Financial Specialist

Responsibilities

• Cash & Bank Reconciliation
• Review daily cash transactions to identify and resolve unrecorded or misclassified items
• Maintain integrity of all cash-related GL accounts
• Treasury Operations & Payments
• Process high-volume ACH, wire transfers, and check payments accurately and in a timely manner
• Monitor daily banking activities, including ACH transactions, RDC limits, and fund transfer limits
• Support cash flow visibility by monitoring balances and assisting with short-term cash planning as needed
• Vendor & Compliance Support
• Manage AP vendor setup, verification, and maintenance, ensuring compliance with internal controls
• Avoidance of unclaimed property database management, including identifying stale-dated outstanding checks and coordinating vendor notifications
• Support state filings when required
• Reporting, Forecasting & Audit Support
• Aid in preparing financial forecasts, including revenue, expense, and loan-related estimations
• Support internal and external financial institute audits by providing documentation, schedules, and process explanations
• Ensure compliance with company policies, accounting standards, and audit requirements
• Participating in process improvement initiatives related to treasury and finance operations
• Perform additional finance-related duties as assigned by management

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or a related field preferred
• In lieu of a degree, relevant hands-on experience in treasury or accounting may be considered
• 1+ year of accounting or finance experience required (treasury or cash management experience strongly preferred)
• Solid understanding of accounting principles and financial processes
• Experience with ERP systems preferred
• Strong analytical, organizational, and problem-solving skills
• Ability to manage multiple priorities and meet tight close deadlines
• Strong attention to detail with a high degree of accuracy
• Effective communication skills across all organizational levels
• Proficiency in Microsoft Excel, PowerPoint, and other MS Office tools
• Bilingual Korean/English required

Pay

The base salary range for this role is between $58,000-$62,000 yearly, and your base salary will depend on your experiences, qualifications, and skills.

Benefits

• Health, Dental, and Vision PPO Insurance
• Life, STD, LTD Insurance
• 401(K) Plan
• Paid Time Off
• Additional Paid time off (Bereavement, Wedding, Birth of a Child, etc.)
• Years of Service Awards
• Education Assistant Program (Based on Eligibility)