Financial Operations Specialist II

Our client is a well-established financial services organization dedicated to helping consumers achieve better financial outcomes through innovative account management and payment solutions. With a strong focus on operational excellence, compliance, and customer service, the organization values integrity, accountability, continuous improvement, and teamwork. Employees are empowered to contribute ideas, improve processes, and make a meaningful impact in a fast-paced, collaborative environment.

The Intersect Group is seeking a Financial Operations Specialist II for a growing financial services organization in Greenville, SC. This role plays a critical part in ensuring the accuracy, integrity, and reconciliation of high-volume payment transactions while supporting both internal stakeholders and external customers.

The ideal candidate will be responsible for researching complex payment issues, managing reconciliation activities, resolving transaction exceptions, and supporting payment automation initiatives. This position requires strong analytical skills, exceptional attention to detail, sound judgment, and the ability to communicate effectively with stakeholders across all levels of the organization.

• Research and resolve complex payment, reconciliation, and transaction-related issues.
• Investigate and process suspense items, rejected transactions, negative balances, refunds, and missing or misapplied payments.
• Manage payment monitoring activities, NSF/payment returns, deposit adjustment notices, and payment reconciliation processes.
• Perform cash-to-collections reconciliations and ensure accurate financial balancing.
• Partner with internal teams to identify process gaps, operational risks, and opportunities for improvement.
• Serve as a primary liaison with Business Intelligence teams to support and enhance payment automation initiatives.
• Maintain and update operational procedures while ensuring adherence to internal controls and compliance standards.
• Assist with quality assurance reviews, internal audits, reporting activities, team training, and onboarding efforts.

• 2+ years of experience in financial operations, treasury operations, payment processing, banking, accounting, reconciliation, or a related field.
• Bachelor’s degree preferred; equivalent financial or technical experience will be considered.
• Strong proficiency with Microsoft Excel, Word, and Outlook.
• Experience researching financial transactions, reconciling accounts, and interpreting financial or operational data.
• Proven ability to manage multiple priorities in a deadline-driven, high-volume environment.
  
  Exceptional attention to detail and a high level of accountability when handling sensitive financial transactions.
• Strong critical thinking and problem-solving skills with the ability to work independently.
• Excellent verbal and written communication skills, with the ability to effectively interact with team members, leadership, and executive stakeholders.

• Location: Downtown Greenville, SC (Onsite 5 days per week)
• Employment Type: Direct Hire
• Compensation: Hourly Position

• Credit check
• Background investigation