Financial Operations Representative

• Work closely with reconciliation teams to research and resolve breaks identified during daily bank and transaction reconciliations
• Partner with cross-functional teams to investigate discrepancies and resolve issues
• Ensure accurate and timely processing
• Manage a queue of reconciliation exceptions identified during daily reconciliations
• Communicate resolution details to reconciliation teams once items are resolved
• Serve as an escalation point for more complex reconciliation issues
• Provide guidance to support timely resolution
• Prioritize workflow to ensure processing standards and client expectations are met
• Identify, develop, and implement process improvements to enhance operational efficiency
• Conduct root cause/trend analysis and work with internal teams to minimize open items
• Create and maintain process documentation and procedures
• Train and guide associates within the team by sharing job knowledge and best practices

• High school or equivalent required and Bachelor’s degree or equivalent experience preferred
• Must have 2+ years experience financial operations, banking, reconciliation, or a related financial services environment
• Experience researching and resolving reconciliation discrepancies, exceptions, or operational issues
• Excellent attention to detail with the ability to manage multiple priorities and meet deadlines
• Strong problem-solving skills with the ability to investigate issues and follow through to resolution
• Effective communication and collaboration skills with the ability to work effectively with internal teams
• Proven ability to document processes and procedures clearly
• Proficiency with Microsoft Office Suite, particularly Excel

Demonstrates expertise in financial operations and reconciliation processes, with a strong focus on problem-solving, process improvement, and effective communication. Proven ability to manage multiple priorities while ensuring accuracy and compliance in financial documentation.

• Financial Operations Experience
• Reconciliation Discrepancy Resolution
• Process Improvement Implementation
• Microsoft Excel Proficiency
• Effective Communication Skills

• Reconciliation
• Root Cause Analysis
• Trend Analysis
• Process Documentation
• Operational Issue Resolution

• Attention to Detail
• Problem-Solving
• Collaboration
• Training and Guidance

• Financial Services
• Banking
• Operational Efficiency

• Microsoft Office Suite