[Hiring] Financial Operations Associate @Acorns

Role Description

Acorns is seeking a Financial Operations Associate to play a key role in the daily management and execution of our investment product operations, ensuring accuracy and efficiency in cash and security transfers, while maintaining meticulous documentation and compliance.

Acorns is a remote-first organization, offering the flexibility to work remotely while providing optional access to office space in Irvine, CA.

What you will do at Acorns:

• Be instrumental in the smooth running of our financial operations, helping to look after the financial best interests of our up-and-coming customers.
• Assist in the processing of the firm’s daily cash and security transfers related to the firm’s investment products.
• Monitor customer cash balances on a daily and periodic basis to identify unusual fluctuations, deficits, or excess balances.
• Gather essential data points from vendors to support daily operational tasks.
• Collaborate with Operations, Finance, Compliance, and Risk teams to ensure accurate reporting and classification of customer funds.
• Improve and maintain documentation of internal control processes, ensuring clarity and compliance.
• Collaborate closely with the Investment Operations team to identify, research, and resolve discrepancies and improve existing processes.
• Contribute to special projects focused on continuous process improvements and operational efficiency.
• Ensure WORM-compliance related to FinOp books and records.
• Work with manager and team to establish priorities, including new features, infrastructure, and tool building.

Qualifications

• 0 to 1 year+ of professional experience in a financial services, FinTech, or highly regulated operations role.
• Educational background in Finance, Accounting, Business, or a related field.
• Strong analytical skills and a meticulous attention to detail to ensure accuracy in all operational processes.
• Ability to quickly learn and understand Broker-Dealer compliance requirements, such as WORM (Write Once, Read Many), and financial record-keeping.
• A proactive approach to identifying potential issues and proposing solutions.
• Excellent collaboration and communication skills to work effectively with cross-functional teams and external vendors.
• Hunger to deliver game-changing products.
• Exceptional drive and precision in delivery.
• A belief that your work is tied to your life's mission.
• Optimistic about the potential of societal change.

Benefits

• Competitive salary and stock options.
• A comprehensive benefits package for you and your family.
• Flexible work location, hours, and paid time off.
• 401(k) matching.
• Monthly Acorns account contribution & GoHenry account for your family.
• Mindfulness and Financial Wellness resources, Headspace and Addition Wealth.
• Acorns Career Development Program (Ongoing training sessions, development plans, development check-ins, Cornerstone’s online training platform).
• Roots Leadership Program for Emerging Leaders.
• Community week onsite gatherings and various virtual events.
• Talented and motivated team members who care deeply about one another, our mission, and our customers.
• The rare opportunity to create a new world. We inspire one another every day to do meaningful work that solves big societal challenges.