Payments Operations Analyst II

2 Months ago • 1 Years +

Operations

Job Description

Bluevine is seeking a Payments Operations Analyst II to scale payment operations and ensure readiness for unexpected events. Responsibilities include assisting with daily payment processing, reconciling transactions, and ensuring proper ledger entries for Bluevine Business Checking and Line of Credit products. The role involves monitoring and resolving payment discrepancies, researching client inquiries related to payments, and ensuring compliance with internal policies and regulations like NACHA. The analyst will also identify areas for process optimization, support the development of standard operating procedures, limit exposure by ensuring zero defects in client agreements, and act as a point of contact for payment-related queries from internal teams, customers, and partner banks. Collaboration with Customer Success, Finance, and Product teams is crucial for resolving payment issues.

Good To Have:

Bachelor's degree in Finance, Accounting, Business Administration, or related field

Must Have:

1+ years of experience in payment operations, financial services, or related role
Strong analytical skills with data analysis and reporting experience
Proven experience working collaboratively with cross-functional teams
Excellent communication skills, both written and verbal

Perks:

Excellent group health coverage and life insurance
Stock options
Hybrid work model
Meal allowance
Transportation assistance
Generous paid time off plan, Holidays
Company-sponsored mental health benefits
Financial advisory services
Learning and development opportunities
Community-based volunteering opportunities

Add these skills to join the top 1% applicants for this job

cross-functional

communication

data-analytics

accounting

About Bluevine

Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit—all tailored to help entrepreneurs thrive. With best-in-class technology, advanced security, and a deep understanding of the small business community, we’re empowering entrepreneurs to grow with confidence.

Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, we’ve been supporting SMBs since 2013, serving over 750,000 customers nationwide and growing a dynamic global team of 500 people. Our mission? To fuel small businesses with the financial tools they need to succeed.

At Bluevine, you’ll be part of a collaborative, fast-paced team that’s reshaping the future of banking. Ready to make an impact?

ABOUT THE ROLE:

As a Payments Operations Analyst at Bluevine, you will be scaling our payments operations and ensuring that our
company is prepared to successfully navigate the unexpected.

WHAT YOU'LL DO:

Assist with daily processing of payments, ensuring accuracy and timelines of payments processing
Reconcile payment transactions and ensure proper ledger entries for Bluevine Business Checking and Line
of Credit products
Monitor and resolve payment discrepancies, failures, and exceptions identified by reconciliation.
Research and resolve client inquiries related to inbound and outbound payments on behalf of the Account Management team in a timely manner.
Ensure compliance with internal policies, industry regulations, and payments regulators (i.e. NACHA)
Identify areas for process optimization and automation to improve efficiency and reduce operational costs.
Support with developing, updating, and documenting standard operating procedures for payment processes
Limit exposure by ensuring zero defects in our client agreements and supporting documentation
Act as a point of contact for payment-related queries from internal teams, customers, and partner banks
Work closely with Customer Success, Finance, and Product teams to resolve payments issues and needs

WHAT WE LOOK FOR:

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
1+ years of experience in payment operations, financial services, or a related role
Strong analytical skills with experience in data analysis and reporting
Proven experience working collaboratively with cross-functional teams, including finance, IT, and
customer success teams
Excellent communication skills, both written and verbal, with the ability to interact effectively with
various stakeholders.

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