Process Operations Specialist – Global Fund Services

U.S. Bank

. Perform daily operational and accounting tasks, including swaps processing, broker statement reconciliation, and reporting .

Posted 9/23/2026full-timeBrookfield • Wisconsin • United StatesMid-LevelSenior💰 $75,820 - $89,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in accounting and finance operations, with a strong focus on process improvement and automation. Proficient in utilizing Microsoft Excel and Power Platform tools to enhance operational efficiency and accuracy.

Highest-signal resume keywords

Bachelor's Degree In Accounting Or FinanceThree Or More Years Of Experience In Accounting Or FinanceProficiency In Microsoft ExcelExperience With Microsoft Power Platform ToolsStrong Analytical And Problem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accounting TasksSwaps ProcessingBroker Statement ReconciliationReportingOperational WorkflowsAutomation ToolsExcel MacrosData AnalysisProcess ImprovementHigh-Volume Workflows

Soft Skills

Strong Communication SkillsCross-Team CollaborationProblem-Solving Skills

Tools & Technologies

Microsoft ExcelMicrosoft Power BIMicrosoft Power AutomateMicrosoft Power Apps

Industry Keywords

Operational EfficiencyDeadline-Driven EnvironmentsU.S. Bank PoliciesCode Of Ethics And Business Conduct

About the role

Key responsibilities & impact

Perform daily operational and accounting tasks, including swaps processing, broker statement reconciliation, and reporting
Support high-volume workflows while maintaining accuracy and timeliness
Utilize and maintain automation tools such as Excel macros, templates, and workflow-driven processes
Troubleshoot automation issues, including macro failures and process disruptions
Assist in identifying opportunities for process improvement and increased automation
Collaborate with team members to manage workload and ensure continuity of operations

Requirements

What you’ll need

Bachelor's degree in accounting or finance, or equivalent work experience
Three or more years of experience in accounting or finance activities
Basic understanding of daily accounting and operational workflows
Proficiency in Microsoft Excel
Strong analytical and problem-solving skills
Experience working in high-volume, deadline-driven operational environments
Experience with Microsoft Power Platform tools strongly preferred, including Power BI, Power Automate, and Power Apps
Ability to leverage data and automation to improve operational efficiency and reduce manual processes
Strong communication and cross-team collaboration skills
This position is not eligible for visa sponsorship
Must be able to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and workplace conduct and safety policies

Benefits

Comp & perks

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Incentive and recognition programs
Equity stock purchase
Pension