Finance Operations Analyst

$75,000 - $95,000/Yr

Payit - Dallas, TX

Full-time - Mid Level

Dallas, TX

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services

About the position

PayIt is a fast-growing GovTech company on a mission to modernize how residents interact and transact with government, improving the customer experience and helping our client agencies more efficiently and effectively achieve their missions. Our easy-to-implement platform consolidates government services and payments into one connected experience and enables our clients to drive resident trust, collect revenue quickly, and redeploy their staff to more important challenges. This innovative approach to government service delivery has garnered significant recognition in both the public and private sectors, including our inclusion in the GovTech 100 every year since 2017. PayIt solutions cover services including hunting and fishing licensing, DMV, courts, property tax, utilities, tolling, and more. Our culture welcomes people who exhibit what we call "PayIt DNA": High integrity, drive, grit, high aptitude, and team orientation. We are collaborative and passionate about the work we do to improve the lives of our government clients and the end users they serve. We have ambitious scaling goals, and we look for team members who are ready to roll up their sleeves, solve problems, and find new opportunities to win with our clients. And we have a lot of fun together.

Responsibilities

• Manage the chargeback process by investigating and resolving credit card disputes.
• Ensure appropriate documentation is gathered and submitted in a timely manner.
• Provide analysis to the business on chargeback performance and trends.
• Collaborate across teams to implement strategies to reduce the number of chargeback disputes and minimize their financial impact.
• Complete daily reconciliation of funds processed on behalf of our clients.
• Ensure the cash associated with the settled funds is accurate.
• Investigate, communicate, and escalate discrepancies when necessary.
• Administer disbursements of funds to agency clients by evaluating reporting accuracy and settlement data.
• Work with internal stakeholders to streamline disbursement processes.
• Conduct quarterly compliance reviews for AML (Anti-Money Laundering) and OFAC (Office of Foreign Asset Control) verification for processor compliance.
• Develop, implement, and maintain efficient finance processes to improve operational efficiency.
• Support finance tasks as needed, including payables, receivables, and other general-ledger-related accounting duties.

Requirements

• Bachelor's degree in Finance, Accounting, Business, or a related field.
• 5+ years of experience in finance or accounting, preferably with experience in the payments industry.
• Experience with Google Sheets, Microsoft Excel, and other financial analysis tools.
• Experience with Netsuite, Oracle SAP, Microsoft AX, or other ERPs.
• Strong attention to detail with the ability to manage multiple tasks simultaneously and to completion.
• Ability to communicate complex concepts with clarity and in straightforward language.

Nice-to-haves

• Strong understanding of chargebacks, credit card disputes, and disbursement processes.
• Experience with payment processors or in a financial technology environment.
• Knowledge of regulatory compliance requirements related to AML and OFAC.
• Familiarity with ERP systems and other financial software.
• Familiarity with relational databases (Snowflake, Postgres).
• Excel Power User: Data manipulation (Excel: Vlookup, Xlookup, PowerQuery, Pivot Tables).
• Familiarity with python and/or other scripting languages to facilitate finance automation.
• Prior experience with finance transformation and finance automation.

Benefits

• Competitive salaries
• Excellent benefits
• Flexible working arrangements
• Corporate volunteer program