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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial operations, including invoicing, payment processing, and account reconciliation, while leveraging advanced Excel skills and analytical thinking to optimize processes. Proficient in documenting procedures and performing risk analysis to support financial decision-making.
Highest-signal resume keywords
Financial OperationsAdvanced Excel SkillsSQLVBA/MacrosAnalytical Thinking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
InvoicingPayment ProcessingAccount ReconciliationCash ApplicationFinancial ReportingProcess AutomationRisk AnalysisDelinquency AnalysisComplex CalculationsFinancial Adjustments
Soft Skills
Attention To DetailIndependent ResearchTeam SpiritWillingness To LearnEntrepreneurial Mindset
Tools & Technologies
ExcelSQLVBA
Industry Keywords
FinanceAccountingBanking OperationsData AnalyticsBusiness Analytics
Tech Stack
Tools & technologiesSQLVBA
About the role
Key responsibilities & impact- Execute recurring financial processes, including NACHA pulls, invoicing, payment application, and reporting
- Process automated payments and related corrections
- Reconcile accounts and coordinate with Treasury, Accounting, and banking partners
- Apply cash from wires, checks, credit card payments, and bank transactions
- Complete monthly invoicing and related corrections
- Maintain and enhance Excel templates, macros, and process automation
- Process credit memos, refunds, buyouts, positive terminations, and other financial adjustments
- Support the Department Head with risk and delinquency analysis
- Prepare vendor-specific and other financial reporting
- Document and maintain Financial Operations procedures
- Perform other assigned tasks
Requirements
What you’ll need- Bachelor’s or master’s degree in mathematics, Applied Mathematics, Business Analytics, Data Analytics, Accounting, Finance, quantitative Economics or another related field
- 1–3 years of relevant experience in finance operations, accounting, banking operations, analytics, or a related field preferred; open to recent graduates as well
- Comfortable with complex calculations, advanced Excel skills, analytical thinking, independent research, attention to detail, and process optimization
- Experience with SQL and VBA/macros is an additional plus
- Ability to work independently and in a structured way
- Entrepreneurial mindset, team spirit and willingness to learn, create and grow
- Applicants must be currently authorized to work in the United States
Benefits
Comp & perks- Competitive healthcare benefits
- Remote work possibilities
- Flexible hours
- Competitive PTO
- Dynamic and supportive work environment fostering professional growth and development
- Opportunity to grow professionally and personally
- Culture valuing equity, inclusion and belonging
- Safe space for diverse perspectives and insights
