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Financial Operations Generalist Jobs (NOW HIRING)

AfterQuery

Business Operations Generalist

San Francisco, CA · On-site

$150K - $250K/yr

Business Operations AfterQuery is hiring a Business Operations Generalist to work directly with the ... Support the company's administrative infrastructure: financials (payroll, expense tracking, vendor ...

BTIG

Operations Generalist

New York, NY

$100K - $150K/yr

The role provides the opportunity to make an important contribution to the US Equity Operations ... BTIG is a global financial services firm specializing in institutional trading, investment banking ...

BTIG

Operations Generalist

New York, NY · On-site

$100K - $150K/yr

The role provides the opportunity to make an important contribution to the US Equity Operations ... BTIG is a global financial services firm specializing in institutional trading, investment banking ...

Everlaw

People Operations Generalist

Oakland, CA · On-site

$45.20 - $57.70/hr

... Legal, and Finance Teams. You will set your own bar, expanding your skills while directly ... At least 2 years of experience in People Operations, HR Shared Services, or an HR Generalist role ...

unibank

Loan Operations Generalist

Whitinsville, MA · On-site

$20 - $25/hr

The Generalist role will assist all Loan Operations Teams from day to day. This position is ... About UniBank We are UniBank, a team of civic-minded financial professionals and all-around great ...

First Bank

Deposit Operations Generalist

Dunn, NC · On-site

SUMMARY: The Deposit Operations Generalist is a key member of the Deposit Operations team ... Educational experience, through in-house training sessions, formal school or financial industry ...

Vcheck

People Operations Generalist

New York, NY · On-site

$95K - $110K/yr

Financial institutions needed reliable intelligence but faced a frustrating choice: slow, expensive ... About the role Vcheck is looking for a People Operations Generalist to join our People Operations ...

Everlaw

People Operations Generalist

Oakland, CA · On-site +1

$45.20 - $57.70/hr

... Legal, and Finance Teams. You will set your own bar, expanding your skills while directly ... At least 2 years of experience in People Operations, HR Shared Services, or an HR Generalist role ...

DualEntry

People Operations Generalist (NYC)

New York, NY · On-site

$120K - $150K/yr

At DualEntry, the future of finance is being written today. ERP is one of the largest fintech ... As our People Operations Generalist, you'll help build and scale the people function at DualEntry.

INFICON

People Operations Generalist

East Syracuse, NY · On-site

... the operational backbone of the People & Culture function. The HR Generalist also leads the ... Partner with Finance to review, reconcile, and process monthly benefits invoices, ensuring accuracy ...

Latent

Senior People Operations Generalist

San Francisco, CA · On-site

$165K - $190K/yr

... IT, and Finance teams, as well as hiring managers, to ensure every new hire feels welcomed and ... What We're Looking For * 4-7+ years of HR generalist or people operations experience, ideally at a ...

Samba

People Operations Generalist

Los Angeles, CA

$65K - $80K/yr

Samba is looking for a People Operations Generalist to support the operational backbone of our ... Partner with Payroll and Finance to ensure employee data, compensation updates, and benefit ...

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Financial Operations Generalist information

See salary details

$31K

$91.5K

$127.5K

How much do financial operations generalist jobs pay per year?

As of Jul 13, 2026, the average yearly pay for financial operations generalist in the United States is $91,461.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,000.00 and $127,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Operations Generalist, and why are they important?

To thrive as a Financial Operations Generalist, you need a solid understanding of accounting principles, financial analysis, and process management, often supported by a degree in finance, accounting, or a related field. Familiarity with ERP systems (such as SAP or Oracle), Excel, and financial reporting tools is typically required, and certifications like CPA or CFA can be advantageous. Attention to detail, strong organizational skills, and effective communication are essential soft skills for managing complex transactions and collaborating with diverse teams. These skills and qualities ensure accurate financial processing, regulatory compliance, and efficient support of an organization’s financial operations.

What is the difference between Financial Operations Generalist vs Financial Analyst?

AspectFinancial Operations GeneralistFinancial Analyst
Primary FocusManaging day-to-day financial processes, transactions, and reportingAnalyzing financial data, preparing reports, and forecasting
Required SkillsAccounting, bookkeeping, financial reporting, attention to detailData analysis, financial modeling, Excel proficiency
CertificationsGenerally CPA or similar certifications preferredOften CFA, CPA, or related certifications
Work EnvironmentFinance departments, accounting teams, operational unitsFinance, investment firms, corporate finance teams

While both roles involve financial expertise, the Financial Operations Generalist focuses on managing daily financial tasks and ensuring accurate reporting, whereas the Financial Analyst emphasizes analyzing data to support strategic decision-making. Both roles often require similar certifications and work within finance departments, but their core responsibilities differ in scope and focus.

What is a financial operations job description?

A financial operations generalist manages daily financial activities such as processing transactions, reconciling accounts, and ensuring compliance with financial policies. They often use accounting software and require strong attention to detail, analytical skills, and knowledge of financial regulations. The role supports budgeting, reporting, and financial planning within an organization.

What is the highest paid position in finance?

In finance, the highest paid positions are typically Chief Financial Officers (CFOs) and other executive roles such as Chief Investment Officers or Chief Risk Officers. These roles require extensive experience, advanced degrees, and often involve overseeing large teams and strategic decision-making, with compensation often including high base salaries, bonuses, and stock options.

What are some typical challenges faced by a Financial Operations Generalist, and how can they be addressed?

