Summary: The Financial Operations Specialist will sit within the Financial Operations Team and will work closely with the Client Support team to ensure the success of our client programs. The specialist role will focus on order processing and handling reconciliation work, calculating and paying out revenue share, adjusting the client’s balance, reviewing client contracts and ensuring programs are set up accordingly.

This role is a hybrid role that will work onsite 1-2 days per week at our Dallas, TX location. Occasional travel may be required as part of this position.

Responsibilities:

· Allocate client funds in accordance with remittance instructions and manage order processing for a portfolio of client programs in line with their funding processes.

· Assist clients with file errors by opening support tickets and guiding successful re-uploads.

· Reconcile client accounts and resolve any identified variances.

· Review client contracts to understand and apply contracted fees accurately.

· Manage finance-related tasks submitted through the internal ticketing system.

· Support month-end close activities, including reconciling Accounts Receivable, auditing monthly fee jobs (both manual and automated), processing revenue share payments, and performing bank audits.

· Respond to day-to-day client emails and handle any escalations.

· Create support tickets for client team requests and follow through to resolution.

Qualifications:

· Strong organizational skills with the ability to manage multiple inquiries from various channels efficiently.

· Capable of prioritizing and organizing daily, weekly, and monthly tasks with minimal supervision.

· Highly detail-oriented, ensuring accuracy in all aspects of work.

· Effective team player who collaborates well within a group and contributes to shared projects.

· Skilled at cross-functional collaboration, able to work with other departments to resolve client inquiries when necessary.

· Responsive and committed to providing timely, thorough responses to all inquiries.

· Strong problem-solving and analytical skills, applying critical thinking to daily tasks and resolving basic issues as they arise.

· Experience in Operations or Order Processing.

· Background in Accounting or Finance is preferred.

· Proficient in using tools like Teams, Outlook, and JIRA (or similar ticketing systems).

· Excellent written and verbal communication skills,

The base salary range for this position is between $44,010.00 to $54,180.00 with eligibility for an annual bonus. The actual base salary offered depends on a variety of factors, including but not limited to the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, business needs, and market demand. Our competitive benefits include medical, dental, vision, wellness, 401(k) matching, Open PTO, work from anywhere, generous parental leave, and more! Our job titles may span more than one career level. All candidates are encouraged to apply.