Senior Analyst of Financial Operations

United States · Remotefull time

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Remote

senior

H1B: no

Passport Senior Analyst of Financial Operations at Passport owns assigned brand remittances end to end and improves data and processes supporting them. The role involves data validation, remittance preparation, reconciliation, and partnering with Development and Engineering on automation projects.

Responsibilities

The Senior Analyst of Financial Operations will own assigned brand remittances and help improve the data and processes that support them. Reporting to the Manager of Financial Operations, this role will be responsible for understanding how remittance data is generated, pulling and validating the data, preparing remittances, and reviewing the work for issues before it reaches the Manager. The role will also serve as the primary point of contact for assigned brands’ remittance questions and partner with Development and Engineering on data and automation projects.
Within approximately six months, the role is expected to perform assigned remittances end to end and actively contribute to automation projects.
Own assigned brand remittances end to end, from pulling and validating sales, payment, and applicable expense data through preparing the remittance package and completing a thorough self-review.
Reconcile sales activity to payment data, investigate variances, determine what follow-up is needed, and document the resolution before submitting the remittance for Manager review.
Serve as the primary Fin Ops contact for assigned brands, responding to remittance questions and coordinating internal follow-up when needed.
Work across teams to understand brand requirements and resolve anomalies or questions that affect remittance calculations or timing.
Lead assigned data and automation improvements by documenting current processes, defining reporting needs, partnering with Development and Engineering, and validating that changes work for remittance use.
Identify recurring issues and recommend practical improvements to remittance processes, reporting, and controls.

Qualification

A bachelor’s degree in FinanceExperience with payment reconciliationsExperience using AI to analyze dataA curiousSuccess Milestones30 days60 daysExperience with QuickBooks or NetSuite

Required

Four to six years of experience in financial operations, accounting, or a related analytical role, including ownership of recurring, deadline-driven processes.
A bachelor’s degree in Finance, Accounting, or a related field.
Advanced Excel skills and experience using AI to analyze data, develop prototypes, identify automation opportunities, and improve recurring remittance workflows.
The ability to understand how data moves between source systems and reports and to identify missing, unexpected, or inconsistent information.
Strong written and verbal communication skills, including experience responding to external questions and coordinating across teams.
Experience with QuickBooks or NetSuite and BI platforms such as Tableau, Looker, or similar tools is helpful.
Experience with payment reconciliations, remittance processes, or high-volume transaction data is preferred. Direct shipping or logistics experience is not required.
Experience using AI to analyze data, develop prototypes, or identify opportunities to automate recurring workflows is a required capability.
A curious, self-directed, and collaborative working style, with the judgment to work independently and the discipline to communicate anomalies, risks, and recommendations.
Success Milestones
30 days: Learn the remittance workflows, assigned brands, source data, systems, and key partner teams.
60 days: Prepare assigned remittance work with guidance, including pulling data, completing reconciliations, and documenting questions or discrepancies.

Preferred

Experience with QuickBooks or NetSuite
Experience with BI platforms such as Tableau, Looker, or similar tools
Experience with payment reconciliations, remittance processes, or high-volume transaction data

Company

Passport

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Source: ashby

Active within the past hour

Remote-friendly

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Must-Have Skills for This Role

Financial OperationsRemittancesData ValidationReconciliationAutomationExcel

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Senior Analyst of Financial Operations at Passport · LumiJobs