Finance Operations Specialist: Reconciliations & Insights

• Coordinates with internal and external stakeholders to obtain necessary financial information, validate information, and support efficient workflows. Identifies process issues, exceptions, and inefficiencies; resolves or escalates to management for review. *(Levels 1 and
2)
* • Ensures accurate data capture and efficient output across financial operations and ensures compliance with policy terms and financial controls. *(Level
2)
* • Produces, validates, and maintains recurring reports used to monitor performance and compliance. Analyzes data to identify trends, risks, exceptions, and opportunities for improvement. *(Level
2)
* • Prepares routine monthly, quarterly, and annual account reconciliations. Assists with journal entries, adjustments, and other accounting activities as assigned. Supports period-end and other financial close activities. *(Level
2)
* • Responds to basic internal and external inquiries regarding financial data, transactions, or processes. Provides supporting documentation and analysis for audits, management reviews, and regulatory or compliance requests. *(Level
2)
* • Provides high-quality service to internal and external stakeholders, responding to inquiries via email or telephone per company guidelines.* (Level
2)
* • Acts as a point of escalation for complex service issues and supports resolution across departments.

• Develops understanding of finance related tasks, accounting concepts, an insurance workflows, including cash application, payroll reporting, premium audit, and risk evaluation. *(Levels 1 and
2)
* • Develops understanding of underwriting workflows necessary to better support broader range of financial operations. *(Level
2)
* • Performs other related duties or special projects as assigned by Company leadership or as situation dictates.

Requirements

• EDUCATION:
  
  Minimum of Associate’s degree from two-year college or technical school in Accounting or related discipline required. Bachelor’s degree in Accounting, Business Administration or related discipline preferred. *(Levels 1 and
  2)*
• EXPERIENCE:
  
  Minimum of 2 years of relatable experience required. *(Level 2 only)*
• COMPUTER
  
  SKILLS:
  
  To perform this job successfully, an individual should be proficient in the Microsoft Office suite of applications and be able to master applicable databases, systems and vendor software programs. *(Levels 1 and
  2)*
• MATH AND REASONING ABILITY:
  Ability to solve practical problems and deal with a variety of variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Ability to apply concepts such as addition, subtraction, multiplication, division, fractions, percentages, ratios, and proportions to practical situations. *(Levels 1 and
  2)*
• CRITICAL THINKING:
  Ability to think critically and adapt quickly in a flexible and dynamic environment. Proactive and inquisitive approach to work. Ability to derive appropriate conclusions from disparate data points from various sources and apply effectively. *(Levels 1 and
  2)*
• LANGUAGE ABILITY:
  Ability to read, analyze, and interpret financial statements, general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports and professional business correspondence. Ability to effectively present information and respond to questions from clients or internal partners within the organization. *(Levels 1 and
  2)*
• TECHNICAL
  
  SKILLS:
• - * Level 1*:
  Ability to develop basic understanding of finance related tasks, accounting concepts, and insurance workflows, including cash application, payroll reporting, premium audit, and risk evaluation.
• - * Level 2*:
  Solid understanding of finance related tasks, accounting concepts, and insurance workflows, including cash application, payroll reporting, premium audit, and risk evaluation. Ability to develop basic understanding of underwriting workflows necessary to better support broader range of financial operations.

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Hard Skills

• accounting
• financial reporting
• data analysis
• account reconciliations
• journal entries
• financial controls
• compliance
• math skills
• critical thinking
• underwriting workflows

Soft Skills

• problem-solving
• communication
• customer service
• adaptability
• inquisitive approach
• attention to detail
• collaboration
• flexibility
• analytical thinking
• time management

Certifications & Qualifications

• Associate’s degree in Accounting
• Bachelor’s degree in Accounting
• Bachelor’s degree in Business Administration