Job Overview
Location
Remote-USA
Job Type
Full-time
Category
Finance
Date Posted
July 9, 2026
Full Job Description
đź“‹ Description
- • Lead financial performance management for the Contact Center Services & Solutions (CCS&S) business unit, with accountability for forecasting, performance analysis, and execution against financial plans.
- • Own and execute forecasting, planning support, and in-period performance analysis, translating operational drivers into actionable insights and recommended actions.
- • Monitor business performance against financial targets, proactively identifying risks and opportunities and driving corrective actions in partnership with leadership.
- • Develop and maintain cost-to-serve models and financial frameworks that inform pricing, operational decisions, and long-term planning.
- • Analyze financial and operational trends to provide clear, data-driven recommendations that improve profitability and operational efficiency.
- • Partner cross-functionally with Operations, Finance, Pricing, and Sales to align financial targets with operational execution and client commitments.
- • Provide financial evaluation and decision support for business cases, investments, and new initiatives, including revenue projections, cost impacts, and return analysis.
- • Drive continuous improvement in financial reporting, forecasting, and performance management processes to enhance visibility, accuracy, and speed of decision-making.
- • Serve as a key financial advisor to Contact Center leadership, influencing decisions through insights and business expertise.
- • Perform all other duties as assigned.
🎯 Requirements
- • Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field required.
- • Advanced degree (MBA or similar) preferred.
- • 6+ years of experience in financial planning, forecasting, financial analysis, or business performance management.
- • Experience supporting or driving financial performance within a complex, service-based or contact center environment preferred.
- • Demonstrated experience in cost modeling, pricing analysis, or profitability optimization.
- • Experience partnering cross-functionally with Finance, Operations, and business leadership to influence decision-making.
🏖️ Benefits
- • Competitive wages.
- • Medical with telemedicine.
- • Dental and Vision.
- • Basic and Optional Life Insurance.
- • Paid Time Off (PTO).
- • Maternity, Parental, Family Care.
- • Community Volunteer Time Off.
- • 12 Paid Holidays.
- • Company Paid Disability Insurance.
- • 401k (with employer match).
- • Health Savings Accounts (HSA) with company provided contributions.
- • Flexible Spending Accounts (FSA).
- • Supplemental Insurance.
- • Mental Health and Well-being: Employee Assistance Program (EAP).
- • Tuition Reimbursement.
- • Wellness program.
Skills & Technologies
See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.
About CO-OP Financial Services
CO-OP Financial Services, operating as Velera, is a financial technology cooperative serving credit unions across the United States. It provides payment processing, digital banking platforms, ATM and shared-branch networks, fraud management and data analytics tools. The organization enables credit unions to offer members secure, modern banking experiences comparable to large banks while maintaining cooperative ownership and governance. Services include credit, debit and prepaid card processing, online and mobile banking solutions, real-time payments and contactless technologies. Founded in 1981, the company rebranded its technology arm to Velera in 2023 to emphasize innovation and growth in the fintech sector.
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