Financial Operations Analyst

Summary

Join Facet as a Financial Operations Consultant and become a key player in providing exceptional financial planning to our members. Support planners by confirming, verifying, and labeling financial data, aligning with the Facet Planning Philosophy. Your work will indirectly contribute to a consistent member experience. You will review and verify financial data, identify and document discrepancies, support financial planning by providing accurate details to CFPs, and train AI models using your financial planning knowledge. Become an expert in our proprietary AI tools and manage your workload efficiently. This is a 4-month contract position, 100% remote, with a $30-$35 hourly rate.

Requirements

• 1+ year of financial industry experience
• High attention to detail and drive to complete high quality work
• Exceptional time management and communication skills

Responsibilities

• Review and verify financial data daily, meticulously examining a variety of financial statements (mortgages, IRAs, pay stubs, etc.) to ensure accuracy within our systems
• Identify and document discrepancies with an incredibly keen eye for minute details, finding and documenting errors in financial documentation efficiently
• Support financial planning by providing accurate financial details to our Certified Financial Planners (CFPs), helping them build better roadmaps for members more quickly
• Train AI models using your financial planning knowledge to recognize key member information, ensuring it's accurately recorded in our planning software
• Become an expert user of our proprietary AI tools, ensuring planners have the data they need to build comprehensive financial plans
• Ruthlessly manage your task list, calendar, time, and other responsibilities to ensure maximum efficiency

Preferred Qualifications

• Experience as a Paraplanner, Financial/Investments Operations Associate
• CFP® designation or CFP® Candidate
• Technology savvy individual that can work within a proprietary system, Google Sheets and Document AI

Benefits

• 100% Remote - Work from anywhere in the US
• $30-$35 Hourly Rate 1099