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Financial Operations Associate

2 months ago


Chicago, Illinois, United States Veterans Sourcing Group LLC Full time

Job Title: Financial Operations Associate

Location: Remote

Type: Initial training period onsite, followed by full remote work

Duration: 12 Months

Key Responsibilities:

  • Authorize or release electronic fund transfers within banking platforms and treasury management systems.
  • Document daily banking transactions and maintain reconciliation spreadsheets.
  • Conduct daily reconciliations for various managed fund accounts.
  • Collaborate with internal teams to ensure smooth operations.
  • Engage with banking partners as necessary to support effective cash management and payment processes.
  • Utilize and maintain the treasury management system.

Essential Qualifications:

  • Bachelor's degree in finance, accounting, economics, or a related discipline.
  • 1-3 years of relevant experience, particularly in private credit, is preferred.
  • Strong quantitative, analytical, and problem-solving abilities.
  • Ability to manage multiple tasks in a dynamic environment and prioritize effectively.
  • Excellent written and verbal communication skills.
  • Demonstrated strong work ethic and meticulous attention to detail.
  • Proficient in Microsoft Office 360 (Excel, Outlook, PowerPoint, etc.).
  • Familiarity with SharePoint is advantageous.
  • Availability to work during standard business hours.