Treasury Operations Specialist

About InvoiceCloud:

InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025 including USA TODAY and Boston Globe Top Workplaces multiple SaaS Awards wins for Best Solution for Finance and FinTech and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services as well as our leadership in AI maturity and responsible innovation. Its an award-winning purpose-driven environment where top talent thrives. To learn more .

Treasury Operations Specialist

InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025 including USA TODAY and Boston Globe Top Workplaces multiple SaaS Awards wins for Best Solution for Finance and FinTech and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services as well as our leadership in AI maturity and responsible innovation. Its an award-winning purpose-driven environment where top talent thrives. To learn more .

Job Details:

We are seeking a highly skilled and results-oriented Treasury Operations Specialist to support the Treasury Operations function. This role will play a key part in advancing InvoiceClouds mission to drive operational excellence across payment processing reconciliation and exception management.

The ideal candidate operates as a proactive trusted partnercapable of managing complex responsibilities collaborating across teams and maintaining the high standards of accuracy control and innovation that define InvoiceClouds culture.

Success Profile:

This role is anchored in our companys core competencies. These competencies reflect the mindsets and behaviors that define success in this role. Below is how each competency translates into meaningful impact and outcomes for this position.

Takes Ownership

• Independently perform daily payment settlement reconciliations across ACH card and other payment channels ensuring accuracy and completeness of financial records
• Manage complex chargeback cases including investigation documentation and coordination of responses to ensure timely resolution
• Research and resolve escalated payment exceptions with minimal supervision applying sound judgment across systems and workflows
• Identify reconciliation discrepancies and recommend corrective actions that strengthen operational controls and reduce recurrence

Customer-Centric

• Collaborate cross-functionally with Finance Risk Compliance and Technology teams to resolve payment issues and ensure seamless operational outcomes
• Monitor and validate inbound and outbound payment files to ensure accuracy successful posting and alignment with downstream processes
• Support month-end reporting and audit documentation requirements ensuring transparency traceability and compliance
• Provide guidance and informal mentorship to Treasury Operations Specialist I team members to improve team capability and service quality

Results-Driven

• Manage multiple priorities in a deadline-driven environment consistently delivering accurate and timely outcomes across reconciliation and exception workflows
• Assist in developing and refining operational procedures and internal controls to improve efficiency and reliability
• Identify process inefficiencies and recommend improvements that enhance scalability reduce manual effort and mitigate operational risk
• Utilize AI-driven reconciliation tools and automated workflows to improve accuracy identify exception trends and enhance daily payment monitoring

Requirements

• 2 years of experience in payment operations treasury fintech or financial operations
• Strong working knowledge of payment systems including ACH card networks and NACHA regulations
• Advanced Excel proficiency (e.g. pivot tables lookups data analysis reconciliation modeling)
• Demonstrated ability to manage multiple priorities in a deadline-driven environment
• Strong analytical and critical thinking skills
• High level of accuracy and attention to detail
• Ability to identify process inefficiencies and recommend improvements

Effective written and verbal communication skills

InvoiceCloud is committed to providing equal employment opportunities to all employees and applicants. We do not tolerate discrimination or harassment of any kind based on race color religion age sex nationality disability genetic information veteran or military status sexual orientation gender identity or expression or any other characteristic protected under applicable laws.

This commitment applies to all aspects of employment including recruitment hiring placement promotion termination layoff recall transfer leave compensation and training.

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