Process Operations Specialist

Process Operations Specialist

This Fund Accounting Team is excited to add a new Process Operations Specialist to their group. This role supports high-volume operational and accounting processes with an emphasis on improving efficiency through automation. Responsibilities include daily swaps processing, broker statement reconciliation, and reporting activities. The role also involves supporting and troubleshooting existing automation tools, including templates, macros, and email-triggered workflows, while contributing to process improvements.

Key Responsibilities

• Perform daily operational and accounting tasks, including swaps processing, broker statement reconciliation, and reporting
• Support high-volume workflows while maintaining accuracy and timeliness
• Utilize and maintain automation tools such as Excel macros, templates, and workflow-driven processes
• Troubleshoot automation issues, including macro failures and process disruptions
• Assist in identifying opportunities for process improvement and increased automation
• Collaborate with team members to manage workload and ensure continuity of operations

Location:

3 or more days in the Milwaukee, WI or Brookfield, WI locations

Basic Qualifications

• Bachelor's degree in accounting or finance, or equivalent work experience
• Two to four years of experience in accounting or finance activities

Preferred Skills/Experience

• Basic understanding of daily accounting and operational workflows
• Proficiency in Microsoft Excel
• Strong analytical and problem-solving skills
• Experience working in high-volume, deadline-driven operational environments
• Experience with Microsoft Power Platform tools strongly preferred, including:
• Power BI (reporting, dashboards, data visualization)
• Power Automate (workflow automation, process flows)
• Power Apps (process tools / front-end workflow solutions)
• Ability to leverage data and automation to improve operational efficiency and reduce manual processes
• Strong communication and cross-team collaboration skills

Benefits:

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.