Financial Operations Specialist
1 month ago
We are Agility Resoucing, a dynamic company seeking a detail-oriented Financial Operations Specialist to join our Finance and Broker teams.
The ideal candidate will have strong IT skills, especially in Excel, and be able to reconcile customer accounts, manage direct debit funding, and provide excellent customer service.
- Reconcile direct debit funding amounts and payments with accuracy and precision.
- Contact customers for default payments and bring accounts back on track through effective communication.
- Send statements and chase outstanding policies for reconciliation to ensure timely resolution.
- Reconcile monthly customer accounts and update our system with the latest information.
- Total monthly payments according to agreed reconciliations, ensuring financial transparency.
- Utilize Excel skills to create pivot tables and perform various functions and formulas to drive data-driven decisions.
This role comes with an estimated salary of $55,000 - $65,000 per year, depending on experience. Working hours are Monday to Friday, 9am to 5pm.
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