Financial Operations Specialist
20 hours ago
BCforward is seeking a highly motivated Financial Operations Specialist to join our team. As a key member of our operations team, you will be responsible for performing a variety of financial operations duties, including research, reconciliation, and documentation.
Key Responsibilities- Perform financial operations duties, including research, reconciliation, and documentation
- Research and resolve operational and/or accounting exceptions
- Interface with internal personnel to resolve issues and ensure efficient service to customers
- Ensure the accuracy of account statements and information
- Verify account entries, ensure total balance, and prepare to correct adjustments as needed
- Manage and reconcile all output processing (statements, books and record letters, client letters, trade confirms, etc.)
- Create and send verification letters for clients
- Research client inquiries as they pertain to output, and documents and escalate/resolve them with the vendor
- Bachelor's degree, or equivalent work experience
- Four or more years of related experience
- Thorough knowledge of policies, plans, procedures, products, and regulatory requirements for assigned business units
- Strong analytical and forecasting skills
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Ability to work as part of a project team
- Effective verbal and written presentation and communication skills
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
BCforward offers a comprehensive benefits package, including major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.
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Financial Operations Specialist
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