IntraFi · 15 hours ago
Senior Operations Analyst (Client Account Management)
Arlington, VA
Full-time
Hybrid
Senior LevelIntraFi is the nation’s largest deposit allocation service provider, empowering banks to provide vital financial access. The Senior Operations Analyst will be responsible for providing operational support to financial institutions, managing onboarding processes, and analyzing data for client presentations.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Working with a collaborative team to onboard new banks and broker dealers. Working within a Salesforce based workflow process to manage and support various operational based tasks
Analyze and prepare data for client presentations and operational reviews
Developing, documenting, and implementing procedures that are focused on transactional processing, cash settlement and reconciliation
Managing the pipeline for new customers that includes updating and maintaining a contractual term tracking system used to support various reporting and analytical downstream functions
Working with third-party vendors and partners to resolve operational issues with the ability to communicate key information in a timely manner
Qualification
Required
Experience with artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity
Financial Services or Banking industry experience, preferably in a mid or back office role (i.e. reconciliation, settlement, custodial operations, or transaction processing). Experience with traditional back-office processes and functions specific to the brokerage or banking environment is a plus
Intermediate experience in Excel and the ability to run or modify SQL queries
Comfortable interacting with clients and external partners, with strong written and verbal communication skills
Self‑starter with the ability to prioritize and manage multiple tasks in a fast‑paced environment while producing accurate, timely work
Experience documenting operational procedures or writing business requirements for system enhancements
Strong attention to detail, analytical thinking, and problem-solving skills
Familiarity with CRM tools (Salesforce experience is a plus)
Benefits
401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Opportunities for advancement
Paid time off
Parental leave
Professional development assistance
Referral program
Vision insurance
Company
IntraFi
IntraFi is a financial company.
Founded in 2002
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$2BKey Investors
Morgan Stanley
2025-08-11Debt Financing· $2B
Leadership Team
Mark Jacobsen
President & CEO
Randy Hopper
Chief Information Officer
Recent News
Tech Startups - Startups and Technology news
2025-08-16
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2025-08-16
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2025-08-13
Company data provided by crunchbase