Operational Reporting Specialist

Posted 17 Hours Ago
Hiring Remotely in USA
Remote
1-3 Years Experience
Fintech • Professional Services • Financial Services
Making people more powerful than their debt
The Role
As an Operational Reporting Specialist, you will manage financial operations and reporting by ensuring accurate monthly reports, performing cash reconciliations, and analyzing discrepancies to support financial accuracy and partnership initiatives.
Summary Generated by Built In
ABOUT OUR COMPANY:
The crushing weight of debt is something that we believe holds people back from reaching their dreams and making a splash in the world. So in 2013, after seeing our friends and family struggle with student loans, we created Splash Financial. 

Over the years, our mission has expanded to include helping people with other forms of debt - such as refinancing credit cards, which are at all time highs in the US. And we’ve been able to refinance $6+ Billion in loans through our network of Splash, powered credit union and bank partners who leverage our marketplace and automated loan processing technology. And we’ve raised over $70 million from investors like partners of DST Global, Citi Ventures, TruStage Ventures, Northwestern Mutual Future Ventures, Detroit Venture Partners, and more.

But at our core, we’re still that little company from Cleveland with a big dream: to make people more powerful than their debt and we’re just getting started..

ABOUT OUR WORKPLACE:

Splash is remote-first, and proud of it. We spend our days creating ways to simplify financial products, then get them into the hands of people who need help. Right now, we’re focused on developing financial technologies that fundamentally change the way the industry lends. And to hire the best, we provide the best: great health insurance, competitive salaries, and unique benefits like quarterly meet-ups, access to community, and engagement tools. And although we’ve been around since 2013, we still love to think like a start-up — a place that empowers good people to do great things, fast. 

We’re friendly, folksy, and have Slack channels for both #kids-and-pets and #food. We’re good people who want to make a difference in the financial landscape, and we approach tackling challenges with creativity, passion and urgency.

ABOUT THE ROLE:

**This is an Operations role focused on financial services and reporting. It is not a Data Science or Data Analytics position.**

Splash Financial is seeking a detail-oriented problem solver who excels at managing financial operations and ensuring accurate reporting to join our team as an Operational Reporting Specialist. In this pivotal role, you’ll ensure the smooth operation of our financial services by delivering accurate and timely reports, managing cash reconciliations, and continuously improving operational processes. This is a unique opportunity to make a meaningful impact on our partners’ success and help shape the future of our reporting systems.

To excel in this role, you’ll need to bring a passion for precision, love for analytical challenges, and the ability to communicate effectively across teams.

WHAT YOU’LL DO AT SPLASH:

  • Drive Impactful Reporting: Take the lead in managing monthly reporting for our Student Loan Refinance and Personal Loan partners, delivering insights that shape our strategies.
  • Ensure Financial Accuracy: Perform daily cash reconciliations for payments received on behalf of our lenders, ensuring every dollar is accounted for.
  • Solve Complex Problems: Dive deep into discrepancies between our reporting and cash receipts, analyzing NSF fees, returned payments, payoffs, and regular payments to find solutions.
  • Support Growth Initiatives: Assist in forbearance processing and reporting, playing a crucial role in our commitment to customer care.
  • Champion Partnerships: Oversee affiliate partnership report processing and payments, fostering strong relationships that drive success.
  • Track Success: Monitor daily and monthly loan funding numbers, providing real-time insights to keep our partners informed.
  • Forecast Funding Values: Project funding values daily and communicate these insights to our partners, empowering them to make informed decisions.
  • Ensure Excellence: Review operational reports for accuracy, always on the lookout for ways to enhance our processes and drive efficiency.
  • Collaborate for Success: Partner with stakeholders to implement their feedback on our reporting processes, ensuring alignment and satisfaction.
  • Lead Change: Work closely with managers and team members to implement changes that improve our operations and elevate our service.
  • Uphold Quality Standards: Establish and maintain high-quality standards, ensuring compliance with regulatory requirements and best practices.
  • Tackle Ad-Hoc Challenges: Embrace the excitement of the unknown by managing various ad-hoc servicing tasks that come your way.

WHAT YOU’LL BRING TO SPLASH:

  • A degree in business administration or a related field.
  • Familiarity with cash reconciliations.
  • Knowledge of servicing processes is a plus.
  • Strong Excel skills for data analysis.
  • Excellent verbal and written communication skills.
  • Experience with statistical and database software.
  • Strong analytical and problem-solving abilities.
  • Effective multitasking and time management skills.

SPLASHERS ENJOY:

  • Fully remote work freedom
  • Competitive salary packages
  • Flexible PTO + 9 company holidays
  • Equity: Share in our start-up success
  • Comprehensive and affordable insurance benefits
  • Paid parental leave for both caregivers
  • Essential equipment to get the job done
  • 401(k) for your future savings
  • Quarterly meet-ups: In person & virtual fun
  • Awesome Splash swag to flaunt your team spirit


Employment at Splash is based on individual merit. Opportunities are open to all, without regard to race, color, religion, sex, creed, age, handicap, national origin, ancestry, military status, veteran status, medical condition, marital status, sexual orientation, affectional preference, or other irrelevant factors. Splash is an equal opportunity employer.

The Company
Cleveland, OH
102 Employees
Hybrid Workplace
Year Founded: 2015

What We Do

We got tired of seeing our friends and family struggle under the crushing weight of debt. So in 2013, we did something about it.

We built a marketplace filled with banks and credit unions looking to help people refinance their student loans. We used that network to bring people great rates. And we did it all from a tiny office in Cleveland, OH.

In other words: we started Splash Financial.

Since then, we’ve become a national leader in student loan refinancing. We’ve opened over 100,000 accounts, and handled over $6 billion in refinancing requests. Plus, we’ve successfully launched personal loans, with the same commitment of service to our customers.

At the end of the day, we’re still that little company from Cleveland with a big dream: to make people more powerful than their debt.

Why Work With Us

Splash is remote-first, and proud of it. We spend our days focused on developing financial technologies that fundamentally change the way the industry lends. We’re friendly, folksy, and we’re good people who want to make a difference in the financial landscape, and we approach tackling challenges with creativity, passion and urgency.

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