Financial Operations Specialist

3 weeks ago


San Jose, United States Zenex Partners Full time
Job DescriptionJob Description

Financial Operations Specialist

Location:- San Jose, CA

Duration:- 6 Months

Pay rate:- $35 - $50/hr W2.

Responsibilities of Financial Operations Specialist

  • Provide direct accounting and operation support such as expense tracking, accounting system administration, invoice processing, vendor registration, vendor management, month-end processing, reconciliation, contract execution, and budget management.
  • Provide financial operations support in tracking annual capital & expense spending including annual budgeting.
  • Provide financial analysis support in reviewing business operations and spending data with a solid understanding of income statement analysis.
  • Create and maintain key financial templates including reports for ad-hoc assignments for team support.
  • Provide support in business operations and projects financial review including financial statement and comparison analysis.
  • Participate in the development of programs, systems, and projects to increase the efficiency of processes and operations.
  • Provide internal process support in submissions related to invoice payments, creation of budget requests, purchase requests & purchase orders, PUMIs, and all other financial functions
  • Manage projects and programs as assigned.
  • Communicate and work across teams for collaboration with Finance & Operations groups i.e. Purchasing, Accounting, Legal, Tax, Engineering, and HR.

Requirements for Financial Operations Specialist

  • Bachelor's degree.
  • At least two years relevant experience or at least five years professional experience.
  • Familiarity with financial operations, facilities, and office services functions, with direct experience in a facilities department preferred Preferred Qualifications.
  • Proficient with computer software programs including Microsoft Excel, PowerPoint, Word, and Outlook.
  • Need to be a strong Excel user, (Vlookup, Pivots).
  • Previous exp with SAP, Oracle Database preferred, looking for one with advanced data analysis and Tableau experience.
  • Looking for strong verbal and written communication skills with a finance/accounting background.



  • San Jose, United States LeadStack Inc. Full time

    Description:Title: Accounting/Financial Operations Specialist, Corporate Real Estate, General Affairs Reports to: Manager, Corporate Real Estate, General Affairs Description of role: Overall support of financial, reporting, system administration, and operations of the General Affairs (GA) group. Principle Functions: • Provide direct accounting and...


  • San Jose, United States LeadStack Inc. Full time

    Description: Title: Accounting/Financial Operations Specialist, Corporate Real Estate, General Affairs Reports to: Manager, Corporate Real Estate, General Affairs Description of role: Overall support of financial, reporting, system administration, and operations of the General Affairs (GA) group. Principle Functions: • Provide direct accounting and...


  • San Jose, United States Zenex Partners Full time

    Description Accounting/Financial Operations Specialist San Jose, CA (Onsite) Description of role: Overall support of financial, reporting, system administration, and operations of the General Affairs (GA) group. Principle Functions: Provide direct accounting and operation support such as expense tracking, accounting system administration, invoice processing,...


  • San Jose, United States Zenex Partners Full time

    DescriptionAccounting/Financial Operations SpecialistSan Jose, CA (Onsite) Description of role: Overall support of financial, reporting, system administration, and operations of the General Affairs (GA) group. Principle Functions: Provide direct accounting and operation support such as expense tracking, accounting system administration, invoice processing,...


  • San Jose, United States Zenex Partners Full time

    DescriptionAccounting/Financial Operations SpecialistSan Jose, CA (Onsite) Description of role: Overall support of financial, reporting, system administration, and operations of the General Affairs (GA) group. Principle Functions: Provide direct accounting and operation support such as expense tracking, accounting system administration, invoice processing,...


  • San Jose, United States Zenex Partners Full time

    Description Accounting/Financial Operations Specialist San Jose, CA (Onsite) Description of role: Overall support of financial, reporting, system administration, and operations of the General Affairs (GA) group. Principle Functions: Provide direct accounting and operation support such as expense tracking, accounting system administration, invoice...


  • San Jose, United States Zenex Partners Full time

    DescriptionAccounting/Financial Operations SpecialistSan Jose, CA (Onsite) Description of role: Overall support of financial, reporting, system administration, and operations of the General Affairs (GA) group. Principle Functions: Provide direct accounting and operation support such as expense tracking, accounting system administration, invoice processing,...


