[Remote] Financial Operations Analyst

Note: The job is a remote job and is open to candidates in USA. Mogo is seeking a Financial Operations Analyst to join their Financial Operations team in a full-time remote capacity. The role involves supporting daily financial operations, improving processes through automation, and collaborating with various departments to enhance operational efficiency.ResponsibilitiesPerform daily, weekly, and monthly Financial Operations tasks, including reconciliations, transaction monitoring, cash movement review, operational reporting, and fund operations supportSupport fund accounting and investment operations processes, including deposits, withdrawals, subscriptions, redemptions, returned items, account activity reviews, and balance updatesInvestigate and resolve operational breaks, data discrepancies, failed transactions, returned items, reconciliation issues, and other exceptions in a timely and controlled mannerIdentify, challenge, and improve manual workflows by designing practical automation solutions that reduce repetitive work, improve accuracy, and strengthen operational controlsOwn automation opportunities from problem identification through workflow mapping, build, testing, documentation, and ongoing improvementBuild and maintain Excel-based and code-assisted operational tools, including advanced spreadsheets, VBA/macros, Python scripts, templates, and recurring reporting filesUse AI tools as a default part of daily work, including research, analysis, coding support, reconciliation review, documentation, testing, workflow redesign, and process improvementDocument workflows, process logic, exceptions, controls, and runbooks so operational processes become repeatable, scalable, and less dependent on individual knowledgePartner with Product, Engineering, Compliance, Finance, and external vendors to move operational priorities forward and support automation and systems-improvement initiativesSkills2–4+ years of experience in financial operations, fund operations, fund accounting, investment operations, brokerage operations, automation, business systems, or a related finance/operations roleStrong Excel skills, including advanced formulas, data analysis, reconciliations, and experience building or maintaining Excel macros/VBA-enabled filesWorking knowledge of automation and coding, ideally including VBA and PythonPractical experience using AI tools, copilots, or agent-based workflows to accelerate analysis, coding, testing, documentation, reconciliation review, or process improvementExamples of tools, scripts, macros, automations, or AI-assisted workflows you have personally built, improved, or used to reduce manual workUnderstanding of fund accounting concepts, investment transactions, reconciliations, cash movements, subscriptions, redemptions, returned items, and client account activityStrong attention to detail, analytical skills, and ability to investigate and resolve operational breaks, discrepancies, and data quality issuesHigh ownership mindset with strong follow-through, sound judgment, and comfort operating with limited guidance in ambiguous or evolving situationsLow tolerance for repetitive manual work and a habit of questioning inefficient processesStrong curiosity, learning velocity, and willingness to continuously improve how work is done through automation, documentation, AI tools, and better controlsClear communication skills and ability to work effectively with both technical and non-technical stakeholdersExperience in fintech, wealth management, brokerage operations, investment operations, or fund accountingExperience with registered and non-registered investment accounts, reconciliations, custody workflows, or client account activityExperience working with CSV files, flat files, APIs, data transformations, operational reports, or multi-system workflowsFamiliarity with IRESS, NDEX, or similar investment accounting / back-office systemsExperience building internal tools or automation solutions that were adopted by a business or operations teamBenefitsFully Remote Work - Unless otherwise specified in the job posting, Orion offers flexible remote work, supported by the tools and resources needed to succeed.Comprehensive Health Benefits - Access to medical, dental, and vision coverage plus a Health Spending AccountStock Options - Meaningful equity participation aligned with long-term value creation and company growthFlex Vacation - Benefit from paid time off, including vacation and personal daysWellbeing Programs - Access counselling services, mental health support, and additional wellness resourcesCompany OverviewMogo Inc. is now Orion Digital. Please visit our rebranded LinkedIn profile via this page's website link. It was founded in 2003, and is headquartered in Vancouver, British Columbia, CAN, with a workforce of 51-200 employees. Its website is https://www.orion-digital.com.