The Role
The Senior Operations Analyst will design and validate complex revenue calculations, implement audit controls, and collaborate with various teams to ensure operational excellence.
Summary Generated by Built In
At IntraFi, we do more than innovate—we empower. Our services help banks provide vital financial access to small businesses, companies, and consumers across the country. With a network of more than 3,000 financial institutions, we help support the institutions that drive our economy, enabling them to fund affordable housing, family farms, and businesses of all sizes. The ability to lend locally strengthens our financial system, and our team plays a direct role in making that possible. It is this greater purpose that brings people to IntraFi and keeps them here.
As the nation’s largest deposit allocation service provider and the inventor of reciprocal deposits, IntraFi has spent over two decades creating dynamic solutions that help financial institutions grow, manage liquidity, and serve their communities. Our impact extends across institutions of all sizes—from community banks to large financial organizations—which enables us to achieve aggressive business growth objectives while helping strengthen the broader financial system. Consistently recognized by American Banker, Washington Post, and Fortune as one of the best places to work, we offer a collaborative, flexible environment where innovation thrives. Join us and be part of a team making a meaningful impact on the industry, on financial institutions, and on the future of financial services.
Your Role
- We are seeking a highly analytical and detail-oriented Senior Operations Analyst to join the Sweep Operations team. This role will be instrumental in designing, maintaining, and validating complex fee structures and revenue calculations. The ideal candidate will bring strong technical skills, a passion for process improvement, and the ability to collaborate across Finance, Product, and IT teams to ensure operational excellence and audit readiness.
Your Responsibilities
- Design and maintain models for complex revenue calculations.
- Validate revenue data across systems and ensure alignment with contractual terms.
- Develop and implement audit controls for operational processes and data flows.
- Conduct periodic audits to identify discrepancies and recommend corrective actions.
- Collaborate with Finance, Product, and IT teams to ensure data accuracy and process efficiency.
- Maintain and refresh Operational procedures and ensure compliance with internal and external standards.
- Support month-end and quarter-end reporting cycles.
Required Experience, Skills, and Qualifications
- Experience with artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity.
- Advanced proficiency in Microsoft Excel (pivot tables, complex formulas, data modeling).
- Strong SQL skills for querying and analyzing large datasets.
- Experience with data visualization and reporting tools.
- Proven ability to work with cross-functional teams in a fast-paced environment.
- Strong attention to detail and commitment to data accuracy.
Preferred Qualifications
- Experience with Salesforce for case management and reporting.
- Certifications or hands-on experience in AI for Operational workflow automation.
- Familiarity with revenue operations, financial audits, or fee-based financial products.
Employee Benefits:
401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Opportunities for advancement
Paid time off
Parental leave
Professional development assistance
Referral program
Vision insurance
IntraFi LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, national origin, sex, religion, age, veteran status, disability, or sexual orientation in employment of the provision of services.
IntraFi’s job application process may include online videoconference interviews, in-person interviews, presentations, and computer-based assessments. If you require reasonable accommodation to complete any part of the application process, please contact [email protected].
Top Skills
AI
Data Visualization Tools
Excel
Salesforce
SQL
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
IntraFi is the leading provider of FDIC-insured deposit solutions. Its network of nearly 3,000 banks—the largest of its kind—includes most of the nation’s community banks and minority depository institutions. Through the size and diversification of IntraFi’s network, members gain access to tens of billions of dollars in funding, the highest per-depositor and per-bank capacity, and the ability to request large-dollar placements on any business day.
