financial sales and service officer
Title posted on Talent.com - Financial Operations Analyst
Posted on July 09, 2026 by Employer details Orion Digital
Job details
<p>Financial Operations Analyst About the role Orion is looking for a Financial Operations Analyst to join our Financial Operations team.</p><p>This is a full-time, remote role reporting to the Director of Investing Operations.</p><p>This is not a traditional operations role.</p><p>We are looking for someone who can support the day-to-day needs of Financial Operations while also helping us redesign, automate, and improve how work gets done.</p><p>The ideal candidate is detail-oriented, strong in finance and reconciliations, comfortable working with operational data, and motivated to reduce manual work through automation, better controls, and AI-first ways of working.</p><p>We want someone who does not simply execute existing processes, but actively questions inefficient workflows and looks for better, faster, more scalable ways to operate.</p><p>Compensation: $60,000 – $80,000 CAD base + performance bonus + equity What you’ll do Perform daily, weekly, and monthly Financial Operations tasks, including reconciliations, transaction monitoring, cash movement review, operational reporting, and fund operations support.</p><p>Support fund accounting and investment operations processes, including deposits, withdrawals, subscriptions, redemptions, returned items, account activity reviews, and balance updates.</p><p>Investigate and resolve operational breaks, data discrepancies, failed transactions, returned items, reconciliation issues, and other exceptions in a timely and controlled manner.</p><p>Identify, challenge, and improve manual workflows by designing practical automation solutions that reduce repetitive work, improve accuracy, and strengthen operational controls.</p><p>Own automation opportunities from problem identification through workflow mapping, build, testing, documentation, and ongoing improvement.</p><p>Build and maintain Excel-based and code-assisted operational tools, including advanced spreadsheets, VBA/macros, Python scripts, templates, and recurring reporting files.</p><p>Use AI tools as a default part of daily work, including research, analysis, coding support, reconciliation review, documentation, testing, workflow redesign, and process improvement.</p><p>Document workflows, process logic, exceptions, controls, and runbooks so operational processes become repeatable, scalable, and less dependent on individual knowledge.</p><p>Partner with Product, Engineering, Compliance, Finance, and external vendors to move operational priorities forward and support automation and systems-improvement initiatives.</p><p>What we’re looking for 2–4+ years of experience in financial operations, fund operations, fund accounting, investment operations, brokerage operations, automation, business systems, or a related finance/operations role.</p><p>Strong Excel skills, including advanced formulas, data analysis, reconciliations, and experience building or maintaining Excel macros/VBA-enabled files.</p><p>Working knowledge of automation and coding, ideally including VBA and Python.</p><p>Practical experience using AI tools, copilots, or agent-based workflows to accelerate analysis, coding, testing, documentation, reconciliation review, or process improvement.</p><p>Examples of tools, scripts, macros, automations, or AI-assisted workflows you have personally built, improved, or used to reduce manual work.</p><p>Understanding of fund accounting concepts, investment transactions, reconciliations, cash movements, subscriptions, redemptions, returned items, and client account activity.</p><p>Strong attention to detail, analytical skills, and ability to investigate and resolve operational breaks, discrepancies, and data quality issues.</p><p>High ownership mindset with strong follow-through, sound judgment, and comfort operating with limited guidance in ambiguous or evolving situations.</p><p>Low tolerance for repetitive manual work and a habit of questioning inefficient processes.</p><p>Strong curiosity, learning vel- Location Vancouver, BC
- Work location On site
- Salary$60,000YEAR annually
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Talent.com #623256989250169591
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