Financial Services Operations Analyst

H&R Block

. Serve as the primary operations owner for an assigned product line: Refund Transfer, Emerald Card & Spruce, Lending, or Wave .

Posted 10/23/2026full-timeRemote • Missouri • United StatesMid-LevelSenior💰 $62,800 - $94,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing product operations, including execution of complex changes, operational testing, and compliance within financial services. Proficient in utilizing data insights for process improvements and maintaining operational readiness across systems and teams.

Highest-signal resume keywords

Product Operations ManagementOperational Testing and ValidationChange ManagementFinancial Services ExperienceData Analysis and Insights

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational ExecutionProcess DocumentationChange DeliveryQuality AssuranceRoot-Cause AnalysisWorkflow ManagementAudit SupportProduct Lifecycle ManagementDependency ManagementProblem-Solving

Soft Skills

Analytical SkillsAttention to DetailCommunication SkillsOwnership MindsetAbility to Navigate Ambiguity

Tools & Technologies

AzureSQLPower BIAutomation ToolsOperational Platforms

Industry Keywords

BankingFinancial ServicesFintechConsumer LendingPayment ProductsPrepaid Card ProductsRegulatory ComplianceOperational EfficiencyProduct LaunchesOperational Monitoring

Tech Stack

Tools & technologies

AzureSQL

About the role

Key responsibilities & impact

Serve as the primary operations owner for an assigned product line: Refund Transfer, Emerald Card & Spruce, Lending, or Wave
Own day-to-day execution and change delivery
Partner 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
Ensure 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

What you’ll need

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 preferred
Familiarity with regulatory and compliance considerations tied to financial products preferred
Experience working with technology or product teams on changes preferred
Exposure to automation, workflow tools, or operational platforms preferred
Experience supporting product launches, pilots, or major enhancements preferred
Comfort operating as a dedicated product owner within an operations organization preferred
Proficiency in Azure, SQL, or PBI preferred

Benefits

Comp & perks

Medical and prescription drug coverage for 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
Continuous learning
High Performing, Connected Culture