Operations Analyst

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