Accounting Operations Expert Leader

3 days ago


Phoenix, Arizona, United States First Citizens Bank Full time
Job Summary

This senior role requires a strong professional to lead financial analysis and operations support, ensuring timely and accurate processing of daily tasks. As a point of escalation for internal business partners and clients, the successful candidate will possess expertise in account analysis and billing cycle activities.

Key Responsibilities
  • Perform various tasks related to the monthly account analysis billing cycle, including billing file processing, ECR updates, and account analysis statement generation.
  • Process fee reversal requests and maintain account family structures through RMS requests.
  • Receive and process returned mail, perform moderate to complex research, and provide knowledge in area of work.
  • Represent the team in projects, develop business requirements, and implement process improvements.
Requirements
  • Bachelor's Degree and 2 years of experience in Financial Services and Operations Support OR High School Diploma or GED and 6 years of experience in Financial Services and Operations Support.
  • Knowledge of account analysis or similar fee billing, including fee structure, billing file layout, and reporting of revenue/volumes.
  • Strong organizational and time management skills, with excellent verbal, written, and interpersonal communication skills.
  • Ability to work independently and as part of a team, with intermediate to advanced Microsoft Office skills.
Benefits

First Citizens Bank offers a comprehensive benefits program to its associates, designed to meet their needs at various stages of life. The package includes customized offerings, including those supporting families, health, and wellness.

Salary Range

$65,000 - $90,000 per annum, based on experience and qualifications.



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