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Financial Operations Associate
Robert Half Accountemps
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San Francisco, United States
Location
San Francisco
Posted
May 17, 2026
Commute
Local Area
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Job Description
Description We are looking for a Financial Operations Associate to join a growing fintech lender in San Francisco, California. This contract opportunity with permanent potential is ideal for someone who enjoys combining precise financial execution with analytical support across lending and payment activities. In this role, you will help maintain smooth transaction workflows, contribute to forecasting efforts, and partner with internal teams to strengthen operational efficiency.
Responsibilities:
β’ Oversee daily payment activity to ensure transactions are reviewed promptly and account balances are accurately reconciled.
β’ Coordinate ACH and wire transactions while supporting the timely movement of funds across lending operations.
β’ Assist with loan funding activities, including preparing and tracking disbursements to ensure accurate execution.
β’ Provide support during month-end close by validating financial data and helping maintain organized operational records.
Responsibilities:
β’ Oversee daily payment activity to ensure transactions are reviewed promptly and account balances are accurately reconciled.
β’ Coordinate ACH and wire transactions while supporting the timely movement of funds across lending operations.
β’ Assist with loan funding activities, including preparing and tracking disbursements to ensure accurate execution.
β’ Provide support during month-end close by validating financial data and helping maintain organized operational records.