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Generalist finance operations role with broad skills and likely metro location, moderate candidate competition.
Role requires retirement-plan trust accounting and reconciliation, moderately limiting cross-industry transferability.
Requires finance/accounting background and reconciliation skills but no explicit years, so moderate filtering.
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Perform various financial and administrative processes including loans, distributions, census, trust accounting, packaging, 5500 filings, and valuation imports according to client/admin requirements.
Train team members, set strategy, and monitor progress to achieve key business metrics such as productivity, volume count, and quality.
Review processes and accurately manage high volume transactions within specified timeframes.
Graduate or Postgraduate degree in Finance or Accounting.
Experience Required: Not explicitly mentioned in the JD.
Basic MS Office knowledge with preference for strong Excel skills.
Flexibility to work in day/night shifts per business needs.
Experience working effectively in flexible, results-oriented environments.
Ability to lead and train team members while managing process quality and productivity.
Strong problem solving, analytical, and communication skills with good knowledge of reconciliation concepts.