
Financial Operations Specialist
8 hours ago
Are you driven by a passion for details and a knack for meeting deadlines?
We are seeking a highly organized Financial Operations Specialist to join our team.
This dynamic role offers the opportunity to play a critical part in supporting financial activities across various departments.
You'll be part of our high-performing operations team, helping drive efficiency and accuracy in all aspects of financial transactions.
Key Responsibilities:- Coordinate daily financial reporting across multiple accounts and transactions
- Process and track capital calls and distributions across various investment funds
- Monitor financial levels and advise senior management on financial needs
- Execute high-priority financial transactions accurately and on time
- Complete callbacks for new financial instructions and validate documentation
- Support tax payments and other ad hoc transactions
- Prepare daily and weekly reports on financial positions
- Assist with keeping financial documentation up to date
- Liaise with banks and counterparties to submit and track financial transfers
- Handle time-sensitive, ad hoc requests related to financial management and internal reporting
- Detailed-oriented, conscientious, and energetic professional with the ability to think creatively
- Strong organizational and time management skills; able to meet deadlines and prioritize effectively
- Ability to read and interpret complex legal documents
- Strong problem-solving and analytical skills
- Excellent interpersonal skills with the ability to collaborate across all levels of the organization and with external partners
- Dedicated team player with a high degree of ownership and follow-through
- Proficient in Microsoft Excel; experience with data tools like Power BI is a plus
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