  • San Jose, United States San Jose State University Full time

    Reporting to the Senior Director of University Housing performs duties under the general supervision and takes work lead direction from the Assistant Director for Residential Accounts and Financial Services. This incumbent works independently to achi Operations Coordinator, Financial, Operations, Business Operations, Coordinator, Billing, Manufacturing


  • San Jose, United States Norland Group Full time

    This position requires - Clear Background, Drug Test, and Education Check. Must be authorized to work in the US for any employer without Sponsorship. (Principal Only! No Corp to Corp ) --------------------------------------------------------------------------------------------------------------------- Position Title: 371550-Financial Operations Specialist...


  • San Jose, United States The Norland Group Full time

    Job Description Job Description Description of role: Overall support of financial, reporting, system administration, and operations. Responsibilities: Provide direct accounting and operation support such as expense tracking, accounting system administration, invoice processing, vendor registration, vendor management, month-end processing, reconciliation,...

  • Retirement Specialist

    21 hours ago


    San Jose, United States Raymond James Financial Services Full time

    Under limited supervision uses specialized knowledge and skill obtained through experience, specialized training or certification to serve as a resource for administration of a select group of qualified retirement and health reimbursement plans, whic Retirement, Specialist, Payment Processing, Customer Service, Microsoft, Financial Planning, Healthcare


  • San Jose, United States The Norland Group Full time

    Job DescriptionJob DescriptionDescription of role: Overall support of financial, reporting, system administration, and operations.Responsibilities:Provide direct accounting and operation support such as expense tracking, accounting system administration, invoice processing, vendor registration, vendor management, month-end processing, reconciliation,...


  • San Diego, United States Independent Financial Group Full time

    Job DescriptionJob DescriptionSalary: OverviewIndependent Financial Group, LLC (IFG) is a privately held independent broker-dealer based in San Diego, California. Founded in 2003, IFG provides an array of business solutions supporting more than 656 independent financial professionals across 409 offices nationwide. IFG was named among the “Fastest Growing...


  • San Diego, United States Independent Financial Group , LLC Full time

    Job Description Job Description Salary: Overview Independent Financial Group, LLC (IFG) is a privately held independent broker-dealer based in San Diego, California. Founded in 2003, IFG provides an array of business solutions supporting more than 656 independent financial professionals across 409 offices nationwide. IFG was named among the “Fastest...


  • San Diego, United States Independent Financial Group , LLC Full time

    Overview Independent Financial Group, LLC (IFG) is a privately held independent broker-dealer based in San Diego, California. Founded in 2003, IFG provides an array of business solutions supporting more than 656 independent financial professionals across 409 offices nationwide. IFG was named among the “Fastest Growing Private Companies in the US” by Inc....


  • San Diego, United States Cetera Financial Group Full time

    Job Description Cetera Financial Group is currently seeking a marketing operations specialist who is meticulous, organized and unafraid to take on new challenges. This individual will be supporting the Senior Manager of Marketing Operations and needs to possess a strong aptitude for marketing spend management, ecommerce tech platforms, a solid understanding...


  • San Diego, United States Axos Financial, Inc. Full time

    TEMPORARY 6 MONTH POSITION As the Marketing Specialist, Operations, you will coordinate and support the marking team's day-to-day campaign development, vendor management, invoicing, reporting and other relevant operational duties as assigned. This ro Marketing Specialist, Operations, Marketing, Specialist, Operation, Project Management, Business Services


  • San Diego, United States Axos Financial, Inc. Full time

    Work as part of a team to support in reaching sales goals as well as servicing existing customers in the dynamic and fast-paces Small Business Banking department. Collect and review new account applications and documentation required to determine if Operations Specialist, Relationship Manager, Operations, Specialist, Manufacturing, Business

  • Financial Analyst

    4 days ago


    San Jose, United States Ohm Systems Full time

    Job Description Job Description Scope of Work The requested financial analyst contractor personnel will work with the AUSAs and staff of the San Jose branch office, and other NDCA Criminal AUSAs and staff to support complex investigations and financial analysis relating to pandemic-related health care fraud. The analyst will review and summarize voluminous...

  • Financial Analyst

    1 week ago


    San Jose, United States Ohm Systems, Inc Remote Work Freelance Full time $45 - $46

    Scope of WorkThe requested financial analyst contractor personnel will work with the AUSAs and staff of the San Jose branch office, and other NDCA Criminal AUSAs and staff to support complex investigations and financial analysis relating to pandemic-related health care fraud.  The analyst will review and summarize voluminous data from government databases...