Financial Specialist

  • Charlotte, NC (On-Site)
  • Posted 1wk ago

Job Details

  • SalaryNot provided
  • Job TypeFull-time
  • Company TypeNone
  • Job CategoryAccounting / Finance
  • Job WorkplaceOn-Site
  • Job Workplace LocationCharlotte, NC, USA

Job Description

Description

Essential Functions

An individual must be able to successfully perform the essential functions of this position with or

without a reasonable accommodation.

  • Provide support to the Accounting Team Lead as needed and as requested
  • Bank reconciliations for all client bank accounts on a monthly basis
  • Communicate and work directly with the bank regarding any overdrafts, returns, authorizations, etc.
  • Integrate financial reporting for new clients
  • Facilitate transfer of funds between bank accounts both internal and external
  • Post and deposit payments
  • Review and approve refund requests
  • Coordinate requests for debit/credit cards
  • Apply credits to ledgers as needed
  • General ledger transactions
  • Communicate both internally and externally with clients, homeowners and coworkers regarding any
  • accounting inquiries or concerns both via phone and email
  • Compile, review and provide financial reports to clients and coworkers on a monthly basis
  • Other tasks as assigned

Requirements

Requirements:

  • Strong interpersonal, written and verbal communication skills required
  • Typing speed of 60 WPM with 90% accuracy
  • Proficiency in MS Office (MS Excel, MS PowerPoint, etc)
  • Proficiency in Gmail and Google Suites
  • Excellent time management skills and the ability to prioritize work
  • Strong organizational skills with the ability to multitask
  • Retain and recall a large amount of detailed information
  • Move quickly and efficiently through assigned workloads
  • Communicate well with fellow employees and be comfortable working as part of a team
  • Demonstrate excellent customer service skills and generally enjoy working with a diverse clientele
  • Demonstrate the ability to independently manage workload, set priorities, meet deadlines, work under
  • pressure and adjust to change
  • Demonstrate the ability to manage time in order to maximize the maintenance of on-going client
  • relationships
  • Demonstrate integrity and strong character

Education

  • High School Diploma or Equivalent
  • 2-3 years related experience and/or training; or equivalent combination of education and experience

Physical Activities

The following physical activities are necessary to perform one or more of the essential functions of this

position.

  • In-office presence required
  • Create documents, reports, etc. using a writing instrument or computer
  • Enter and locate information on a computer
  • Visually verify and/or read information
  • Communicate effectively in person or by using telecommunications equipment
  • Move, lift and carry supplies weighing less than 20 pounds without assistance
 
 

Posted: 2025-03-27

Last updated: 2025-03-27 6:44AM UTC

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