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Junior Financial Operations Analyst Jobs in Iowa

These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection ... Summary As a member of Procurement Operations, partner with managers and suppliers as the point of ...

DUTIES & RESPONSIBILITIES Listed in order of relevance: FP&A Operational Excellence - Meet enterprise planning and financial reporting requirements on a US GAAP basis. Lead fiduciary role that ...

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Junior Financial Operations Analyst information

What are the key skills and qualifications needed to thrive as a junior financial operations analyst, and why are they important?

To thrive as a Junior Financial Operations Analyst, you need strong analytical skills, attention to detail, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial software like Excel, ERP systems, and possibly certifications such as CFA Level I or FMVA are often required. Excellent communication, time management, and problem-solving abilities help you collaborate effectively and adapt in a dynamic environment. These abilities are crucial for ensuring accurate financial reporting, effective process management, and supporting the organization's overall financial health.

What are some common challenges a junior financial operations analyst may face during their first year, and how can they be overcome?

Junior Financial Operations Analysts often encounter challenges such as managing large volumes of financial data, adapting to new financial systems, and meeting tight reporting deadlines. To overcome these, it's important to develop strong attention to detail, leverage available training resources on company software, and communicate proactively with team members to clarify expectations. Building relationships with senior analysts and seeking feedback can help accelerate learning and ease the transition into the role.

What does a junior financial operations analyst do?

A Junior Financial Operations Analyst supports the finance team by analyzing financial data, preparing reports, and monitoring transactions to ensure accuracy and compliance. They assist with budgeting, forecasting, and identifying discrepancies or trends in financial records. Additionally, they often collaborate with other departments to streamline financial processes and help implement improvements. This entry-level role is ideal for individuals looking to gain experience in financial analysis and operations within a business setting.

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

AspectJunior Financial Operations AnalystFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; some certifications like CFA or CPA are a plusBachelor's degree; often more advanced certifications or experience preferred
Work EnvironmentEntry-level, operational focus, supporting finance teams in daily tasksAnalytical, strategic focus, preparing reports and financial modeling
Employer & Industry UsageCommon in finance departments of corporations, banks, and financial servicesUsed across industries for financial planning, investment analysis, and reporting

The Junior Financial Operations Analyst primarily handles operational tasks and supports daily financial processes, while the Financial Analyst focuses on analyzing financial data, creating reports, and strategic planning. Both roles require similar educational backgrounds, but the Financial Analyst role typically demands more experience and analytical skills.

What cities in Iowa are hiring for Junior Financial Operations Analyst jobs? Cities in Iowa with the most Junior Financial Operations Analyst job openings:

Funding Operations Analyst

Watercress Financial Group LLC

West Des Moines, IA โ€ข On-site

$22/hr

Full-time

Re-posted 6 days ago


Job description

Description:

JOB SUMMARY

The Funding Operations Analyst is responsible for supporting the daily funding operations of the organization, ensuring the accurate and timely processing of financial transactions. This role involves monitoring funding requests, reconciling accounts, and coordinating with internal departments and external partners to facilitate smooth funding activities. A strong understanding of lending operations, exceptional attention to detail, and the ability to thrive in a technology-driven, high-volume setting are essential for success in this role. The analyst will also contribute to the continuous improvement of operational workflows and help ensure compliance with regulatory and investor requirements.


RESPONSIBILITIES

  • Process, review and execute the funding process for newly submitted requests
  • Demonstrate attention to detail in order to fund loans in a timely and efficient manner while working with dealers and/or customers to collect all necessary pre-funding requirement documentation
  • Fund and book transactions within required timeframes with accuracy
  • Ability to review documentation and identify errors
  • Communicate with internal and external business partners as needed to ensure accuracy of funding
  • Demonstrate the 3 Ps of customer service: Professionalism, Patience and have a “People-First” Attitude
  • Escalate more complex or difficult issues to their Team Leader
  • Demonstrate a willingness to work flexible schedules, weekends and holidays as necessary in order to meet business needs

QUALIFICATIONS

  • High school diploma or equivalent.
  • Associate or Bachelor’s degree in related or comparable field preferred. An equivalent combination of education and experience may be considered
  • Ability to work in a face-paced environment, while maintaining attention to detail

KNOWLEDGE AND SKILLS

  • Excellent customer service focus
  • Excellent verbal and written communication skills
  • Excellent interpersonal, negotiation, and conflict resolution skills
  • Ability to prioritize tasks
  • Ability to act with integrity, professionalism, and confidentiality
  • Strong communication skills- both written and verbal
  • Superior time management and organizational skills
  • Ability to work independently and within a team
  • Proficient with Microsoft Office Suite or related software

DETAILS

  • Onsite in West Des Moines, IA
  • Ideal hours would be 9AM - 530PM or 930AM - 6PM but flexible for the right candidate
  • Starting at $22 hourly + up to 7.5% monthly incentive pay after first 90 days
Requirements: