About this role
Compound Planning is a fast-growing fintech-enabled RIA seeking a high-caliber Cashiering Platform & Operations Analyst to play a pivotal role in modernizing and scaling our cash management function. This is not a traditional processor role. We are intentionally investing in a high-level analytical thinker who combines deep cashiering knowledge with systems thinking, process design, and operational oversight.
Role OverviewThis role will lead the operational onboarding, workflow design, and optimization of our new cash management platform. The ideal candidate is both a hands-on operator and a strategic process designer — someone who understands cashiering deeply enough to execute transactions, but who naturally thinks in terms of process, systems, controls, data, and scalability.
Post-implementation, this individual will evolve into a quality reviewer, workflow owner, and data-driven oversight partner to leadership, while continuing to process a portion of transactions to remain grounded in day-to-day realities.
Key ResponsibilitiesLead operational onboarding and implementation of the our new cash management platform
Design, document, and continuously improve cashiering SOPs, workflows, controls, and exception handling procedures
Translate real-world cashiering scenarios into scalable system rules and operational best practices
Serve as the internal subject matter expert on cashiering workflows and platform functionality
Process a portion of daily cashiering transactions (ACH, wires, journals, contributions, distributions, etc.) to stay connected to live operations
Act as a quality control reviewer, identifying trends, risks, and opportunities for improvement
Develop reporting and metrics that provide leadership visibility into cash movement volumes, turnaround times, and exception rates
Partner with Operations, WMAs, Engineering, and Compliance to ensure processes are efficient, compliant, and scalable
Identify workflow inefficiencies and propose system or process enhancements
Support training of team members on new cashiering workflows and platform tools
Serve as an escalation point for complex or high-risk cashiering scenarios
Ideal Candidate ProfileAnalytical thinker who naturally looks for root causes, patterns, and system improvements
Comfortable designing processes, not just executing tasks
Understands how to balance speed, risk, and client experience
Able to translate operational challenges into structured workflows and documentation
Grounded, practical, and willing to roll up sleeves to execute when needed
What Success Looks Like in This RoleSmooth and well-governed rollout of the our new cash management platform
Clearly documented and consistently followed cashiering workflows
Reduced operational friction and fewer repeat errors
Improved visibility into cashiering metrics and operational risk
A scalable, well-controlled cashiering function that supports firm growth
Qualifications3–6+ years of experience in cashiering, operations, or money movement within an RIA, broker-dealer, or custodian
Strong understanding of ACH, wires, journals, contributions, and distributions
Experience improving workflows, writing SOPs, or supporting system implementations preferred
Strong analytical and problem-solving skills
Comfort working with data, metrics, and operational reporting
Excellent written and verbal communication skills
High attention to detail and risk awareness in a regulated environment
Bachelor’s degree preferred
What We OfferCompetitive salary
Comprehensive benefits package, including health, dental, and retirement plans.
Opportunities for professional development and career advancement.
A supportive and collaborative work environment.