Financial Operations Specialist
2 weeks ago
Key Responsibilities:
- Create and manage recurring reports across departments/projects
- Track and report financial portfolio (bonds) and business expenses
- Maintain multiple spreadsheets, trackers, and performance documents
- Organize and structure operational data in a digestible format
- Track disbursements, vendor payments, and summary sheets
- Support Director with time-sensitive reports, internal coordination, and documentation
- Assist in basic financial summaries and reporting
Requirements:
- Minimum 5 years of experience in reporting, MIS, or coordination roles
- Bachelor's degree in Finance or related field
- Strong Excel skills (Pivot Tables, VLOOKUP, formulas, multi-sheet management)
- Experience working directly with leadership or in small teams is a plus
- Comfortable handling data across domains
- Excellent communication and documentation skills
- Self-motivated and reliable, with ability to meet deadlines without supervision
Role Overview:
This role involves managing reporting, documentation, and internal coordination across multiple verticals. The ideal candidate will be responsible for creating and managing recurring reports, tracking financial portfolio and business expenses, maintaining multiple spreadsheets, and organizing operational data.
The successful candidate will have excellent communication and documentation skills, with the ability to work independently and meet deadlines without supervision. A strong background in finance, preferably with a bachelor's degree, is essential for this role.
Additionally, the ideal candidate should have experience working directly with leadership or in small teams, with strong Excel skills and the ability to handle data across domains.
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