CU Financial Ops Consultant

Overview

This role supports member credit unions by strengthening settlement and accounting knowledge through the development and delivery of settlement-specific training. You will also guide financial institutions during portfolio conversions by assisting with reconciliation of card program transfers onto the settlement platform, ensuring correct onboarding and a seamless transition.

Responsibilities

• Conduct comprehensive pre-conversion analysis for Omaha Debit and Credit using the member credit union general ledger system.
• Serve as a consultant to map a member credit union chart of accounts to the settlement applications.
• Act as a primary point of contact for member/owner credit union staff regarding settlement processes and concerns.
• Ensure accuracy in settlement and accounting activities to reduce potential losses and liability.
• Prepare, organize, and facilitate training plans for all levels of the financial institution organization, including 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 apprised of any issues that may require attention.
• Maintain Quality Assurance by reviewing credit union procedures and practices and recommending changes 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 support settlement training delivery.
• Respond to open tickets from financial institutions requesting guidance and assistance on daily settlement.
• Perform other duties as assigned.

Qualifications

• Bachelor’s degree in accounting or finance, or an equivalent combination of education and experience.
• Minimum five (5) years Omaha Settlement experience.
• 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, with an advanced knowledge of Word & Excel.
• Experience communicating and working with all levels of internal and external organizations.

Compensation & Benefits

• Pay Equity 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 relevant 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
• Employee Assistance Program (EAP) and mental health/well-being support
• Tuition Reimbursement
• Wellness program

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

Location

Remote-first, flexible environment.

Additional Information

• This role is currently not eligible for sponsorship.
• Equal Opportunity Employer.
• E-Verify Employer.