Are you ready to dive into the dynamic world of investment operations? Year Up United's Financial Operations program is your gateway to a rewarding career in financial management, data analysis, and reporting, specifically tailored to the intricacies of investment operations. This Career Pathways finance training program also involves accounting training for those interested in becoming an accounting professional.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend.

The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at American Express, Bank of America, Nationwide, or Amazon, among other leading organizations in the Phoenix area.

Are you eligible?
You can apply to Year Up United if you are:
- A high school graduate or GED recipient
- Eligible to work in the U.S.
- Available Monday-Friday throughout the duration of the program
- Highly motivated to learn technical and professional skills
- Have not obtained a Bachelor's degree
- You may be required to answer additional screening questions when applying

What will you gain?
Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week.

In-depth classes include: 
- IT Support
- Banking
- Customer Success
- Financial Operations
- Business Operations

Get the skills and opportunity you need to launch your professional career.
75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

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!