Central Banking Operations Analyst responsible for process analysis and improving banking operations in Seal Beach, CA. Collaborating with various teams to enhance productivity and compliance.
About the role
- FinTech Operations Specialist responsible for client onboarding and support using FinQuery's accounting automation software. Implementing solutions for managing complex financial contracts effectively.
Responsibilities
- Assist clients with onboarding their data onto our software solutions, including lease portfolios in LeaseQuery and business contracts in FinQuery Contract Management (FCM)
- Serve as the technical resource to onboard clients into FCM, ensuring they can effectively track all business contracts, prepaids, and accruals
- Handle Professional Service requests for clients, addressing a range of needs across both LeaseQuery and FCM
- Consult with CFOs, Controllers, and other accounting staff on tight schedules, guiding customers through best practices according to pertinent accounting standards and contract management protocols
- Review lease and contract documents and ensure data is accurately entered into the software by our Data Entry team
- Provide assistance as clients go through the upload data procurement process and uploading data when complete
- Reconcile account balances, including prepaids and accruals, and advise clients on making needed adjustments
- Provide product expertise across all areas, including Journal Entries, Reporting, and Data Entry for both LeaseQuery and FCM
- Perform customer training on all aspects of LeaseQuery and FCM, with a focus on clear, concise explanation
- Understand and guide customers through best practices according to pertinent accounting standards and contract management protocols
- Communicate across multiple teams and customers to ensure timely delivery of fast-paced, complex financial projects
- Conduct all business in accordance with FinQuery policies and procedures
Requirements
- Working knowledge of the lease accounting guidelines (ASC 842, IFRS 16, GASB 87, and GASB 96)
- Understanding of contract lifecycle management concepts and the accounting treatment for prepaids and accruals
- Ability to adapt to changes in roles and responsibilities and working independently with limited direction in a fast-paced environment
- Must have strong organizational skills and be detail-oriented
- Strong written and verbal communication skills
- Advanced customer service skills
- Proficient with Salesforce, MS Office, and G-Suite
Benefits
- Annual employee development program stipend of $2,000 for each employee
- Mentorship program (available immediately)
- Sabbatical program (4 weeks after 5 years of service)
- Advancement opportunities based on results, not politics
- 401(k) plan with employer matching
- Signing stipend for a work-from-home setup
- Great health benefits with multiple plan options
- Flexible PTO (including 11 holidays and your birthday off)
- Free gym membership at our office (Atlanta HQ)
- Casual dress environment (when in office)
- Catered lunches every Tuesday & Thursday (when in office)
- Parental Leave Benefits
- Fertility/Adoption Assistance
- Annual tutoring stipend for your children
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