Financial Operations Intern

About the role

FinOps at Winvesta is not a back-office function. It is the infrastructure that keeps the company running across multiple products, geographies, and regulatory environments. The role spans four areas. Client onboarding and KYC — managing the onboarding process for new clients, ensuring KYC requirements are met accurately and efficiently, and working to make that experience faster and less painful over time.

What you'll do

• Responsible for finding and removing them
• Building automations — identifying repetitive operational tasks and building systems to handle them using Claude and AI tooling

What you need

• Data analysis
• HubSpot
• Market research
• Project management
• Research
• Reconciliation
• Class 12 or Class 10 or Chartered Accountant or CMA

Good to have

• Zoho Books
• Tally
• QuickBooks
• KYC
• AML
• Variance analysis