CU Financial Ops Consultant

Overview

This role focuses on strengthening settlement and accounting knowledge at member credit unions through the development and delivery of settlement-specific training. You will also guide financial institutions during portfolio conversions by helping them reconcile the transfer of card programs onto the settlement platform and ensuring onboarding is completed correctly.

Responsibilities

• Conduct comprehensive pre-conversion Omaha Debit and Credit analysis of the member credit union general ledger system and provide consulting on mapping their general ledger chart of accounts to the settlement applications.
• Serve as the primary contact for member/owner credit union staff regarding settlement processes and concerns; accuracy is critical due to potential losses and liability.
• Prepare, organize, and facilitate training plans for all levels of the financial institution, with daily support post-conversion for a minimum of two weeks; additional support may be required if requested by the financial institution.
• Analyze credit unions’ chart of accounts and recommend how to record settlement general ledger accounting.
• Keep Member Relations informed of any issues that may require attention.
• Maintain quality assurance by reviewing credit union procedures and practices and making recommendations to minimize financial liability.
• Ensure credit union staff understand the Omaha settlement process and provide guidance on assigning general ledger accounts for daily settlement recording.
• Recommend, create, update, and supplement training materials to the Creative Media Services Manager and Training Manager to enhance delivery of settlement training to members.
• Respond to open tickets from financial institutions requesting guidance/assistance on daily settlement.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in accounting or finance, or an equivalent combination of education and experience, required.
• Minimum five (5) years Omaha Settlement experience required.
• Three (3) years experience in Visa/MasterCard industry services (credit cards, debit cards, stored value cards, etc).
• Two (2) years experience in Microsoft Office products required with an advanced knowledge of Word & Excel.
• Experience dealing and communicating with all levels of internal and external organizations.

Compensation & Benefits

• Salary range: $54,000.00 - $68,800.00 - $83,600.00
• Anticipated hiring range: typically between the minimum and midpoint of the posted salary range; actual compensation may vary based on experience, skills and qualifications, education, internal equity, and overall business and budget considerations.

Benefits include:

• 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

Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions.

Equal Opportunity

Equal Opportunity Employer. Applicants are considered without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Sponsorship

This role is currently not eligible for sponsorship.