Financial Operations Specialist

LUCA LLC Financial Operations Specialist Birmingham, AL
· Full time Apply for Financial Operations Specialist

We are seeking a go-getter Financial Operations Specialist to join our team! If you are a detail-oriented, client-focused, and passionate about making a real impact, we'd love to have you on board! Open to work from home / hybrid schedule a portion of the week.

At LUCA, we are seeking to redefine the way small- and medium-sized businesses connect with accountants and financial experts. Our clients trust us as their accounting and finance partners. In exchange, we work diligently to bring visibility, scale, and strategic advice to their businesses.

The Financial Operations Specialist serves as the technical foundation of client financial operations, ensuring accurate transaction processing, reconciliations, and financial data management. This role combines detailed technical execution with client communication skills to deliver reliable, timely financial services that enable informed business decisions and support client growth.

Client Pod

Should you excel in this role, the big win is to become a trusted financial operations expert who transforms raw financial data into accurate, organized information that supports both client success and team efficiency. You'll master the technical aspects of bookkeeping while developing the communication skills needed to explain your work's impact to clients and team members. By consistently delivering error-free, timely work with clear documentation, you'll create a foundation of trust that allows clients to focus on growing their businesses while positioning yourself for advancement within LUCA.

• Code and categorize daily, weekly, and monthly transactions with accuracy and consistency
• Prepare and review uncategorized transaction lists, applying critical thinking to proper classification
• Maintain clean chart of accounts naming and numbering conventions
• Ensure all transactions are processed within established time frames
• Identify and resolve discrepancies or unusual transactions proactively
• Document transaction coding decisions for consistency and future reference
• Complete accurate monthly bank, credit card, and balance sheet reconciliations
• Reconcile loans, clearing accounts, and other balance sheet items consistently
• Maintain supporting documentation for all reconciliation activities
• Follow established control procedures and suggest improvements where appropriate
• Ensure month-end close deadlines are met with accuracy and completeness

• Communicate clearly with energy and enthusiasm, focusing on work impact rather than just tasks
• Build rapport with clients through professional, helpful interactions
• Send proactive weekly updates to high-touch, white glove, or new clients when appropriate
• Coordinate with clients on information requests and missing documentation
• Provide clear explanations of financial processes and findings to clients
• Maintain professional relationships that support long-term client satisfaction

• Document all processes, sign-offs, and steps in Karbon, monthly work papers, and control documents
• Identify opportunities for process improvements and efficiency gains
• Stay current with firm procedures and help develop additional procedures as needed
• Challenge existing processes and suggest better approaches when appropriate
• Maintain working knowledge of relevant software platforms (QBO, Xero, Bill, Melio, Dext, Gusto, etc.)
• Share knowledge with team members and learn from others' expertise
• Be willing to explore new solutions to problem solve, pursue new knowledge to become an effective user of relevant software platforms

• Client work processing: 80% of time
• Documentation and process improvement: 10% of time
• Team collaboration and communication: 10% of time
• Transaction accuracy: 98%+ accuracy rate
• Reconciliation timeliness: 100% completion within established deadlines
• Client response time:
  Within 24 hours for routine inquiries
• Monthly close…