Acorns · 2 weeks ago
Financial Operations Associate
United States
Full-time
Remote
New Grad, Entry Level
$65K/yr - $70K/yr
0+ years expAcorns is a financial wellness app that helps everyday people and families save and invest money for the long term. The Financial Operations Associate will manage and execute investment product operations, ensuring accuracy and efficiency in cash and security transfers while maintaining compliance.
FinanceFinTechFinancial ServicesWealth Management
No H1B
Responsibilities
You'll be instrumental in the smooth running of our financial operations, helping to look after the financial best interests of our up-and-coming customers
Assist in the processing of the firm’s daily cash and security transfers related to the firm’s investment products
Monitor customer cash balances on a daily and periodic basis to identify unusual fluctuations, deficits, or excess balances
Gather essential data points from vendors to support daily operational tasks
Collaborate with Operations, Finance, Compliance, and Risk teams to ensure accurate reporting and classification of customer funds
Improve and maintain documentation of internal control processes, ensuring clarity and compliance
Collaborate closely with the Investment Operations team to identify, research, and resolve discrepancies and improve existing processes
Contribute to special projects focused on continuous process improvements and operational efficiency
Ensure WORM-compliance related to FinOp books and records
Work with manager and team to establish priorities, including new features, infrastructure, and tool building
Qualification
Required
0 to 1 year+ of professional experience in a financial services, FinTech, or highly regulated operations role
Educational background in Finance, Accounting, Business, or a related field
Strong analytical skills and a meticulous attention to detail to ensure accuracy in all operational processes
Ability to quickly learn and understand Broker-Dealer compliance requirements, such as WORM (Write Once, Read Many), and financial record-keeping
A proactive approach to identifying potential issues and proposing solutions
Excellent collaboration and communication skills to work effectively with cross-functional teams and external vendors
Hunger to deliver game-changing products
Exceptional drive and precision in delivery
A belief that your work is tied to your life's mission
Optimistic about the potential of societal change
Benefits
Competitive salary and stock options
A comprehensive benefits package for you and your family
Flexible work location, hours, and paid time off
401(k) matching
Monthly Acorns account contribution & GoHenry account for your family
Mindfulness and Financial Wellness resources, Headspace and Addition Wealth
Acorns Career Development Program (Ongoing training sessions, development plans, development check-ins, Cornerstone’s online training platform)
Roots Leadership Program for Emerging Leaders
Community week onsite gatherings and various virtual events
Talented and motivated team members who care deeply about one another, our mission, and our customers.
The rare opportunity to create a new world. We inspire one another every day to do meaningful work that solves big societal challenges.
Company
Acorns
Acorns is a financial technology and services company that specializes in automated investments and robo-advice.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$510.01MKey Investors
TPGComcast Ventures,NBCUniversalThe Rise Fund
2022-03-09Series F· $300M
2019-08-19Series Unknown
2019-01-28Series E· $105M
Leadership Team
Noah Kerner
CEO & Chairman
S
Seth Wunder
Global President & CFO
Recent News
2026-06-14
Coverager - Insurance news and insights
2026-06-14
Company data provided by crunchbase