Financial Operations Job Description

Financial Operations Job Description

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Financial operations provides the Investment team / valuation committee with suggested approach for fair valuation of Indian Securities based on policies, industry and global best practices.

Financial Operations Duties & Responsibilities

To write an effective financial operations job description, begin by listing detailed duties, responsibilities and expectations. We have included financial operations job description templates that you can modify and use.

Sample responsibilities for this position include:

Assisting with special projects as needed, such as other system implementations (fixed assets)
Responsible for completion of year-end statutory accounts and audit file for external auditors
Support the site in its lean manufacturing development production meetings, PIPs and layer confirmation
Overseeing and creating monthly reporting on payments issued and ensuring that detail files are provided to support manual
Performing reconciliation and analysis of all (claims, capitation, vendor payments, and ) payments
Employ every facet of data and communication to ensure our partners and leadership have the most up to date and reliable information
Root cause analysis and uncovering core issues using data, then assisting the fulfillment centers improve and create new measures for site productivity
Lead the development of planning, forecasting, and reporting models and their continuous innovation and improving the use and ease of interpretation by your Operations partners
Assist with preparation of biweekly sales data reports
Daily maintenance of sales data

Financial Operations Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Financial Operations

List any licenses or certifications required by the position: CPA, AMFIC/NCFM, NCFM, AMFI, MBA, CAMS, CMA, ACCA, SOX, HFMA

Education for Financial Operations

Typically a job would require a certain level of education.

Employers hiring for the financial operations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Accounting, Finance, Business, Education, Business/Administration, General Education, MBA, Economics, Management, Information Systems

Skills for Financial Operations

Desired skills for financial operations include:

Systems
Company operations
Regulations
Securities products
Activities of member firms and the securities industry
Financial and operational risks
Guidelines and industry best practices
Securities industry rules
Financial processes
Accounting policies

Desired experience for financial operations includes:

Providing technical oversight to ensure costs and revenues are recognised in accordance with US GAAP
Fully-Qualified in recognised accountancy qualification (ACCA, CIMA, ACA)
3 years post qualification experience (minimum)
Hyperion knowledge
Bachelor's Degree in Accounting or Finance from an accredited program
Experience with SAS or SQL reporting

Financial Operations Examples

1

Financial Operations Job Description

Job Description Example
Our growing company is looking for a financial operations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial operations
  • Participating in staff planning and maintaining/improving metrics models
  • Providing financial analysis to help identify cost reduction opportunities
  • Providing analytical support for facility costs
  • Participating in month end close, tracking/reporting of the employee variable compensation program, auditing invoices from temporary agencies, and validating financial savings from Kaizen improvement projects
  • Ensure vendor invoices, driver payments and expense claims are paid accurately & timely
  • Participate month/year-end (close) activities to ensure AP accounts are accurate and timely reconciled to GL
  • Able to provide technical leadership to the team, especially in issue resolution
  • Bachelors degree or diploma level in accounting and/or business discipline
  • Exposure to expense management
  • 5+ years’ experience Accounts Payable process, preferably in a global shared services environment
Qualifications for financial operations
  • Experience in process engineering/improvement
  • Please note that no prior experience of the travel industry is required
  • 3 or more years experience managing a high productivity operations center preferred
  • Bachelor Degree in Accounting or related field, experience can be substituted for degree if in appropriate line of work
  • A clear and effective communicator
  • Adept at prioritizing and multi-tasking
2

Financial Operations Job Description

Job Description Example
Our innovative and growing company is hiring for a financial operations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial operations
  • Must have Oracle R12 knowledge
  • Excellent people skills with strong ability to communicate with internal and external customers regarding all AP matters
  • Able to lead, manage team members
  • Effectively partner with leaders across the business who own the relationships with the 3rd parties, such as Sales, Marketing, Device & Procurement, Legal, Engineering
  • Review current processes and workflows and make changes for more productive results strengthen the control environment
  • Work with VP levels and above to develop and model strategic updates and drive key initiatives to action
  • Work with student publications and student media groups on contracts, production, fixed assets, and budgets
  • Oversee reconciliations of system quantities to identify discrepancies
  • Input data and maintain logs for recording and tracking transactions
  • Serve as a liaison for assigned accounts, customers and/or vendors
Qualifications for financial operations
  • Analyze financial data, capex, opex, allocations, manual transfers
  • Thought leader with sound business judgment
  • Minimum 7 year’s experience in financial analysis and reporting and collaborating with operational teams
  • Microsoft Access and/or SQL experience strongly preferred
  • Ability to problem solve and prioritize multiple, diverse and complex responsibilities with a high degree of accuracy and nominal supervision
  • Bachelor degree from a leading institution in business administration, economics, engineering, mathematics, or similar quantitative discipline
3

