What are the responsibilities and job description for the Financial Operations Specialist position at BTI Solutions?
Why work with us?
Proven people.
Everyone on our team has earned a CPC (Certified Personnel Consultant) or CTS (Certified Temporary Staffing Specialist) accreditation from the National Association of Personnel Services. We are experts at staffing and recruiting with more than 16 years of experience serving employers.
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Financial Operations Specialist AO7147430
Top Skills :
1. Strong attention to detail and organization skills
2. Proficient in financial software and MS Offices, particularly Excel
3. Strong understanding of accounting principles and practices
Summary :
The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.
Job Responsibilities :
Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.
Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks.
Skills :
Verbal and written communication skills, attention to detail, and critical thinking.
Basic ability to work independently and manage ones time.
Basic ability to analyze business trends and project future revenues and expenses.
Basic knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
Basic knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software.
Education / Experience :
Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
2-4 years financial and / or accounting experience required.
Key Notes / Attributes :
Job Responsibilities :
o Create and issue accurate invoices according to internal policies
o Ensure all invoices are aligned with the revenue data and are processed in a timely manner
o Manage and update the revenue / payment tracker, maintaining a detailed history of revenue amounts and payment statuses
o Record revenue accurately in the system, ensuring that all entries are aligned with the revenue reports and financial policies
o Monitor accounts to identify outstanding payments and follow up on overdue payments
o Reconcile accounts receivable balances to ensure accuracy
o Collaborate with customers and internal teams to resolve billing discrepancies and disputes
o Identify and implement improvements to streamline invoicing and revenue recording processes
o Assist in the development and implementation of financial operations processes
o Work closely with the finance teams and the service partnership management team to ensure accurate and timely revenue reporting / payment
o Support the Financial Operations Manager with ad hoc financial projects and analysis
Skills :
