Compound

A family office for tech employees and founders. Built by engineers who understand QSBS and CFAs who understand APIs.

Cashier Platform & Operations Analyst

OperationsOperationsFull TimeRemoteTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

36 days ago

Salary

Not specified

Bachelor Degree3 yrs expEnglish

Job Description

• Lead operational onboarding and implementation of the our new cash management platform • Design, document, and continuously improve cashiering SOPs, workflows, controls, and exception handling procedures • Translate real-world cashiering scenarios into scalable system rules and operational best practices • Serve as the internal subject matter expert on cashiering workflows and platform functionality • Process a portion of daily cashiering transactions (ACH, wires, journals, contributions, distributions, etc.) to stay connected to live operations • Act as a quality control reviewer, identifying trends, risks, and opportunities for improvement • Develop reporting and metrics that provide leadership visibility into cash movement volumes, turnaround times, and exception rates • Partner with Operations, WMAs, Engineering, and Compliance to ensure processes are efficient, compliant, and scalable • Identify workflow inefficiencies and propose system or process enhancements • Support training of team members on new cashiering workflows and platform tools • Serve as an escalation point for complex or high-risk cashiering scenarios

Job Requirements

  • 3–6+ years of experience in cashiering, operations, or money movement within an RIA, broker-dealer, or custodian
  • Strong understanding of ACH, wires, journals, contributions, and distributions
  • Experience improving workflows, writing SOPs, or supporting system implementations preferred
  • Strong analytical and problem-solving skills
  • Comfort working with data, metrics, and operational reporting
  • Excellent written and verbal communication skills
  • High attention to detail and risk awareness in a regulated environment
  • Bachelor’s degree preferred.

Benefits

  • Competitive salary
  • Comprehensive benefits package, including health, dental, and retirement plans.
  • Opportunities for professional development and career advancement.
  • A supportive and collaborative work environment.

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