Financial Ops Coordinator: Grow into Senior Finance Ops

Surprise Insights; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

A financial services firm in New York is seeking a Financial Operations Coordinator to streamline daily financial operations. Responsibilities include tracking transactions, assisting with reconciliations, preparing reports, and maintaining documentation. The ideal candidate should possess strong Excel skills and be detail-oriented. This role offers competitive salary plus performance bonuses and growth opportunities into higher finance roles. A credit score verification will be required prior to interviews.

Qualifications

• Detail-oriented with strong organizational skills.
• Basic understanding of financial processes and accounting principles.
• Familiarity with financial systems.

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.

Skills

Strong Excel skills

Organizational skills

Communication skills

Problem-solving ability

Job description

A financial services firm in New York is seeking a Financial Operations Coordinator to streamline daily financial operations. Responsibilities include tracking transactions, assisting with reconciliations, preparing reports, and maintaining documentation. The ideal candidate should possess strong Excel skills and be detail-oriented. This role offers competitive salary plus performance bonuses and growth opportunities into higher finance roles. A credit score verification will be required prior to interviews.