Financial Operations Specialist

Apex Systems; Jacksonville (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Everforth Apex is seeking a Financial Operations Specialist in Jacksonville, FL for a 12‑month contract. The role focuses on processing transactions, reconciling accounts, and supporting settlement and transfer activities to ensure compliance and accurate data flows.

Responsibilities include handling moderately complex inquiries, analysing transactions, and identifying process improvements while maintaining high accuracy. Onsite training and ongoing support are provided as part of the engagement.

Qualifications

• Ability to make timely, risk-based decisions to minimize negative outcomes.
• Strong relationship-building skills that enable team collaboration.
• Clear and effective written and verbal communication skills, tailored to the audience.
• Ability to apply critical thinking to resolve complex problems independently.
• Ability to adapt quickly based on coaching and evolving job responsibilities.
• Ability to maintain high accuracy with strong attention to detail.

Responsibilities

• Performs moderately complex transaction processing and reconciliation.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency.
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions.
• Proactively identifies risk and opportunities for process improvements.
• Ensures transfer requests are initiated accurately and in accordance with rules and regulations.
• Escalates potential events that may impact the transfer flow.
• Identifies and communicates continuous improvement opportunities to the management team.
• Documents and maintains procedures.

Skills

Risk-based decisions

Relationship-building

Written/verbal communication

Critical thinking

Adaptability

Attention to detail

Tools

Microsoft Outlook

Excel

Word

Job description

Job#: 3046210

Job Description:

Financial Operations Specialist

Location: Jacksonville, Florida (Onsite)

Employment Type: Contract

Contract Duration: 12 Months

Role Overview

This position is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support. The role involves providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures.

Key Responsibilities

• Performs moderately complex transaction processing and reconciliation.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency.
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions.
• Proactively identifies risk and opportunities for process improvements.
• Ensures transfer requests are initiated accurately and in accordance with rules and regulations.
• Escalates potential events that may impact the transfer flow.
• Identifies and communicates continuous improvement opportunities to the management team.
• Documents and maintains procedures.

Work Schedule

• Training: 5 days onsite.
• First 6 months: 4 days onsite.
• After 6 months, possibility of 3 days onsite can be discussed.

Required Qualifications

• Ability to make timely, risk-based decisions to minimize negative outcomes.
• Strong relationship-building skills that enable team collaboration.
• Clear and effective written and verbal communication skills, tailored to the audience.
• Ability to apply critical thinking to resolve complex problems independently.
• Ability to adapt quickly based on coaching and evolving job responsibilities.
• Ability to maintain high accuracy with strong attention to detail.

Preferred Qualifications

• Financial operations experience.
• Experience providing white-glove client service.
• Skills in prioritization and research.
• Account management experience.
• Experience with coaching or mentoring.
• Proficiency in Microsoft Outlook, Excel, and Word.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

© 2026 Everforth, Inc. All rights reserved.

Everforth Apex is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex.