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2 days ago
The role of a Financial Operations Specialist is to ensure the accuracy and efficiency of financial transactions. This involves processing manual adjustments, recovering negative balances, investigating anomalies, and collaborating with various teams.
Key Responsibilities:- Transaction Processing: Accurately process and post manual adjustments across multiple financial transactions.
- Negative Balance Resolution: Assist in resolving negative balances by working with recovery agents.
- Anomaly Resolution: Investigate and resolve unreconciled entries with support from relevant teams.
- Cross-Functional Collaboration: Collaborate with different teams such as Settlements and Customer Experience.
- Risk Mitigation: Escalate high-risk issues and recommend mitigation plans to leadership.
- Process Documentation: Maintain accurate records, memos, SLAs, and processing manuals for all given tasks.
- Process Optimization: Recommend and implement improvements to enhance efficiency and control.
- Experience: 0–2 years in processing, settlements, or reconciliation in fintech or banking.
- Attention to Detail: Precision is required; accuracy is non-negotiable.
- Problem Solving: Identify gaps, ask questions, and fix root causes.
- Teamwork: Open collaboration and clear communication are essential.
- Accountability: Take full responsibility for tasks and follow through.
- Analytical Mindset: Curiosity about processes and how they can be improved is beneficial.
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