Financial Operations Generalists often encounter challenges such as managing high volumes of transactions across multiple systems, ensuring accuracy under tight deadlines, and staying updated on compliance requirements. Effective organization, attention to detail, and strong communication skills are crucial for overcoming these obstacles. Proactively collaborating with accounting, finance, and IT teams, as well as adopting new financial tools or automation, can help streamline processes and reduce errors, making the role more manageable and rewarding.

What does a Financial Operations Generalist do?

A Financial Operations Generalist is responsible for supporting a company’s financial processes, including tasks such as accounts payable and receivable, reconciliations, expense reporting, and ensuring compliance with internal controls. They often collaborate with different departments to streamline financial operations, handle daily transactions, and assist with month-end closing procedures. This role requires strong analytical skills, attention to detail, and the ability to work with various accounting software. Financial Operations Generalists help maintain the accuracy and integrity of financial data while supporting the broader finance team.

What job makes $1,000,000 a year?

In the field of financial operations, high-level roles such as Chief Financial Officer (CFO) or senior executive positions in large corporations can earn $1,000,000 or more annually, often including bonuses and stock options. Achieving this level typically requires extensive experience, advanced degrees, and leadership in complex financial environments.

What does a finance generalist do?

A finance generalist handles a variety of financial tasks such as budgeting, financial reporting, accounts payable and receivable, and data analysis. They often use tools like Excel and accounting software, and may support different departments within an organization to ensure financial accuracy and compliance.
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Financial Operations Generalist jobs near you

Business Operations Generalist

AfterQuery

San Francisco, CA • On-site

$150K - $250K/yr

Full-time

Re-posted 3 days ago

Job description

About AfterQuery
AfterQuery is an applied research lab curating data solutions for foundation model development.
We serve every frontier AI lab with the mission of delivering the best data to power the best models. In doing so, we can make expertise that once took a lifetime to build available to anyone who needs it. Our customers are the ones building the foundation models themselves and our work sits directly in the loop of how those systems improve.
This is a rare opportunity to join a company at a defining moment in AI. Since raising our $30M Series A at a $300M valuation, AfterQuery has grown well over a $100M revenue run rate.
We're based in San Francisco and backed by leading investors including Altos Ventures, BoxGroup, and Y Combinator and angels from Google DeepMind, OpenAI, Anthropic, Meta Superintelligence Labs, and Microsoft AI.
Business Operations
AfterQuery is hiring a Business Operations Generalist to work directly with the CEO and the internal Operations team as we scale. You will be a key part of the operational backbone of the company - tackling special projects across the business as they arise and building capabilities that don't yet have a home.
You are a utility player: sharp, resourceful, and equally comfortable doing qualitative research, quantitative modeling, and hands-on execution. No task is out of scope. Your job is not to flag problems - it's to diagnose them, build the analysis, and deliver a recommendation that moves the business. Other times, it's to tackle issues before they become problems.
You won't inherit a playbook. You will build one from the ground up, then hand it off and move to the next thing. This is an in-person role in San Francisco, moving at the speed of the company.
Responsibilities
  • Take ownership of founder- and leadership- assigned special projects from kickoff through delivery, driving decision-making, owning cross-functional initiatives, building operating cadences, and monitoring core business metrics.
  • Build new operational capabilities from scratch: billing and revenue operations infrastructure, business development support, and other functions we stand up as we scale.
  • Gather qualitative and quantitative data, synthesize what you find, and develop actionable recommendations.
  • Assist with business development activities including research, outreach support, deal tracking, and preparing materials for founder-led conversations.
  • Support recruiting end-to-end (sourcing, top-of-funnel outreach, interview coordination, work trials, candidate relationships, and external recruiter management) so hiring moves quickly and without gaps.
  • Support the company's administrative infrastructure: financials (payroll, expense tracking, vendor payments, invoicing), real estate and lease management, office setup, and any other operational foundations that keep the business running smoothly.
  • Identify operational inefficiencies, model the tradeoffs, and propose prioritized solutions with clear implementation plans.
  • Serve as connective tissue across the organization by communicating clearly, following through, and closing the loop.
  • Build for durability, not just delivery. Stand something up, pressure-test it, document it, and hand it off cleanly so that it keeps working after you've moved on to the next problem.

Required Qualifications
  • 1-4 years of experience at a top investment bank, consulting firm, private equity firm, or in a highly analytical strategy or operations role.
  • Demonstrated ability to build from the ground up. You've operated in environments where the process didn't exist, and you created it.
  • A genuine utility player: equally comfortable building a financial model, drafting a customer email, and mapping an operational workflow - and you don't think any of it is beneath you.
  • High agency, low ego. You don't wait to be told what to do - you identify the gap, propose the solution, and execute. If something is broken, you fix it without being asked.
  • Strong analytical instincts: you default to quantitative analysis and pair it with qualitative judgment. You turn ambiguous problems into specific, data-backed recommendations.

Preferred Qualifications
  • Prior experience at an early-stage startup, especially in an operator or Chief of Staff-adjacent capacity.
  • Technical fluency: ability to engage credibly with engineering and research teams.
  • Exposure to AI, data, or tech-adjacent industries, either from prior work or genuine intellectual interest in the space.
  • Experience standing up customer-facing programs, billing systems, or revenue operations from zero.
  • Experience across multiple functions: operations, strategy, finance, go-to-market, product, or recruiting.

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