CareerPlan

Product Operations Associate, Finance Transformation - Future Platforms | Housing

New York CityFull-time$100k–$160k2026-11-10 → 2026-11-11
Hybrid

Core

Help customers get up and running on AI-powered financial operations products by reviewing data, investigating discrepancies, and validating workflows.

Role type

Associate, product operations (finance transformation)

Builds

AI-powered financial operations products for housing companies

Domain

Housing technology / Financial operations

Deliverable

production ML models

Required skills

Financial data reconciliation, discrepancy investigation, workflow validation, Excel/Google Sheets, client communication, process documentation, automation identification

Preferred skills

Audit or assurance experience, CPA progress, interest in AI/technology

Technologies

Excel, Google Sheets

Responsibilities

Review and reconcile customer financial data to resolve discrepancies; Work with customer accounting teams to understand processes and gather deployment information; Test product workflows and document issues for engineering; Track open items and flag blockers; Develop checklists and documentation for future launches; Identify opportunities to simplify manual work through automation

Seniority

Associate, execution-focused IC