About this role
Under direct supervision, facilitates the end-to-end execution of financial transactions for a defined set of client units by providing information and support to customers. Guides customers through processes, executes primary tasks, interacts with internal/external organizations, and reconciles accounts. Responsible for identifying inefficiencies and recommending potential solutions to clients during the financial transaction process.
- Understands the organization's financial processes.
- Strong attention to detail.
- Ability to be dependable and flexible in order to meet deadlines.
- Extremely customer-focused.
- Self-motivated, quick learner. Attention to detail, understands importance of accuracy and responsiveness.
- Fundamental knowledge of accounting practices and agency reimbursement programs.
- Knowledge of fundamental concepts, practices, and procedures of particular field of specialization.
- Proficiency in applicable software programs including Microsoft Office.
Education:
- Bachelors degree in a finance related field is required.
Experience:
- One (1) year of directly related experience is required.