Justin Lo
Banking Operations Analyst @Brex
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WORK HISTORY
Banking Operations Analyst @Brex
Vancouver, BC, CA
Responsible for daily banking operations supporting liquidity, cash movement, and reconciliation across multiple financial systems and partner banks.• Execute daily liquidity operations including Money Market Fund (MMF) trades and FDIC sweep transfers, ensuring accurate cash positioning across banks, custodians, and internal ledger systems.• Perform end-to-end reconciliations across cash balances, trades, dividends, and bank activity, identifying and resolving discrepancies across internal and external systems.• Manage dividend accrual and distribution processes with dual-control review procedures to ensure accuracy and adherence to financial controls.• Investigate and resolve complex transaction breaks in partnership with Risk, Engineering, and banking partners, ensuring timely resolution of cash discrepancies.• Support high-value money movement operations including wire transfers, recalls, and amendments with strict accuracy and operational controls.• Create AI-assisted tooling to streamline reconciliation, investigations, and recurring banking operations workflows.
EDUCATION
Mount Douglas Secondary School
British Columbia High School Diploma, High School/Secondary Diploma Programs
University of Victoria
Bachelor of Arts with Distinction, Economics
The ISF Academy
Middle School, IB MYP Program
ABOUT JUSTIN LO
Passionate, creative, inquisitive, and customer-centric, I bring over 7+ years of experience in customer-facing roles within the finance and service industries. Throughout my career, I’ve honed skills in creating welcoming environments, building rapport, and fostering a positive brand image.Beyond work, I enjoy exploring Vancouver, hiking, and savoring the city’s diverse culinary offerings.
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