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Financial Operations Specialist

2 months ago

Painted Post, New York, United States Compunnel Inc. Full time

Key Responsibilities:

As a Financial Operations Specialist, you will engage with our business partners and clients, including Customer Service and Commercial teams, to meet expectations effectively.


Core Duties Include:

  • Facilitating communication and resolving issues with clients at various organizational levels.
  • Swiftly addressing any arising issues, summarizing facts, and providing recommendations for the timely resolution of critical matters.
  • Managing collections and resolving outstanding invoices efficiently.
  • Ensuring compliance with established policies and procedures while adhering to defined processes in your work responsibilities.
  • Familiarity with banking processes, including researching and reconciling statements and accounts.
  • Monitoring automated systems to ensure operational efficiency.
  • Meeting work targets and schedules consistently.
  • Participating in continuous improvement initiatives to enhance processes, identifying, implementing, and executing changes to standard operating procedures.
  • Ensuring all necessary Standard Operating Procedures (SOPs) are complete, accurate, and updated as required.
  • Evaluating, recommending, and implementing necessary process changes to maintain reconciled accounts and improve controls.
  • Contributing to team projects and prioritizing ongoing tasks, project work, and other initiatives.
  • Assisting the Manager and Supervisor with reconciliation and reporting as needed.

Required Skills:

  • Strong problem-solving and analytical skills with exceptional follow-through.
  • Ability to manage oneself and the team in a fast-paced environment.
  • Proficient in interfacing at all organizational levels, instilling confidence and trust.
  • Highly skilled in Microsoft Office applications, including Word, Excel, PowerPoint, Visio, and/or Project.
  • Attention to detail and adherence to standard operating procedures (SOP).
  • Ability to prioritize work effectively to meet deliverables and timelines.
  • Knowledge of SOX compliance.

Desired Skills:

  • Excellent written and verbal communication skills.
  • Experience in banking, invoicing, and credit card processes.
  • Understanding of Credit Management and Collections.
  • Ability to collaborate across various levels within the organization.
  • Proactive approach in dealing with clients.
  • Ability to perform under pressure in a dynamic, diverse environment.
  • Self-starter with a focus on detail and accuracy.
  • Organized and process-oriented.

Soft Skills:

  • Strong teamwork abilities and work ethic; effective as a contributing team member.
  • Capability to deliver effective presentations to small groups.
  • Cross-cultural sensitivity and open-mindedness.
  • Highly collaborative nature.

Required Education:

  • Associate degree required.
  • Bachelor's degree preferred.