Financial Operations Specialist

4 days ago


Rowland Heights, California, United States GREENVILLAGE INSURANCE SERVICES INC Full time
Job Description

We are seeking a highly skilled Financial Operations Specialist to join our team at Greenvillage Insurance Services Inc. in the United States. As an integral part of our accounting department, you will be responsible for creating an accounting system, compiling data, tracking payments, computing, reconciling, and generating monthly financial reports, as well as payment recoveries and analysis.

To succeed in this role, you must be organized and detail-oriented, with excellent analytical skills and the ability to prioritize tasks effectively.

Your key responsibilities will include:

  • Compiling and analyzing financial data to identify trends and areas for improvement;
  • Tracking and recording commission receivables, ensuring accuracy and timeliness;
  • Maintaining accurate records in accordance with company standards;
  • Performing other office tasks, such as client profile updates, as needed;

In exchange for your expertise, we offer a competitive salary range of $65,000 - $85,000 per year, depending on experience. If you have a passion for finance and a knack for numbers, we encourage you to apply.

Requirements

To be considered for this position, you must possess:

  • Previous experience in QuickBooks, finance, recovery, or other related fields;
  • Experience in payment tracking, recoveries, reporting, and analysis;
  • Knowledge of standard accounting procedures;
  • Ability to prioritize and multitask effectively;

Benefits

We offer a comprehensive benefits package, including health insurance, retirement planning, and paid time off.

About Us

Greenvillage Insurance Services Inc. is a reputable small local business specializing in Medicare and individual health insurance products and healthcare systems. We pride ourselves on delivering exceptional service to our clients and strive to build long-term relationships with them.



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