Financial Operations Specialist
7 days ago
The Financial Operations Specialist role involves handling financial tasks for a portfolio of small business clients in the US.
This position entails performing routine accounting procedures such as bank, credit card, and payroll account reconciliations, accounts receivable (A/R), accounts payable (A/P), and other accounting-related functions as requested by clients.
Key responsibilities include communicating open items or anomalies to Staff Accountants and following up to ensure items are fully resolved.
The Financial Operations Specialist will examine bank transactions and flag unknown transactions to the accountant or accounting lead. They will also prepare journal entries and ensure proper documentation of reconciliation items in work papers.
Requirements- A Bachelor's degree in a relevant field is preferred.
- Experience in bookkeeping, reconciliation, and Microsoft Excel is necessary.
- The ideal candidate should possess technical savvy and high attention to detail.
- They must be able to manage multiple priorities while maintaining quality and customer service standards.
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