Finance Operations Specialist

4 days ago


San Francisco, California, United States Column Full time
About Column

Column is a bank and software company that aims to simplify the banking supply chain for financial technology companies. We offer technology-forward banking solutions that cut out the need for hundreds of vendors, middleware providers, and abstraction layers.

The Opportunity

In this role, you will have the opportunity to build out the financial operations and infrastructure at a bank that is powering innovation in fintech. As part of the Finance & Accounting team, you will support our strategic initiatives and ensure our financial processes are efficient and precise across accounting, finance, treasury, and credit operations.

Key Responsibilities
  • Assist in month-end and quarter-end close processes, including preparation of journal entries and account reconciliations
  • Conduct in-depth technical accounting analysis to support strategic decision-making
  • Support in the preparation of detailed financial reports, forecasts, and budgets
  • Analyze financial performance, identify trends, monitor budget variances, and provide actionable insights to senior management
  • Support strategic planning processes and financial forecasting, financial goal setting, and KPI tracking
  • Assist in the preparation and coordination of internal and external financial audits
  • Support the implementation and maintenance of finance and accounting software and systems
  • Identify opportunities for process improvements and automation to enhance efficiency and accuracy
  • Assist in capital markets activities, including loan sales, loan funding, and work related to completing these transactions
  • Engage in treasury and liquidity management activities, including day-to-day liquidity monitoring, stress testing, reporting, and deposit analysis
Requirements
  • 3-5 years experience in accounting, finance, consulting, or a related role
  • Working knowledge of US GAAP to contribute to the operationalizing and application of accounting policies
  • Experience in the banking or financial services sector
  • Strong analytical and problem-solving skills with a keen attention to detail in banking or the financial services industry
  • A scrappy, roll-up-your-sleeves, low-ego attitude, and a strong ability to prioritize in a fast-paced environment
  • Bonus points if you have experience with ERP systems, proficiency in SQL, Python, or other database/statistical analysis languages, proficiency in financial analysis and reporting, or proficiency in financial modeling or bank financial planning and analysis (FP&A) processes
What We Offer
  • Comprehensive health, dental, and vision plans, including options that are 100% covered by Column for you and 50% covered for your dependents
  • FSA and HSA account options to enable use of pre-tax money for medical and dependent care expenses
  • 401k plan, including self-directed brokerage options
  • Flexible time-off policy - take the time off that you want and need to relax and recharge
  • 100% paid parental leave, including 16 weeks for birth mothers, 12 weeks for primary caregivers, and 8 weeks for secondary caregivers
  • Catered lunches and dinners for SF employees
  • Commuter benefits
  • Regular team building events, including annual offsite
Pay Transparency

The annual US base salary range for this role is $130,000-160,000, exclusive of equity compensation and benefits. This salary range may be inclusive of several career levels at Column, and will be narrowed during the interview process based on a number of factors including, but not limited to, the candidate's skill sets, experience, licensure and certifications, location, and other business and organizational needs.



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