Financial Operations Associate Jobs in Texas (NOW HIRING)

M Financial Group:

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals’ expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M’s solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions.

Responsibilities: 

• Support the development, implementation, and documentation of operational strategies and process improvement initiatives.  

• Provide daytoday operational support to production teams to ensure smooth workflow and timely task execution 

• Review, enter, maintain, and ensure data integrity within department systems.  

• Conduct research and data analysis to inform project recommendations and operational decisions.  

• Audit and report on financial transactions, operational metrics, and dashboards to ensure data accuracy and consistency.  

• Collaborate with cross-functional teams to identify efficiency opportunities and support automation efforts.  

• Maintain documentation, reports, and presentation materials for internal and external meetings.  

• Assist with process mapping, performance metric tracking, and manual processes as needed.  

• Schedule and facilitate meetings, prepare materials/deliverables, and aid in follow-up tasks.  

• Monitor and respond to internal and external requests, ensuring accuracy and timeliness.  

• Proactively identify gaps, issues, and risks related to systems and processes; recommend and collaborate on solutions.  

• Support business activity through manual data entry and policy documentation.  

• Present findings and contribute to continuous improvement discussions.  

• Perform additional tasks and projects as assigned. 

Qualifications: 

• Bachelor’s degree in business administration, Operations Management, Finance, or a related field preferred. 

• Minimum two years of operational or business analysis experience. 

• Financial services or insurance background preferred.  

• Strong competency in Microsoft applications including Word, Excel, PowerPoint, and Outlook. 

• Familiarity with Agile framework; Azure Dev Ops, Power BI, AI preferred.  

• Excellent documentation skills. 

• Skilled in collaborating and communicating effectively within a team environment  

• Ability to consistently deliver accurate and timely work product. 

• Ability to identify opportunities for process improvement and innovation, recommend, and collaborate with team members on solutions. 

• Ability to maintain sensitivity and awareness of confidentiality, compliance, and regulatory requirements. 

• Ability to maintain a customer-centric approach in all aspects of work and communication. 

Please note: This is a temporary role staffed through one of our trusted staffing agency partners. The individual selected will be an employee of the staffing agency and assigned to work with the M Financial team for the duration of the assignment (6 months). While the work will be performed in support of M Financial, employment including payroll and benefits will be through our partner staffing agency. 

Job Conditions & Environment: 

• Normal office environment/desk assignment 

• Extensive use of PC’s, computer terminal, display, keyboard, and mouse 

• Extensive work with documents, spreadsheets, and other written documents 

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary. 

M Financial is proud to be an equal opportunity workplace. 

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