Financial Services Operations Analyst

🔥 1 hour ago

🏰 Missouri – Remote

🏰 Missouri – Remote

💵 $62.8k - $94.2k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

👻 Ghost score 0%

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H&R Block

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1955

💸 Finance

👥 B2C

🤝 B2B

Finance • B2C • B2B

H&R Block is a U. S. -based tax preparation and financial services company founded in 1955 that helps individuals and small businesses with tax filing, bookkeeping, payroll, business-formation services, and related financial products. The company operates retail and franchise tax offices, offers online filing and tax-software options, provides financial products (refund advances, a branded debit card and other bank products in partnership with Pathward), and serves both consumer and small-business customers. H&R Block also runs training and seasonal staffing programs, and provides resources such as The Tax Institute and audit/notice support.

📋 Description

• Serve as the primary operations owner for an assigned product line, including Refund Transfer, Emerald Card & Spruce, Lending, or Wave • Partner with Product Directors, Operations leaders, and Technology teams to implement new products, enhancements, and operational changes • Translate product requirements into operational execution plans covering workflows, readiness checklists, dependencies, risks, and timelines • Execute and support end-to-end product launches and changes, ensuring operational readiness across systems, processes, documentation, controls, and downstream impacts • Lead operational testing and validation, including functional testing, end-to-end scenario testing, and quality checks • Own and maintain product-specific operating procedures • Identify opportunities for automation, tooling improvements, and process efficiencies • Build and execute operational monitoring and audit routines, including controls, reconciliations, exception tracking, and issue remediation • Act as a subject matter expert supporting issue resolution, root-cause analysis, and escalations • Provide leadership with updates and insights on readiness status, risks, defects, and outcomes related to product changes

🎯 Requirements

• Bachelor's degree in a related field or the equivalent through a combination of education and related work experience • 3+ years of related experience in banking, financial services, operations, or lending • Strong experience in financial services, fintech, or regulated operational environments • Solid understanding of product operations lifecycles, including implementation, change management, testing, and ongoing support • Proven ability to execute complex changes, manage dependencies, and work across multiple teams • Experience with operational testing, audit support, controls, or quality assurance • Strong analytical and problem-solving skills, with attention to detail and ownership mindset • Ability to document processes clearly and think end-to-end across systems and functions • Comfortable navigating ambiguity and balancing multiple priorities • Strong written and verbal communication skills, including executive-ready updates • Proficiency using data and operational insights to identify issues and improvements • Direct experience supporting banking-as-a-service, fintech, consumer lending, payment, or prepaid card products • Familiarity with regulatory and compliance considerations tied to financial products • Experience working with technology or product teams on changes • Exposure to automation, workflow tools, or operational platforms • Experience supporting product launches, pilots, or major enhancements • Comfort operating as a dedicated product owner within an operations organization • Proficiency in Azure, SQL, or PBI

🏖️ Benefits

• Medical and prescription drug coverage for qualifying associates and eligible dependents • H&R Block Retirement Savings Plan (401(k) Plan) • Employee Assistance Program • (Virtual) fitness center programs • Associate discount program • Business Travel Accident Insurance • Associate Tax Prep benefit • Competitive pay • Comprehensive benefits • Support for life both in and outside of work • Potential incentive compensation or short-term incentive plans

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