Financial Operations Principal
AlpacaSalary not specified
Full Time
Expert & Leadership (9+ years)
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, PaymentsIndustries
Requirements
- 2+ years of experience in top-tier management consulting, investment banking, business operations, or comparable high-performing analytical environments
- Advanced Excel/Google Sheets proficiency (complex modeling, pivot tables, sophisticated formulas)
- Proficiency in SQL; Python experience is a plus
- Proven ability to manage multiple complex workstreams in fast-paced, ambiguous environments while delivering actionable recommendations to senior leadership
- Superior communication skills—you translate technical analyses into clear narratives for non-technical stakeholders
- Track record of identifying operational inefficiencies and driving measurable process improvements
- Bachelor's degree in Finance, Business, Economics, Engineering, or related field
- Intellectually curious – You ask great questions and dig deep to understand the "why"
- Detail-oriented – You catch what others miss and ensure accuracy
- Proactive – You identify problems and solve them without being asked
- Adaptable – You thrive in ambiguity and can shift priorities as needed
- Collaborative – You build strong working relationships and communicate effectively
Responsibilities
- Act as orchestrator of finance operations, rigorously prioritizing initiatives across finance, accounting, and operations workstreams
- Manage the order-to-cash process from order form execution through accounts receivable and collections, ensuring cash conversion efficiency
- Partner with product, engineering, risk, and the exception management function to scale payment operations—investigating complex exceptions (failed ACH transfers, declined transactions, settlement discrepancies), managing chargebacks, and identifying root causes
- Own discrete cross-functional projects (e.g., software platform integrations, new payment method launches, vertical integration into banking system) from scoping through delivery
- Track KPIs and calculate ROI on operational initiatives to guide resource allocation and support board-level financial modeling and investor reporting
- Conduct analyses on payment volume, take rates, margins, and value at risk to identify investment opportunities
- Document processes, create SOPs, and drive operational consistency across our distributed team
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this a remote role or does it require in-office work?
This is an in-office role.
What experience is required for the Finance Operations Analyst position?
Candidates need 2+ years of experience in top-tier management consulting, investment banking, business operations, or comparable high-performing analytical environments.
What technical skills are necessary for this role?
Advanced Excel/Google Sheets proficiency (complex modeling, pivot tables, sophisticated formulas) and proficiency in SQL are required; Python experience is a plus.
What is the salary or compensation for this position?
This information is not specified in the job description.
What kind of background makes a strong candidate for this role?
A background from management consulting, investment banking, or comparable analytical environments, with proven ability to manage multiple complex workstreams in fast-paced settings and superior communication skills, positions you well for this high-impact role.
Finix
Payment processing solutions for software platforms
About Finix
Finix simplifies payment processing for software platforms, allowing them to accept payments, manage payouts, and onboard merchants through a developer-friendly API. This solution integrates easily with existing software, helping clients like SaaS providers and e-commerce platforms manage their payment operations efficiently. Finix stands out by streamlining the payment process, reducing complexity and costs while ensuring secure transactions. The company's goal is to help businesses increase revenue from their payment operations and reinvest in their core activities.
San Francisco, CaliforniaHeadquarters
2015Year Founded
$195MTotal Funding
SERIES_CCompany Stage
Enterprise Software, FintechIndustries
201-500Employees
Benefits
Competitive compensation
Generous PTO
Flexible health plans
Coverage for dependents
Inclusive parental leave
Risks
Competition from Stripe and Square pressures Finix's market share.
Apex Group acquisition may disrupt Finix's business model.
Technical challenges may affect adoption of Advanced Fraud Monitoring.
Differentiation
Finix offers a developer-friendly API for seamless payment integration.
The platform provides real-time transaction tracking and modular architecture.
Finix's Advanced Fraud Monitoring enhances security with AI-powered, no-code capabilities.
Upsides
Embedded finance trend aligns with Finix's API-driven approach.
Rising demand for real-time payments benefits Finix's real-time interface.
Global e-commerce growth increases need for Finix's payment solutions.
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