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Financial Operations Specialist

2 months ago

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

We are looking for a skilled Financial Operations Specialist to play a crucial role in our organization. This position involves developing a comprehensive financial tracking system, gathering relevant data, monitoring payments, performing reconciliations, and producing monthly financial statements, along with conducting payment recoveries and analyses.

The ideal candidate will be highly organized and detail-oriented.

Key Responsibilities:

  • Gather and interpret financial data
  • Monitor and document commission receivables
  • Maintain precise records in line with company protocols
  • Execute various administrative tasks, including updating client profiles

Required Qualifications:

  • Prior experience with QuickBooks, finance, recovery, or similar fields
  • Expertise in payment monitoring, recoveries, reporting, and analysis
  • Familiarity with standard accounting practices
  • Capability to prioritize tasks and manage multiple responsibilities
Company Overview

Greenvillage Insurance Services is a well-established local enterprise specializing in Medicare and individual health insurance products, as well as healthcare systems.