Financial Services Operations Analyst

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

📋 Description

• Act as the main operations lead for a designated product line: Refund Transfer, Emerald Card & Spruce, Lending, or Wave

• Oversee daily operations and the delivery of changes

• Collaborate with Product Directors, Operations leaders, and Technology teams to launch new products, enhancements, and operational modifications

• Convert product requirements into actionable operational execution plans, which include workflows, readiness checklists, dependencies, risks, and timelines

• Facilitate and support comprehensive product launches and modifications

• Ensure operational preparedness across systems, processes, documentation, controls, and downstream effects

• Lead operational testing and validation efforts, encompassing functional testing, end-to-end scenario testing, and quality evaluations

• Manage and keep up-to-date product-specific operating procedures

• Discover opportunities for automation, tool enhancements, and process efficiencies

• Develop and implement operational monitoring and audit processes, including controls, reconciliations, exception tracking, and issue remediation

• Serve as a subject matter expert in resolving issues, conducting root-cause analysis, and handling escalations

• Provide leadership with updates and insights regarding readiness status, risks, defects, and results associated with product changes

⛳️ Requirements

• Bachelor’s degree in a relevant field or equivalent experience through a combination of education and related work background

• 3+ years of relevant experience in banking, financial services, operations, or lending

• Extensive experience in financial services, fintech, or regulated operational settings

• Strong grasp of product operations lifecycles, including implementation, change management, testing, and ongoing support

• Demonstrated ability to manage complex changes, dependencies, and collaborate across multiple teams

• Experience in operational testing, audit support, controls, or quality assurance

• Excellent analytical and problem-solving abilities, with a strong attention to detail and a sense of ownership

• Capable of clearly documenting processes and thinking comprehensively across systems and functions

• Comfortable handling ambiguity and juggling multiple priorities

• Strong written and verbal communication abilities, including updates suitable for executives

• Proficient in leveraging data and operational insights to identify problems and areas for improvement

• Direct experience with banking-as-a-service, fintech, consumer lending, payment, or prepaid card products is preferred

• Familiarity with regulatory and compliance issues related to financial products is preferred

• Experience collaborating with technology or product teams on changes is preferred

• Exposure to automation, workflow tools, or operational platforms is preferred

• Experience in supporting product launches, pilots, or significant enhancements is preferred

• Comfort in operating as a dedicated product owner within an operations organization is preferred

• Proficiency in Azure, SQL, or PBI is preferred

🏝️ Benefits

• Medical and prescription drug coverage for associates and qualified dependents

• H&R Block Retirement Savings Plan (401(k) Plan)

• Employee Assistance Program

• (Virtual) fitness center programs

• Associate discount program

• Business Travel Accident Insurance

• Associate Tax Preparation benefit

• Competitive compensation

• Comprehensive benefits package

• Support for life both inside and outside of work

• Opportunities for continuous learning

• High-performing and connected culture