Trovy · 4 hours ago
Financial Operations Manager
New York, NY
Full-time
Onsite
Mid, Senior Level
5+ years expTrovy is redefining home equity lending with innovative products, and they are seeking an experienced Manager of Financial Operations to oversee daily financial operations. The role involves managing loan funding, cash management, and ensuring compliance with internal controls and regulatory requirements.
AppsFinanceFinTechSoftware
Responsibilities
Own and oversee daily financial operations including funding of loans, capital allocation, and reconciliation of cash flows
Partner with the capital markets and lending operations teams to ensure smooth execution of funding and disbursements
Maintain and improve processes related to warehouse lines, trust accounts, and loan purchase settlements
Support month-end close activities in partnership with accounting, including journal entries, reconciliations, and financial reporting
Track, forecast, and manage liquidity across operating, lending, and investor accounts
Develop dashboards and reports to monitor key financial metrics and inform decision-making
Collaborate with engineering and product teams to enhance automation of financial processes
Ensure compliance with internal controls, regulatory requirements, and investor guidelines
Support investor reporting, audits, and due diligence processes as needed
Continuously evaluate and improve systems, tools, and processes to drive operational efficiency and accuracy
Qualification
Required
5+ years of experience in financial operations, treasury, or accounting—ideally within fintech, lending, or banking
Deep understanding of home lending products (preferably HELOCs), funding structures, and capital markets
Strong analytical and Excel skills
Detail-oriented, organized, and comfortable working in a dynamic startup environment
Excellent communication skills and a collaborative mindset
Bachelor's degree in finance, accounting, economics, or a related field
Preferred
Experience managing warehouse lines, custodial accounts, or investor settlements is highly preferred
Familiarity with SQL or data tools is a plus
Experience working with accounting software and operational finance platforms (e.g., QuickBooks, NetSuite, Trovata, Modern Treasury)
Benefits
401K account
Company-paid dental
Medical
Vision and life insurance
Flexible time off
And more
Company
Trovy
Trovy is a fintech company that provides applications. analytics, and financial services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase