Cash Management Operations Specialist
Location: Tempe, AZ (Hybrid Schedule)
Duration: Contract
Schedule: Monday–Wednesday onsite, Thursday–Friday remote
Position Overview
We are seeking a detail-oriented Operations Specialist to support high-volume financial transaction processing in a fast-paced environment. This role functions as a key member of the operations team, responsible for processing financial transactions, maintaining accuracy, meeting established service levels, and supporting internal and external stakeholders. The ideal candidate is comfortable working independently, managing multiple priorities, and maintaining a high level of accuracy while processing a large volume of transactions.
Key Responsibilities
Process financial transactions and disbursement requests accurately and efficiently
Manage daily work queues and ensure items are completed within established service-level agreements (SLAs)
Review reports and assist with reconciliation activities
Support account transfer activities and transaction requests
Communicate with internal teams and external partners to resolve discrepancies and obtain approvals
Maintain accurate documentation and records
Meet daily productivity goals while adhering to quality standards
Identify and elevate issues that may impact transaction processing timelines
Support operational workflows and process improvement initiatives
Required Qualifications
1+ year of experience in operations, financial services, banking, transaction processing, customer service, or a related field
Ability to work in a high-volume, production-driven environment
Strong attention to detail and accuracy
Excellent organizational and time-management skills
Strong verbal and written communication skills
Ability to work independently with minimal supervision
Basic proficiency with Microsoft Excel and Microsoft Office applications
Preferred Qualifications
Experience with banking operations, financial services, wealth management, or brokerage operations
Familiarity with financial transactions such as ACH payments, wire transfers, internal transfers, or disbursements
Experience supporting account transfers or reconciliation activities
Exposure to investment products such as mutual funds, stocks, or retirement accounts
Experience working with financial systems, CRM platforms, or document management tools
Ideal Candidate
Thrives in a fast-paced operational environment
Enjoys process-driven work and maintaining accuracy
Possesses a strong customer-service mindset
Can quickly learn new systems and procedures
Comfortable working with deadlines and productivity metrics
Demonstrates professionalism, accountability, and attention to detail
Benefits of the Opportunity
Gain experience in financial operations and transaction processing
Develop expertise within the financial services industry
Work with experienced operations professionals
Opportunity for contract extension based on performance and business needs
Job Type & Location
This is a Contract position based out of Tempe, AZ.
Pay and Benefits
The pay range for this position is $18.00 - $23.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Tempe, AZ.
Application Deadline
This position is anticipated to close on Jul 21, 2026.
Equal Opportunity Employer
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
San Francisco Fair Chance Ordinance
Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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