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Analyst, Financial Operations
Analyst, Financial OperationsAirwallex • San Francisco, CA, US
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Analyst, Financial Operations

Analyst, Financial Operations

Airwallex • San Francisco, CA, US
30+ days ago
Job type
  • Full-time
Job description

About Airwallex

Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 150,000 businesses worldwide including Brex, Rippling, Navan, Qantas, SHEIN and many more with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale.

Proudly founded in Melbourne, we have a team of over 1,800 of the brightest and most innovative people in tech across 26 offices around the globe. Valued at US$6.2 billion and backed by world-leading investors including Visa, Airtree, Blackbird, Sequoia, DST Global, Greenoaks, Salesforce Ventures, Lone Pine, and Square Peg, Airwallex is leading the charge in building the global payments and financial platform of the future. If youre ready to do the most ambitious work of your career, join us.

Attributes We Value

We hire successful builders with founder-like energy who want real impact, accelerated learning, and true ownership. You bring strong role-related expertise and sharp thinking, and youre motivated by our mission and operating principles. You move fast with good judgment, dig deep with curiosity, and make decisions from first principles, balancing speed and rigor.

You're humble and collaborative; turn zero?to?one ideas into real products, and you get stuff done end-to-end. You use AI to work smarter and solve problems faster. Here, youll tackle complex, high?visibility problems with exceptional teammates and grow your career as we build the future of global banking. If that sounds like you, lets build whats next.

About the team

The Operations team at Airwallex ensures the smooth and efficient functioning of our services and processes. We focus on optimizing workflows, improving operational efficiency, and delivering exceptional customer support. By streamlining operations and implementing best practices, we help drive the company's growth and maintain high service standards. Our team is dedicated to providing a seamless experience for our customers and supporting Airwallexs mission to empower businesses globally.

What youll do

Reporting to the Manager, Financial Operations in the US, this person will be among the first hires in the US focused on Financial Operations, as part of a larger global Financial Operations (FinOps) team. The team aims to deliver operational excellence of our customer transaction lifecycle and manage our liquidity to support the companys business growth across the globe. As a FinOps Analyst, youll work closely with counterparts within Operations but also with Commercial and Product teams to identify and remediate FinOps-related issues. This person will need to work a 9-6PM shift.

This role is based in San Francisco or New York City.

Responsibilities:

  • Monitor global end-to-end client transaction lifecycle, handle inquiries, detect exceptions from data reports and dashboards in a timely manner, communicate with teams and other departments to handle issues

  • Utilize advanced Zendesk skills to manage FinOps-related customer requests (e.g., payment investigations, returns, recalls, and reconciliation inquiries); proficient in Triggers, Tagging, Routing Queues, and Macros to streamline queue management, ensure SLA adherence, and improve operational efficiency across global FinOps workflows

  • Support with daily safeguarding obligations, across multiple Airwallex entities

  • Monitor the clearing and settlement of client funds and global money pools; drive data oriented approaches to improve our liquidity management system, fund risk management and treasury efficiency and utilization

  • Maintain the team knowledge base and refine the standard operating procedures; find opportunity for operational optimization and process automation tooling.

  • Build data-oriented performance metrics, quality assurance framework and tooling to monitor, detect, and remediate operational risk areas and control defects to minimize errors

  • Set up compliant, accurate and timely reporting data capabilities based on external regulatory and third party requirements

Who you are

We're looking for people who meet the minimum requirements for this role. The preferred qualifications are great to have, but are not mandatory.

Minimum qualifications:

  • Bachelors degree or above

  • A minimum of 2 years of experience with ZenDesk responding to customer requests

  • Ability to rapidly understand new products and demonstrate problem-solving skills

  • Strong communication skills and customer service orientation

  • Attention to detail and tendency towards a documented approach

  • A strong team player who thrives in working in close collaboration with other teams

Preferred qualifications:

  • Experience with MS Office; technical skill set of SQL

  • Experience with visualization tools like Looker and Data Studio

  • A minimum of 2 years of experience in payments or operations at a technology company

Equal opportunity

Airwallex is proud to be an equal opportunity employer. We value diversity and anyone seeking employment at Airwallex is considered based on merit, qualifications, competence and talent. We dont regard color, religion, race, national origin, sexual orientation, ancestry, citizenship, sex, marital or family status, disability, gender, or any other legally protected status when making our hiring decisions. If you have a disability or special need that requires accommodation, please let us know.

Airwallex does not accept unsolicited resumes from search firms/recruiters. Airwallex will not pay any fees to search firms/recruiters if a candidate is submitted by a search firm/recruiter unless an agreement has been entered into with respect to specific open position(s). Search firms/recruiters submitting resumes to Airwallex on an unsolicited basis shall be deemed to accept this condition, regardless of any other provision to the contrary. If you are approached by someone claiming to represent Airwallex, please verify with our team.

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Analyst Financial Operations • San Francisco, CA, US

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