Senior Financial Operations Specialist

Job Role: Senior Financial Operations Specialist
Duration: 6 months
Location : Remote
Program: Benefits Conservation Program
Reports To: Benefits Conservation Supervisor
Position Summary
The Benefits Conservation Support Lead provides day-to-day technical guidance and financial operations support for the administration and conservation of benefits for children in foster care. This role is responsible for reviewing complex transactions, account reconciliations, supporting documentation, and financial exceptions to ensure accuracy, completeness, and compliance with approved procedures.
The Lead coordinates the establishment, maintenance, transfer, and closure of approved beneficiary accounts and trusts, reviews the work of Benefits Account Specialists, investigates discrepancies, and prepares reports to support supervisory decisions, annual accounting, audits, and participant transitions. This position serves as a technical resource for the team but does not exercise formal supervisory authority or establish program policy.
Required Qualifications
Bachelor's degree in accounting, finance, business administration, economics, public administration, or a related field, or an equivalent combination of education and relevant experience.
Minimum of three years of progressively responsible experience in accounting support, banking operations, trust or account administration, financial transactions, reconciliations, or benefit-payment operations.
Demonstrated experience reviewing financial reconciliations, investigating discrepancies, and maintaining accurate financial records.
Experience applying established procedures, internal controls, authorization requirements, and documentation standards.
Proficiency in Microsoft Excel, including the ability to develop and maintain complex workbooks for financial analysis, reconciliation, and reporting.
Strong analytical, organizational, problem-solving, and documentation skills.
Ability to review financial information carefully, manage competing priorities, and identify issues requiring escalation.
Effective written and verbal communication skills and the ability to coordinate with internal teams and external stakeholders.
Preferred Qualifications
Experience with public benefits, federal disability or survivor benefits, representative payee operations, child welfare, or government financial programs.
Familiarity with ABLE accounts, special needs trusts, pooled trusts, dedicated accounts, restricted funds, or fiduciary account administration.
Experience in a senior specialist, technical lead, quality review, peer coaching, or workflow coordination capacity.
Experience preparing financial reports, audit schedules, exception reports, and annual accounting documentation.
Experience coordinating account transfers, disbursements, reimbursements, and account closures.
Core Competencies
Financial reconciliation and transaction analysis
Account and trust administration
Financial documentation and internal controls
Exception investigation and resolution
Quality assurance and technical review
Advanced Excel and financial reporting
Peer coaching and workflow coordination
Stakeholder communication and follow-through
Sound judgment and appropriate escalation
Position Outcomes
Accurate and timely technical review of complex account activity and financial transactions.
Complete, well-supported reconciliations and financial documentation.
Timely resolution or escalation of material discrepancies and outstanding exceptions.
Consistent, high-quality work products from Benefits Account Specialists.
Reliable supporting documentation for supervisory decisions, annual accounting, audits, and participant transitions.

Work arrangement
Yes