Financial Operations Specialist

Bunzl Distribution NA•Morton Grove, IL

9h•$70,000 - $90,000

About The Position

We are seeking a highly motivated and forward‑thinking Financial Operations Specialist to join our finance team. The Financial Operations Specialist is responsible for identifying, analyzing, and resolving electronic data interchange (EDI) and financial transaction issues across the order-to-cash lifecycle. The candidate will be comfortable managing, organizing, and analyzing large amounts of data. The primary focus will be on root cause analysis, continuous process improvement, and the development of scalable solutions to prevent issue recurrence. While the initial priority is with EDI, the expectation and growth opportunity for the role is that the individual will become an Operations Specialist for all aspects of Finance, IT, and Customer Experience. The ideal candidate is a proactive problem solver who approaches challenges creatively, collaborates effectively with internal and external stakeholders, and leverages insights to drive operational excellence across the customer base.

Requirements

Bachelor’s degree preferred.
Experience in customer-facing roles preferred
Demonstrated success troubleshooting transactional or system-based issues
Experience working with multiple EDI platforms (ANSI X12, EDIFACT, XML) or Spend Management Platforms (e.g., Coupa, Ariba).
Strong communication, organizational, and time management skills.
Ensure accuracy in financial transactions and data handling
Ability to diagnose complex issues and identify root causes
Comfortable working with large volumes of data and deciphering mismatches, discrepancies, and variances
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook);
experience with reporting tools such as Power BI and AS400 (JANUS) is advantageous

Nice To Haves

Prior experience in retail inventory, project management, or supply distribution is a plus, but not required.

Responsibilities

Manage large amounts of data including organizing, analyzing, reconciling, and resolving data discrepancies
Investigate and resolve EDI-related errors impacting invoicing, payments, remittances, and customer transactions
Perform root cause analysis to identify underlying issues and implement sustainable corrective actions
Partner with cross-functional teams (Finance, IT, Customer Experience, Sales Operations) to resolve discrepancies, including designing new workflows and processes
Collaborate directly with external customer teams to troubleshoot issues and align solutions
Design, document, and implement process improvements to enhance accuracy, efficiency, and scalability
Monitor recurring issues and develop proactive strategies to eliminate repeat errors
Analyze transaction data and trends to identify systemic issues and optimization opportunities
Resubmit corrected invoices or purchase orders to clear discrepancies
Support onboarding of new customers/vendors by ensuring EDI and financial process readiness
Develop and maintain process documentation, standard operating procedures (SOPs), and knowledge-sharing materials
Contribute to automation initiatives and system enhancements related to financial operations
Provide regular recurring reports to present status updates and next steps to leadership
Willingness to challenge existing processes and develop new solutions
Strong partnership with internal teams and external customers
Takes ownership of issues through resolution and prevention