Section 1: Position Summary This position will be responsible for day-to-day handling of various financial operations activities including but not limited to: quarterly automated Recordkeeping, RIA ...
Section 1: Position Summary This position will be responsible for day-to-day handling of various financial operations activities including but not limited to: quarterly automated Recordkeeping, RIA ...
Job Summary - The Financial Operations Assistant primarily assists Financial Operations staff with their normal job duties. This includes processing vendor invoices and payment requests for Accounts ...
Job Summary - The Financial Operations Assistant primarily assists Financial Operations staff with their normal job duties. This includes processing vendor invoices and payment requests for Accounts ...
Financial Operations Assistant - Temporary
Charlotte, NC · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Job Summary - The Financial Operations Assistant primarily assists Financial Operations staff with their normal job duties. This includes processing vendor invoices and payment requests for Accounts ...
Financial Operations Assistant - Temporary
Charlotte, NC · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Job Summary - The Financial Operations Assistant primarily assists Financial Operations staff with their normal job duties. This includes processing vendor invoices and payment requests for Accounts ...
Real Estate Financial Operations Manager
Charlotte, NC · On-site
Medical
Dental
Vision
Life
Retirement
PTO
English (Required) Work Shift: 1st shift (United States of America) Please review the following Lead strategic financial operations, cost optimization, and capital planning supporting Truist ...
Real Estate Financial Operations Manager
Charlotte, NC · On-site
Medical
Dental
Vision
Life
Retirement
PTO
English (Required) Work Shift: 1st shift (United States of America) Please review the following Lead strategic financial operations, cost optimization, and capital planning supporting Truist ...
Real Estate Financial Operations Manager
Charlotte, NC · On-site
Medical
Dental
Vision
Life
Retirement
PTO
English (Required) Work Shift: 1st shift (United States of America) Please review the following Lead strategic financial operations, cost optimization, and capital planning supporting Truist ...
Real Estate Financial Operations Manager
Charlotte, NC · On-site
Medical
Dental
Vision
Life
Retirement
PTO
English (Required) Work Shift: 1st shift (United States of America) Please review the following Lead strategic financial operations, cost optimization, and capital planning supporting Truist ...
... financial, and statistical information reports. Gather information for periodic updates relative to project resources and fiscal plans. • Assist with developing project plans and costs. This ...
... financial, and statistical information reports. Gather information for periodic updates relative to project resources and fiscal plans. • Assist with developing project plans and costs. This ...
Financial Coordinator
Charlotte, NC · Remote
$30K - $32K/yr
Financial Coordinator Reports To ... Director of Parish Operations Hours: 24 hours/week Join Our Team Holy Comforter Episcopal Church is ...
Quick apply
Financial Coordinator
Charlotte, NC · Remote
$30K - $32K/yr
Financial Coordinator Reports To ... Director of Parish Operations Hours: 24 hours/week Join Our Team Holy Comforter Episcopal Church is ...
This role will work closely with Accounting, Finance, Operations, and IT to ensure financial data integrity, accurate transaction mapping, and consistency across ERP systems and reporting hierarchies.
This role will work closely with Accounting, Finance, Operations, and IT to ensure financial data integrity, accurate transaction mapping, and consistency across ERP systems and reporting hierarchies.
Financial Analyst
Charlotte, NC · On-site
This role will work closely with Accounting, Finance, Operations, and IT to ensure financial data integrity, accurate transaction mapping, and consistency across ERP systems and reporting hierarchies.
Financial Analyst
Charlotte, NC · On-site
This role will work closely with Accounting, Finance, Operations, and IT to ensure financial data integrity, accurate transaction mapping, and consistency across ERP systems and reporting hierarchies.
FX Operations Analyst
Charlotte, NC · On-site +1
This position provides candidates with experience in financial operations, including international payments, trade confirmations, reconciliations, and compliance processes. The position requires ...
FX Operations Analyst
Charlotte, NC · On-site +1
This position provides candidates with experience in financial operations, including international payments, trade confirmations, reconciliations, and compliance processes. The position requires ...
FX Operations Analyst
Charlotte, NC · On-site +1
This position provides candidates with experience in financial operations, including international payments, trade confirmations, reconciliations, and compliance processes. The position requires ...
FX Operations Analyst
Charlotte, NC · On-site +1
This position provides candidates with experience in financial operations, including international payments, trade confirmations, reconciliations, and compliance processes. The position requires ...
