Financial Operations Specialist

EBS Recruiters•St. Louis, MO

14h

About The Position

The Financial Operations Specialist supports day-to-day financial activities by managing billing, expense processing, reconciliations, and financial recordkeeping. This role ensures accurate revenue tracking, streamlined expense management, and timely reporting while partnering cross-functionally to improve financial processes and maintain data integrity. The ideal candidate is detail-oriented, analytical, and comfortable working independently in a fast-paced environment.

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, or related field
2–4 years of experience in financial operations or accounting
Strong understanding of financial processes and accounting principles
Proficiency in Microsoft Excel and financial systems (Sage or similar ERP platforms preferred)
Experience improving or streamlining financial processes
Strong analytical, organizational, and problem-solving skills
Excellent written and verbal communication skills
Ability to work independently and collaboratively across teams

Responsibilities

Set up client billing based on contract terms and generate invoices according to agreed schedules
Maintain accurate accounts receivable records and follow up on outstanding payments
Reconcile revenue reports and support revenue recognition processes
Process expenses, reimbursements, and corporate card reconciliations
Bill clients for reimbursable expenses and travel-related costs
Prepare commission reports and support monthly payout tracking
Maintain accurate financial records in accounting and CRM systems
Assist with audit documentation and ensure compliance with accounting policies and internal controls
Respond to internal and external inquiries related to billing and financial transactions
Identify and implement process improvements to enhance efficiency and accuracy