Financial Specialist Job Description template and pdf with duties [2024]

Job summary 1

Partnering with the business, controllership, information technology and related compliance teams, the Financial Specialist will work to implement applications, processes or reporting solutions to support evolving requirements. They will work through the project lifecycle from analysis and design to deployment and stabilization of the final solution. This position requires an experienced project/process professional, a strong knowledge of finance concepts and team skills. The successful candidate will have demonstrated capability in participating with cross functional, global teams; delivering results; taking appropriate risks; and in working in a collaborative decision-making model with partners across the company.

Duties & Responsibilities 1

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Partner with Functional teams in Business, Compliance and Information Technology to to provide effective support of forward-looking finance and compliance strategies for solutions and processes that enable growth and finance efficiency.
Participate and/or Lead cross functional, global teams in defining & executing strategies through full life cycle program and project management to include analysis, design, testing, process integration, data migration and systems changeover / deployment.
Communicate and work with different levels of management and users to provide project status, timeline and issue updates to gain support and buy-in of systems/solution integration efforts and process reengineering efforts.

Requirements & Skills 1

A Bachelor’s or equivalent University degree preferably in Accounting or Finance.
Deep (5+) years of relevant experience in finance systems domain and process definition or enhancement projects.
Very strong project management skills with demonstrated experience in complex projects involving global project teams.
Independent, results oriented, reflecting a hands-on attitude with ability to think both strategically and tactically.
- Excellent oral and written communication skills with ability to communicate effectively across different levels & geographies.
- Ability to work in a collaborative decision-making model with partners across the company.
- Track record of achieving results through influence, and collaboration with others.

Job summary 2

The Financial Specialist reports to the Supervisor, Administration and the person must be able to process financial transactions in the company’s processing systems as related to group and individual billing, automated clearing house (ACH) processes and cash receipt processing. Maintain and balance group and individual accounts receivables including delinquency processing and terminations. Manage receipt of group admin fees and process vendor payments. Invoice for third party administrator (TPA) Claims processing and manage receipt and application of claims funding.

Duties & Responsibilities 2

Requirements & Skills 2

Job summary 3

We are looking for an experienced Lead Engineer who will support an organization to support the standup/operations of a cyberspace defense unit and help to define the transformation of Cyberspace Operations. This organization requires support in the form of Finance/Budget analysis to support unit programs.

Duties & Responsibilities 3

Requirements & Skills 3

Knowledge of the policies, principles, concepts, guidance, procedures, techniques, and methodologies pertaining to budget formulation and financial management
Knowledge of the mission, roles, functions, organizational structures, and operation of DoD and Air Force organizations pertaining to budget formulation and financial management to provide guidance to subordinate units
Knowledge of revolving funds and annual and multiple-year appropriations; their characteristics, uses, applications, and data structures
Knowledge of the DoD Planning, Programming, Budgeting, and Execution process and its products, terminology, and guidance documents, including DoD budget and financial management regulations, OMB Circulars, and Congressional legislation
Ability to communicate, both orally and in writing, clearly, concisely, and with technical accuracy
Ability to plan, organize, mentor, motivate, and direct subordinate teammates in the use of automated data processing concepts, systems capabilities, and economic usages to effectively complete assignments
- Must be a US Citizen
- Must have a Secret security clearance
- Bachelor’s degree and minimum 8 years of professional experience with at least 5 years of experience

Job summary 4

The Financial Specialist assists Management staff with the daily operations of the Accounts Receivable Business Unit by performing professional work and completing in-depth reviews of assigned accounts receivable activities and is the subject matter expert for the specific assigned areas of responsibility. Participates and assists in the many daily activities performed by staff.

Duties & Responsibilities 4

Audit all supporting documentation for compliance, ensuring proper parties are refunded.
Audit data received from third party billing agency to ensure compliance with Federal & State Law.
Performs complex technical accounting analyzing, auditing, and reconciling
Analyzes Exception Files ensuring accuracy of customer accounts.
Audits Level of Service Requests (LOS).
Reconciles third party billing agency’s cash log, reports, and county’s financial system, ensuring compliance with third party billing agency’s contract.
- Audit billing and ensures billable items are in accordance with board approved resolutions & contracts.
- While investigating customer complaints, possess the ability to promptly communicate with tact and the ability to resolve the issue, while documenting relevant facts.
- Possess the ability to identify, interpret and implement changes as a result of new processes, legislative or regulatory requirements.

Requirements & Skills 4

An Associate’s Degree from an accredited college or university in Accounting or Finance plus two (2) years experience in auditing procedures, inventory control, basic real estate or bookkeeping/financial duties.
Year-for-year basis may substitute for the college degree
A Bachelor’s Degree from an accredited college or university in Accounting, Finance or in a highly related field may substitute for the required experience
- Knowledge of Generally Accepted Accounting Principles
- Ability to interpret a variety of complex instructions furnished in written, oral, diagram or schedule form
- Ability to define problems, collect data, and draw valid conclusions

Job summary 5

The Financial Specialist serves as the support for the FP&A and Accounting departments.