Financial Analyst
Denver, CO · On-site
$80K - $90K/yr
Medical
Dental
Vision
Retirement
PTO
This role will work closely with Accounting, Finance, Operations, and IT to ensure financial data integrity, accurate transaction mapping, and consistency across ERP systems and reporting hierarchies.
Financial Analyst
Denver, CO · On-site
$80K - $90K/yr
Medical
Dental
Vision
Retirement
PTO
This role will work closely with Accounting, Finance, Operations, and IT to ensure financial data integrity, accurate transaction mapping, and consistency across ERP systems and reporting hierarchies.
In-depth knowledge of financial operations and ability to apply working knowledge of operational efficiency principles and best practices * Able to conduct analytical review, auditing, and ...
In-depth knowledge of financial operations and ability to apply working knowledge of operational efficiency principles and best practices * Able to conduct analytical review, auditing, and ...
Director of Alternative Capacity Finance and Operations
Charlotte, NC · On-site
Medical
Dental
Vision
Life
Retirement
PTO
The ideal candidate brings deep experience in insurance financial operations, delegated authority environments, and alternative risk transfer structures, along with the judgment to identify risk ...
Director of Alternative Capacity Finance and Operations
Charlotte, NC · On-site
Medical
Dental
Vision
Life
Retirement
PTO
The ideal candidate brings deep experience in insurance financial operations, delegated authority environments, and alternative risk transfer structures, along with the judgment to identify risk ...
Director of Alternative Capacity Finance and Operations
Medical
Dental
Vision
Life
Retirement
PTO
The ideal candidate brings deep experience in insurance financial operations, delegated authority environments, and alternative risk transfer structures, along with the judgment to identify risk ...
Director of Alternative Capacity Finance and Operations
Medical
Dental
Vision
Life
Retirement
PTO
The ideal candidate brings deep experience in insurance financial operations, delegated authority environments, and alternative risk transfer structures, along with the judgment to identify risk ...
Trade Operations & Settlement Analyst 3652296
Charlotte, NC · Hybrid
$40 - $45/hr
Be Part Of A High-Performing Team Join an established financial services organization supporting institutional securities and capital markets operations. This team plays an important role in ...
Quick apply
Trade Operations & Settlement Analyst 3652296
Charlotte, NC · Hybrid
$40 - $45/hr
Be Part Of A High-Performing Team Join an established financial services organization supporting institutional securities and capital markets operations. This team plays an important role in ...
Chief Financial Officer (CFO) - Indian Trail, North Carolina
Indian Trail, NC · On-site
$150 - $250/hr
As CFO, you will play a pivotal role in modernizing financial operations, mentoring teams, and partnering with leadership to drive sustainable growth. This is an opportunity to shape the future of a ...
Chief Financial Officer (CFO) - Indian Trail, North Carolina
Indian Trail, NC · On-site
$150 - $250/hr
As CFO, you will play a pivotal role in modernizing financial operations, mentoring teams, and partnering with leadership to drive sustainable growth. This is an opportunity to shape the future of a ...
Senior Finance Lead, Cost Allocation - Technology Programs
Charlotte, NC · On-site
$127 - $149/hr
Medical
Dental
Vision
Life
Retirement
PTO
Assess and communicate financial, operational, and strategic implications associated with proposed methodology changes and transformation initiatives.* Drive executive-level discussions regarding ...
Senior Finance Lead, Cost Allocation - Technology Programs
Charlotte, NC · On-site
$127 - $149/hr
Medical
Dental
Vision
Life
Retirement
PTO
Assess and communicate financial, operational, and strategic implications associated with proposed methodology changes and transformation initiatives.* Drive executive-level discussions regarding ...
Finance Transformation - Finance Operations Consulting - Senior Associate
Charlotte, NC · On-site
$77K - $202K/yr
Medical
Dental
Vision
Retirement
PTO
... financial data mining and forecasting to inform insights and recommendations - Reviewing work for quality, accuracy, and relevance while upholding the firm's code of ethics and business conduct ...
Finance Transformation - Finance Operations Consulting - Senior Associate
Charlotte, NC · On-site
$77K - $202K/yr
Medical
Dental
Vision
Retirement
PTO
... financial data mining and forecasting to inform insights and recommendations - Reviewing work for quality, accuracy, and relevance while upholding the firm's code of ethics and business conduct ...
Financial Operations & Compliance Directs all Finance functions, including accounting, budgeting, payroll, accounts payable, purchasing, grants management, fixed assets, and internal audit. Ensures ...
