Financial Operations Associate

We are recruiting a Financial Operations Associate for a long standing firm in the Raleigh area. This is a hands-on, high-visibility role supporting the full client lifecycle and firm operations, ideal for someone with a strong background in performance analysis, administration and, and operations who thrives in a collaborative, detail-driven environment. Key Responsibilities: Prepare and deliver recurring and ad hoc reports to both internal teams and external stakeholders, with a focus on accuracy and clarity. Handle daily operational tasks including document management, vendor coordination, and internal reporting. Serve as a first point of contact for clients on routine matters; coordinate with internal teams for resolution of complex requests. Facilitate account activities, including transaction processing, internal allocations, and account setup/maintenance. Organize and maintain documentation related to compliance, legal, and operational records; manage outbound communications and...