Platform Operations Specialist

About the role

You will own the design, implementation, and scaling of reconciliation and control infrastructure across Gusto's product suite and entities, ensuring transaction categorization and controls are robust, auditable, and scalable. You will lead audit remediation workstreams in partnership with external auditors and internal Accounting and Controls, translating regulatory scrutiny into durable operational frameworks. You will act as the cross-functional escalation point for complex reconciliation and loss issues, framing ambiguous problems, defining success metrics, and driving resolution with minimal oversight while mentoring analysts along the way. You will partner deeply with Engineering, Product, Accounting, and Finance to spec, build, and measure systems and tooling that make loss detection and reconciliation processes resilient at scale. You will build reusable AI workflows, templates, and standards that raise the entire team's efficiency and establish best practices for applying AI to financial operations. You will mentor analysts, elevate documentation, and set the standard for how high-stakes operational work is executed and communicated. If you want to build the financial infrastructure that lets Gusto operate at scale in a regulated environment, this is the seat where you will have lasting impact.

Key facts

What you'll do

Design, stand up, and scale new reconciliation and control infrastructure across products and entities, including transaction categorization and the controls that support them.

Lead audit remediation workstreams, partnering with external auditors and internal Accounting and Controls to design controls that hold up to scrutiny and satisfy regulatory expectations.

Own cross-functional projects and act as the escalation point for complex reconciliation and loss issues, framing problems, defining success metrics, pulling in the right partners, driving to resolution, and reporting progress to senior stakeholders.

Partner with Engineering and Product to spec, build, and measure the systems and tooling that make reconciliation and loss detection scalable, tracing recurring breaks to their root cause and closing the underlying gaps.

Build reusable AI workflows, templates, and standards that make the whole Operations team faster, and up-level analysts through mentorship, training, and durable documentation.

Become the subject-matter expert the organization relies on to frame hard problems, define risk tolerance, and drive resolution of complex financial control issues.

Mentor analysts and junior team members, elevating the quality of documentation, communication, and standard operating procedures across the reconciliation and control function.

Set the standard for how financial operations work gets done, including tooling, data quality expectations, and governance around exceptions and remediation.

Act as the primary owner for end-to-end project delivery in a regulated, high-stakes environment, ensuring that controls, audit trails, and reconciliations are complete and defensible.

Translate evolving regulatory and stakeholder requirements into operational designs that integrate cleanly with existing systems and processes.

Drive continuous improvement across the payments and reconciliation stack, identifying where automation, AI, and tighter controls can reduce manual effort and loss.

Represent Gusto's Platform Operations function in cross-company and external engagements, ensuring alignment with internal policy, audit findings, and best practices.

Requirements

Bachelor's degree in Finance, Accounting, Business, or a related analytical field, or equivalent practical experience.

4-6 years in financial services, banking, fintech, payments, or accounting operations, ideally in a cash management or reconciliation heavy environment.

Experience scaling reconciliation or operational processes to new products, entities, or geographies, with a track record of owning cross-functional projects end to end.

Proven ability to partner with Engineering, Product, Accounting, and Finance to design, implement, and iterate on controls and processes in a fast-paced environment.

Strong written and verbal communication skills, with experience framing complex operational problems and presenting findings and recommendations to senior stakeholders.

Comfortable working in a regulated, high-stakes financial environment where accuracy, auditability, and controls are paramount.

Self-driven mindset with the discipline to manage ambiguous problems, define scope, and deliver results with minimal oversight.

Proficiency in tools and systems used in financial reconciliation and cash management, with a willingness to learn new platforms and data tools quickly.

Experience building and maintaining reusable workflows, documentation, and standards that others can adopt and scale.

Ability to interpret financial controls and regulatory expectations, translating them into practical operational designs and tests.

Nice to have

Experience with AI tools and workflows in financial operations, including building prompts, evaluating outputs, and integrating AI into reconciliation and control processes.

Background in audit remediation and working closely with external auditors on control design and testing.

Hands-on experience with reconciliation platforms, cash management systems, and transaction categorization logic.

Practical notes

Full-time position based in New York, New York.

This role requires comfort with high-stakes financial controls, regulatory scrutiny, and cross-functional leadership.

Offer amounts are determined by role, level, and location, and include competitive base pay, benefits, and equity (RSUs). All full-time employees receive comprehensive total rewards.

AI fluency is an expected part of how work gets done at Gusto; relevant experience and willingness to learn will be assessed during the interview process.