Financial Operations Analyst - Remote

Position Overview

• Location Type: Remote
• Job Type: Contract
• Salary: $30 - $35 Hourly Rate
• Duration: 4 Month Contract
• Hours: 35-40+ billable hrs per week
• Employment Type: 1099

Facet is seeking a Financial Operations Consultant to support financial planners in providing comprehensive financial planning to members. This role involves data confirmation, verification, and labeling, aligning with the Facet Planning Philosophy and applying planning knowledge to member situations to ensure a consistent member experience.

Who You Are

• Mission-driven: Deeply connected to Facet's mission of helping people reach their financial goals.
• Quality-focused: Passionate about delivering exceptional, high-quality work as part of a team.
• Tech-savvy: Comfortable learning and mastering new software, including proprietary AI tools.
• Detail-oriented: Possesses an exceptional ability to focus on minute details and thrives on repetitive tasks, ensuring accuracy.
• Analytical: Enjoys finding errors within financial documentation on a day-to-day basis.
• Organized: Adept at managing workload and prioritizing tasks to meet deadlines.

What You'll Do

• Data Verification: Review and verify financial data daily, meticulously examining various financial statements (mortgages, IRAs, pay stubs, etc.) to ensure accuracy within Facet's systems.
• Discrepancy Identification: Identify and document discrepancies with a keen eye for minute details, efficiently finding and documenting errors in financial documentation.
• Planning Support: Provide accurate financial details to Certified Financial Planners (CFPs) to help them build better roadmaps for members more quickly.
• AI Model Training: Train AI models using financial planning knowledge to recognize key member information, ensuring it's accurately recorded in planning software.
• Tool Expertise: Become an expert user of Facet's proprietary AI tools, ensuring planners have the necessary data for comprehensive financial plans.
• Efficiency Management: Ruthlessly manage task lists, calendars, time, and other responsibilities to ensure maximum efficiency.

Requirements

• Experience as a Paraplanner or Financial/Investments Operations Associate is highly preferred.
• CFP® designation or CFP® Candidate is a plus.
• 1+ year of financial industry experience.
• High attention to detail and a drive to complete high-quality work.
• Technology savvy individual capable of working within proprietary systems; Google Sheets and Document AI are a plus.
• Exceptional time management and communication skills are crucial for success.

Company Information

• Department: Not specified
• Published: 2025-06-09
• Workplace: Remote
• Language: English