Financial Operations Specialist at Entertainment… · 8000 W…

Summary: Entertainment Partners is committed to fostering an inclusive environment and is seeking a Financial Operations Specialist to support key financial processes related to client funding. This role involves being the primary contact for clients and internal stakeholders, managing financial inquiries, and ensuring accurate transaction processing. Responsibilities: - Serve as the main liaison for clients, partners, and internal teams regarding: - Payment applications - Balance returns - Internal funds transfers - Other client funding inquiries - Complete initial entry of electronic and physical payments received to fund Client PCard accounts and forward for review - Manage Department Salesforce queue - Receive and respond to cases within department-set time guidelines - Review and adjust case setting to ensure proper flow of data - Escalate cases as needed through proper tagging and reassignment procedure - Close cases as needed to ensure an organized and efficient queue - Support CASHet Shipping team when necessary, including but not limited to invoice generation, collection activity, and responding to client questions - Assist with quarterly rebate payment to Clients - Prepare Rebate Statements - Cross-check Amounts Due versus Spend to prevent overpayment - Coordinate payment method with Clients - Issue payment in accordance with Client’s request and Management’s approval Required Qualifications: - Excellent knowledge of Commercial Banking and Treasury Management - Familiarity with Accounting/Bookkeeping - Able to communicate clearly about financial activity - Positive attitude toward assisting clients, even under pressure - Ability to work in a high-volume, fast-paced environment - Strong skills in Excel, Microsoft Office, Word - Strong written and verbal communication skills - Able to take direction - Strong attention to detail - Comfortable with repetitive tasks - Commitment to meeting deadlines - Able to audit historical data - Strong problem-solving skills - Additional duties as assigned Preferred Qualifications: - Experience with Salesforce strongly preferred - Experience with GIACT a plus Required Skills: Commercial Banking, Treasury Management, Accounting, Bookkeeping, Salesforce, Excel, Microsoft Office, Word, GIACT Benefits: Health, Dental, and Vision options, 401(k) retirement savings plan and company match, Paid holidays, vacation time, and sick time, Participation in company equity plans, Employee Assistance Program, mental health and wellness programs, Training and development, Annual bonus and merit reviews