Financial Operations Representative

Jobtailor; Colorado; On-site; USD 55,000 - 80,000; Full time

Job summary

Jobtailor is seeking a Reconciliation Operations Analyst in Colorado to research and resolve daily bank and transaction breaks. You will collaborate with cross-functional teams to investigate discrepancies, ensuring accurate processing and timely resolution of reconciliation exceptions.

You will escalate complex issues, guide teammates, and drive process improvements while maintaining clear documentation and adherence to client expectations.

Qualifications

• Handle reconciliation research and issue resolution with accuracy.
• Strong documentation and procedural clarity for auditability.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Work closely with reconciliation teams to research and resolve breaks identified during daily bank and transaction reconciliations.
• Partner with cross-functional teams to investigate discrepancies and resolve issues.
• Ensure accurate and timely processing of reconciliations.
• Manage a queue of reconciliation exceptions identified during daily reconciliations.
• Communicate resolution details to reconciliation teams once items are resolved.
• Serve as an escalation point for more complex reconciliation issues.
• Provide guidance to support timely resolution across teams.
• Prioritize workflow to meet processing standards and client expectations.
• Identify, develop, and implement process improvements to enhance operational efficiency.
• Conduct root cause/trend analysis and collaborate with internal teams to minimize open items.
• Create and maintain process documentation and procedures.
• Train and guide associates within the team on knowledge and best practices.

Skills

Reconciliation

Root Cause Analysis

Trend Analysis

Process Documentation

Operational Issue Resolution

Attention to Detail

Problem-Solving

Collaboration

Training and Guidance

Excel Proficiency

Education

High school or equivalent

Bachelor’s degree or equivalent experience preferred

Tools

Microsoft Excel

Microsoft Office Suite

Job description

• Work closely with reconciliation teams to research and resolve breaks identified during daily bank and transaction reconciliations
• Partner with cross-functional teams to investigate discrepancies and resolve issues
• Ensure accurate and timely processing
• Manage a queue of reconciliation exceptions identified during daily reconciliations
• Communicate resolution details to reconciliation teams once items are resolved
• Serve as an escalation point for more complex reconciliation issues
• Provide guidance to support timely resolution
• Prioritize workflow to ensure processing standards and client expectations are met
• Identify, develop, and implement process improvements to enhance operational efficiency
• Conduct root cause/trend analysis and work with internal teams to minimize open items
• Create and maintain process documentation and procedures
• Train and guide associates within the team by sharing job knowledge and best practices

Requirements

• High school or equivalent required and Bachelor’s degree or equivalent experience preferred
• Must have 2+ years experience financial operations, banking, reconciliation, or a related financial services environment
• Experience researching and resolving reconciliation discrepancies, exceptions, or operational issues
• Excellent attention to detail with the ability to manage multiple priorities and meet deadlines
• Strong problem-solving skills with the ability to investigate issues and follow through to resolution
• Effective communication and collaboration skills with the ability to work effectively with internal teams
• Proven ability to document processes and procedures clearly
• Proficiency with Microsoft Office Suite, particularly Excel

Core Competencies

Demonstrates expertise in financial operations and reconciliation processes, with a strong focus on problem-solving, process improvement, and effective communication. Proven ability to manage multiple priorities while ensuring accuracy and compliance in financial documentation.

Highest-signal resume keywords

• Financial Operations Experience
• Reconciliation Discrepancy Resolution
• Process Improvement Implementation
• Microsoft Excel Proficiency
• Effective Communication Skills

ATS Optimization Keywords

Hard Skills

• Reconciliation
• Root Cause Analysis
• Trend Analysis
• Process Documentation
• Operational Issue Resolution

Soft Skills

• Attention to Detail
• Problem-Solving
• Collaboration
• Training and Guidance

Industry Keywords

• Financial Services
• Banking
• Operational Efficiency

Tools & Technologies

• Microsoft Office Suite