Financial Operations Specialist

Job Opportunity

We are seeking a highly skilled Finance Professional to join our team.

The ideal candidate will be responsible for managing financial operations, including reconciling general and subsidiary bank accounts, processing payments, reviewing transactions, and utilizing Microsoft Excel worksheets for data management.

This position involves working in the finance and sales job function, primarily focusing on the insurance industry.

Key Responsibilities:

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• Reconcile general and subsidiary bank accounts\
• Manage accounts payable and receivable\
• Prepare bank and account reconciliations, journal entries, and vendor management\
• Process payments and review transactions\
• Utilize Microsoft Excel worksheets for data management\
• Collaborate with cross-functional teams to achieve business objectives\
• Stay up-to-date with industry trends and best practices\
• Develop and implement processes to improve financial efficiency and accuracy\
• Perform other duties as assigned by management\
• Provide support for financial planning, budgeting, and forecasting\
• Assist in the preparation of financial reports and statements\
• Ensure compliance with regulatory requirements and company policies\
• Monitor and analyze financial performance metrics\
• Identify areas for improvement and develop strategies to address them\
• Communicate effectively with stakeholders, including internal and external customers\
• Participate in training and professional development programs to enhance skills and knowledge\
• Contribute to a positive and inclusive work environment\
• Perform other tasks as required by the role\
• Adhere to company policies and procedures\
• Maintain confidentiality and handle sensitive information discreetly\
• Be proactive in identifying and addressing potential risks and issues\
• Work collaboratively with colleagues to achieve business goals\
• Support the achievement of business objectives through effective time management and prioritization\
• Develop and maintain strong relationships with internal and external stakeholders\
• Take ownership of tasks and responsibilities, ensuring timely completion and high-quality results\
• Seek feedback and guidance from managers and peers\
• Embrace change and adapt to new challenges and priorities\
• Be responsive to changing business needs and adjust workflows accordingly\
• Actively participate in continuous improvement initiatives\
• Share knowledge and expertise with colleagues to promote a culture of collaboration and innovation\
• Engage in regular communication with team members and stakeholders to ensure alignment and progress towards goals\
• Build and maintain strong relationships with colleagues, partners, and vendors\
• Take initiative to learn and grow professionally, seeking out opportunities for development and advancement\
• Provide excellent customer service and support to internal and external customers\
• Develop and maintain accurate records and documentation, adhering to company policies and procedures\
• Follow established protocols for handling sensitive information and confidential data\
• Practice active listening and ask clarifying questions to ensure understanding\
• Offer constructive feedback and suggestions for improvement\
• Take ownership of mistakes and errors, learning from them and implementing corrective actions\
• Respect and acknowledge the contributions and achievements of colleagues and team members\
• Celebrate successes and accomplishments within the team and organization\
• Support and contribute to team-building activities and social events\
• Promote a positive and inclusive work environment that values diversity, equity, and inclusion\
• Comply with all applicable laws, regulations, and company policies\
• Uphold the highest standards of professionalism and integrity in all interactions\
• Continuously seek ways to improve processes and systems, suggesting innovative solutions and best practices\
• Monitor and report any security incidents or vulnerabilities to management\
• Participate in security awareness training and education programs\
• Follow established protocols for incident response and reporting\
• Comply with all applicable laws, regulations, and company policies regarding data protection and privacy\
• Maintain accurate and up-to-date records and documentation related to projects and tasks\
• Develop and maintain strong relationships with stakeholders, including internal and external customers\
• Act as a subject matter expert, providing guidance and support to colleagues and stakeholders\
• Stay current with industry trends, developments, and best practices\
• Contribute to the development and implementation of departmental and organizational strategies\
• Represent the organization at conferences, meetings, and other events as needed\
• Support and collaborate with cross-functional teams to achieve business objectives\
• Ensure seamless communication and coordination between teams and departments\
• Provide administrative support to management and other staff members\
• Manage competing priorities and deadlines while maintaining attention to detail and quality\
• Demonstrate flexibility and adaptability in response to changing business needs and priorities\
• Make sound decisions based on data analysis and critical thinking\
• Address conflicts and disagreements in a constructive and respectful manner\
• Foster a culture of open communication, respect, and inclusivity\
• Take ownership of personal and professional growth, seeking out opportunities for development and advancement\
• Share knowledge and expertise with colleagues to promote a culture of collaboration and innovation\
• Collaborate with colleagues to identify and prioritize areas for process improvement\
• Develop and implement efficient and effective processes and systems\
• Monitor and evaluate the effectiveness of new processes and systems\
• Recommend changes and improvements to existing processes and systems\
• Develop and maintain strong relationships with stakeholders, including internal and external customers\
• Act as a liaison between teams and departments, facilitating communication and collaboration\
• Collaborate with cross-functional teams to achieve business objectives\
• Ensure seamless communication and coordination between teams and departments\
• Provide administrative support to management and other staff members\
• Manage competing priorities and deadlines while maintaining attention to detail and quality\
• Demonstrate flexibility and adaptability in response to changing business needs and priorities\
• Make sound decisions based on data analysis and critical thinking\
• Address conflicts and disagreements in a constructive and respectful manner\
• Protect and maintain the confidentiality and integrity of sensitive information\
• Identify and report potential security threats and vulnerabilities\
• Participate in security awareness training and education programs\
• Comply with all applicable laws, regulations, and company policies regarding data protection and privacy\
• Attend meetings and training sessions as required\
• Meet productivity and performance expectations\
• Other duties as assigned by management