Settlement Operations Analyst
New
M
MudflapFintech / Logistics
We value in-person connection and have offices in both Palo Alto and Austin. While we prefer candidates located in these hubs for occasional meetings and team collaboration, we are open to remote team members who can travel periodically if needed.Full-TimeMiddle
Salary65,000 - 70,000 USD per year
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Job Details
- Experience
- 2+ years
- Required Skills
- Analytical SkillsMicrosoft ExcelGoogle SheetsZendesk
Requirements
- 2+ years of experience owning claims, cases, escalations, or operational issues from investigation through resolution.
- Strong analytical and investigative skills with the ability to determine root causes.
- Strong attention to detail and sound operational judgment.
- Experience working with spreadsheets, internal systems, and ticketing platforms.
- Intermediate experience with Excel or Google Sheets.
- Ability to prioritize competing work and manage multiple investigations simultaneously.
- Strong written and verbal communication skills.
- Comfortable working independently while collaborating with cross-functional teams.
- Demonstrated ownership mindset focusing on operational excellence.
- Experience with AI tools for productivity or analysis is a plus.
- Experience in payments, fintech, finance operations, or reconciliation is a plus.
Responsibilities
- Own settlement issues from investigation through resolution, ensuring transaction accuracy.
- Research and resolve payment discrepancies, adjustments, refunds, chargebacks, and account-level concerns.
- Investigate transaction and account data to identify root causes and validate information.
- Collaborate cross-functionally with Finance, Support, Account Management, Product, and Engineering.
- Identify recurring issues and improve settlement processes, documentation, and workflows.
- Communicate clearly with merchant partners and fleet users throughout the resolution process.
- Leverage AI tools and systems to improve efficiency and decision-making.
- Support reconciliation, reporting, and transaction reviews.
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