Job description
Financial Ops Consultant
Are you a detail-oriented professional with a passion for financial systems and client success? Join our team as a Financial Ops Consultant, where your expertise in credit card settlement processes and analytical skills will help our clients thrive. This role is perfect for someone who loves diving deep into solutions, building strong relationships, and ensuring seamless transitions for financial institutions.
About the Role
As a Financial Ops Consultant, you’ll play a critical role in guiding clients through settlement and accounting processes, ensuring accuracy and efficiency during portfolio conversions to our platform. You’ll collaborate with cross-functional teams, provide tailored training, and serve as a trusted consultant to help clients optimize their general ledger systems. This is an opportunity to leverage your industry knowledge and communication skills to make a meaningful impact in a fast-paced, dynamic environment.
LOCATION: REMOTE (except CA & HI)
JOB TITLE: CU Financial Ops Consultant
PAY: $25-27/hr
SCHEDULE: Monday – Friday; 8am – 4:30pm EST (30-minute lunch)
DURATION: 6-month contract, possible extension
What You’ll Do
- Lead Pre-Conversion Analysis: Conduct in-depth reviews of clients’ general ledger systems, acting as a consultant to map their chart of accounts to settlement applications with precision.
- Serve as Primary Contact: Be the go-to resource for client staff, addressing settlement process concerns and ensuring accuracy to minimize financial risks and liabilities.
- Facilitate Tailored Training: Develop and deliver customized training plans in collaboration with the Training Department, providing hands-on support for two weeks post-conversion (with potential for extended support as needed).
- Optimize Accounting Processes: Analyze clients’ chart of accounts and recommend best practices for recording daily settlement transactions, ensuring clarity and compliance.
- Drive Continuous Improvement: Partner with Creative Media and Training teams to update and enhance training materials, improving the delivery of settlement education.
- Provide Ongoing Support: Respond promptly to open tickets from clients, offering guidance on daily settlement challenges and maintaining strong relationships.
- Ensure Quality Assurance: Review client procedures, identify potential risks, and recommend strategies to minimize financial liability while keeping relevant teams informed of critical issues.
What We’re Looking For
- Experience:
- 5+ years in credit card settlement or related financial services.
- 3+ years in Visa/MasterCard industry services (credit cards, debit cards, stored value cards, etc.).
- 2+ years using Microsoft Office (advanced proficiency in Word and Excel required).
- 1+ year working remotely.
- Experience with Workday and FDR systems (preferred).
- Education: Bachelor’s degree preferred.
- Skills:
- Strong analytical skills and math aptitude to solve complex problems.
- Exceptional verbal and written communication skills to build trust and clarity with clients.
- Ability to manage multiple priorities, thrive in a fast-paced environment, and meet deadlines.
- Basic accounting knowledge to assist clients with general ledger reconciliation.
- Mindset: A proactive problem-solver who researches thoroughly, digs deep for solutions, and approaches challenges with enthusiasm and adaptability.
