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Financial Operations Specialist
2 months ago
We are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at Converge HR Solutions. As a key member of our accounting team, you will play a vital role in supporting the financial management of our clients.
Key Responsibilities:- Process payment receipts and bank deposits in a timely and accurate manner.
- Assist with Accounts Payable by reviewing invoices and obtaining proper approvals before processing payments.
- Reconcile company Direct Bill commission statements to ensure accurate payments are received.
- Assist clients with direct bill payment questions.
- Process payments to insurance carriers through account current statements.
- Perform other duties as assigned by the Controller to support the accounting team and ensure timely completion of tasks.
- A minimum of two (2) years of bookkeeping and/or accounting assistant experience is preferred.
- Previous experience in accounts payable and accounts receivable is helpful.
- Highly organized and relentless attention to detail.
- Strong numeracy and analytical skills to accurately record financial transactions and reconcile accounts.
- Good problem-solving and time management skills to prioritize tasks and meet deadlines.
- Excellent communication skills, both written and verbal, to effectively communicate with team members and external stakeholders.
- Ability to thrive in a fast-paced environment with changing market conditions and business priorities.
- Demonstrated proficiency in Microsoft applications, including Word, Outlook, and Excel.
Our client is a leader in the nonprofit, commercial property, and casualty marketplace and is a growing company looking to continue our expansion. We believe in approaching our clients and employees with humility and prioritizing the other party's interests. This philosophy guides us in taking our talents, time, and industry know-how to provide the best overall results for our clients.
We are committed to providing equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
