Financial Services Operations Analyst

Posted 6 Days Ago
Be an Early Applicant
Hiring Remotely in Canada
Remote
65K-97K Annually
Mid level
Fintech • Software • Financial Services
The Role
Own day-to-day operations and change delivery for an assigned financial product line. Translate product requirements into execution plans, lead launches, testing, readiness, documentation, monitoring, controls, reconciliations, and issue remediation. Partner with product, operations, and technology teams to improve workflows and automation, support audits, resolve operational issues, and provide leadership updates. The role requires financial services experience, product operations expertise, analytical skills, and proficiency in SQL or Power BI.
Summary Generated by Built In
At Wave, we help small businesses to thrive so the heart of our communities beats stronger.  We work in an environment buzzing with creative energy and inspiration. No matter where you are or how you get the job done, you have what you need to be successful and connected. The mark of true success at Wave is the ability to be bold, learn quickly and share your knowledge generously.

Here's how you will make an impact:

  • Serve as the primary operations owner for an assigned product line (Refund Transfer, Emerald Card & Spruce, Lending, or Wave), responsible for daytoday execution and change delivery.

  • Partner closely with Product Directors, Operations leaders, and Technology teams to implement new products, enhancements, and operational changes.

  • Translate product requirements into operational execution plans, including workflows, readiness checklists, dependencies, risks, and timelines.

  • Execute and support endtoend product launches and changes, ensuring operational readiness across systems, processes, documentation, controls, and downstream impacts.

  • Lead operational testing and validation efforts for your product, including functional testing, endtoend scenario testing, and quality checks.

  • Own and maintain productspecific operating procedures, ensuring documentation is accurate, current, and consistently followed.

  • Identify opportunities for automation, tooling improvements, and process efficiencies, partnering with your manager and crossfunctional teams to drive execution.

  • Build and execute operational monitoring and audit routines, including controls, reconciliations, exception tracking, and issue remediation.

  • Act as a subject matter expert for your product’s operations, supporting issue resolution, rootcause analysis, and escalations as needed.

  • Provide clear updates and insights to leadership on readiness status, risks, defects, and outcomes related to product changes.

You Thrive Here By Possessing the Following:

  • Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.
  • 3+ years of related experience in banking, financial services, operations, or lending.

  • Strong experience in financial services, fintech, or regulated operational environments.

  • Solid understanding of product operations lifecycles, including implementation, change management, testing, and ongoing support.

  • Proven ability to execute complex changes, manage dependencies, and work across multiple teams.

  • Experience with operational testing, audit support, controls, or quality assurance.

  • Strong analytical and problemsolving skills, with attention to detail and ownership mindset.

  • Ability to document processes clearly and think endtoend across systems and functions.

  • Comfortable navigating ambiguity and balancing multiple priorities.

  • Strong written and verbal communication skills, including executiveready updates.

  • Proficiency using data and operational insights to identify issues and improvements.

  • Direct experience supporting bankingasaservice, fintech, consumer lending, payment, or prepaid card products.

  • Familiarity with regulatory and compliance considerations tied to financial products.

  • Experience in working with technology or product teams on changes

  • Exposure to automation, workflow tools, or operational platforms

  • Experience supporting product launches, pilots, or major enhancements

  • Comfort operating as a dedicated product owner within an operations organization.

  • Proficiency in SQL or PBI

At Wave, we value diversity of perspective. Your unique experience enriches our organization. We welcome applicants from all backgrounds. Let’s talk about how you can thrive here!
 
Wave is committed to providing an inclusive and accessible candidate experience. If you require accommodations during the recruitment process, please let us know by emailing [email protected]. We will work with you to meet your needs.
 
 
We use Google Gemini, a secure AI assistant, during interviews for note-taking purposes only. Notes are kept confidential and are not shared outside the hiring process. This allows our interviewers to stay fully focused on you during the conversation.
 
This advertised posting is a current vacancy.
 

Skills Required

  • Bachelor's degree in a related field or equivalent education and related work experience
  • 3+ years of related experience in banking, financial services, operations, or lending
  • Strong experience in financial services, fintech, or regulated operational environments
  • Understanding of product operations lifecycles, including implementation, change management, testing, and ongoing support
  • Ability to execute complex changes, manage dependencies, and work across multiple teams
  • Experience with operational testing, audit support, controls, or quality assurance
  • Strong analytical and problem-solving skills with attention to detail and ownership
  • Ability to document processes clearly and think end-to-end across systems and functions
  • Ability to navigate ambiguity and balance multiple priorities
  • Strong written and verbal communication skills, including executive-ready updates
  • Ability to use data and operational insights to identify issues and improvements
  • Direct experience supporting banking-as-a-service, fintech, consumer lending, payment, or prepaid card products
  • Familiarity with regulatory and compliance considerations tied to financial products
  • Experience working with technology or product teams on changes
  • Exposure to automation, workflow tools, or operational platforms
  • Experience supporting product launches, pilots, or major enhancements
  • Ability to operate as a dedicated product owner within an operations organization
  • Proficiency in SQL or Power BI
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The Company
HQ: Toronto, Ontario
375 Employees
Year Founded: 2009

What We Do

Wave is one-stop money management for small business owners. We empower small business owners to manage their finances fearlessly by offering the simplest financial management solution they can’t live without. As an award-winning company, and one of the fastest-growing financial services software solutions, we are unwavering in our commitment to grow and support both our customers and our people. We care deeply and we challenge directly. We re-imagine the possible, together, to achieve extraordinary results for the small business owners we serve.

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