Operations Analyst

SUMMARY:
The purpose of this role is to conduct final quality checks to ensure deals are funding-ready with zero discrepancies.

POSITION INFO:

Operations Analyst

Review and verify client agreements, manage holding accounts, and ensure deal accuracy within Salesforce for a UK-based business finance provider.

Cape Town (Hybrid), Market-related salary, Monday - Friday (UK Winter: 10 am - 6:30 pm SA time / UK Summer: 9:30 am - 6 pm SA time).

About Our Client

The client is a business finance provider who manages client agreements, holding accounts, and financial configurations prior to funding.

The Role: Operations Analyst

The purpose of this role is to conduct final quality checks to ensure deals are funding-ready with zero discrepancies. It involves verifying client agreements for compliance, managing the setup of holding accounts, and resolving any operational or financial issues that arise after funding. The role ensures all deal information is accurately captured in Salesforce and provides clear explanations to stakeholders regarding account configurations and discrepancies.

Key Responsibilities

• Utilize 2-3 years of prior work experience to manage operational workflows.
• Review and verify client agreements to ensure completeness, accuracy, and compliance with internal policies.
• Capture and update all deal information accurately within Salesforce.
• Open and manage holding accounts, including setting up and validating split arrangements for fund allocation.
• Confirm all operational and financial elements are correctly configured in Salesforce prior to funding.
• Conduct final quality checks to ensure deals are funding-ready.
• Investigate and resolve post-funding issues, including payment discrepancies and operational errors.
• Handle client complaints or queries related to funding, payments, or account setup.

About You

• Finance university graduate (UCT/Stellenbosch).
• 2-3 years prior work experience.
• Strong analytical, numerical, and problem-solving ability.
• High attention to detail and a proactive, solutions-driven mindset.
• Ability to provide clear explanations and justify outcomes when processes are confirmed correct.