The Financial Operations Analyst will review, verify, and document discrepancies in financial data, support financial planning, and manage tasks efficiently.
As a Financial Operations Consultant at Facet, you will be a key player in helping our members receive incredible comprehensive financial planning. Your job is to support planners in data confirmation, verification, and labeling. In this role, you will align with the Facet Planning Philosophy and apply your planning knowledge to member situations to indirectly provide a consistent member experience.
Who You Are:
- Mission-driven: You have a deep connection to our mission and love helping people reach their financial goals.
- Quality-focused: You're passionate about delivering exceptional, high-quality work as part of a team.
- Tech-savvy and comfortable learning and mastering new software, especially proprietary AI tools.
- Detail-oriented with an exceptional ability to focus on minute details and thrive on repetitive tasks, ensuring accuracy.
- Analytical and enjoy finding errors within financial documentation on a day-to-day basis.
- Organized and adept at managing your workload and prioritizing tasks to meet deadlines.
What You'll Do:
- Review and verify financial data daily, meticulously examining a variety of financial statements (mortgages, IRAs, pay stubs, etc.) to ensure accuracy within our systems.
- Identify and document discrepancies with an incredibly keen eye for minute details, finding and documenting errors in financial documentation efficiently.
- Support financial planning by providing accurate financial details to our Certified Financial Planners (CFPs), helping them build better roadmaps for members more quickly.
- Train AI models using your financial planning knowledge to recognize key member information, ensuring it's accurately recorded in our planning software.
- Become an expert user of our proprietary AI tools, ensuring planners have the data they need to build comprehensive financial plans.
- Ruthlessly manage your task list, calendar, time, and other responsibilities to ensure maximum efficiency.
- Experience as a Paraplanner, Financial/Investments Operations Associate is highly preferred
- CFP® designation or CFP® Candidate is a plus
- 1+ year of financial industry experience
- High attention to detail and drive to complete high quality work
- Technology savvy individual that can work within a proprietary system, Google Sheets and Document AI a plus
- Exceptional time management and communication skills –these are the biggest keys to success as a Facet Planning Data Specialist
- 4 Month Contract
- 35-40+ billable hrs per week
- $30-$35 Hourly Rate 1099
- 100% Remote - Work from anywhere in the US
Top Skills
Document Ai
Google Sheets
Proprietary Ai Tools
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