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Financial Operations Analyst

2 months ago

Winter Park, United States StoneX Group Full time

Overview:

Connecting clients to markets and talent to opportunity

With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, were a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets focusing on innovation, human connection, and providing world-class products and services to all types of investors.

At StoneX, we offer you the opportunity to be part of an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem. As a team member, you'll benefit from our unique blend of digital platforms, comprehensive clearing and execution services, personalized high-touch support, and deep industry expertise. Elevate your career with us and make a significant impact in the world of global finance.

Business Segment Overview:

Corporate: Engage in a deep variety of business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, youll have the opportunity to optimize processes and implement game-changing policies.

Responsibilities:

Position Overview:

The Financial Operations Analyst Level 1 is responsible for providing essential operational support to Front Office, Accounting, and Operations teams at StoneX Financial Inc. This role involves ensuring the accuracy of financial data, managing reconciliation tasks, and assisting with the smooth processing of financial operations. The analyst will work closely with various internal and external stakeholders to ensure timely and effective execution of financial activities.

Primary Responsibilities:

  • Validates data versus third party statements
  • Monitors non-trade activity posted at clearing firm to assist with proper categorizing for accounting
  • Reviews and posts corporate actions to Order Management System
  • Reconciles conversion fees and rebates
  • Ensures the daily PnL is posted to intranet for management
  • Ensures FX trades settle in a timely manner
  • Responds to inquiries from clients, custodians, and internal departments to ensure timely effective processing of requests.
  • This list of responsibilities may not be all-inclusive and can be expanded to include other duties or responsibilities as needed


Qualifications:

Qualifications

Requirements:

  • 0 2 years of experience
  • Strong work ethic
  • Proficient in Microsoft Office, particularly Excel
  • Strong analytical skills
  • Proactive problem solver with a desire to improve processes and drive to increase efficiencies
  • Strong communication and teamwork skills

Preferred:

  • Working knowledge of accounting and reconciliations

Education/Certification Requirements:

  • Bachelors degree in Finance or Accounting
  • Must pass the FINRA SIE exam within 90 days of employment
  • Must pass the FINRA Series 99 exam within 90 days of passing the SIE

Working Environment:

  • Hybrid: 3 days per week onsite, 2 days per week remote
  • Must be authorized to work in the US for any employer

#LI-Hybrid #LI-EJ1