Financial Operations Associate
$60k - $85kAmpersand Financial
Financial Operations Associate
Ampersand, Inc. · Waukesha, WI · On-site · Full-time
About the Role
Ampersand, Inc. is hiring a Financial Operations Associate based on-site at our Waukesha, WI office. This is not a remote or hybrid position — you'll work daily alongside our operations team in Waukesha, supporting the treasury and cash management programs we deliver through our partner financial institutions.
Location & Work Arrangement
Location: Waukesha, WI (Milwaukee metro area — about 20 minutes west of Milwaukee)
Work type: On-site, full-time
Schedule: Monday–Friday, standard business hours
Compensation: Between $60-85k dependent on experience
About Ampersand, Inc.
Ampersand is a Midwest-based, tech-enabled financial services firm specializing in treasury and cash management solutions delivered through partner financial institutions. We provide deposit aggregation, deposit administration, escrow, lending, and related services designed to protect institutional and depositor funds — with a focus on competitive rates, operational efficiency, and high-quality client service.
What You'll Do
Transaction Processing & Reconciliation
Process daily treasury and cash management transactions — deposit placements, withdrawals, and interbank transfers — with a high standard of accuracy
Perform daily and monthly reconciliations of deposit accounts and internal ledgers; investigate and resolve discrepancies
Process requests
Deposit Monitoring & Escrow Administration
Monitor deposit activity across partner financial institutions, ensuring balances, rates, and allocations conform to program terms
Reporting, Service & Controls
Prepare daily, weekly, and monthly operational reports for management, partners, and clients
Respond to inquiries from colleagues, partner banks, and clients professionally and within service timeframes; own issues through resolution
Execute duties in adherence to internal controls and applicable regulatory requirements; support audits and exams
Contribute to process improvements, desk documentation, and special projects
What We're Looking For
Required
Strong operations skills: transaction processing, reconciliation, and exceptional attention to detail
Solid analytical skills — interpreting data, identifying discrepancies, supporting decisions
Excellent interpersonal and customer service skills; clear written and verbal communication
Proficiency with Microsoft Excel
Ability to work independently and manage multiple priorities under daily deadlines
Preferred
1–3 years in financial services, banking operations, treasury, or escrow administration
Familiarity with deposit products (DDA, savings, CDs), deposit aggregation/reciprocal deposit programs, or cash management platforms
Basic understanding of regulatory and compliance requirements for banking operations
Associate's or bachelor's degree in finance, accounting, business, or a related field
Why Ampersand
Broad exposure across deposit operations, escrow, and partner-bank coordination — not a narrow, single-task role
A collaborative, Midwest-based team where accuracy and improvement are valued
Competitive compensation and benefits
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