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Financial Services Operations Analyst

Role overview

Qualifications

  • Bachelor’s degree in a related field or equivalent experience
  • 3+ years of experience in banking, financial services, operations, or lending
  • Strong experience in financial services, fintech, or regulated operational environments
  • Solid understanding of product operations lifecycles

Responsibilities

  • Serve as the primary operations owner for an assigned product line
  • Translate product requirements into operational execution plans
  • Lead operational testing and validation efforts
  • Identify opportunities for automation and process efficiencies

Key facts

Hard skills

Other skills

  • Analytical Skills
  • Quality Assurance
  • Non-Verbal Communication
  • Problem Solving
  • Detail Oriented
  • Adaptability

About the company

H&R Block logo

H&R Block

  • Accounting, Audit & Tax
  • Large
  • 10,001+
H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best. We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more. Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!

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Job description

About the Role:

Day to day, you'll...

  • Serve as the primary operations owner for an assigned product line (Refund Transfer, Emerald Card & Spruce, Lending, or Wave), responsible for day‑to‑day execution and change delivery.
  • Partner closely with Product Directors, Operations leaders, and Technology teams to implement new products, enhancements, and operational changes.
  • Translate product requirements into operational execution plans, including 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 efforts for your product, including functional testing, end‑to‑end scenario testing, and quality checks.
  • Own and maintain product‑specific operating procedures, ensuring documentation is accurate, current, and consistently followed.
  • Identify opportunities for automation, tooling improvements, and process efficiencies, partnering with your manager and cross‑functional teams to drive execution.
  • Build and execute operational monitoring and audit routines, including controls, reconciliations, exception tracking, and issue remediation.
  • Act as a subject matter expert for your product’s operations, supporting issue resolution, root‑cause analysis, and escalations as needed.
  • Provide clear updates and insights to leadership on readiness status, risks, defects, and outcomes related to product changes.
Required Qualifications:
  • 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
Preferred Qualifications:
  • 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 in 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
Why work for us: At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work. Pay Range Information: The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range: $62,800.00 - $94,200.00/Yr.

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