Financial Operations Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial operations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial operations
  • Establish performance objectives for department
  • Perform routine reconciliations of system quantities to identify discrepancies
  • Finance lead to Global Quality Assurance CVP
  • Take ownership of certain Global Operations HQ departments, becoming first point of contact for all financial issues
  • Assist in coordination of the annual budget process through the planning including target setting and consolidation of budgets and annual standard costing updates from the Plant Controllers
  • Develops, measures and tracks key metrics for the Customer Accounts supported by the Finance Manager
  • Provides reports and analysis to Finance Manager and Operations
  • Provide ad-hoc support to request for business analysis, process improvement efforts
  • Provides accounting services, including reviewing journal entries, maintaining and controlling physical records, and analyzing and reconciling general and subsidiary ledger accounts
  • Reviews and approves daily and monthly journal entries for leasing and merchant services transactions
Qualifications for financial operations
  • Experience in manufacturing and product cost accounting is preferred
  • Excellent interpersonal and communication skills with the ability to present to senior leadership
  • Ability to explain complex financial concepts to non-finance people (e.g., cost vs
  • Experience with SAP, Business Warehouse, Microsoft Business Intelligence (MSBI), Hyperion HFM, Hyperion Planning or Oracle Essbase a plus
  • Ability to work effectively and build strong relationships with teams
  • Bachelor`s degree - generally requires BA/BS in Accounting, Finance, Economics or equivalent work experience required
4

Financial Operations Job Description

Job Description Example
Our growing company is hiring for a financial operations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial operations
  • Responsible for the management of vendors for lease accounting software platforms and working with merchant services vendors
  • Resolve queries relating to invoices (internal and external) with a customer service attitude
  • Take incoming vendor or local market calls, process incoming vendor and local market e-mails
  • Match the invoices against the purchase order, check and process those invoices which are not matched against any purchase order and correct any errors
  • Quality checking to ensure the booked invoices are correct and rebook invoices if incorrect entries are made
  • Take ownership of end-to-end issue resolution including root cause analysis
  • Compile, deliver and analyze reports as needed and provide proposals for corrective actions where necessary
  • Maintain a system of controls over billing and operation transactions
  • Verify sales & service activities are posted to General Ledger
  • Review and analyze equipment margins
Qualifications for financial operations
  • 3 to 5 years of experience in a manufacturing environment, preferably a CPG / food
  • Willing to travel in California, Nevada, Minnesota and Washington states
  • ERP or Oracle experience would definitively be an asset
  • Bachelor's degree in Business, Finance, or related field (advanced degree highly desired)
  • Minimum 10 yrs related experience supporting DoD Programs
  • Ability to accurately complete detailed financial and statistical reports
5

Financial Operations Job Description

Job Description Example
Our company is growing rapidly and is hiring for a financial operations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial operations
  • Analyze and address variances to budget on a monthly basis
  • Partner with corporate to close books
  • Serve as a point of contact for both internal and external audits in the periodic review of the company financial records
  • Responsible for the daily financial operations of the designated acute hospital(s) within St Vincent's Health System
  • Support guidelines established by Financial Planning on statistical reporting by ensuring departments submit information timely and accurately
  • Serves as a liaison on financial matters among hospital leadership
  • The job requires working within a team environment, using analytical skills to work tickets and assignments regarding brokers
  • Exposure management for Client
  • Direct the design and development of activities performed by the Financial Operations teams (Accounts Payable, and Payroll)
  • Lead, develop and retain a team of 80+ Team Schein Members throughout the United States who have accountability to virtually every supplier and Team Schein Member of the Core business
Qualifications for financial operations
  • Experience with SAP, GDW and BPC report preparation a plus
  • Knowledge of various system applications
  • Working knowledge of MS Office applications with Proficiency in Microsoft Excel
  • Bachelor’s Degree in the area of Logistics, Inventory Management, Accounting or Business Administration
  • Minimum 8 years related experience with Bachelor's in Finance or Accounting
  • Strong strategic thinking capability, analytical skills, and thorough research abilities

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