Finance

Financial Operations Specialist

Looking to hire your next Financial Operations Specialist? Here’s a full job description template to use as a guide.

About Vintti

Vintti bridges the staffing gap for US businesses with a unique focus on time zone compatibility. We source top talent from Latin America, offering companies access to professionals who are available during standard US working hours. This alignment eliminates the need for off-hour communications and allows for integrated teamwork, as if all team members were in the same office.

Description

A Financial Operations Specialist plays a crucial role in managing and optimizing the financial activities of an organization. This role involves ensuring accurate financial record-keeping, processing transactions, and analyzing financial data to support operational efficiency. Key responsibilities include monitoring and reconciling accounts, ensuring compliance with financial regulations, and providing detailed financial reports. By leveraging financial insights and advanced analytical tools, the Financial Operations Specialist helps drive strategic decision-making, contributing to the financial stability and growth of the company. This role requires keen attention to detail, strong analytical skills, and effective communication abilities.

Requirements

- Bachelor's degree in Finance, Accounting, or related field.
- Minimum of 3-5 years of experience in financial operations, accounting, or a related role.
- Strong understanding of financial principles, accounting practices, and regulatory standards.
- Proficiency with financial software and accounting systems (e.g., QuickBooks, SAP, Oracle).
- Advanced Excel skills, including pivot tables, VLOOKUP, and data analysis.
- Excellent analytical and problem-solving abilities.
- Strong attention to detail and accuracy.
- Ability to manage multiple tasks and deadlines in a fast-paced environment.
- Effective communication and interpersonal skills.
- Experience with financial reporting and preparing financial statements.
- Ability to work both independently and as part of a team.
- Knowledge of tax regulations and compliance requirements.
- Strong organizational and time management skills.
- Demonstrated ability to improve financial processes and procedures.
- CPA or relevant certification preferred.

Responsabilities

- Review and reconcile financial transactions for accuracy and compliance.
- Prepare and process invoices, expense reports, and payment requests.
- Monitor and manage accounts receivable and accounts payable.
- Conduct monthly, quarterly, and annual financial closings.
- Analyze financial data to identify trends, discrepancies, and opportunities for improvement.
- Assist in developing, implementing, and maintaining financial systems and procedures.
- Coordinate with other departments for accurate cost allocation and budgeting.
- Prepare and present detailed financial reports and statements.
- Perform routine audits of financial processes and records.
- Provide support and respond to internal and external financial inquiries.
- Maintain and update financial records and documentation.
- Assist with the preparation and submission of regulatory filings and tax reports.
- Support financial planning and forecasting activities.
- Utilize financial software and tools for operational efficiency and reporting.
- Stay updated on industry trends, regulations, and best practices.

Ideal Candidate

The ideal candidate for the Financial Operations Specialist role will possess a bachelor’s degree in Finance, Accounting, or a related field, coupled with 3-5 years of hands-on experience in financial operations or accounting. This individual should have a deep understanding of financial principles, accounting practices, and regulatory standards, with proficiency in financial software and accounting systems such as QuickBooks, SAP, or Oracle. Advanced Excel skills, including the use of pivot tables, VLOOKUP, and data analysis, are essential. The candidate must exhibit exemplary analytical and problem-solving abilities, meticulous attention to detail, and unwavering accuracy. They should be adept at managing multiple tasks and deadlines in a dynamic, fast-paced environment while demonstrating effective communication and interpersonal skills. Proven experience in financial reporting and the preparation of financial statements is crucial, as is knowledge of tax regulations and compliance requirements. Strong organizational and time management skills, coupled with a demonstrated ability to enhance financial processes and procedures, are paramount. Preference will be given to those holding a CPA or relevant certification. The ideal candidate will be highly adaptable, proactive in identifying inefficiencies, and consistent in meeting deadlines. Technologically proficient and quick to learn new financial software, they will be collaborative, working effectively with cross-functional teams. With a strong drive to achieve results, integrity, professionalism, and resilience under pressure, this individual will maintain calm during financial audits and closings. An innovative mindset focused on continuous improvement, a thorough understanding of financial regulations, and a commitment to confidentiality are critical attributes that will set them apart for this role.

On a typical day, you will...

- Review and reconcile financial transactions to ensure accuracy and compliance.
- Prepare and process invoices, expense reports, and payment requests.
- Monitor and manage accounts receivable and accounts payable.
- Conduct monthly, quarterly, and annual financial closings and report findings.
- Analyze financial data to identify trends, discrepancies, and opportunities for improvement.
- Assist in the development, implementation, and maintenance of financial systems and procedures.
- Coordinate with other departments to ensure accurate cost allocation and budgeting.
- Prepare detailed financial reports and statements for internal and external stakeholders.
- Perform routine audits of financial processes and records.
- Respond to internal and external financial inquiries and provide support as needed.
- Maintain and update financial records and documentation in accordance with company policies and regulations.
- Assist with the preparation and submission of regulatory filings and tax reports.
- Support financial planning and forecasting activities.
- Utilize financial software and tools to streamline operations and improve reporting efficiency.
- Stay updated on industry trends, regulations, and best practices to ensure compliance and optimize financial operations.

What we are looking for

- Highly detail-oriented and accurate.
- Strong analytical and problem-solving skills.
- Adaptable and able to manage multiple tasks simultaneously.
- Proactive in identifying inefficiencies and areas for improvement.
- Reliable and consistent in meeting deadlines.
- Excellent communication and interpersonal skills.
- Strong organizational and time management abilities.
- Technologically proficient and quick to learn new financial software.
- Collaborative and able to work effectively with cross-functional teams.
- Self-motivated with a strong drive to achieve results.
- Demonstrates integrity and professionalism in all financial activities.
- Resilient under pressure and remains calm during financial audits and closings.
- Innovative mindset with a focus on continuous improvement.
- Thorough understanding of financial regulations and compliance standards.
- Committed to maintaining confidentiality and handling sensitive information appropriately.

What you can expect (benefits)

- Competitive salary range of $60,000 - $80,000 annually, dependent on experience and qualifications.
- Comprehensive health, dental, and vision insurance plans.
- Retirement savings plan with company match.
- Generous paid time off (PTO) and holidays.
- Flexible working hours and remote work options.
- Professional development and continuing education opportunities.
- Tuition reimbursement programs.
- Employee wellness programs and resources.
- Paid parental leave and family-friendly benefits.
- Company-sponsored social events and team-building activities.
- Opportunities for career growth and advancement within the company.
- Access to financial planning and budgeting resources.
- Company discounts and partnerships with local businesses.
- Travel reimbursement for work-related expenses.
- Dedicated mentor and support for new hires.

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