Ampersand, Inc. · 1 month ago
Financial Operations Manager
Waukesha, WI
Full-time
Onsite
Mid Level
3+ years expAmpersand, Inc. is a Midwest-based tech-enabled financial services firm specializing in treasury management solutions. The Financial Operations Manager will be responsible for managing day-to-day financial operations and accounting processes, ensuring compliance and optimizing financial transactions.
Banking
Responsibilities
Completes daily financial operations activities i.e., bank and client transaction posting, book to cash reconcilement, etc
Executes financial transactions i.e., wire transfer, ACH, etc., ensuring compliance with relevant regulations and company policies/procedures
Completes monthly financial operations activities i.e., bank account reconcilement, interest earnings allocation, client statement rendering, etc
Assists with yield enhancement and optimization related activities i.e., data analysis, reporting, recommendations, etc
Assists with ongoing development and enhancements to proprietary technology
Manage team effectively and lead with integrity. Performs other duties as assigned
Qualification
Required
Solid understanding of basic bookkeeping and accounting principles
Proficient in Microsoft Office, including: Outlook, Teams, Word, Excel, SharePoint, etc
Minimum: Associates degree in finance, accounting, or related field
Three (3) plus years of experience in a financial/treasury operations or accounting role
High degree of accuracy and attention to detail
Ability to communicate clearly and concisely with individuals at all levels of the company
Demonstrated ability to multi-task and meet deadlines
Strong organizational, time management, and planning skills
Ability to think critically and act quickly
Ability to seek clarification or assistance when needed
Preferred
Intuit Certified QuickBooks User
Company
Ampersand, Inc.
Ampersand, Inc., is a Midwest-based tech-enabled financial services firm who is dedicated to addressing the distinctive treasury management needs of both financial institutions and depositors.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jessica Fuchs
Co-Founder, Chief Experience Officer
Suzanne Hoeppner
Co-Founder, Chief Risk & Compliance Officer
Company data provided by crunchbase