Banking/Finance Clerk

Landing Point; New York (NY); On-site; USD 34,000 - 39,000; Full time

Job summary

Landing Point is seeking a Banking/Finance Clerk in New York, NY to support the Financial Reporting/Banking Unit. You will handle check stop requests, respond to inquiries, and finalize weekly and monthly financial transmissions, ensuring accurate bank reconciliations.

The role requires a bachelor's or associate degree with 24 accounting credits, plus at least six months of relevant experience. Proficiency in Excel and data analysis is essential, with GAAP knowledge preferred.

Qualifications

• Bachelor's or associate degree with 24 accounting credits.
• At least six months of full-time accounting/finance experience.
• Proficient in data analysis, reconciliation, and Excel reporting; GAAP knowledge preferred.

Responsibilities

• Manage check stop requests and related reissues.
• Respond to inquiries from internal teams and external stakeholders.
• Finalize weekly and monthly financial transmissions.
• Manage daily and monthly bank reports and statements.
• Resolve returned check activities and communicate with members.
• Record daily financial data in Excel to ensure timely reconciliations.
• Assist with UAT and other system-related activities as needed.

Skills

Data analysis

Record reconciliation

Excel reporting

GAAP knowledge (preferred)

Education

Bachelor's/Associate degree with 24 accounting credits

Job description

Company Overview:

A public sector organization dedicated to providing retirement, disability, and death benefits to eligible educators in New York City is seeking a Banking/Finance Clerk. This role will be part of the Financial Reporting/Banking Unit, focusing on ensuring accuracy and compliance in financial records.

Job Responsibilities:

• Manage check stop requests, including reissues and those related to death notifications.
• Respond to inquiries from internal teams and external stakeholders in a timely and courteous manner.
• Finalize weekly and monthly financial transmissions.
• Manage daily/monthly bank reports and statements, including verifying transactions through online banking platforms.
• Resolve returned check activities and maintain timely, professional communication with members.
• Record and track daily financial data in Excel to ensure accurate and timely reconciliations.
• Assist with User Acceptance Testing (UAT) and other system-related activities as needed to support unit operations.

Qualifications:

• A bachelor's/associate degree from an accredited college, including or supplemented by 24 semester credits in accounting.
• At least six months of satisfactory full-time experience in Accounting or Finance.
• Proficient in data analysis, record reconciliation, and Excel reporting.
• Knowledge of GAAP and basic banking operations preferred.

Compensation:

Pay Rate: $25 - $28/hr, DOE