Financial Services Operations Analyst
About The Position
The Financial Services Operations Analyst serves as the primary operations owner for an assigned product line, which may include Refund Transfer, Emerald Card & Spruce, Lending, or Wave. The role partners with Product Directors, Operations leaders, and Technology teams to implement products, enhancements, and operational changes. It translates product requirements into execution plans covering workflows, readiness, dependencies, risks, and timelines, and supports end-to-end launches and changes across systems, processes, documentation, controls, and downstream impacts. The analyst leads operational testing and validation, maintains product-specific operating procedures, and identifies opportunities for automation and process improvement. The role also establishes monitoring and audit routines, including controls, reconciliations, exception tracking, and issue remediation. As a product operations subject matter expert, the analyst supports issue resolution, root-cause analysis, escalations, and leadership updates on readiness, risks, defects, and outcomes.
Requirements
- Bachelor’s degree in a related field, or equivalent through a combination of education and related work experience.
- At least 3 years of related experience in banking, financial services, operations, or lending.
- Strong experience in financial services, fintech, or regulated operational environments.
- Solid understanding of product operations lifecycles, including implementation, change management, testing, and ongoing support.
- Proven ability to execute complex changes, manage dependencies, and work across multiple teams.
- Experience with operational testing, audit support, controls, or quality assurance.
- Strong analytical and problem-solving skills, attention to detail, and an ownership mindset.
- Ability to document processes clearly and think end-to-end across systems and functions.
- Comfort navigating ambiguity and balancing multiple priorities.
- Strong written and verbal communication skills, including the ability to provide executive-ready updates.
- Proficiency using data and operational insights to identify issues and improvements.
Nice To Haves
- Direct experience supporting banking-as-a-service, fintech, consumer lending, payment, or prepaid card products.
- Familiarity with regulatory and compliance considerations tied to financial products.
- Experience working with technology or product teams on changes.
- Exposure to automation, workflow tools, or operational platforms.
- Experience supporting product launches, pilots, or major enhancements.
- Comfort operating as a dedicated product owner within an operations organization.
- Proficiency in Azure, SQL, or PBI.
Responsibilities
- Serve as the primary operations owner for an assigned product line, responsible for day-to-day execution and change delivery.
- Partner with Product Directors, Operations leaders, and Technology teams to implement new products, enhancements, and operational changes.
- Translate product requirements into operational execution plans, including workflows, readiness checklists, dependencies, risks, and timelines.
- Execute and support end-to-end product launches and changes, ensuring operational readiness across systems, processes, documentation, controls, and downstream impacts.
- Lead operational testing and validation, including functional testing, end-to-end scenario testing, and quality checks.
- Own and maintain product-specific operating procedures, ensuring documentation is accurate, current, and consistently followed.
- Identify opportunities for automation, tooling improvements, and process efficiencies, partnering with the manager and cross-functional teams to drive execution.
- Build and execute operational monitoring and audit routines, including controls, reconciliations, exception tracking, and issue remediation.
- Act as a subject matter expert for product operations, supporting issue resolution, root-cause analysis, and escalations.
- Provide leadership with updates and insights on readiness status, risks, defects, and outcomes related to product changes.
Benefits
- Competitive pay
- Comprehensive benefits
- Medical and prescription drug coverage for qualifying associates and eligible 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 Prep benefit
- Potential participation in incentive compensation or short-term incentive plans
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
