Financial Services Manager
Navia Benefit Solutions, Inc.
full-time
Posted on:
Location Type: Remote
Location: Remote • Arizona, Colorado, Florida, Illinois, Kansas, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Dakota, Tennessee, Texas, Utah • 🇺🇸 United States
Visit company websiteSalary
💰 $90,000 - $120,000 per year
Job Level
Mid-LevelSenior
About the role
- Manage the client banking relationship and client banking processes
- Expert understanding online banking systems
- Manage set up of new users, new accounts and administration systems
- Oversee production of daily online transactions (working through banking administrator role)
- Troubleshoot escalated banking discrepancies that need research
- Manage all banking activity controls (operational and security)
- Monitor quarterly analysis fees
- Manage and perform bank and plan account reconciliation process, reconciling the underlying bank account or cash account to the corresponding operational administration system of record
- Ensure that effective accounting controls and reconciliation processes are in place for all service areas within Navia
- Develop and monitor financial controls for all banking transactions and approval processes
- Proactively provide insights to improve operational processes to ensure accurate reconciliation
- Support SSAE 18 SOC 1 audit by managing banking controls and responding to audit requests
- Develop and oversee ongoing audit controls to ensure that banking processes are being performed and maintained in a manner that minimizes reconciliation issues
- Salesforce case management
- Manage the Financial Services/ Custodial Operations Associates, Team Lead, and Offshore support staff, including coaching and development and accountability for day-to-day tasks
- Other duties and ad-hoc projects as assigned
Requirements
- Bachelor’s degree in business or accounting or commensurate banking experience
- Online banking system transaction processing
- Management or supervisory experience
- General accounting and bank account reconciliations
- Familiarity with financial or banking controls and procedures
- Experience with QuickBooks (extensive knowledge is +) and Microsoft Excel, Word and Outlook
- Strong written and verbal communications skills
- Excellent attention to detail and critical thinking skills
- Adaptable, ability to pivot in fast-changing environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
online banking systemsbank account reconciliationfinancial controlstransaction processinggeneral accountingSSAE 18 SOC 1 audittroubleshootingcoachingadministration systems
Soft skills
strong written communicationstrong verbal communicationattention to detailcritical thinkingadaptabilityleadershipteam managementoperational process improvementaccountability
Certifications
Bachelor’s degree in businessBachelor’s degree in accounting