Operations Specialist III: Reconciliation & Client Impact

TALENT Software Services; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services firm in Dallas, TX is looking for a Mid-Senior Level Professional to manage reconciliation and billing processes. Candidates should have 2-3 years of experience in financial reporting and project management. The role focuses on process improvement and ensuring compliance with department standards, while promoting a positive client experience. Full-time position with competitive compensation.

Qualifications

• 2-3 years of experience in reconciliation, billing, or project management.
• General knowledge of accounting and financial reporting.
• Experience with mutual funds and alternative investments.

Responsibilities

• Oversee dividend distributions and cash payments.
• Develop mitigation strategies for identified issues.
• Research operational requests and recommend improvements.

Skills

Analytical thinking

Communication skills

Attention to detail

Understanding of accounting principles

Problem-solving

Project management

Reconciliation experience

Technology understanding

Job description

A financial services firm in Dallas, TX is looking for a Mid-Senior Level Professional to manage reconciliation and billing processes. Candidates should have 2-3 years of experience in financial reporting and project management. The role focuses on process improvement and ensuring compliance with department standards, while promoting a positive client experience. Full-time position with competitive compensation.