Operations Analyst (contract)

Job Summary:

We are seeking a detail-oriented Operations Analyst to support cash reconciliation, settlement reporting, and client servicing functions within a financial operations environment. This role focuses on DDA reconciliations, wire activity review, and reporting across custodial banking and fund accounting partners.

Based in fully onsite in Westborough, MA, this position offers hands-on exposure to financial operations, routine-driven workflows, and emerging AI-enabled process improvements.

Key Responsibilities:

• Reconciliations: Perform daily DDA reconciliations, research discrepancies, and ensure accuracy of cash positions
• Settlement Reporting: Prepare and distribute reports to custodial banks and fund accounting teams, ensuring completeness and timeliness
• Wire Review: Monitor and validate incoming and outgoing wire transactions, confirming accuracy and proper settlement activity
• Exception Management: Investigate and resolve breaks related to cash activity, settlements, and reporting discrepancies
• Client Support: Monitor team inbox and respond to client inquiries as proficiency grows (via email, occasional follow-ups)
• Data Analysis: Review reports with attention to detail, identify trends, and ensure data integrity across systems
• Process Execution: Follow structured daily routines while maintaining accuracy under strict deadlines
• Continuous Improvement: Leverage AI tools and automation platforms (e.g., Alteryx) to streamline repetitive processes and improve efficiency
  
  

Qualifications:

• Bachelor’s degree or relevant internship experience (Finance, Business, or related field preferred)
• Strong attention to detail and ability to work with data and reports
• Excellent written and verbal communication skills
• Ability to learn quickly, take initiative, and ask thoughtful questions
• Strong organizational skills and ability to follow structured processes
• Proficiency in Microsoft Office Suite
• Willingness to learn and utilize AI tools for data analysis and task automation
  
  

Preferred Experience:

• Internship or early experience in financial services or operations
• Exposure to reconciliations, cash operations, or settlements
• Familiarity with automation tools such as Alteryx
• Interest or exposure to AI tools and prompting for workflow efficiency
• Understanding of basic financial concepts or reporting processes
  
  

Why Join Us:

This role offers a strong entry point into financial services operations, with hands-on training and exposure to core processes like reconciliations, settlements, and client reporting. You’ll work in a collaborative team environment with clear routines and support, while also gaining experience with automation and AI tools shaping the future of operations.

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Pay Rate Range

22.4 - 28 USD hourly

Additional Notes

Applications will be accepted on an ongoing basis.

This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full-time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly.

Benefits Information

Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.