About the job
Join Compound Planning, a dynamic fintech-enabled Registered Investment Advisor (RIA), as a Cashiering Platform & Operations Analyst. In this pivotal role, you will be instrumental in transforming and enhancing our cash management systems. Unlike conventional roles, we are searching for an analytical thinker with comprehensive cashiering expertise, adept in systems thinking, process optimization, and operational management.
Role Overview
As the Cashiering Operations Analyst, you will spearhead the operational onboarding and workflow design for our innovative cash management platform. The ideal candidate will possess a blend of hands-on operational skills and strategic process design capabilities, enabling them to manage transactions effectively while conceptualizing scalable processes, systems, and controls.
Post-implementation, you will transition into a role focusing on quality assurance, workflow management, and data-driven collaboration with leadership, while still engaging in daily transaction processing to stay connected with operational realities.
Key Responsibilities
Lead the operational onboarding and implementation of our new cash management platform.
Design, document, and continuously enhance cashiering Standard Operating Procedures (SOPs), workflows, controls, and exception handling protocols.
Convert real-world cashiering scenarios into scalable system rules and operational best practices.
Act as the internal expert on cashiering workflows and platform functionalities.
Process a subset of daily cashiering transactions (ACH, wires, journals, contributions, distributions, etc.) to maintain a connection with live operations.
Conduct quality control reviews, identifying trends, risks, and improvement opportunities.
Create reports and metrics to provide leadership insights into cash movement volumes, turnaround times, and exception rates.
Collaborate with Operations, Wealth Management Advisors (WMAs), Engineering, and Compliance to ensure processes are efficient, compliant, and scalable.
Identify workflow inefficiencies and recommend system or process improvements.
Assist in training team members on new cashiering workflows and platform tools.
Serve as a point of escalation for complex or high-risk cashiering issues.
Ideal Candidate Profile
Analytical thinker with a passion for process design and improvement.
Strong background in cashiering operations, systems thinking, and data analysis.
Excellent communication skills to engage with cross-functional teams and leadership.

