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Acorns

Financial Operations Associate

Acorns

Financial Operations Associate for Acorns, ensuring accuracy in cash and security transfers. Collaborate with various teams to improve operational efficiency and comply with regulations.

Posted 4/25/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $65,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact
  • You'll be instrumental in the smooth running of our financial operations, helping to look after the financial best interests of our up-and-coming customers.
  • Assist in the processing of the firm’s daily cash and security transfers related to the firm’s investment products.
  • Monitor customer cash balances on a daily and periodic basis to identify unusual fluctuations, deficits, or excess balances.
  • Gather essential data points from vendors to support daily operational tasks.
  • Collaborate with Operations, Finance, Compliance, and Risk teams to ensure accurate reporting and classification of customer funds
  • Improve and maintain documentation of internal control processes, ensuring clarity and compliance.
  • Collaborate closely with the Investment Operations team to identify, research, and resolve discrepancies and improve existing processes.
  • Contribute to special projects focused on continuous process improvements and operational efficiency.
  • Ensure WORM-compliance related to FinOp books and records.
  • Work with manager and team to establish priorities, including new features, infrastructure, and tool building.

Requirements

What you’ll need
  • 0 to 1 year+ of professional experience in a financial services, FinTech, or highly regulated operations role.
  • Educational background in Finance, Accounting, Business, or a related field.
  • Strong analytical skills and a meticulous attention to detail to ensure accuracy in all operational processes.
  • Ability to quickly learn and understand Broker-Dealer compliance requirements, such as WORM (Write Once, Read Many), and financial record-keeping.
  • A proactive approach to identifying potential issues and proposing solutions.
  • Excellent collaboration and communication skills to work effectively with cross-functional teams and external vendors.
  • Hunger to deliver game-changing products.
  • Exceptional drive and precision in delivery.
  • A belief that your work is tied to your life's mission.
  • Optimistic about the potential of societal change.

Benefits

Comp & perks
  • Competitive salary and stock options
  • A comprehensive benefits package for you and your family
  • Flexible work location, hours, and paid time off
  • 401(k) matching
  • Monthly Acorns account contribution & GoHenry account for your family
  • Mindfulness and Financial Wellness resources, Headspace and Addition Wealth
  • Acorns Career Development Program (Ongoing training sessions, development plans, development check-ins, Cornerstone’s online training platform)
  • Roots Leadership Program for Emerging Leaders
  • Community week onsite gatherings and various virtual events
  • Talented and motivated team members who care deeply about one another, our mission, and our customers.
  • The rare opportunity to create a new world. We inspire one another every day to do meaningful work that solves big societal challenges.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial operationscash processingsecurity transfersdata analysisdocumentation of internal controlsprocess improvementWORM compliancefinancial record-keepingoperational efficiency
Soft Skills
analytical skillsattention to detailproactive problem-solvingcollaborationcommunicationdriveprecisionoptimism