Financial Operations Analyst — Excel & Salesforce (Hybrid)

TEKsystems; Minneapolis (MN); Hybrid; USD 28,000 - 32,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Short and long-term disability

Health Spending Account

Transportation benefits

Employee Assistance Program

Time Off/Leave (PTO)

Job summary

TEKsystems is seeking consultants for a contract role based in Minneapolis, MN. The position supports a financial services client with annuity processing, requiring strong Excel reporting and task coordination.

Hybrid work is offered with 3 days on-site or 100% on-site in Minneapolis. Candidates should have a HS Diploma and 3+ years’ professional support experience, plus excellent attention to detail, urgency, and multi-database handling.

Qualifications

• HS Diploma and 3+ years of professional support experience.
• Strong Excel skills with the ability to pull reports and slice data.
• Attention to detail and sense of urgency in processing tasks.

Responsibilities

• Pull reports from large databases and update tasks in Salesforce.
• Monitor workload, prioritize requests, and respond within timelines.
• Coordinate with teams across locations, including India, to ensure timely processing.
• Review and approve signatures and update personal data as required.

Skills

Customer service

Sales support

Education

HS Diploma

Tools

Excel

Job description

TEKsystems is seeking consultants for a contract role based in Minneapolis, MN. The position supports a financial services client with annuity processing, requiring strong Excel reporting and task coordination.

Hybrid work is offered with 3 days on-site or 100% on-site in Minneapolis. Candidates should have a HS Diploma and 3+ years’ professional support experience, plus excellent attention to detail, urgency, and multi-database handling.