Financial Operations Consultant

This is a fully remote position, open to applicants in Georgia.

📋 Description

• Perform thorough pre-conversion analysis of Omaha Debit and Credit systems for member credit unions' general ledgers.

• Advise on the alignment of general ledger charts of accounts with settlement applications.

• Act as the main point of contact for staff at member/owner credit unions regarding settlement processes and inquiries.

• Develop, organize, and implement training plans tailored for all tiers within financial institution organizations.

• Offer daily post-conversion assistance for at least two weeks, with additional support available upon request.

• Examine credit union charts of accounts and suggest effective settlement general ledger accounting practices.

• Keep the Member Relations team updated on any issues that require attention.

• Ensure quality assurance by evaluating credit union procedures and practices, recommending improvements to reduce financial risk.

• Make sure credit union staff are well-versed in the Omaha settlement process and assist in the assignment of general ledger accounts.

• Propose, create, revise, and enhance training materials related to settlement.

• Address open financial institution tickets seeking daily settlement advice or assistance.

• Collaborate with the processor, Implementations, Member Relations, and financial institution members to guarantee smooth portfolio conversions and onboarding.

• Execute other assigned responsibilities.

⛳️ Requirements

• A bachelor's degree in accounting or finance, or a relevant combination of education and experience, is mandatory.

• A minimum of five (5) years of experience in Omaha Settlement is essential.

• At least three (3) years of experience in Visa/MasterCard industry services (including credit cards, debit cards, stored value cards, etc.) is required.

• A minimum of two (2) years of experience using Microsoft Office products, with advanced proficiency in Word and Excel.

• Proven experience in engaging and communicating with all tiers of internal and external organizations.

• Must possess legal authorization to work; this position is currently not eligible for sponsorship.

🏝️ Benefits

• Competitive wages

• Medical with telemedicine

• Dental and Vision

• Basic and Optional Life Insurance

• Paid Time Off (PTO)

• Maternity, Parental, Family Care

• Community Volunteer Time Off

• 12 Paid Holidays

• Company Paid Disability Insurance

• 401k (with employer match)

• Health Savings Accounts (HSA) with company provided contributions

• Flexible Spending Accounts (FSA)

• Supplemental Insurance

• Mental Health and Well-being: Employee Assistance Program (EAP)

• Tuition Reimbursement

• Wellness program

• Remote-first, flexible environment

• Psychological safety, wellbeing, and belonging