Business Operations Analyst
August 10
🏡 Remote – New York
Description
• Report on loan origination and servicing activities, including partner reporting related to loan operations, and maintenance and development of reports • Coordinate projects between internal departments (Engineering, Accounting and Finance, Operations, Member Experience) • Serve as the point of contact for external vendors (banks, custodians, administrators) • Focus on continuous process improvement through automation and increased efficiency • Track and ensure the accuracy of loan servicing reports and files • Reconcile bank accounts daily • Track and validate the remittance of funds between Happy Money and our vendors • Communicate with banks to understand posting discrepancies • Investigate and identify issues as they arise; work with internal departments to identify the root cause • Test process improvements with engineering and product support • Engage directly with capital partners to remediate reporting issues
Requirements
• Have 3+ years of experience in an Accounting, Finance, Analytics, or Vendor/Investor reporting role • Have strong attention to detail • Be a critical thinker with the skills and ability to improve processes • Be a problem solver with laser-like focus • Have excellent interpersonal, verbal, and written communication skills • Be savvy working with multiple IT interfaces • Have bank or cash reconciliation experience • Have a customer-focused mindset with the ability to represent customer needs and priorities within the organization • Be comfortable taking ownership of their work • Have the ability to work across teams, and drive cross-functional alignment and problem-solving to produce deliverables • Demonstrate a bias for action and an ability to adopt an iterative mindset (“progress over perfection”) while maintaining a strong awareness of legal/regulatory + customer needs as guardrails • Have moderate Excel knowledge • Have experience using SQL • Have a Bachelor's Degree (preferably in Finance, Accounting, or Business Administration)
Benefits
• Generous medical, dental, and vision insurance options (one covered at 100% for you & family) and coverage on Day 1 • 401k Plan with a matching contribution • Generous PTO • Monthly Health and Wellness Days • 12 Weeks Paid Parental Leave • Company paid short & long-term disability and life insurance • Happy Home Allowance to contribute to your home office workspace • Monthly tech stipend to help cover expenses for remote work • Happy Money is a 100% fully distributed workforce
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