Financial Operations Specialist

The Financial Operations Specialist supports day-to-day financial activities by managing billing, expense processing, reconciliations, and financial recordkeeping. This role ensures accurate revenue tracking, streamlined expense management, and timely reporting while partnering cross-functionally to improve financial processes and maintain data integrity. The ideal candidate is detail-oriented, analytical, and comfortable working independently in a fast-paced environment. 

Key Responsibilities

• Set up client billing based on contract terms and generate invoices according to agreed schedules
• Maintain accurate accounts receivable records and follow up on outstanding payments
• Reconcile revenue reports and support revenue recognition processes
• Process expenses, reimbursements, and corporate card reconciliations
• Bill clients for reimbursable expenses and travel-related costs
• Prepare commission reports and support monthly payout tracking
• Maintain accurate financial records in accounting and CRM systems
• Assist with audit documentation and ensure compliance with accounting policies and internal controls
• Respond to internal and external inquiries related to billing and financial transactions
• Identify and implement process improvements to enhance efficiency and accuracy

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field
• 2–4 years of experience in financial operations or accounting
• Strong understanding of financial processes and accounting principles
• Proficiency in Microsoft Excel and financial systems (Sage or similar ERP platforms preferred)
• Experience improving or streamlining financial processes
• Strong analytical, organizational, and problem-solving skills
• Excellent written and verbal communication skills
• Ability to work independently and collaboratively across teams