1 month ago

Analyst, Financial Operations

Airwallex

On Site
Full Time
$82,500
New York, NY
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Job Overview

Job TitleAnalyst, Financial Operations
Job TypeFull Time
Offered Salary$82,500
LocationNew York, NY

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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 200,000 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 2,000 of the brightest and most innovative people in tech across 26 offices around the globe. Valued at US$8 billion and backed by world-leading investors including T. Rowe Price, Visa, Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures, DST Global, and Lone Pine Capital, Airwallex is leading the charge in building the global payments and financial platform of the future. If you’re 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 you’re 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, you’ll 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, let’s build what’s 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 Airwallex’s mission to empower businesses globally.

What You’ll Do as an Analyst, Financial Operations

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 company’s business growth across the globe. As a FinOps Analyst, you’ll 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 Remote, EST/CST preferred

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

  • 2 years of experience using Zendesk to manage and respond to customer inquiries in a Customer Support or Financial Operations role
  • 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
  • Bachelor’s degree or above

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

Key skills/competency

  • Financial Operations
  • Zendesk
  • Transaction Monitoring
  • Liquidity Management
  • Process Optimization
  • Risk Management
  • Data Reporting
  • Customer Service
  • Problem-Solving
  • SLA Adherence

Tags:

Financial Operations Analyst
transaction monitoring
exception handling
customer inquiries
Zendesk management
safeguarding
liquidity management
process optimization
risk management
data reporting
regulatory compliance
Zendesk
MS Office
SQL
Looker
Data Studio
payments systems
financial platforms
data dashboards
reconciliation tools
workflow automation

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How to Get Hired at Airwallex

  • Research Airwallex's culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor.
  • Customize your resume: Tailor your resume for the Analyst, Financial Operations role, highlighting experience with Zendesk, financial operations, and data analysis skills.
  • Show problem-solving expertise: Prepare specific examples demonstrating your ability to identify and remediate complex financial operational issues effectively.
  • Highlight collaboration skills: Be ready to discuss how you've successfully partnered with commercial, product, and other operations teams.
  • Master financial operations concepts: Familiarize yourself with transaction lifecycles, liquidity management, and regulatory reporting for global payments.

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