Full-time · Hybrid
Operations Analyst
This is a pivotal operational role within a leading fintech firm, focusing on the accuracy and scalability of billing and performance reporting. It combines technical data analysis with cross-functional communication, making it ideal for someone who enjoys both independent problem-solving and team collaboration. The role is central to the firm's ability to scale its digital advisory platform effectively.
GeoWealth · Chicago, Illinois, United States · Posted 23 April 2026
The role
Overview
This is a pivotal operational role within a leading fintech firm, focusing on the accuracy and scalability of billing and performance reporting. It combines technical data analysis with cross-functional communication, making it ideal for someone who enjoys both independent problem-solving and team collaboration. The role is central to the firm's ability to scale its digital advisory platform effectively.
What they need
Requirements & Skills
Key Responsibilities
- Govern and validate firm-level advisory, platform, and third-party billing outputs
- Resolve performance reporting discrepancies through rigorous data investigation
- Partner with internal teams to provide subject matter expertise on billing matters
- Identify and implement process improvements to enhance operational scalability
- Support client onboarding and data validation projects
Essential
- Ability to maintain a hybrid in-office schedule in Chicago or Oak Brook
- Strong attention to detail and comfort with complex financial data sets
- Ability to operate effectively in a fast-paced, deadline-driven environment
- Capacity to perform detailed data analysis and investigate performance discrepancies
- Commitment to maintaining data integrity and quality control
Preferred
- Experience with billing systems and performance reporting tools
- Background in financial services or fintech
- Experience in process design and control gap evaluation
Key Skills
Advanced Microsoft ExcelData ManagementFinancial Billing OversightPerformance ReportingCross-functional CollaborationAnalytical Problem SolvingTechnical DocumentationSystem Testing and Implementation
Networking
People to Know
Sign up to discover hiring managers, team leads, and key people at GeoWealth.
Perks
Benefits & perks
- Competitive salary within the $68k-$75k range
- Comprehensive benefits package
- Hybrid work flexibility
- Opportunity to work in a high-growth fintech firm
- Professional development in wealth management technology
Next step
Apply now
Found via geowealth.com