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Finance Specialist
Finance SpecialistSearch Solution Group • Plano, TX, United States
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Finance Specialist

Finance Specialist

Search Solution Group • Plano, TX, United States
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Job Overview :

Search Solution Group is seeking a Finance Specialist on behalf of our client, a company dedicated to helping small and mid-sized businesses offer high-quality retirement plans to their employees. The Finance Specialist plays a critical role in ensuring accurate and timely financial operations, including commissions, billing, accounts payable / receivable, and reporting. This role requires strong analytical abilities, attention to detail, and a passion for process improvement to support the efficiency and effectiveness of the finance team.

Key Responsibilities :

  • Oversee and complete assigned financial operational tasks, including AP, AR, billing, and commissions.
  • Support monthly recordkeeping and reconciliation processes.
  • Assist with billing and invoicing, including preparation of accurate invoices and maintaining updated customer billing records.
  • Manage commissions processes, including calculation, statement creation, and distribution.
  • Handle sensitive and confidential financial documents with integrity and discretion.
  • Identify and escalate complex or unresolved financial issues to leadership or the appropriate teams.
  • Ensure compliance with company financial policies and departmental procedures.
  • Contribute to financial projects and process improvements to support business growth.
  • Provide administrative support for the finance team, including responding to queries and maintaining records.
  • Participate in ad-hoc financial projects and reporting as directed by leadership.

Requirements include :

Education :

  • Bachelor's degree in Finance, Accounting, Business Administration, or related field; or equivalent combination of education and experience.
  • Experience :

  • 1-3 years of relevant finance experience (e.g., AP, AR, billing, commissions, or related financial operations).
  • Experience in billing or commissions processes is a plus.
  • Skills :

  • Strong attention to detail with the ability to maintain accurate financial records.
  • Proficiency in Microsoft Office Suite; experience with accounting software such as QuickBooks or SAP preferred.
  • Strong organizational skills with the ability to prioritize multiple tasks.
  • Effective problem-solving and analytical abilities.
  • Excellent communication and collaboration skills.
  • Certifications :

  • None required; accounting or finance certifications a plus.
  • Knowledge :

  • Understanding of basic accounting principles and financial operations.
  • Knowledge of billing, invoicing, and commission processes is advantageous.
  • Key Competencies :

  • Integrity and discretion in handling confidential financial information.
  • Ability to adapt quickly in a fast-paced, team-oriented environment.
  • Strong interpersonal skills and a collaborative work style.
  • Commitment to continuous improvement and operational efficiency.
  • How to Apply :

    To apply for this position, please click the "Apply" button at the top right of your screen. Alternatively, you can email your application to info@ssgresume.com . Please ensure to include your resume and any other relevant documents showcasing your qualifications.

    Company Overview :

  • Industry : Financial Services
  • Location : Plano, TX and Camas, WA
  • Equal Opportunity Employer Statement :

    Search Solution Group is an Equal Opportunity Employer committed to fostering an inclusive workplace where diversity is valued and respected. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status in our hiring process or employment practices. We believe that a diverse workforce brings unique perspectives and strengths, driving innovation and growth. All employment decisions are based on qualifications, merit, and business needs. We welcome applicants from all backgrounds to apply and contribute to our team.

    Disclaimer :

    Please note that the job description provided is not exhaustive and is subject to change. Additional duties may be assigned as needed to meet the evolving needs of the organization and to ensure the successful completion of projects and objectives.

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    Finance Specialist • Plano, TX, United States

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