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Brex

Builds corporate cards and spending software

Analyst – Banking Operations

TreasuryConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least one year of experience in banking, fintech, payments, or operations (including customer experience/support, operations, or treasury) at a fintech, broker-dealer, or bank; relevant internships count.
  • Exposure to payments, returns, reconciliations, or settlements.
  • Strong control discipline, including following standard operating procedures, maintaining audit-ready documentation, and escalating anomalies with clear context.
  • Ability to collaborate across functions under time pressure and resolve issues with customer experience, engineering, accounting, compliance, and banking partners.
  • Ability to use large language models or copilots to draft standard operating procedures, triage exceptions, and generate first-pass analyses, with strong output validation.

Responsibilities

  • Work the domestic payments queue across automated clearing house (ACH), checks, domestic wires, and stablecoin, resolving cases in Salesforce with clear, customer-safe explanations.
  • Monitor ACH and wire returns, interpret return codes, and follow the appropriate procedure for each.
  • Identify trends before they become incidents and escalate them with clear context and urgency.
  • Work exceptions with external banking partners, providing the identifiers and evidence needed to accelerate resolution.
  • Maintain Salesforce routing and queue hygiene while balancing case quality and attention to detail.
  • Write and maintain documentation, including standard operating procedures and training materials, and help onboard and cross-train new analysts.
  • Use data and artificial intelligence tools, including Hex, SQL/Snowflake, Retool, and large language models, to investigate cases, build monitoring and dashboards, and automate repetitive work.
  • Identify process gaps, determine whether they result from manual error, data breaks, or process issues, and communicate clear requirements to Engineering and Product.
  • Collaborate with customer experience, customer success managers, account executives, Accounting, Compliance, Engineering, Product, Design, and external banking partners to resolve exceptions and prepare for new flows.
  • Participate in a coverage rotation for urgent cases on some holidays.

Desired Qualifications

  • At least two years of experience in banking, fintech, payments, or operations (including customer experience/support, operations, or treasury) at a fintech, broker-dealer, or bank; relevant internships count.
  • Bachelor’s degree in Finance, Economics, or Information Systems.
  • Working knowledge of ACH and NACHA rules, return codes, and wire and check lifecycles, including Regulation CC and Uniform Commercial Code Article 4A basics.
  • Intermediate Excel or Google Sheets skills, including lookups and pivot tables, and ability to analyze operational dashboards such as Hex to monitor volumes, returns, and exceptions.
  • Comfort using SQL or Python for operational analytics, building checks and alerts, or automating workflows with tools such as Retool or Zapier.
  • Experience with Salesforce case management and queue routing.
  • Exposure to audits or control testing.
  • Experience with fraud, Office of Foreign Assets Control (OFAC), or compliance-adjacent investigations.

About the Company

Brex

Builds corporate cards and spending software

Brex builds corporate cards and finance software for startups, growing businesses, and enterprises that need to control spending in one place. Its platform brings card purchases, business accounts, and employee expenses into a shared dashboard for finance teams. Managers set budgets and approval rules before purchases, while automation collects receipts, matches transactions, and sends expense data to accounting systems. The company also handles bill payments and travel bookings, and earns money from a share of card transaction fees and subscriptions to its paid software plans. Brex was founded in 2017 and is headquartered in San Francisco, California.

Company size
1,001-5,000
Company stage
Acquired
Total funding
$1.7B
Headquarters
San Francisco, CA
Founded
2017

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