Financial Operations Coordinator

Surprise Insights; United States; On-site; USD 52,000 - 76,000; Full time

Job summary

A financial services company in the United States is seeking a Financial Operations Coordinator to support daily financial operations and transaction processing. Responsibilities include tracking financial transactions, assisting with reconciliations, and preparing reports. The ideal candidate will possess strong Excel skills and a detail-oriented approach. This full-time role offers competitive salary and performance bonuses, with opportunities for growth into management positions.

Qualifications

• 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.

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

Excel

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 Tools Statement

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

• Not Applicable

Employment Type

• Full-time

Job Function

• Management and Manufacturing
• Transportation, Logistics, Supply Chain and Storage