Financial Operations Analyst

Position Overview 

SyntheticFi is growing at an extraordinary 20% MoM over the past year, powered by a product that our target customers - financial advisors (RIAs) - already view as a true differentiator for their practice, helping them retain AUM and win new clients. 

With a proven product and strong inbound demand, we’re now at an inflection point. As we scale, ensuring accuracy, reliability, and visibility into all financial operations is critical.

We are hiring a Financial Operations Analyst to join our Operations team. This role sits at the core of SyntheticFi’s operations, owning the systems and workflows that power how money moves through the business. 

You’ll sit within our Operations team and work directly with our Operations Director, Colin Xiang, and our cofounder, Tony Yang, to ensure all financial processes are accurate, scalable, and trusted by all our stakeholders. 

As a Financial Operations Analyst, you will:

• Own billing and accounts receivable workflows, including operating billing systems, invoice generation, exceptions handling, and bridge loan reconciliation;
• Manage financial operations processes, including promoter payments, netting calculations, and bonus payouts;
• Monitor and optimize financial operations processes; create and track SLAs across operations (onboarding, support, etc.)
• Build and improve financial processes to ensure accuracy, scalability, and auditability.

What Success Looks Like

• Payments, billing, and cash movement run smoothly with minimal oversight
• Issues (billing errors, rejects, discrepancies) are identified and resolved quickly
• Financial workflows scale cleanly as the company grows

Required Qualifications

• Bachelor’s degree in an analytical field
• 1-3 years of experience in finance, operations, accounting, or a related analytical role
• Strong Excel / Google Sheets skills and comfort working with financial data
• Familiarity with data tools (SQL, Python, etc.)
• Exceptional attention to detail and accuracy
• Strong problem-solving ability and willingness to dig into messy data
• Ability to manage multiple workflows and prioritize effectively
• Strong communication skills and ability to work cross-functionally

Preferred Qualifications 

• Experience in fintech, startups, or high-growth environments
• Exposure to financial operations, billing systems, or reconciliation workflows
• Familiarity with automation tools (Zapier, Retool, etc.)
• Experience working with CRMs (HubSpot preferred) or similar systems

Compensation 

We care about talent, and we show it. SyntheticFi offers a top-tier compensation and benefits package with meaningful options upside. 

• Base Salary: $70,000 - $80,000
• Bonus: up to 10% of base salary. 
• Stock option compensation: 0.025%-0.10%.

About SyntheticFi 

SyntheticFi was founded by Tony and Joseph after recognizing a critical gap in the market: affordable borrowing options for advisors and their clients. Drawing on deep expertise in both finance and technology, we built the first viable securities-backed line of credit product powered by box spreads, an institutional borrowing strategy now made accessible at scale. Since launch, SyntheticFi has grown at an extraordinary pace, sustaining 20% MoM growth, and is the category-defining leader in wealthtech.

SyntheticFi is a YC company with a recent round from partner RIAs and wealth-tech VCs (Ritholtz, Social Leverage, NextGenVP / Brown Advisory). 

Application Process

To apply, please email hiring finops@syntheticfi.com, with:

• Your resume,
• Your LinkedIn profile / personal website,
• A brief description of any relevant financial or operational work

Subject line: Application - Financial Operations Analyst - [Your Name]

If you were referred by a mutual contact, please include that in your email. 

Note: Applications without the requested materials will not be considered.

Location and Work Authorization

SyntheticFi is a U.S.-based team, and we are currently prioritizing candidates who are physically located in the United States.

SyntheticFi is open to sponsoring visas for exceptional candidates who are currently based in the United States.

SyntheticFi has a preference for candidates in the following metro areas:

• San Francisco Bay Area
• Oralndo, FL
• Greater Los Angeles
• Madison, WI
• Dallas, TX
• Bangor, ME