Financial Services Operations Analyst

CanadaRemoteFull-timemid

OperationsOperations Analyst

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Quick Summary

Requirements Summary

Serve as the primary operational owner for an

Technical Tools

OperationsOperations Analyst

The Financial Services Operations Analyst will play a key role in ensuring the successful delivery, implementation, and ongoing performance of financial products in a dynamic, technology-driven environment. This position combines operational ownership, cross-functional collaboration, and process improvement to support product launches and enhancements from planning through execution. Working closely with product, technology, and operations teams, you will translate business requirements into actionable plans while ensuring operational readiness, quality, and compliance. You will also help strengthen controls, streamline workflows, and identify opportunities for automation and greater efficiency. This role is ideal for an analytical, detail-oriented professional who thrives in complex environments, takes ownership of outcomes, and enjoys solving problems that improve financial services operations.

Own Product Operations: Serve as the primary operational owner for an assigned financial product line, overseeing day-to-day execution, ongoing support, and operational change delivery.
Coordinate Product Implementation: Partner with product leaders, operations stakeholders, and technology teams to implement new products, enhancements, and process changes.
Develop Execution Plans: Translate product requirements into operational plans covering workflows, readiness checklists, dependencies, risks, and delivery timelines.
Support Launches and Changes: Coordinate end-to-end product launches and operational updates, ensuring readiness across systems, processes, documentation, controls, and downstream activities.
Lead Testing and Validation: Plan and execute functional tests, end-to-end scenarios, and quality checks to validate product functionality and operational readiness.
Maintain Procedures and Documentation: Create, update, and maintain product-specific operating procedures to support consistency, accuracy, and compliance.
Improve Operational Efficiency: Identify opportunities to automate workflows, enhance operational tools, and simplify processes in collaboration with management and cross-functional teams.
Strengthen Controls and Monitoring: Establish and maintain operational monitoring and audit routines, including reconciliations, exception tracking, control checks, and issue remediation.
Resolve Issues and Manage Escalations: Act as a subject matter expert for assigned products, supporting troubleshooting, root-cause analysis, and the resolution of operational challenges.
Communicate Performance and Risks: Provide clear, actionable updates to leadership on implementation readiness, risks, defects, operational outcomes, and improvement opportunities.

Requirements

~2 min read

Education: Bachelor's degree in a relevant field, or equivalent education and professional experience.
Relevant Experience: At least 3 years of experience in banking, financial services, lending, fintech, or a related operations environment.
Financial Services Expertise: Strong understanding of financial services operations, preferably within regulated environments.
Product Operations Knowledge: Familiarity with product lifecycles, including implementation, change management, testing, launch readiness, and ongoing operational support.
Project and Change Execution: Demonstrated ability to manage complex operational changes, coordinate dependencies, and collaborate effectively across multiple teams.
Testing and Quality Assurance: Experience with operational testing, quality assurance, audit support, internal controls, or validation processes.
Analytical and Problem-Solving Skills: Strong analytical thinking, attention to detail, and the ability to identify issues, investigate root causes, and implement practical solutions.
Process Documentation: Ability to document workflows clearly and understand end-to-end processes across systems, teams, and business functions.
Adaptability and Prioritization: Comfort navigating ambiguity, managing competing priorities, and taking ownership in a changing environment.
Communication Skills: Excellent written and verbal communication skills, including the ability to prepare concise, executive-ready updates.
Data-Driven Decision-Making: Ability to use operational data and performance insights to identify issues and recommend improvements.
Preferred Financial Product Experience: Direct experience with banking-as-a-service, fintech, consumer lending, payment products, or prepaid cards.
Regulatory Awareness: Familiarity with regulatory requirements and compliance considerations relevant to financial products.
Cross-Functional Collaboration: Experience partnering with product or technology teams to implement changes, launches, pilots, or major enhancements.
Operational Ownership: Ability to act as a dedicated operational owner for a product within a broader operations organization.
Technical Skills: Proficiency in SQL or Power BI (PBI) is an advantage.
Process Automation: Exposure to automation tools, workflow solutions, or operational platforms is beneficial.