GeoWealth is a Chicago-based fintech firm that offers an award-winning digital advisory platform. The Operations Analyst role combines analytical rigor, operational execution, and client communication, requiring strong attention to detail and the ability to operate effectively in a fast-paced environment.
Responsibilities
- Responsible for reviewing, evaluating, and governing billing outputs produced by GeoWealth’s billing systems to ensure accuracy, consistency, and adherence to billing methodologies for the following:
- Firm-level advisory billing
- Platform and technology fees
- Third-party money manager billing
- Review, validate, and reconcile billing output data to ensure accuracy and completeness
- Review and evaluate billing calculations and outputs for accuracy, consistency, and methodology alignment
- Assess billing exceptions and determine appropriate resolution approaches, including system adjustments or escalation
- Monitor billing outputs across cycles to identify trends, risks, or control gaps
- Ensure timely review and resolution of billing outputs in accordance with established billing cycles and client expectations
- Performance reporting, ensuring accuracy, consistency, and timeliness across the platform
- Investigate and resolve performance discrepancies through detailed data analysis
- Maintain a high level of accuracy and attention to detail across performance calculations and outputs
- Perform quality control checks and reconciliations to ensure data integrity
- Utilize Excel and billing systems to analyze large data sets and identify anomalies
- Document billing methodologies, processes, and assumptions
- Provide subject matter expertise to advisors and internal teams on billing matters
- Partner with Advisor Services and Client Support teams to assess client issues and resolve in a timely manner
- Assist broader Operations and back-office teams with initiatives such as:
- Client and advisor onboarding
- Reporting and data validation projects
- Process improvements and system enhancements
- Collaborate with Finance, Technology, and Operations teams to support billing-related projects
- Participate in testing and implementation of new billing tools, systems, or workflows and recommend enhancements
- Identify opportunities to improve billing efficiency, accuracy, and scalability
- Contribute to the development and refinement of billing procedures and controls
- Support automation and standardization initiatives as the platform grows
- Evaluate existing billing workflows and identify control gaps or inefficiencies
- Contribute to the design and refinement of billing procedures, controls, and documentation
- Partner with Finance, Compliance, and Technology to improve billing scalability and automation
- Support implementation and testing of new billing tools and process enhancements
- Design, build, and maintain Excel-based macros and automated tools to support billing calculations, validation, reconciliation, and reporting
- Independently identify opportunities to automate manual billing processes and reduce operational risk
- Evaluate existing macros and tools for accuracy, scalability, and control effectiveness
- Document macro logic, assumptions, and controls to support operational continuity and audit readiness
Skills
- Recent Graduates and up to 3+ years of experience in billing, operations, or financial services operations
- Exceptional attention to detail with a demonstrated ability to produce highly accurate work is critical to success in this role
- Strong organizational and time-management skills with the ability to meet tight deadlines
- Excellent problem-solving skills and ability to work independently
- Bachelor's degree in Finance, Accounting, Business, Economics, or a related field
- Strong proficiency in Microsoft Excel (pivot tables, lookups, formulas, macro creation)
- Familiarity with investment products including ETFs, equities, and mutual funds
- Experience supporting advisory billing and fee calculations
- Prior experience in a high-growth or fast-paced environment
- Experience using enterprise billing or performance systems at a software company, fintech, TAMP, or RIA preferred but not required
Benefits
- Medical, Dental, and Vision, Disability insurance
- Free access to Spring Health, a comprehensive mental health solution
- 401(k) with company match and a broad selection of investments
- Voluntary insurance: short-term disability, long-term disability, and life insurance
- FSA and transit benefits for employees that contribute pre-tax dollars
- Free on-site gym and nearby parking
- Weekly catered lunches in the office, plus happy hours
- Stocked kitchen with snacks and drinks
Company Overview
GeoWealth is a technology platform offering asset management solutions for advisors. It was founded in 2010, and is headquartered in Chicago, Illinois, USA, with a workforce of 51-200 employees. Its website is http://www.geowealth.com.