Financial Operations Specialist I jobs in United States
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Shelter Insurance Companies · 1 day ago

Financial Operations Specialist I

Shelter Mutual Insurance Company is a dedicated organization committed to serving its clients. They are seeking a Financial Operations Specialist I to balance and reconcile bank accounts, audit disbursement requests, and assist accountants with various accounting functions.

Auto InsuranceInsuranceService Industry

Responsibilities

Balance and reconcile bank accounts, cash transaction reports, unprocessed cash slips, and agents leased offices for all Shelter Companies
Investigate problems and out-of-balance conditions, taking corrective action with banks, agents, vendors, auditors, and other departments
Audit disbursement requests and expense reports for compliance with company policies
Create travel management reports as requested
Process personal property reports in 12 states
Assist Accountants with accounting function activities
Analyze statistical data for preparation of management and statutory reports

Qualification

Analytical skillsExcelProblem-solving skillsOutlookTeamsAdobeAccessWorkdayMainframeSupervision acceptanceCommunication skillsTeamwork

Required

Excellent analytical and problem-solving skills
Ability to understand computer applications and reports to determine out-of-balance conditions and construct various types of reports
Demonstrate the ability to communicate with Accountants, IS Accounting team and others in the Company
Ability to accept supervision, follow instructions and work in a harmonious manner with co-workers, supervisors, and outside personnel
Experience in Outlook, Teams, Excel, Adobe, Access, Workday, and Mainframe
Ability to maintain schedules and work well with others
Ability to perform the essential functions of the position, with or without a reasonable accommodation

Benefits

Health, Dental, Voluntary Vision and Prescription Drug Insurance
Savings and Profit Sharing 401(k)
Paid Time Off for Sick and Personal Leave, Vacation and Holidays
Vitality Wellness Program
"Dress for Your Day" Dress Code
Flexible Scheduling
And much more!

Company

Shelter Insurance Companies

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Shelter Insurance® is a property casualty insurance company offering auto and home insurance in addition to several other insurance products, including: Life Insurance Renters Insurance Motorcycle Insurance RV Insurance ATV Insurance Boat Insurance Umbrella Insurance Personal Articles/Inland Marine Insurance Farm Insurance Business Insurance Shelter Insurance® products are sold by agents in 14 states— Arkansas, Colorado, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Mississippi, Missouri, Nebraska, Ohio, Oklahoma and Tennessee.

Funding

Current Stage
Late Stage

Leadership Team

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Matt Moore
President and Chief Operating Officer
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Company data provided by crunchbase