Financial Operations Coordinator

Surprise Insights; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Career growth opportunities

Job summary

A financial services firm in New York is seeking a Financial Operations Coordinator to streamline daily financial operations. Responsibilities include tracking transactions, assisting with reconciliations, preparing reports, and maintaining documentation. The ideal candidate should possess strong Excel skills and be detail-oriented. This role offers competitive salary plus performance bonuses and growth opportunities into higher finance roles. A credit score verification will be required prior to interviews.

Qualifications

• Detail-oriented with strong organizational skills.
• Basic understanding of financial processes and accounting principles.
• Familiarity with financial systems.
• 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

Organizational skills

Communication skills

Problem-solving ability

Communication

Problem-solving

Tools

ERP systems

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.

Credit Score Requirement

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

AI 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.