Operations Analyst

We are seeking a detail-oriented Operations Analyst to support statement production, testing, and reconciliation processes within a financial services environment. This role plays a critical part in ensuring accuracy, compliance, and quality across client statement delivery, while also contributing to key transformation initiatives such as statement redesign projects.

Key Responsibilities (Day in the Life)

• Manage daily field service requests and handle ad hoc client mailings
• Support periodic statement testing and validation activities
• Execute monthly statement production cycles with high accuracy and timeliness
• Perform form and insert reconciliation, ensuring all components are accurate and compliant
• Conduct validation checks to ensure data integrity across statements
• Participate in testing and implementation of new statement designs planned for rollout in 2026
• Collaborate with cross-functional teams to resolve discrepancies and improve processes

Project Exposure

Wealth in Focus – Statement Reformat Initiative

• Contribute to a large-scale statement redesign project
• Perform end-to-end testing of new statement formats prior to production release
• Ensure all design, data, and compliance elements meet business and regulatory requirement

Technology & Tools

• Broker-dealer platforms such as Betalink and Broadridge for statement validation and processing
• In-house back-office mainframe systems for data verification
• Microsoft Office Suite:
• Excel for data analysis and reconciliation
• Access for data management
• Word & Outlook for documentation and communication

Must-Have Qualifications

• Experience in financial services or a related domain
• Hands-on experience with statement/document production processes
• Strong understanding of audit, reconciliation, and operational controls
• High attention to detail and accuracy in a fast-paced environment

Nice-to-Have Qualifications

• Experience as a Business Analyst or in Project Management roles
• Knowledge of financial instruments such as mutual funds, bonds, etc.
• Exposure to process improvement or transformation initiatives

The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements. Benefit eligibility and offerings vary based on role, employment status, and work location.

For contractor positions, benefits are limited to those entitlements and protections required by applicable law, which may include (as applicable) vacation pay, public holidays, leaves of absence, and other legally mandated benefits or payments.

AI Disclosure:

We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.

About Us:

Collabera is a leading Digital Solutions company providing software engineering solutions to the world’s most tech-forward organizations. With more than 25 years of experience, we have hired over 17000 employees across 60 offices globally and currently place 10000 professionals annually to support critical IT engagements at more than 500 client sites, 80% being the Fortune 500. {and 59% of the Fortune 50 (could use either stat)}

With Collabera, you

• Will get to work on numerous challenging and exciting projects, including UI/UX transformation, Blockchain, AI/Data Science, Cloud migrations, Cyber-Security and Engineering.

• At Collabera you have 80% chances of project extension or redeployment to other clients

• Will have endless opportunities to learn new technologies through our inhouse Training arm – Cognixia.