Business and Financial Operations Specialist

Heartland Consulting; Washington (District of Columbia); On-site; USD 90,000 - 105,000; Full time

Benefits offered by this job

Healthcare benefits

Job summary

Heartland Consulting is seeking an Operations Specialist to manage the rhythm of a federal financial shared-services program. Responsibilities include meetings, document control, customer queues, and producing monthly/annual deliverables. The role requires strong MS Office/SharePoint skills and careful attention to data accuracy.

Onsite at Potomac Center South in Washington, DC, with a focus on accuracy, record-keeping, and governance. Requires U.S.

Qualifications

• Bachelor’s degree required in a relevant field.
• Minimum three years of federal financial operations, customer reporting, or program support experience.

Responsibilities

• Schedule and support recurring customer and internal meetings, record actions, and track them to closure.
• Maintain the customer document repository, SOPs, and desk guides with version control and records retention.
• Assemble monthly, quarterly, and annual customer packages; verify names, dates, totals, and distribution lists before release.
• Support SLA comment logs, panel sheets, and routing sheets through the September lock.
• Collect fiscal year-end queue reports and keep the progress tracker current.
• Support training materials for employees who submit data into billing tools.
• Log ad hoc requests and route to the Team Lead; do not release products outside the program without approval.
• Support process-improvement projects as assigned by the government program manager.

Skills

Outlook

Excel

Word

PowerPoint

SharePoint

Teams

Education

Bachelor’s degree in accounting, finance, business administration, information management, or related field

Job description

Business and Financial Operations Specialist

Heartland Consulting

Salary: $90,000–$105,000 per year

About the role

Heartland Consulting is hiring operations specialists to run the customer-service rhythm of a federal financial shared-services program, including meeting support, document control, customer queues, and the production steps behind monthly and annual deliverables. Multiple specialists will be proposed, and each named individual must have a resume.

What you will do

• Schedule and support recurring customer and internal meetings, record actions, and track them to closure.
• Maintain the customer document repository, standard operating procedures, and desk guides, including version control and records retention.
• Assemble monthly, quarterly, and annual customer packages from analyst outputs. Check names, dates, totals, and distribution lists before release.
• Support service-level agreement comment logs, panel sheets, and routing sheets through the September lock.
• Collect fiscal year-end queue reports from customer components and keep the progress tracker current.
• Support training materials for employees who submit data into the billing tools.
• Log ad hoc customer and leadership requests and route them to the Team Lead. Do not release a product outside the program without approval.
• Support process-improvement projects assigned by the government program manager, including updated procedures after a process change.
• Bachelor’s degree in accounting, finance, business administration, information management, or a related field.
• At least three years of federal financial operations, customer reporting, or program-support experience. Federal records or document-management experience is preferred.
• Working proficiency in Outlook, Excel, Word, PowerPoint, and SharePoint. Teams scheduling is expected.
• Demonstrated ability to maintain a comment log, routing sheet, and action tracker without dropping an item.
• U.S. citizenship and the ability to read, write, speak, and understand English fluently. Must currently reside in the United States.
• Ability to obtain a DHS suitability determination before starting work. No security clearance is required.
• Ability to work onsite, full time, at Potomac Center South, 550 12th Street SW, Washington, DC.

Healthcare benefits, including medical, dental, and vision, will be described before the first interview.

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