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Financial Operations Specialist

3 months ago

Sacramento, California, United States Benefit & Risk Management Services, Inc. Full time
Job Overview

Position Summary: The Financial Operations Specialist plays a crucial role in managing and overseeing the financial transactions and bookkeeping practices within the organization. This position involves assessing and enhancing financial procedures and documentation, as well as executing tasks related to invoicing, premium allocation, and account reconciliation.

Key Responsibilities:

  • Maintain comprehensive and detailed spreadsheets for financial tracking.
  • Process invoices, statements, and bills for client accounts as designated.
  • Issue payments to vendors along with the necessary documentation.
  • Reconcile and enter payment information from carriers.
  • Oversee the general ledger accounting system.
  • Investigate and resolve discrepancies in customer/group accounts promptly and professionally.
  • Document and uphold all procedures and processes for assigned groups.
  • Provide weekly updates on the status of ongoing projects to supervisors.
  • Collaborate with various departments to ensure efficient workflows and communication.
  • Complete bank reconciliations accurately and on time.
  • Manage the monthly closing and reconciliation of accounts, preparing financial statements and reports.
  • Research and implement best practices for accounting procedures and operations, ensuring high standards are maintained.
  • Assist in monthly carrier reconciliations and the preparation of annual reports/forms.
  • Review and audit monthly billing reports for accuracy, including employer contributions and hours.
  • Conduct financial audits as required.
  • Support the preparation for Board Meetings.
  • Prepare complex employer contributions and banking tasks.

Additional Duties: Perform other responsibilities as assigned by management.

Required Skills and Qualifications:

  • Meticulous attention to detail.
  • Understanding of billing processes.
  • Proficient in Microsoft Word, Excel (testing required), and Outlook; QuickBooks knowledge is a plus.
  • Strong verbal and written communication abilities.
  • Exceptional mathematical, analytical, and problem-solving skills.
  • Ability to follow instructions and work independently while interacting effectively with all levels of management.
  • Familiarity with the Union, Trust, Pension, and Benefits Industry is preferred.
  • Commitment to maintaining confidentiality.
  • Capability to prioritize tasks and manage multiple responsibilities.
  • Professional demeanor and respect for colleagues at all times.

Supervisory Role: This position does not include supervisory responsibilities.

Education and Experience: An Associate's degree or equivalent from a two-year college or technical school; or 2 to 4 years of relevant experience in a dynamic accounting environment; or a combination of education and experience.

Language Proficiency: Ability to read, write, and speak effectively in English, with the capacity to interpret various documents and communicate effectively with customers and employees.

Mathematical Proficiency: Ability to perform calculations involving discounts, interest, and commissions.

Reasoning Skills: Ability to apply common sense to follow instructions and solve problems involving multiple variables.

Certificates and Licenses: Valid class C driver's license with no adverse driving record.

Physical Requirements: The role requires prolonged periods of sitting, frequent reaching, and occasional lifting of up to 10 pounds. Vision requirements include close, distance, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment: The work environment is typically moderate in noise level.