
Financial Operations Specialist
1 week ago
Financial Operations Specialist
Job Description:The Financial Operations Specialist will play a crucial role in ensuring the smooth functioning of our company's financial operations. The ideal candidate will have a strong background in finance, excellent analytical skills, and the ability to work independently.
Key Responsibilities:
- Analyze merchant statements to identify service needs and prepare customized pricing documents for the sales team.
- Develop and maintain partner logos to ensure consistency across all marketing materials.
- Track incoming statements and ensure timely turnaround to meet business objectives.
- Provide support for detailed weekly and monthly sales management reports, including analysis and account closure reasons.
- Conduct monthly audits to ensure merchant pricing aligns with proposals.
- Maintain updated versions of PDF files to ensure accuracy and compliance.
Requirements:
- Bachelor's Degree in Finance or a related field (preferred).
- 1-3 years of experience in an analytical role (preferred).
- Proficiency in Microsoft Outlook, Excel, and Power BI (desired).
- Experience with a CRM program is a plus.
- Core Competencies:
- Communication: Clear, concise, and effective communication skills.
- Analytical Thinking: Ability to solve problems using critical thinking and reasoning.
- Detail Orientation: High attention to detail for accuracy in tasks.
- Decision Making: Capable of making critical decisions while adhering to company procedures.
- Organizational Skills: Systematic approach to managing tasks and responsibilities.
- Integrity: Demonstrates honesty and credibility in the workplace.
- Accountability: Takes responsibility for actions and outcomes.
- Great Place to Work-Certified Company.
- Premium HMO benefits.
- Holistic employee experience.
- Permanent work-from-home arrangement.
- Rewards and incentives.
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