Finance Operations Specialist

About the role

Are you someone who finds joy in a perfectly balanced ledger, thrives on a dependable daily rhythm, and still gets a little thrill from solving the occasional financial mystery? If so, you might just be our next Finance Operations Specialist, part detective, part process pro, and 100% essential to keeping our merchant acquiring engine running smoothly.

Responsibilities

• Navigate multiple systems to retrieve and verify critical financial data, including daily Fed ACH transaction details
• Monitor department and partner financial activity for anything unusual or out of place
• Process and verify daily settlement transfers, ACH transactions, returns, and reserve transfers
• Keep a close eye on department overdrafts and ensure funds land exactly where they should
• Prepare and submit partner invoices, including detailed monthly Visa breakdowns
• Manage partner residuals, collections, and disbursements with precision and timeliness
• Submit and track payable requests, assist with income/expense entries, and support financial reporting cycles
• Help keep the financial engine humming behind the scenes
• Reconcile accounts, tie out general ledger activity, and verify daily financial postings
• Investigate discrepancies, validate transactions, and ensure accuracy across all financial processes
• Support quarterly reporting (Card Associations, ARC, Board reporting)
• Contribute to operational tasks like supply coordination and general team support – including the occasional greeting of visitors to our building
• Contribute to a strong compliance and risk-aware culture (your “three lines of defense” moment)

Requirements

• 2+ years of experience in financial services (preferred)
• Bonus points for Merchant Services or ACH processing experience
• Proficiency in Microsoft Office (especially Excel, Outlook, and Word)
• Ability to quickly learn new systems and tools
• Strong written and verbal communication skills
• Exceptional attention to detail and organizational skills
• A self-motivated, team-oriented mindset that gets things done