Financial Operations Coordinator

Surprise Insights; New York (NY); On-site; USD 60,000 - 85,000; Full time

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.
• 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

Problem-solving

Job description

Job Overview

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.

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.

Location: New York, United States