Financial Operations Consultant

Velera

CU Financial Ops Consultant enhancing accounting knowledge and training for credit unions. Guiding clients in seamless portfolio conversions and providing support during transition.

Posted 7/17/2026full-timeRemote • Wyoming • 🇺🇸 United StatesMid-LevelSenior💰 $54,000 - $68,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Omaha Settlement processes and general ledger accounting, with a strong focus on training and quality assurance. Capable of effectively communicating with credit union staff and providing comprehensive support to minimize financial liability.

Highest-signal resume keywords

Omaha Settlement ExperienceGeneral Ledger AccountingTraining DevelopmentMicrosoft Office (Word & Excel)Visa/MasterCard Industry Services

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

General Ledger AnalysisFinancial Liability MinimizationSettlement Process GuidanceChart of Accounts MappingQuality Assurance Review

Soft Skills

Communication SkillsInterpersonal SkillsOrganizational Skills

Certifications & Qualifications

Bachelor’s Degree in Accounting or Finance

Industry Keywords

Credit UnionSettlement ApplicationsFinancial InstitutionDebit CardsCredit Cards

About the role

Key responsibilities & impact

Conduct comprehensive pre-conversion Omaha Debit and Credit analysis of the Member Credit Union general ledger system and act as consultant in mapping their general ledger chart of accounts to the settlement applications.
Serve as primary contact for member/owner credit union staff in regards to the settlement processes and concerns.
A high degree of accuracy is critical due to potential losses and liability.
Prepare/organize/facilitate training plans with all levels of the FI organization with daily support post conversion for a minimum of two weeks.
If requested by the FI, further support may be required.
Analyze credit unions chart of accounts and make recommendations on the recording of the settlement general ledger accounting.
Keep Member Relations apprised of any issues that may warrant their attention with regard to a member/owner credit union.
Maintain Quality Assurance through review of credit union procedures and practices, and make recommendations to minimize financial liability.
Ensure that credit union staff fully understand the Omaha settlement process and provide guidance in assigning general ledger accounts for the recording of the daily settlement process.
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 FIs requesting guidance/assistance on their daily settlement.
Perform other duties as assigned.

Requirements

What you’ll need

Bachelor’s degree in accounting or finance, or an equivalent combination of education and experience, is 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 in dealing/communicating with all levels of internal/external organization.

Benefits

Comp & perks

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