Why Choose Financial Operations Training with Year Up United?
 

Year Up United's Financial Operations job training program is designed for young adults aged 18-29, offering a unique opportunity to step confidently into the financial arena. Our engaging Career Pathways curriculum goes beyond traditional job training in finance, preparing you for success in the field. Here's what awaits you:

Industry-Targeted Focus Areas
 

• Financial Operations Fundamentals: Attain the essential principles of financial operations.
• Data Management, Analysis & Reporting: Learn to harness the power of data for strategic insights.
• Year Up United’s Essential Skills Training: Develop the soft skills needed for professional success.
• Process Analysis: Use process flows and analysis techniques to document, interpret, and identify opportunities to implement solutions

Your Path to Success: What You'll Learn
 

In our Financial Operations training program, you'll gain a diverse skill set, including accounting training, focusing on the complexities of the financial and investment landscape. Here are some key skills you'll develop:

• Financial Operations: Interpret and record common financial transactions into a general ledger and navigate basic financial statements.
• Financial Report Analysis: Review reports and apply common financial analysis techniques (ratio analysis) to gain insights into a business’s financial health.
• Investment Operations: Understand and describe the key characteristics, benefits, and risks of investment products such as stocks, bonds, and mutual funds.
• Process Analysis: Apply common analysis techniques to interpret a business process, identify opportunities for improvement, and assess possible solutions.
• Data Analysis: Utilize data analysis tools in Excel to identify, analyze, and interpret trends, patterns, or insights to support business decisions.
• Data Reporting: Use common data visualization tools such as Tableau, Power BI, and Excel to develop reports that demonstrate effective storytelling with data.

Essential Soft Skills Development
 

At Year Up United, we understand the importance of being well-rounded. Alongside technical skills, you'll also develop essential soft skills to excel in any professional setting:

• Business Communications: Develop communication strategies for in-person and digital platforms.
• Workplace Collaboration: Contribute meaningfully to meetings, while demonstrating initiative and leadership.
• Technology Essentials: Use common email, editing, and conferencing tools and leverage AI in a business setting.
• Data Analysis: Gather and analyze data to drive business insights and enable decision-making.
• Workplace Navigation: Display self-advocacy when communicating about challenges and expectations.
• Self-Development: Identify and implement strategies that target improvement on strength and growth areas.

Your Role in the Workforce
 

Upon completing our Financial Operations training program, you'll be fully equipped to take on diverse roles in financial operations and accounting, such as:

• Fund Accounting: Ensure compliance by managing and maintaining investment fund financial records.
• Portfolio Administration: Oversee and manage a company’s investment portfolio.
• Client Services Support: Support clients with account openings, custom reporting, and other requests.
• Reconciliation Analyst: Analyze and remediate exceptions breaks due to differences between systems.
• Transaction Processing: Ensure proper delivery of securities and cash during purchases and sales.
• Billing/Payroll Specialist: Manage payroll and billing processes, expense reports, and invoicing.
• Financial Data/Budget Analyst: Analyze data, prepare financial reports, monitor spending, and create budgets.
• Business/Process Analyst: Improve business functions and processes by analyzing data and tracking progress.

Embark on Your Journey Toward a Fulfilling Career
 

Begin your journey toward a fulfilling career in financial operations with Year Up United's specialized job training in finance. Join us, and let's chart a path to success tailored to your aspirations. Take the first step today and apply to the program!