Financial Solutions Advisor consulting on investment and insurance strategies for clients at PNC Wealth Management. Grows investment and insurance portfolios while providing exceptional client experiences.
About the role
- Senior Financial Operations & Excellence Specialist ensuring finance process excellence in fast-scaling environment. Collaborating across teams to enhance efficiency and control in finance operations.
Responsibilities
- Ensure smooth day-to-day execution of procurement and finance operational processes
- Act as the main point of contact for finance process and tooling queries
- Enforce intake discipline and ensure requests follow established workflows
- Monitor system usage and drive consistent adoption across teams
- Support stakeholders in navigating procurement and finance tools
- Identify operational bottlenecks and propose process improvements
- Maintain documentation, controls and process transparency
- Partner with Finance and other functions to ensure timely and accurate processing
Requirements
- 4+ years of experience in financial operations, procurement operations or finance process roles
- Strong understanding of finance workflows and operational controls
- Experience working with ERP or finance systems
- High attention to detail and process discipline
- Ability to manage multiple stakeholders and prioritise effectively
- Structured and methodical approach to problem-solving
- Comfort operating in a fast-paced, high-expectation environment
Benefits
- Working with a highly motivated and successful team of high performers - with real ownership and room to grow
- A culture that values talent, ideas, and execution
- Real impact - your work will help shape growth for a product used by millions of investors
- Challenges that will help you grow fast and unlock your potential
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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