Monday, October 27, 2025
Ubiquity

Financial Processor – Funding

Posted: 3 days ago

Job Description

POSITION DUTIES/RESPONSIBILITIES:Processing financial support requests and handling financial projects for existing business accordingAuditing and updating participant payrolls and other financial adjustmentsAuditing and updating client fundingPosting client fundingUpdating and adding client funding bank accountsProcessing client funding adjustments, receivables or payablesReviewing client funding for on or off hold processCreating and emailing financial reports around client fundingPerform additional duties as requested by Supervisor and/or ManagementResponsible for ensuring compliance to financial processes and managing controls around financialsPerform duties around delinquent funding reviewProvide input and feedback to processes and improvement opportunitiesWork with Management to create procedures around processesPOSITIONAL COMPENTENCIES:Strong oral and written communication skillsProblem solving - The ability to identify alternate solutions to challenges, proactive, before the challenge is widespread, positively reactive as they ariseSkilled at analytic thinking and data analysisAbility to multi-task, manage time effectively and high attention to detail and accuracyKnowledge of Microsoft applications, especially excelQUALIFICATIONS (EDUCATION/CERITIFCATIONS/EXPERIENCE):Associates Degree or equivalent experienceMinimum of 5 years working in professional office environmentCORPORATE CORE COMPETENCIES:Adaptability - Adapts to change, is open to new ideas, takes on new responsibilities, handles pressure, and adjusts plans to meet changing needsInitiative - Deals with problems as they arise, focusing energy and resources on those situations until resolved; identifies new opportunities and takes action; takes on new responsibilities when neededResults Focus - Can be counted on to meet or exceed goals; pushes self and others for results; is a conscientious worker who can be relied upon to handle unforeseen obstaclesCustomer Focus - Meets internal and external customer expectations; delivers upon her commitments; build customer confidence; follows through on requests gaining trust and respectEthics/Integrity - Is seen as a direct, truthful individual; adheres to appropriate core values at all times; acts in line with those values; rewards the right values and disapproves of others; practices what he/she preachesDecision Making - Bases decision on a combination of analysis, knowledge, and experience; is able to make decisions with incomplete information and under tight deadlines. Gathers data, seeks input from key stakeholders, and bases decisions on relevant facts considering both the long and short term implications and impact of decisions both on project goals and on other departmentsTeamwork - Works well as part of a team and shares ideas and information; helps resolve team conflicts; works well with other departments; is comfortable establishing positive working relationships throughout the organizationInterpersonal Skills - Relates well to all types of people; builds appropriate rapport; listens; builds constructive and effective relationships; uses diplomacy and tact; truly values people; can diffuse high-tension situations comfortablyWork Quality/Attention to Detail - Is committed to providing the highest quality products and services to meet the needs and requirements of internal and external customers; is thorough and can be relied on to perform with accuracy and effectivenessJob Knowledge - Has the functional and technical knowledge to do the job; is able to apply the knowledge; takes the initiative to keep the knowledge up-to-dateCommunication - Communicates well both verbally and in writing, creates accurate and punctual reports, delivers presentations, shares information and ideas with others, has good listening skillsInnovation - Generates new and unique ideas; is able to make connections among unrelated notions; is seen as original and inventive in brainstorming sessions; is good at building on creative ideas of othersPowered by JazzHRnanijHaur2

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