
Financial Operations Specialist
22 hours ago
We are seeking a highly skilled and experienced Financial Operations Specialist to join our team. As a key member of the finance department, you will play a crucial role in maintaining accurate financial records, preparing financial reports, and ensuring timely completion of financial reporting deadlines.
- Responsibilities:
- Maintain accurate and up-to-date financial records, including general ledger accounts, balance sheets, and other relevant financial data.
- Prepare periodic financial reports, including cash flows, actuals, and forecasts, for management review and decision-making.
- Lead the preparation of investor reporting, ensuring that all necessary information is included and presented in a clear and concise manner.
- Reconcile discrepancies in financial records, investigate accounting irregularities, and take corrective action as needed.
- Key Skills and Qualifications:
- Proficient in Excel, QuickBooks, and Sage Inacct, with strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams.
- A Bachelor's degree in Accounting or Finance, with at least 3 years of experience in a similar role.
- Additional Duties:
- Process payments, calculate reimbursements, and process distributions, ensuring accuracy and timeliness.
- Gather requirements from investments, including insurance, K1s, and financials, to ensure compliance with regulatory requirements.
Why Join Our Team?
We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply for this exciting opportunity.
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