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Financial Operations Specialist

Salary
Competitive
Employment
Full Time
Real Estate Field
Location
Charlotte
 NC
Postal Code
28201
Country
United States

This job is no longer active.

Description


JOB SUMMARY
  

Performs complex duties associated with accurate and timely data entry support for financial operations processing activities including review of lower level work product, entry of client specific lease data according to client specifications, and increased volumes of work expectations.


ESSENTIAL DUTIES AND RESPONSIBILITIES
  


Completes data entry and follow-up procedures to support a variety of accounts receivable and/or accounts payable transactions in accordance with established timeframes.

Conducts peer review of financial operations accounting related transactions to comply with department policies and procedures.

Identifies, troubleshoots and resolves escalated issues from lower level positions related to various financial operations functional areas, including vendor invoice processing, 1099 and tax processing, lease administration and cash receipt applications.



Completes updates to applicable trackers and processing manuals for portfolio of assigned work.

Participates in process improvement initiatives within financial operations focused on creating efficiencies and cost savings opportunities.

May train new and existing financial operations team members.

May participate in the development and roll out of internal policies and procedures related to the financial operations team.

Provides support of functional area audits by researching and responding to specific requests for remediation.

Corresponds with internal/external clients as needed in establishing new system access and new database information.

Performs other duties as assigned.


SUPERVISORY RESPONSIBILITIES
  


No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance and/or training to coworkers.

QUALIFICATIONS  

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


EDUCATION and EXPERIENCE
  

High school diploma or General education degree (GED) required. Minimum of two years experience in administrative or financial operations support. Associate's degree with concentration in Business or Finance preferred.


CERTIFICATES and/or LICENSES
  


None


COMMUNICATION SKILLS
  


Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor.


FINANCIAL KNOWLEDGE
  


Requires basic knowledge of financial terms and principles. Ability to calculate simple figures such as percentages.


REASONING ABILITY
  


Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic to intermediate analytical skills.


OTHER SKILLS and ABILITIES
  


Intermediate knowledge of computer software and hardware (i.e. Microsoft Office Suite Products). Must work well under pressure with proactive approach to routine and non-routine occurrences. Advanced organizational skills, attention to detail. Ability to work in multiple accounting software applications.


SCOPE OF RESPONSIBILITY
  


Decisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.

Equal Opportunity and Affirmative Action Employer Women/Minorities/Persons with Disabilities/US Veterans

Job Function


Not specified

 
 

Experience


N/A


This job is no longer active.

Asset / Portfolio Management Alternative Investments Charlotte Full Time NC Financial Operations Specialist other