Job Title: Operations Analyst
Location: Remote
Duration: 06 Months
Shift/Hours: Mon – Fri | 40hours/week, 8:00 AM – 5:00 PM ET
Job Overview:
Core Responsibilities:
- Perform daily account reconciliations.
- Extract data from PeopleSoft.
- Sort, filter, and manipulate data to support recons.
- Manual matching before identifying variances.
- Review and compare reports across systems.
- Communicate with:
- Internal departments/business units (most frequent).
- Occasionally the field, depending on assigned accounts.
- Adhere strictly to deadlines.
- End-of-day expectation:
- Accounts reconciled and forwarded to business units.
Team Structure & Coverage Expectations:
- Recent reorg split accounts into two sections:
- Loans & Cash.
- DDA (Deposits).
- This role will sit on the Deposit side of the house.
- Team includes several tenured associates, leading to higher PTO usage.
- Candidate will:
- Have assigned accounts.
- Be heavily used for PTO coverage.
- Be trained on multiple accounts, not just their own.
Required Skills & Experience:
Accounting / Finance
- Clear understanding of debits and credits (critical).
- Accounting background is very helpful.
- Ideal experience level: ~2 years.
Excel
- Beginner to Intermediate Excel required
- Comfortable with:
- Sorting and filtering.
- Manual data manipulation.
- Using existing pivot tables (not necessarily creating them).
- One credit card account recently began using a pivot table due to gift card refunds.
- Strong Excel skills are important due to:
- Manual reconciliation work.
- Limited automation today.
- Heavy report comparison.
Systems:
- PeopleSoft experience is a plus
- Exposure to multiple systems helpful, as some accounts have unique platforms