Financial Operations Specialist (Card Services & Accounting)

We are seeking a detail-oriented and collaborative professional to support card services and accounting operations within a credit union environment. This role plays an important part in maintaining accurate financial records, supporting card-related transactions, and helping ensure smooth day-to-day member service operations. The ideal candidate is organized, analytical, and committed to delivering high-quality work in a member-focused setting.

Responsibilities

• Process and reconcile card-related transactions, settlements, and general ledger entries.
• Monitor card activity for accuracy, exceptions, and discrepancies, and research issues as needed.
• Support accounting functions including balancing, journal entries, month-end close activities, and reporting.
• Assist with the administration of debit, credit, and related card services.
• Respond to internal inquiries and coordinate with vendors, processors, and team members to resolve issues.
• Maintain accurate documentation and ensure compliance with internal controls, policies, and procedures.
• Identify opportunities to improve processes, efficiency, and accuracy within card services and accounting workflows.
• Support audits, examinations, and reporting requests by preparing documentation and account analysis.

Qualifications

• Experience in accounting, card operations, financial services, or a related administrative function.
• Strong attention to detail and the ability to work accurately with financial data.
• Working knowledge of reconciliation practices, general ledger processes, and transaction balancing.
• Effective communication skills and the ability to collaborate across teams and with external partners.
• Strong organizational and time management skills with the ability to prioritize multiple responsibilities.
• Comfort working with financial systems, spreadsheets, and standard office software.
• Ability to handle confidential information with professionalism and discretion.

Preferred Skills

• Prior experience in a credit union or other financial institution.
• Familiarity with card processing platforms and settlement procedures.
• Understanding of regulatory requirements and internal control practices.
• Experience supporting month-end or year-end accounting cycles.

What We Offer

• A collaborative and service-oriented work environment.
• Opportunities to contribute to meaningful financial operations that support members.
• Professional growth and exposure to both accounting and card services functions.
• A culture that values accuracy, accountability, and continuous improvement.

If you are a dependable professional who enjoys working with financial data and supporting member-focused operations, we encourage you to apply.