Finance Operations Coordinator - Path to Operations Leadership

Surprise Insights; United States; On-site; USD 52,000 - 78,000; Full time

Job summary

A leading financial services firm in the United States is seeking a Financial Operations Coordinator. This role supports daily financial operations, transaction processing, and reporting. You will ensure smooth financial workflows by organizing data and resolving discrepancies. The ideal candidate has strong Excel skills, attention to detail, and a basic understanding of financial processes. This position offers competitive compensation and opportunities for growth into Operations Manager or Senior Finance Ops roles.

Qualifications

• Strong Excel skills and familiarity with financial systems.
• Detail-oriented with strong organizational skills.
• Basic understanding of financial processes and accounting principles.
• Excellent communication and problem-solving ability.

Responsibilities

• Track and document financial transactions.
• Assist with account reconciliations and monthly closing tasks.
• Prepare financial operations reports and summaries.
• Resolve data inconsistencies and coordinate with teams for corrections.
• Maintain organized financial documentation and support internal audits.
• Monitor operational KPIs and workflow performance.

Skills

Strong Excel skills

Attention to detail

Problem-solving ability

Organizational skills

Job description

A leading financial services firm in the United States is seeking a Financial Operations Coordinator. This role supports daily financial operations, transaction processing, and reporting. You will ensure smooth financial workflows by organizing data and resolving discrepancies. The ideal candidate has strong Excel skills, attention to detail, and a basic understanding of financial processes. This position offers competitive compensation and opportunities for growth into Operations Manager or Senior Finance Ops roles.