Financial Operations & Compliance Directs all Finance functions, including accounting, budgeting, payroll, accounts payable, purchasing, grants management, fixed assets, and internal audit. Ensures ...
Financial Operations information
See Fort Mill, SC salary details
$31.2K - $39.5K
6% of jobs
$39.5K - $47.7K
5% of jobs
$47.7K - $56K
5% of jobs
$56K - $64.3K
4% of jobs
$64.3K - $72.5K
4% of jobs
$73.1K is the 25th percentile. Wages below this are outliers.
$72.5K - $80.8K
4% of jobs
$80.8K - $89.1K
2% of jobs
$89.1K - $97.3K
1% of jobs
$97.3K - $105.6K
3% of jobs
$105.6K - $113.9K
0% of jobs
The median wage is $115.8K / yr.
$113.9K - $122.1K
65% of jobs
$31.2K
$101.8K
$122.1K
How much do financial operations jobs pay per year?
What is financial operations?
What are the key skills and qualifications needed to thrive in financial operations, and why are they important?
What are some common challenges faced in a financial operations role, and how can they be addressed?
What is the difference between Financial Operations vs Financial Analyst?
| Aspect | Financial Operations | Financial Analyst |
|---|---|---|
| Primary Focus | Managing financial processes, transactions, and reporting systems | Analyzing financial data, trends, and investment opportunities |
| Required Skills | Accounting, financial systems, compliance | Financial modeling, data analysis, forecasting |
| Work Environment | Finance departments, accounting teams | Investment firms, corporate finance, consulting |
| Certifications | CPA, CFA (optional), CPA preferred | CFA, CPA, or related certifications often preferred |
Financial Operations primarily handles the day-to-day financial processes and reporting within an organization, ensuring accuracy and compliance. In contrast, a Financial Analyst focuses on analyzing financial data to support decision-making and strategic planning. Both roles require strong financial knowledge and certifications like CPA or CFA, but their core responsibilities and work environments differ significantly.
What do you do in financial operations?
What are the most commonly searched types of Financial Operations jobs in Fort Mill, SC?
The most popular types of Financial Operations jobs in Fort Mill, SC are:
What are popular job titles related to Financial Operations jobs in Fort Mill, SC?
For Financial Operations jobs in Fort Mill, SC, the most frequently searched job titles are:
What job categories do people searching Financial Operations jobs in Fort Mill, SC look for?
The top searched job categories for Financial Operations jobs in Fort Mill, SC are:

Ascensus rating
8.2
Based on 39 frontline employees who took The Breakroom Quiz
44th of 150 rated financial services
Job description
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Section 1: Position Summary
This position will be responsible for day-to-day handling of various financial operations activities including but not limited to: quarterly automated Recordkeeping, RIA, and TPA payment processing and distribution, RIA database oversight and management, Government Savings billings, Managed accounts, Newport Insurance tasks, Subta billing, AFCA deposit and Fee equalization process.
Section 2: Job Functions, Essential Duties and Responsibilities
- Owner of the quarterly and monthly automated RIA & TPA fee process. Responsibilities include payment processing, research and correction of errors / variances, trade confirmation, and payment instruction delivery to the Trust.
- Respond and / or resolve RIA / TPA related issues, questions, and inquiries.
- Coordinate custom reporting and delivery of RIA information to various firms.
- Submit RK HD tickets needed for fee enhancements, research and/or reporting.
- Maintenance and compliance of Credit Memo and RK Loss databases according to published Table of Authority (TOA)
- Oversight of the Managed account and Fiduciary service product process.
- Monthly allocation of fund revenue (SubTA & 12b1's) into plan holding accounts and manage participant fee equalization process.
- QC quarterly wrap fee calculation.
- Create invoices and post outgoing wires using various annual, quarterly, and month end journal entries for Government Saving contracts.
- Monthly reconciliation of billed revenue, insurance and mutual fund commissions. Coordinate the release of monthly or quarterly payments to third parties.
- Dashboard Reporting & QC of RIA Payments
- Work closely with the Strategic Business Consultant team and client service to answer questions and ensure a positive advisor payment experience.
- Ability to successfully prioritize and balance multiple projects concurrently.
- Assist with other tasks and projects as assigned.
- Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Supervision
- N/A
Section 3: Experience, Skills, Knowledge Requirements
- PC skills in Excel, Word, and PowerPoint. Access a plus.
- Strong written and verbal communication skills.
- Ability to handle multiple priorities
- Bachelor's degree in accounting or finance preferred.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
About Ascensus
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Dresher, PA, US
Year founded
1975