
Finance Operations Specialist
2 days ago
This position involves a comprehensive analysis of merchant statements, development of customized pricing documents, and the maintenance of accurate reference documentation to ensure seamless access to up-to-date information.
Detailed Responsibilities:- Analyze merchant statements to identify service needs and prepare Schedule A documents for sales teams.
- Develop and maintain partner logos to enhance brand visibility.
- Track incoming statements and facilitate timely turnaround.
- Support detailed weekly and monthly sales management reports with thorough analysis and account closure reasons.
- Conduct regular audits to verify merchant pricing alignment with proposals.
- Maintain updated versions of PDF files.
- Provide ad hoc reporting as necessary.
- Education: Bachelor's Degree (desired).
- Experience: 1-3 years in an analytical role (preferred).
- Technical Skills:
- Proficiency in Microsoft Outlook, Excel, and Power BI (preferred).
- Experience with CRM programs.
- Core Competencies:
- Communication (Oral and Written): Effective communication skills.
- Analytical Thinking: Critical thinking and reasoning abilities.
- Detail Orientation: High attention to detail for accuracy in tasks.
- Decision Making: Ability to make informed 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.
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