Financial Operations Coordinator

Surprise Insights; United States; On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Performance bonuses

Growth opportunities

Job summary

A leading insights firm is seeking a Financial Operations Coordinator to enhance daily financial workflows. The role involves tracking financial transactions, assisting with reconciliations, and preparing financial reports. Ideal candidates possess strong Excel skills and a detail-oriented mindset. This position offers a competitive salary and potential for advancement into higher roles within the organization. A commitment to maintaining organized financial documentation is essential for supporting internal audits.

Qualifications

• Familiarity with financial systems is preferred.
• Basic understanding of financial processes is required.
• Strong organizational skills for documentation.
• Excellent communication and problem-solving ability.

Responsibilities

• Track and document financial transactions.
• Assist with reconciliations and monthly closing tasks.
• Prepare operations reports and summaries.
• Resolve data inconsistencies and coordinate corrections.
• Maintain organized financial documentation.
• Monitor operational KPIs and workflow performance.

Skills

Strong Excel skills

Detail-oriented

Excellent communication

Problem-solving ability

Tools

Excel

Financial 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.
• 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.

Seniority level: Not Applicable

Employment type: Full-time

Job function: Management and Manufacturing

Industries: Transportation, Logistics, Supply Chain and Storage