Company Description
Fineksi is a platform that assists financial institutions in achieving digital transformation through AI. We specialize in partnering with financial institutions to provide comprehensive, accurate, reliable, and fast AI-powered credit analysis.
Role Description
We are looking for a proactive and detail-oriented Business Operations Associate to support the smooth day-to-day running of our business. In this role, you will be the backbone of our operations, managing administrative tasks, coordinating internal processes, and serving as a key point of contact for our clients. This is a great opportunity for someone who thrives in a fast-paced environment, enjoys variety in their work, and takes pride in keeping things organized and running efficiently.
Key Responsibilities
- Prepare reports, presentations, and internal documents as needed
- Serve as the primary point of contact for client inquiries and follow-ups
- Respond to client messages in a timely, professional, and solution-focused manner
- Track client interactions and update records in the CRM or tracking system
- Monitor and support day-to-day operational workflows and flag any bottlenecks
- Maintain organized filing systems (physical and digital) for documents, contracts, and records
- Manage calendars, scheduling, and meeting coordination for leadership
- Coordinate with internal teams to ensure timely delivery of tasks and projects
- Track key operational metrics and prepare summary reports for management
- Support special projects, events, or initiatives as assigned
- Escalate complex issues to the appropriate team member and ensure resolution
Requirements
- Bachelor's degree in Business, Finance, Economics, Engineering, or a related field, or equivalent practical experience.
- Solid Analytical Skills and basic Finance knowledge to interpret data, support reporting, and understand credit and financial concepts.
- Strong Business Operations skills, including process coordination, workflow management, and attention to detail.
- Proactive, organized, and able to manage multiple tasks and deadlines in a fast-paced environment.
- Effective Communication and Interpersonal Skills to collaborate with cross-functional teams and stakeholders.
- Interest in financial technology, digital transformation, and AI-driven solutions; prior experience in financial services or startups is a plus.
- Comfort working with spreadsheets and business tools (e.g., Excel/Google Sheets, presentation software, basic project management tools).
