Finance Operations Specialist

Surprise Insights

New York (NY)

On-site

USD 60,000 - 85,000

Full time

14 days+

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Job summary

A financial services company is seeking a Financial Operations Coordinator in New York to support daily financial operations including transaction processing and reporting. Ideal candidates will possess strong Excel skills and be detail-oriented with excellent organizational capabilities. Responsibilities include tracking financial transactions, assisting in account reconciliations, and preparing financial reports. The role offers competitive salary and performance bonuses, with growth potential into senior finance roles.

Qualifications

  • Familiarity with financial systems is essential.
  • Basic understanding of financial processes and accounting principles required.

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
Detail-oriented
Strong organizational skills
Excellent communication
Problem-solving ability

Job description

A financial services company is seeking a Financial Operations Coordinator in New York to support daily financial operations including transaction processing and reporting. Ideal candidates will possess strong Excel skills and be detail-oriented with excellent organizational capabilities. Responsibilities include tracking financial transactions, assisting in account reconciliations, and preparing financial reports. The role offers competitive salary and performance bonuses, with growth potential into senior finance roles.
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