Finance Onboarding Specialist

Bachelor's Degree Commission analysis and commission reconciliation experience Experience with Business-to-Business written communication Intermediate knowledge of Excel Good verbal and written communication skills Strong organizational and time management skills Strong ability to multitask

Take on commission reconciliations on new accounts. Assist in creating and maintaining client-facing financial documents. Email clients regarding outstanding materials. Gathering and tracking paperwork and tasks for client onboarding. Research and help resolve roadblocks during the onboarding process. Assist in ad hoc tasks or special projects.