Financial Operations Coordinator

6 days ago


Oklahoma City, Oklahoma, United States JoCo Full time
About the Role

The Oversight & Control Analyst position at JoCo is a critical component of our wealth management team. As a key member of our team, you will be responsible for monitoring and managing metric and control data to ensure compliance with audit standards and minimize financial risks.

Key Responsibilities
  • Compliance Monitoring: Analyze key insights from various WMS teams to identify potential financial risks to customers and the organization, and report exceptions and violations.
  • Process Optimization: Evaluate and optimize oversight processes to enhance efficiency, reduce manual tasks, and minimize financial risks.
  • Change Management: Track and assess proposed changes to internal systems to ensure seamless integration and minimal disruption.
  • Policy Development: Assist with the development and documentation of policies and procedures to ensure compliance and risk management.
  • Requirements Management: Contribute to and maintain the development of requirements to ensure alignment with business objectives.
  • Control Reconciliation: Provide recommendations to management for improving control reconciliations to ensure accuracy and efficiency.
  • Data Analysis: Create data extraction methods and reporting tools using available systems for accurate data manipulation and reporting.
  • Training and Development: Lead training initiatives for current team members to ensure knowledge sharing and skill development.
Requirements
  • Education: Bachelor's Degree in Computer Science, Accounting, or related field.
  • Experience: 4+ years accounting or operations experience preferred, with a focus on data manipulation and technical efficiencies.
  • Technical Skills: Strong understanding of securities and wealth management accounting systems, knowledge of accounting practices and principles, and proficiency in PC and software applications.
  • Soft Skills: Excellent verbal and written communication skills, analytical and organizational skills, and training skills.
What We're Looking For
  • Team Player: You will be a key member of our team, working collaboratively to achieve business objectives.
  • Strategic Thinker: You will be able to grasp complex subjects and effectively strategize how to achieve optimal results.


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