Operations and Systems Support Specialist
Core
Support financial operations, business systems, and data management across a growing organization, ensuring data accuracy and system integrity.
Role type
Operations and Systems Support Specialist
Builds
Financial reporting dashboards, client onboarding workflows, and operational automation initiatives
Domain
Financial services / Business Operations
Deliverable
dashboards & analysis
Required skills
Financial operations support, system configuration, data management, software integration troubleshooting, reporting, Microsoft Excel, Microsoft Office 365, CRM management, workflow documentation
Preferred skills
QuickBooks Online, Monday.com, AI tools (ChatGPT, Claude), accounts payable, general ledger, payroll, pension processes, faith-based organization experience
Technologies
QuickBooks Online, Monday.com, Microsoft Office 365, ChatGPT, Claude
Responsibilities
Support financial operations and new client onboarding, set up and troubleshoot bank account/payroll integrations, provide operational support to payroll/pension teams, resolve software integration issues, maintain financial reporting dashboards, manage Monday.com boards and CRM records, contribute to AI/automation projects, create workflow documentation
Seniority
Mid-level, hands-on IC