Financial Operations Specialist I - Balance & Reporting

Shelter Insurance Companies; Missouri; On-site; USD 29,000 - 36,000; Full time

Benefits offered by this job

Health, Dental, Vision and Rx

401(k) Savings and Profit Sharing

Paid Time Off for Sick, Personal Leave

Vitality Wellness Program

Dress for Your Day

Flexible Scheduling

Job summary

Shelter Insurance Companies is seeking a Financial Operations Specialist I in Missouri to balance and reconcile bank accounts, investigate discrepancies, and assist with accounting tasks across multiple Shelter Companies. You will prepare reports, ensure policy compliance, and support financial operations.

The role requires strong analytical skills, report-building ability, and proficiency with Outlook, Excel, and Workday.

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

Communication skills

Team coordination

Problem solving

Adaptability

Tools

Outlook

Teams

Excel

Adobe

Access

Workday

Mainframe

Job description

Shelter Insurance Companies is seeking a Financial Operations Specialist I in Missouri to balance and reconcile bank accounts, investigate discrepancies, and assist with accounting tasks across multiple Shelter Companies. You will prepare reports, ensure policy compliance, and support financial operations.

The role requires strong analytical skills, report-building ability, and proficiency with Outlook, Excel, and Workday.