• Job Description

  Req#: 25-00075
  Finance Operations Specialist
  
  Overview:
  
  WEI is a service and solution technology provider that focuses on building quality relationships with its clients. Our clients benefit from our technical talents, value-added services, demonstration labs, knowledge transfer center, integration/imaging labs, proof of concept labs and our commitment to quality. From server and networking configurations, imaging, inventory management, through on-site implementation, our Operations Team is committed to providing unwavering support throughout the project.
  
  WEI has an exciting opportunity for a Finance Operations Specialist to join our Digital Operations team.
  
  Financial Operations Specialist
  The Financial Operations Specialist position supports the internal day-to-day financial activities to enhance the efficiency, accuracy, and effectiveness of the organization's financial operations. This key position will work collaboratively with Finance, Accounting, Sales, and other cross-functional teams to ensure seamless processing and reconciliation of financial data, while supporting billing, invoicing, and reporting processes across the full financial lifecycle. Operating as a workflow specialist between operational and finance teams, the Financial Operations Specialist will monitor for discrepancies, identify efficiencies, and ensure data integrity and proper prioritization of financial transactions.
  
  Responsibilities:
  • Accurately process financial transactions such as invoices, payments, credits, and adjustments
  • Reconcile accounts and investigate discrepancies to ensure accurate financial reporting
  • Communicate with customers, vendors, and internal teams regarding billing and payment inquiries
  • Facilitate urgent financial requests such as payment escalations or invoice corrections
  • Prepare daily, weekly, monthly, and quarterly financial reports for management and stakeholders
  • Exhibit advanced proficiency with financial systems, tools, workflows, and processes
  • Drive continuous improvement in financial workflows, controls, and reporting accuracy
  • Liaise with finance, accounting, and operational teams for timely resolution of issues
  • Develop, implement, and optimize financial processes, tools, and reporting mechanisms
  • Review and interpret ongoing financial reporting requirements
  • Research and analyze financial data to support decision-making
  • Ensure compliance with company policies, procedures, and financial regulations
  • Perform other duties as requested
  
  Requirements:
  Knowledge, Skills, and Abilities
  • 2-5 years of experience in finance operations, accounting, financial analysis, or related roles
  • Working knowledge of MS Word, MS Excel (advanced preferred), and financial/ERP systems (e.g., NetSuite, SAP, or similar)
  • Ability to work in a matrix organizational environment and collaborate across departments seamlessly
  • Ability to work in a fast-paced environment, manage shifting priorities, and handle multiple tasks simultaneously
  • Strong analytical and problem-solving skills with attention to detail
  • Exceptional verbal and written communication and presentation skills
  • Self-motivated with high energy and a proactive, solutions-oriented mindset
  • Ability to adapt to changing priorities, demands, and timelines
  • Interest in leveraging technology and innovation to improve financial processes
  • Ability to occasionally travel for meetings or training, 0%-5%
  • Strong ability to adapt, evolve, and drive process improvements
  • MUST be a team player, able to work collaboratively and positively at all times
  
  Education:
  • Bachelor's degree in Finance, Accounting, Business Administration, or an acceptable combination of education and experience
  
  Nothing in this Job Description restricts the Company's right to assign or reassign duties and responsibilities to this position at any time. This position is at will, which means that either the employee or the Company may terminate the employment relationship at any time, with or without notice and for any reason or no reason.
  
  EEOC Statement:
  The Company is an Equal Opportunity Employer: The Company believes that all persons are entitled to equal employment opportunity. The Company will not discriminate or tolerate discrimination against any employee or applicant because of race, color, creed, religion, genetic information, sex, sexual orientation, national origin, age, status with regard to public assistance, marital or veteran status, disability, or any other characteristic protected by local, state, or federal law.

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