Cashiering Platform & Operations Analyst - Remote

Overview

Compound Planning is a fast-growing fintech-enabled RIA seeking a high-caliber Cashiering Platform & Operations Analyst to play a pivotal role in modernizing and scaling our cash management function. This is not a traditional processor role. We are intentionally investing in a high-level analytical thinker who combines deep cashiering knowledge with systems thinking, process design, and operational oversight.

In Short

• Lead operational onboarding and implementation of the new cash management platform.
• Design, document, and continuously improve cashiering SOPs, workflows, controls, and exception handling procedures.
• Translate real-world cashiering scenarios into scalable system rules and operational best practices.
• Serve as the internal subject matter expert on cashiering workflows and platform functionality.
• Process a portion of daily cashiering transactions (ACH, wires, journals, contributions, distributions, etc.).
• Act as a quality control reviewer, identifying trends, risks, and opportunities for improvement.
• Develop reporting and metrics that provide leadership visibility into cash movement volumes.
• Partner with Operations, WMAs, Engineering, and Compliance to ensure processes are efficient, compliant, and scalable.
• Identify workflow inefficiencies and propose enhancements.
• Support training of team members on new cashiering workflows and platform tools.

Requirements

• 3–6+ years of experience in cashiering, operations, or money movement within an RIA, broker-dealer, or custodian.
• Strong understanding of ACH, wires, journals, contributions, and distributions.
• Experience improving workflows, writing SOPs, or supporting system implementations preferred.
• Strong analytical and problem-solving skills.
• Comfort working with data, metrics, and operational reporting.
• Excellent written and verbal communication skills.
• High attention to detail and risk awareness in a regulated environment.
• Bachelor’s degree preferred.

Benefits

• Competitive salary.
• Comprehensive benefits package, including health, dental, and retirement plans.
• Opportunities for professional development and career advancement.
• A supportive and collaborative work environment.