Financial Operations Specialist I

Shelter Insurance; Columbia Township (MO); On-site; USD 29,000 - 36,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Shelter Insurance is seeking a Financial Operations Specialist I to balance and reconcile accounts, investigate discrepancies, and prepare management reports. You will support accounting functions, create travel reports, and ensure compliance across multiple states.

Strong analytical and communication skills are essential in a collaborative environment. Join a team that values accuracy, efficiency, and a commitment to excellence.

Qualifications

• Excellent analytical and problem-solving skills.
• Ability to understand computer applications and reports to determine out-of-balance conditions and construct various types of reports.
• Demonstrate the ability to communicate with Accountants, IS Accounting team and others in the Company.
• Ability to accept supervision, follow instructions and work in a harmonious manner with co-workers, supervisors, and outside personnel.
• Experience in Outlook, Teams, Excel, Adobe, Access, Workday, and Mainframe.
• Ability to maintain schedules and work well with others.
• Ability to perform the essential functions of the position, with or without a reasonable accommodation.

Responsibilities

• Balance and reconcile bank accounts, cash transaction reports, unprocessed cash slips, and agents leased offices for all Shelter Companies.
• Investigate problems and out-of-balance conditions, taking corrective action with banks, agents, vendors, auditors, and other departments.
• Audit disbursement requests and expense reports for compliance with company policies.
• Create travel management reports as requested.
• Process personal property reports in 12 states.
• Assist Accountants with accounting function activities.
• Analyze statistical data for preparation of management and statutory reports.

Skills

Analytical skills

Problem solving

Communication

Outlook

Teams

Excel

Adobe

Access

Workday

Mainframe

Tools

Mainframe

Workday

Job description

A company built to serve you. It's your career, Shelter it! Financial Operations Specialist I $21.08 – $26.14 minimum starting pay Job Level: Individual Contributor Shelter maintains broad salary ranges for its roles in order to account for variations in geographic location, education, training, skills, relevant work experience, business needs and market demands. Please remember that this range is the starting base pay only and does not consider other components that make up the total rewards package for the position

What You Will Be Doing:

• Balance and reconcile bank accounts, cash transaction reports, unprocessed cash slips, and agents leased offices for all Shelter Companies.
• Investigate problems and out-of-balance conditions, taking corrective action with banks, agents, vendors, auditors, and other departments.
• Audit disbursement requests and expense reports for compliance with company policies.
• Create travel management reports as requested.
• Process personal property reports in 12 states.
• Assist Accountants with accounting function activities.
• Analyze statistical data for preparation of management and statutory reports.

Due to the duties and responsibilities of this position, a Credit Bureau Report may be ordered on final candidates.

What We're Looking For:

• Excellent analytical and problem-solving skills.
• Ability to understand computer applications and reports to determine out-of-balance conditions and construct various types of reports.
• Demonstrate the ability to communicate with Accountants, IS Accounting team and others in the Company.
• Ability to accept supervision, follow instructions and work in a harmonious manner with co-workers, supervisors, and outside personnel.
• Experience in Outlook, Teams, Excel, Adobe, Access, Workday, and Mainframe.
• Ability to maintain schedules and work well with others.
• Ability to perform the essential functions of the position, with or without a reasonable accommodation.

Shelter's uncompromising commitment to excellence doesn't stop with our customers. We recognize our employees are what make us a premier organization in the insurance industry.

Benefits:

• Health, Dental, Voluntary Vision and Prescription Drug Insurance
• Savings and Profit Sharing 401(k)
• Paid Time Off for Sick and Personal Leave, Vacation and Holidays
• Vitality Wellness Program
• "Dress for Your Day" Dress Code
• Flexible Scheduling
• And much more!

Benefits This is your opportunity to be a part of an incredible company with people who encourage you and will help you grow personally and professionally.

The Shelter Insurance® group of companies is a leader in the insurance industry, providing customers with exceptional insurance and financial products and services. Since opening our doors in 1946, we have become one of the most successful and financially‑sound, super‑regional insurance groups in the country. We provide a variety of insurance options for our customers including auto, home, life and business insurance. We exist to be a leader in our communities by providing daily value while we SHELTER what matters most.

At Shelter Insurance, we value, celebrate, and invest in people. With over 75 years of success, we have built a strong foundation rooted in doing the right thing and making progress that truly matters - for our employees, our customers, and our communities. Our employees are the backbone of our success, which is why we are committed to fostering an inclusive environment, offering competitive benefits and meaningful opportunities for growth and development. We strive to honor our legacy, while innovating for a future full of opportunities.

Shelter has a purpose driven culture that centers on:

Involvement Within Our Communities Financial Strength & Stability Benefits

Shelter Insurance is proud to be Equal Opportunity Employers committed to creating a diverse and inclusive workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, or other legally protected classifications. If you have a disability and require reasonable accommodations for any part of the selection process, we're here to help you out.

Please email [e-mail].