam is seeking a Finance Operations Support professional to design, build, and maintain automation and analytics solutions. The role involves partnering with subject-matter experts to improve efficiency and controls across DTC-related processes through automation and decision-ready dashboards.
Information Technology
Responsibilities
Build Alteryx Designer workflows and schedule via Alteryx Server to integrate multi-source data, standardize outputs, and enable downstream analytics
Develop UiPath automations (Studio/Orchestrator) to extract, validate, and load data from internal systems and industry utilities (including DTC)
Create Power BI data models, DAX measures, and visuals that deliver consistent metrics/KRIs for line teams and senior management; publish and govern content through enterprise workspaces
Embed auditability, logging, and error-handling across automations; ensure solutions meet data-handling standards (PII restrictions and role-based access)
Partner with process owners to document SOPs, SLAs, and fallback procedures; socialize changes and provide training for end-users
Run discovery with DTC/settlements teams to identify automation candidates and quantify benefits (capacity creation, error reduction, reporting efficiency)
Present prototypes and production updates; triage enhancement requests and maintain backlog
Contribute to Automation Hub use cases and WM Ops communities of practice; share patterns for reusable components across Alteryx/UiPath/Power BI
Qualification
Required
Minimum 1 year in the finance industry, preferably within Wealth Management operations, securities processing, or broker-dealer operations
Alteryx: Advanced proficiency with Designer (macros, batch/iterative), Server publishing/scheduling, data governance; performance tuning and error-handling
UiPath: Strong hands-on with Studio/Orchestrator; selectors, queues, REFramework, credential vaults; building resilient bots for web/desktop/API interactions
Power BI: Deep knowledge of data modeling, Power Query (M), DAX, and visualization best practices; ability to design enterprise-grade dashboards
Domain: Working knowledge of DTC / Settlement operations
Ways of Working: Requirements gathering, backlog management, SDLC documentation, and stakeholder communication
Bachelor's degree in Finance, Information Systems, Engineering, or related field (or equivalent experience)
Preferred
Prior experience automating settlement-adjacent use cases
Knowledge of KRI frameworks and operational risk/control reporting in WM Ops
Company
eTeam
eTeam is a staffing agency that also provides payrolling services.
501-1000 employees
H1B Sponsorship
eTeam 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 (36)
2024 (205)
2023 (11)
2022 (7)
2021 (24)
2020 (25)
Funding
Current Stage
Late StageTotal Funding
unknown2023-12-04Acquired
Leadership Team
Swetta Bhatt
CEO APAC & India
Aanchal Thakur
Chief Customer Officer
Recent News
2025-11-19
2025-08-21
Company data provided by crunchbase