Finance Operations Specialist

Chesapeake Bank

Williamsburg, VA

JOB DETAILS
SKILLS
Alliance/Partner Management, Communication Skills, Detail Oriented, Disbursements, Financial Operations, Financial Reporting, Financial Services, General Ledger Accounting, Merchant Services, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Reconciliation, Risk, Team Player, Time Management, Writing Skills
LOCATION
Williamsburg, VA
POSTED
Today

Chesapeake Bank-

Finance Operations Specialist

Love when everything balances perfectly? If you’re detail-driven, organized, and enjoy a steady routine with just enough challenge, this role is for you.

You’ll play a key behind-the-scenes role keeping financial processes accurate, on track, and running smoothly, spotting issues, solving problems, and making an impact every day.

What We Offer

  • Competitive pay and comprehensive benefits
  • Career growth and development opportunities
  • A supportive, inclusive team environment
  • The chance to make a real impact

Ready to Make a Difference?

If you’re ready for a role that’s equal parts people + problem-solving + purpose, apply now and let’s talk.

Want to read more about why you should join the team? Click the link below:
Top 10 Reasons You Should Explore a Career With Chesapeake Bank

Job summary:

Are you someone who finds joy in a perfectly balanced ledger, thrives on a dependable daily rhythm, and still gets a little thrill from solving the occasional financial mystery? If so, you might just be our next Finance Operations Specialist, part detective, part process pro, and 100% essential to keeping our merchant acquiring engine running smoothly.

You’ll play a key role supporting the financial activities of our merchant acquiring business and partners—keeping money moving, numbers aligning, and anomalies from slipping through the cracks.

What Makes You a Great Fit

You are:

  • A fan of a consistent daily routine with just enough curveballs to keep things interesting
  • Naturally detail-oriented, with a sixth sense when something doesn’t look quite right
  • Comfortable juggling multiple systems, tasks, and priorities without losing your cool
  • Organized, dependable, and quietly heroic when it comes to deadlines
  • A collaborator who also thrives when working independently
  • Someone with a “can-do” attitude and a curiosity for how things work behind the scenes

Responsibilities:

Every day brings a satisfying mix of structure and sleuthing:

  • Navigate multiple systems to retrieve and verify critical financial data, including daily Fed ACH transaction details
  • Monitor department and partner financial activity for anything unusual or out of place
  • Process and verify daily settlement transfers, ACH transactions, returns, and reserve transfers
  • Keep a close eye on department overdrafts and ensure funds land exactly where they should
  • Prepare and submit partner invoices, including detailed monthly Visa breakdowns
  • Manage partner residuals, collections, and disbursements with precision and timeliness
  • Submit and track payable requests, assist with income/expense entries, and support financial reporting cycles
  • Help keep the financial engine humming behind the scenes
  • Reconcile accounts, tie out general ledger activity, and verify daily financial postings
  • Turn discrepancies into solved cases, no mystery too small
  • Investigate anomalies, validate transactions, and ensure accuracy across all financial processes
  • Support quarterly reporting (Card Associations, ARC, Board reporting) when the story gets bigger
  • Assist with operational tasks like supply coordination and general team support – including the occasional greeting of visitors to our building
  • Contribute to a strong compliance and risk-aware culture (your “three lines of defense” moment)

Requirements:

  • 2+ years of experience in financial services (preferred)
  • Bonus points for Merchant Services or ACH processing experience
  • Proficiency in Microsoft Office (especially Excel, Outlook, and Word)
  • Ability to quickly learn new systems and tools
  • Strong written and verbal communication skills
  • Exceptional attention to detail and organizational skills
  • A self-motivated, team-oriented mindset that gets things done

EOE- AA-Vets-Disabled

About the Company

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Chesapeake Bank