Financial Operations Analyst - Brazil

Posted 9 Days Ago
Be an Early Applicant
São Paulo, BRA
In-Office
Mid level
Financial Services
The Role
Own end-to-end cash operations: resolve payment queries and deposit exceptions, perform reconciliations, liaise with banking partners, strengthen controls, improve workflows using data, automation and AI, and support partner migrations and treasury initiatives.
Summary Generated by Built In
About Stake

We’re an Australian investing platform that helps ambitious people confidently grow their wealth. By offering seamless, immersive access to ASX and Wall St, we’ve empowered a new wave of investors. Today, we have 750,000+ customers and more than A$8B under administration. Join us as we continue to reshape the financial industry, inspire investor confidence and unleash the investor in everyone.

About the role

We are looking for a Financial Operations Analyst to join our Financial Operations team in São Paulo.

Financial Operations sits at the heart of how money moves through Stake. The team owns the operational workflows behind customer payments, reconciliations and partner settlements, bringing accuracy, control and pace to processes that matter every day. You’ll work closely with Finance, Treasury, Product, Compliance and Customer Success to solve issues quickly and strengthen the experience for our customers.

You’ll take hands-on ownership of cash operations, from investigating payment exceptions and reconciling funds to working directly with banking partners. You’ll also have room to improve how the function operates, using data, automation and AI to simplify workflows, sharpen controls and reduce manual effort as Stake scales. This role is fully remote.

What success looks like

Over your first two years, you’ll build deep knowledge of how money moves through Stake and become a trusted owner of critical financial operations. You’ll turn day-to-day execution into stronger, simpler and more scalable ways of working.

  • You own the cash operations queue end to end, resolving payment queries, deposit exceptions and operational issues with speed, accuracy and clear judgement.
  • You make reconciliations dependable and audit-ready, tracing customer funds quickly and keeping records that give Finance and Compliance confidence.
  • You become a trusted operational contact for banking and payment partners, driving recalls, rejects and escalations through to resolution while keeping stakeholders informed.
  • You strengthen the controls behind money movement, spotting recurring failure points and turning them into practical improvements that reduce risk.
  • You help make customer funding and withdrawal experiences smoother by identifying root causes, resolving issues quickly and feeding insights back into Product and operational processes.
  • You contribute to important change across Financial Operations, including partner migrations, transaction workflows, account conversions and treasury or accounting initiatives.
  • You use AI and automation thoughtfully to accelerate investigations, analysis and communication while applying the human judgement required in a regulated, auditable environment.
  • You leave Financial Operations more scalable than you found it – with clearer SOPs, smarter workflows and less repetitive manual work.
You’ll thrive here if…
  • You bring 3+ years of experience across cash operations, payments, banking operations or financial operations and understand the discipline required when working with customer money.
  • You’re methodical with financial data and reconciliations. You can follow a transaction end to end, find discrepancies and keep digging until you understand what happened.
  • You take ownership. You prioritise well, communicate early and follow issues through to a clear outcome, including when multiple teams or external partners are involved.
  • You communicate clearly in English across customers, partners and internal teams, translating operational detail into precise, actionable updates.
  • You’re confident with ticketing systems such as Zendesk and advanced Excel or Google Sheets, with an understanding of accounting transaction workflows.
  • You’re comfortable using AI-powered tools in your daily work and know when outputs need deeper validation, particularly where financial accuracy, controls and auditability matter.
Bonus if you’ve ever
  • Worked directly with deposit recalls, payment exceptions, bank-partner escalations or transaction reconciliations.
  • Worked with bank integrations, settlement accounts, direct debit or partner payment flows.
  • Used SQL or lightweight scripting to investigate data or automate repetitive operational work.
  • Used AI copilots or similar tools to summarise cases, analyse information or draft customer and partner communications.
  • Worked fluently across Portuguese and English.
Benefits of working at Stake

You’ll have the opportunity to work with autonomy while learning from some of the best talent in the industry, playing a meaningful role in building a company that has loads of positive momentum and excitement around it. Having said that, we also have perks.

As part of our Brazil team, you’ll have access to a locally tailored benefits package designed to support your growth, wellbeing and life outside of work.

  • Professional development support
  • Wellbeing support
  • Flexible, fully remote working
  • Local benefits and leave in line with our Brazil offering
  • The opportunity to work with a global team and have a meaningful impact as Stake continues to scale
So what happens next?

Once we've received your application, we'll give it the attention it deserves and if we think you’d be a good addition to our team, we’ll give you a call and from there, you'll cruise through our recruitment process.

To all recruitment agencies: Stake does not accept agency resumes. Please do not forward resumes to our jobs alias or directly to Stake employees. Stake is not responsible for any fees related to unsolicited resumes.

Skills Required

  • 3+ years experience across cash operations, payments, banking operations or financial operations
  • Methodical with financial data and reconciliations; able to trace transactions end to end
  • Takes ownership, prioritises work, communicates early and follows issues through to resolution across teams and partners
  • Clear written and spoken English for customers, partners and internal stakeholders
  • Experience with ticketing systems (e.g., Zendesk) and advanced Excel or Google Sheets; understanding of accounting transaction workflows
  • Comfortable using AI-powered tools and knowing when outputs require deeper validation in a regulated, auditable environment
  • Experience with deposit recalls, payment exceptions, bank-partner escalations or transaction reconciliations
  • Experience with bank integrations, settlement accounts, direct debit or partner payment flows
  • Experience using SQL or lightweight scripting to investigate data or automate repetitive operational work
  • Experience using AI copilots or similar tools to summarise cases, analyse information or draft communications
  • Fluency in Portuguese and English
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The Company
HQ: Sydney, New South Wales
129 Employees
Year Founded: 2017

What We Do

Stake is an investing platform on a mission to provide a seamless and immersive experience that breaks barriers for ambitious investors. Founded in Sydney by Matt Leibowitz and Dan Silver, Stake first gave Australians seamless access to U.S. stocks. Then we launched an ASX platform with $3 CHESS-sponsored trades, followed by an innovative SMSF alternative, Stake Super. Today Stake has grown into a robust financial services company with over 110 employees across Australia, New Zealand, Brazil and the UK. With more than A$2 billion in assets under administration, we serve a global customer base of 500,000+ investors who trust us to help them build their wealth.

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