[Hiring] CU Financial Ops Consultant @Velera

Role Description

The CU Financial Ops Consultant role is to enhance the settlement and accounting knowledge (in conjunction with the VELERA Training Department) of all of our member credit unions by effectively developing and delivering settlement specific training to our members. This position provides guidance to our FIs to when they convert their portfolios to Velera by assisting them in reconciling the transfer of their card programs onto our settlement platform. The individuals that perform this position must prepare to ensure that the FI is on boarded correctly and must work with our processor, Implementations, Member Relations and any members of the FI to ensure seamless transition.

Day in the Life:

• 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.

Qualifications

• 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

• 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
• Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions.

Company Description

At Velera, inclusion isn’t an initiative – it’s how we work. Guided by a people‑helping‑people philosophy, we cultivate a culture where every employee feels valued, respected and empowered to do their best work. We’re committed to building a diverse workforce and fostering meaningful connection across our teams. Through a remote‑first, flexible environment, we prioritize psychological safety, wellbeing and belonging so individuals and teams can collaborate to thrive. Together, we’re shaping a new era of secure, innovative solutions for the clients and communities we serve.