Financial Specialist III

This is a fully remote position, open to applicants in Wisconsin.

📋 Description

• Prepare and initiate accounting journal entries

• Generate and dispatch customer statements and reports

• Create and post multiple accounts receivable and billing files

• Compile and submit payment files for supplier invoices (EIB) and customer invoice inbound payments

• Conduct audits on accounts payable invoices

• Maintain and update customer billing records

• Establish, oversee, and report on insurance claims within the ancillary system

• Set up and maintain account details, investigate discrepancies, and process utility bills

• Draft communications and reports while organizing various records to provide administrative support within a designated work unit

• Address complex fiscal inquiries and provide information based on established materials and standards to diverse audiences

• Review internal controls for transaction processing and recommend policies and procedures

• Act as a liaison to leadership, offering financial advice, recommendations, and updates on financial status

• May provide training to staff on financial processes and best practices

• Oversee financial transactions and fund balances, generating and reconciling complex reports and statements in line with established rules and regulations

• Review and approve intricate transactions and allocate funding codes according to established rules, regulations, and policies

• Reallocate expenses to the appropriate funding strings

⛳️ Requirements

• At least two (2) years of experience in accounting, finance, or a related discipline

• Proven experience in building and maintaining working relationships with individuals at all levels within an organization

• Exceptional interpersonal skills, including active listening, written, and verbal communication abilities

• Working knowledge of Generally Accepted Accounting Principles (GAAP)

• Capability to prepare financial reports and spreadsheets

• Proficiency in Microsoft Excel, Microsoft Word, database systems, financial accounting systems, and various database query tools

• Strong mathematical skills and meticulous attention to detail to ensure accuracy in data entry and reconciliation of various accounting figures

• Strong organizational capabilities

• Strong critical thinking and problem-solving abilities

• Ability to prioritize and effectively manage multiple projects under competing deadlines

• Willingness and ability to adapt to change

🏝️ Benefits

• Generous paid time off

• Competitively priced health, dental, vision, and life insurance

• Tax-advantaged savings accounts

• Participation in the nationally recognized Wisconsin Retirement System (WRS) pension fund