Operations Specialist - Finance

About the role

The Financial Operations Specialist supports the financial management of the region and reports directly to the Director of Operations. This role is responsible for compiling and reporting on revenue and expense projects, ensuring adherence to established financial and operational processes, and coordinating deal and commission management activities.

Responsibilities

• Manage accounts payable and accounts receivable, including invoice processing, collections, reconciliations, and expense coding.
• Track contract asset due dates, coordinate with brokers and the Deal Desk, and process write-offs as needed.
• Support dunning, check processing, DFC billing, OTT monitoring, and journal entry submissions.
• Compile and forecast revenue and expense projects; review pipeline reports with operations teams to improve accuracy.
• Partner with revenue accountants on deal and commission management activities.
• Perform fee share reconciliations and ensure accurate broker contract splits, BDAs, and draws.
• Investigate variances to budget, identify cost-saving opportunities, and recommend process improvements.
• Establish and document consistent accounting processes to support long-term operational efficiency.
• Respond to data and reporting requests from leadership, finance, and accounting.
• Manage client fee share account requests and submit to accounting for processing.
• Confirm wire/ACH instructions and initiate refunds as required.
• Review revenue vs. forecast at month-end, follow up on unbooked deals, and liaise with teams on deal progress.
• Perform other duties as assigned.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or related field.
• Minimum of 2 years of relevant experience in finance or accounting.
• Strong proficiency in Microsoft Office Suite, particularly Excel and Access.
• Experience with ERP systems and financial management software.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple tasks simultaneously and meet deadlines.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.

Benefits

• Comprehensive benefits package including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs.
• Competitive pay based on experience and qualifications.

Pay

$76,585.00 - $90,100.00

Schedule

Full-time