Job Summary
The Finance Operations Analyst supports the Finance organization by providing day-to-day systems support, analysis, documentation, reporting assistance, and testing for Finance-related operational platforms. This role partners with Accounting, Treasury, FP&A, and other Finance functions to ensure technology solutions effectively support financial processes, controls, and reporting requirements. The Analyst serves as a key liaison between Finance and IT, maintaining system stability while designing and enabling automation and AI‑supported workflows that reduce manual effort, improve accuracy, and strengthen control effectiveness. The role emphasizes disciplined documentation, robust access control management, audit readiness, and continuous improvement within a regulated financial services environment.
Essential Functions
- Monitor, analyze, and troubleshoot system operations related to Finance and Accounting functions, including transaction processing, user assistance, reconciliations, and reporting.
- Design, build, and teach the team how to maintain automated workflows using AI, Excel, and enterprise tools to reduce manual effort, improve accuracy, and increase throughput across business processes.
- Leverage advanced Excel capabilities to automate data ingestion, validation, reconciliation, reporting, and analysis.
- Administer system access and roles in accordance with approved requests and internal access control standards; identify segregation‑of‑duties and access risks.
- Conduct regular audits of system data to identify discrepancies, inefficiencies, or potential risks, and work with relevant stakeholders to resolve issues.
- Apply AI‑enabled techniques (natural language queries, predictive analysis, anomaly detection, and pattern recognition) to enhance decision‑making, reduce errors, and surface actionable insights from data.
- Maintain accurate documentation for Finance systems, processes, and controls to support consistency, auditability, and knowledge sharing.
- Support Finance system initiatives, change management, projects and system upgrades through issue tracking, requirements documentation, testing, and release support ensuring business requirements are met and downstream impacts are considered.
- Monitor, measure, and report on automation performance, including time saved, error reduction, cycle time improvements, and ROI, and continuously optimize solutions based on results.
- Identify and eliminate process inefficiencies by mapping current‑state workflows, quantifying manual touchpoints, and implementing automation solutions that scale across teams and systems.
- Support month-end, quarter-end, and year-end financial closing activities by ensuring system accuracy and availability.
- Collaborate with Finance, IT, and Risk/Compliance teams to support integrations, workflows, system stability, and regulatory requirements.
- Support the maintenance of Finance intranet and knowledge content, ensuring materials are organized, current, and aligned with internal standards.
- Assist with administrative coordination related to corporate banking relationships, including maintaining documentation, contact information, and routing routine inquiries to appropriate Accounting or Treasury leadership.
- Adhere to company policies, regulatory requirements, and internal controls, including BSA, AML, OFAC, and Fair Lending.
- Perform other duties as assigned including completing required regulatory training.
Knowledge / Skills / Abilities
Knowledge
- Comprehensive knowledge of Finance and Accounting processes, including general ledger, reconciliations, reporting, treasury, budgeting, and financial close activities, and how these processes are supported by technology.
- Knowledge of financial systems, ERP platforms, reporting tools, workflow and automation platforms used to support Finance operations.
- Knowledge of internal control frameworks, segregation‑of‑duties principles, system access controls, and audit requirements within a regulated financial services environment.
- Understanding of data governance, data quality, validation, and reconciliation principles to ensure accuracy and reliability of financial information.
- Knowledge of automation concepts, including workflow design, exception handling, audit trails, and control points within automated Finance processes.
- Working knowledge of AI‑enabled technologies as applied to Finance operations, including natural language queries, anomaly detection, predictive analysis, and pattern recognition.
- Knowledge of change management practices related to system updates, process changes, and user adoption.
- Familiarity with regulatory and compliance requirements impacting Finance systems, including documentation, evidence retention, and examiner support.
Skills
- Strong analytical skills with the ability to evaluate processes, systems, and control effectiveness.
- Advanced Excel skills, including Power Query, Power Pivot, complex formulas, and automation techniques supporting large, recurring datasets.
- Strong troubleshooting and problem‑solving skills with the ability to diagnose system issues, identify root causes, and implement sustainable solutions.
- Skill in process mapping, workflow analysis, and identification of inefficiencies, manual touchpoints, and automation opportunities.
- Ability to design, build, and maintain automated workflows that improve efficiency, accuracy, and scalability across Finance processes.
- Skill in system testing and validation, including developing test plans, executing user acceptance testing (UAT), and verifying results against business requirements.
- Strong documentation skills, including creation of procedures, requirements, process flows, and control documentation that support auditability and knowledge sharing.
- Effective written and verbal communication skills, including the ability to explain technical concepts to non‑technical Finance users and stakeholders.
- Proficiency in tracking, prioritizing, and managing multiple requests or issues using ticketing or work‑management tools.
Abilities
- Ability to independently assess Finance systems and processes and recommend improvements that strengthen controls while increasing efficiency.
- Ability to analyze large volumes of financial and system data to identify trends, anomalies, risks, and improvement opportunities.
- Ability to balance day‑to‑day operational support with project‑based initiatives in a fast‑paced, regulated environment.
- Ability to work collaboratively with Finance, IT, Risk, Compliance, and external partners to support system stability, integrations, and regulatory requirements.
- Ability to adapt quickly to system changes, new tools, and evolving Finance requirements while maintaining accuracy and control discipline.
- Ability to evaluate risks introduced by system or process changes and recommend appropriate mitigating controls.
- Ability to maintain a high degree of accuracy and attention to detail when working with sensitive financial data and system access.
- Ability to manage multiple priorities and deadlines while maintaining consistent quality and professionalism.
- Ability to clearly document and communicate issues, decisions, and outcomes to support continuity, audit readiness, and stakeholder confidence.
Experience
Minimum Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, Information Systems, or a related field.
- Minimum of 2 years of experience supporting finance, accounting, or financial systems.
- Experience with system support, reporting, documentation, or data analysis.
- Must be bondable.
Preferred Requirements
- Financial services or credit union experience.
- Experience with system implementations, upgrades, or process improvement initiatives is a plus.
- Experience supporting ERP or Finance platforms (GL, AP, Treasury, Expense, Reporting).
- Experience with system testing, release coordination, or ticketing systems.
- Experience supporting audit or regulatory exam requests related to Finance systems (documentation, evidence, walkthroughs).
Physical Demands
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.
- Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.
- Employee will make use of the telephone requiring the ability to effectively and accurately explain complex information.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
- This position is required to work frequently onsite at UFCU Plaza in Austin, Texas.
- This position may involve periodic stressful conditions.
- May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.
- Public contact position, requiring appropriate professional appearance.
- Frequent computer use at a workstation of up to two hours at a time.
- The noise level in the work environment is usually quiet.
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