Cashiering Platform & Operations Analyst

Compound(10 days ago)

HybridFull TimeMedior$60,000 - $90,000Operations

About this role

Compound Planning is a rapidly expanding fintech-enabled Registered Investment Advisor (RIA) seeking a skilled Cashiering Platform & Operations Analyst. The role focuses on modernizing and enhancing cash management functions through system implementation, process design, and operational oversight within a regulated environment.

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Required Skills

Cashiering
Process Design
System Implementation
Data Analysis
Workflow Optimization
Operational Oversight
SOP Development
Risk Management
Metrics Reporting
Regulatory Compliance

Qualifications

Bachelor’s Degree

About Compound

withcompound.com

Compound Planning is a modern investment management firm that delivers personalized wealth management solutions for entrepreneurs, professionals, retirees, and families. The company combines a world-class advisory team with innovative technology to provide comprehensive services, including financial planning, tax consulting, and asset management. With over $4 billion in assets under management, Compound Planning is known for its commitment to helping clients achieve their financial goals and navigate the complexities of wealth management. Their goal-oriented approach ensures tailored strategies that reflect individual needs and circumstances.

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