Accounting Operations Specialist - Drive Process Fixes

Lockton; Overland Park (KS); Hybrid; USD 65,000 - 105,000; Full time

Job summary

Lockton’s Accounting Operations team is seeking a detail-oriented analyst to triage incidents, resolve issues, and maintain clear documentation. You will collaborate with Account Teams, IBA teammates, and the Global Finance Service Center to keep transactions flowing and to surface insights for upstream fixes.

You will contribute to pattern recognition, share trends, and help design permanent fixes with offshore teams.

Qualifications

• Detail orientation, curiosity, and accountability.
• Clear written communication and stakeholder empathy.
• Proficiency with Excel, Word, Outlook.

Responsibilities

• Triage incidents and resolve issues using documented playbooks and processes.
• Maintain clear case notes and publish/refresh Knowledge Base entries for common IBA issues to improve first time resolution.
• Partner with Account Teams, IBA teammates and the Global Finance Service Center to remove blockers and keep transactional work flowing.
• Identify recurring patterns across incident categories; quantify impact and share trends.
• Collaborate with Accounting Operations Team, Automation/Systems, and offshore teams to design permanent fixes and reduce repeat tickets.
• Contribute to decision trees/SOPs that improve speed, consistency, and controls; help socialize changes through training moments.

Skills

Detail orientation

Curiosity

Accountability

Clear written communication

Collaboration

Tools

Excel

Word

Outlook

Job description

Lockton’s Accounting Operations team is seeking a detail-oriented analyst to triage incidents, resolve issues, and maintain clear documentation. You will collaborate with Account Teams, IBA teammates, and the Global Finance Service Center to keep transactions flowing and to surface insights for upstream fixes.

You will contribute to pattern recognition, share trends, and help design permanent fixes with offshore teams.