
Finance Operations Specialist
2 weeks ago
The role of a Finance Administrator involves examining merchant statements, preparing customized pricing documents, and maintaining accurate reference materials to ensure up-to-date information.
- Examine merchant statements to identify service needs and prepare Schedule A documents for the sales team.
- Develop and maintain partner logos.
- Track incoming statements and ensure timely delivery.
- Support detailed weekly and monthly sales management reports, including analysis and account closure reasons.
- Conduct regular audits to ensure merchant pricing aligns with proposals.
- Maintain updated versions of PDF files.
- Perform ad hoc reporting as needed.
- Education: Bachelor's Degree (preferred).
- Experience: 1-3 years in an analytical role (preferred).
- Technical Skills:
- Proficiency in Microsoft Outlook, Excel, and Power BI (preferred).
- Experience with a CRM program.
- Core Competencies:
- Communication (Oral and Written): 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.
This position requires strong analytical and organizational skills, as well as excellent communication and problem-solving abilities. The successful candidate will be responsible for ensuring accurate and timely completion of tasks, maintaining high levels of integrity and accountability, and providing support to the sales team through detailed reporting and analysis.
Key Qualifications- Bachelor's degree in a relevant field.
- Minimum 1-3 years of experience in an analytical role.
- Strong technical skills, particularly in Microsoft Office and CRM software.
- Excellent communication and interpersonal skills.
- Able to work independently and as part of a team.
- High level of integrity and accountability.
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