Duties & Responsibilities 5

Requirements & Skills 5

Job summary 6

The Financial Specialist is responsible for supporting the functions performed by the Controller's group including reviewing, analyzing and interpreting accounting, financial and statistical data preparation, budgeting, forecasting, and support throughout AIC.

Duties & Responsibilities 6

Requirements & Skills 6

Bachelor's Degree in Accounting, Finance, Business or related field from an accredited college or university required.
- CPA required.
- Master’s Degree or CMA preferred.
- One or more years of relevant accounting experience (accounting, budget preparation, and statistical analysis) required.

Job summary 7

Under the general supervision of the Financial Controller, the Financial Specialist will perform accounting functions for the Finance Department.

Duties & Responsibilities 7

Verifies validity of invoices and matches same to appropriate procurement document.
Posts matched invoices into the Accounts Payable Module.
Investigates and reconciles invoices with vendors.
Calculates data for matching invoices for the purposes of entering invoices into the Accounts Payable Module.
Reviews posted information for accuracy
Runs posted checks and reviews for accuracy.
- Maintains and reviews cost allocations on a quarterly basis and makes required changes when necessary.
- Bank statement reconcilation.
- Performs other duties as may be assigned.

Requirements & Skills 7

Bachelor’s degree in accounting, finance, economics, or related field of study and a minimum of (1) one year directly related work experience; or any combination of college education, training and experience in accounting, auditing, finance, budget management and system analysis totaling eight (8) years.
Knowledge of standard office procedures and practices. Must possess skills to operate in a computerized accounting environment including knowledge of spreadsheet applications.
- Must be able to work with figures and/or reports requiring concentration and accuracy.
- Must be able to communicate effectively both orally and in writing.
- Ability to exhibit emotional maturity and good judgment to include high standards of morals and speech.

Job summary 8

The Financial Specialist administers benefits financial transactions with discretion, ensuring accuracy and appropriate validation, and using prudent judgment on departmental matters. The incumbent: reconciles monthly payroll benefit contributions for active staff, reconciles and verifies billing information for individuals who are on leave of absence, COBRA or retired from the University, and develops reports to issue payments to vendors. Incumbent also works with reconciling benefit clearing accounts, taxable tuition calculations and any corresponding worksheets or analysis reports. Works as subject matter expert to assist and research account inquires for vendors or university colleagues.

Duties & Responsibilities 8

Regularly queries the database of payroll deductions and use billing-administrator-reported inactive payment reports to facilitate accurate vendor payment. Monthly summaries and reports on payroll deductions (using pivot tables and spreadsheets), benefit plans and bills, and uses controls to validate accuracy; process vendor payments accordingly. Conducts ad-hoc analyses as needed.
Billing: Data Management: Analyzes, reconciles, and resolves discrepancies with enrollment and eligibility data for active and inactive employee benefits. Works with Financial Analyst and Benefits team in resolving discrepancies between Northwestern and the vendors. Prepares schedules for payments. Works with the Benefits team in resolving issues as they arise. Works with the Benefits Specialist and Benefits Operations Supervisor to resolve discrepancies with billing administrator and enrollment vendor
Account Reconciliations: Reconciles monthly balance sheet benefit clearing accounts to ensure accounts are properly stated and transactions accurately reported and discrepancies identified and corrected

Requirements & Skills 8

Bachelor’s Degree in Accounting or Finance
Two or more years work experience in benefits, accounting or related area

Job summary 9

The Finance Specialist provides specialized services to support financial management and reporting; accounting; grants administration, or similar financial activities for the team. They expeditiously, accurately, and courteously respond to or route various inquiries from internal and external customers. They will provide financial support and assistance to Conservation and Finance managers related to proposals, grants, reporting, forecasting and budget management. They will prepare and monitor budgets, prepare timely and accurate forecasts and reports, and support contracts and invoice payments ensuring adherence to all Standard Operating Procedures.

Duties & Responsibilities 9

Requirements & Skills 9

Job summary 10

We are looking for a Lead Engineer.

Duties & Responsibilities 10

Develops, implements, and monitors programs to analyze and evaluate the performance of civilian payroll systems and the civilian payroll offices; identifies and makes recommendations for improvement of customer and payroll initiatives and services.
Assists with resolving complex issues in civilian pay with the goal of improving delivery of services to customers by identifying and improving gaps in performance.
- Ensures agency goals are incorporated into the payroll operations program budgets.
- Explains to team members the action items, projects and/or program issues under review, problems to be solved, deadlines and time frames for completion.
- Monitors and reports on the status and progress of work, checks work in progress and upon completion for quality, adherence to instructions and to ensure objectives are met.

Requirements & Skills 10

Conditions of Employment
Must be a U.S Citizen
Background Investigation
Registered for Selective Service (males born after 12-31-1959)
- Suitable for federal employment
- Obtain/Maintain Financial Management Certification
- This national security position, which may require access to classified information, requires a favorable suitability review and security clearance as a condition of employment. Failure to maintain security eligibility may result in termination.

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