Financial Services Analyst

Job Summary: Responsible for all back-end settlement transactions and the reporting associated with these tasks including timely reconciliation of all accounts assigned. This position typically works with general supervision and direction. Incumbents of this position will regularly exercise discretionary and substantial decision-making authority.

About the Role

Are you a detail-oriented financial professional with a passion for data, reconciliation, and process improvement? We re looking for a Financial Services Analyst to join our dynamic team and play a key role in managing high-volume settlement transactions and financial reporting. This is a great opportunity for someone with strong accounting fundamentals, analytical skills, and a collaborative mindset.

Key Responsibilities

• Accurately settle high-volume financial transactions and ensure timely reconciliation of assigned accounts.
• Monitor and ensure smooth data transfers between systems such as Microsoft Dynamics, external payment processors, and settlement banks.
• Reconcile directed fund movements with actual results and prepare standard/ad hoc reports on clearing and settlement activity.
• Perform complex data analysis and identifies any financial discrepancies
• Address discrepancies and communicates them with key stakeholders
• Enter and manage debit/credit transactions with precision.
• Investigate chargebacks and coordinate with merchant banks and credit card issuers.
• Assist in preparation of processes and procedures documentation
• Analyze payment processing fees to identify cost-saving opportunities.
• Reconcile General Ledger accounts and support financial close activities.

What We re Looking For

We re seeking candidates who bring more than just experience they bring energy, curiosity, and a team-first attitude. The ideal candidate will have:

Required Qualifications:

• Bachelor s degree in Accounting, Finance, or related field (or equivalent experience).
• Minimum of 2 years of accounting experience, with solid understanding of debits, credits, and reconciliations.
• Strong Excel skills and experience working with large datasets.
• Familiarity with Electronic Funds Movement and financial systems.
• Experience with Power BI, Tableau, or similar data visualization tools is a plus.
• Excellent communication skills and a proactive approach to problem-solving.
• A positive, can-do attitude and ability to thrive in a collaborative team environment.
• Strong organizational skills and ability to work independently under general supervision.