Financial Operations Coordinator

Surprise Insights

California (MO)

On-site

USD 55,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Performance bonuses

Job summary

A financial operations firm in California is seeking a Financial Operations Coordinator to manage daily financial tasks, assist with reconciliations, and prepare reports. The ideal candidate will demonstrate strong Excel skills, attention to detail, and excellent communication abilities. This full-time position offers competitive compensation with potential growth into senior roles. Candidates must be aware of credit score verification requirements for access to financial data.

Qualifications

Basic understanding of financial processes and accounting principles.
Familiarity with financial systems is a plus.
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

Detail-oriented

Strong organizational skills

Excellent communication

Problem-solving ability

Tools

Financial systems

Job description

We’re hiring a Financial Operations Coordinator to support daily financial operations, transaction processing, and reporting. You’ll help ensure smooth financial workflows by organizing data, resolving discrepancies, and assisting with operational metrics.

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.

Requirements

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.

Compensation

Competitive salary + performance bonuses.

Growth into Operations Manager or Senior Finance Ops roles.

Benefits depend on employer.

Credit Score Requirement

Access to financial data requires a credit score verification and background check before scheduling interviews.

AI in Hiring Process

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Seniority level