financial services specialist

Computershare

<div>Location: Hyderabad/Bangalore , India (Hybrid)
This is a hybrid position based in Hyderabad/Bangalore, India. We&rsquo;re committed to your flexibility and wellbeing and our hybrid strategy currently requires three days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working . We give you a world of potential!
We give you a world of potential.
Support is awesome in the way trust makes it work! When you join this dynamic team as a Financial Administrator Specialist you will enjoy a career, teamwork, flexibility, and leadership you can trust to help accelerate your personal and professional goals. Come be a part of a world of potential at Computershare Business Support Services.
Corporate Trust is a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers as well as governments and institutions. We offer a wide range of services that fulfil our clients with a best-in-class reputation built on our high-touch approach to client service we are looking for people to join us and be a part of our exciting future as one of the top corporate trust firms globally.
If you&rsquo;re a match to those skills and have the passionate drive to be part of something truly amazing, while working on a diverse team and have the willingness to learn multiple tasks, then this is the perfect opportunity for you!
A role you will love.
The Financial Administrator Specialist is responsible for the day-to-day delivery of high-quality service that meets service level expectations. Works closely with their Team Lead to ensure that daily, weekly, and monthly goals are met.
The role will have the following accountabilities:
<ul><li>Receives instruction on work from Team Lead and performs day to day operational activities in a timely manner with minimal errors and completes tasks within process specific TATs and SLAs.
</li><li>Coach and develop the skills and abilities of assigned associates.
</li><li>May assist team leads in managing and calibrating workload of assigned associates.
</li><li>May prepare daily, weekly, monthly, and annual metric reporting.
</li><li>Attends meetings and training sessions for operational topics.
</li><li>Handle projects as assigned by manager.
</li></ul>What will you bring to the role?
<ul><li>BCom / MBA or equivalent; 3-5 years related increasing experience in multinational business environments in India.
</li><li>The Financial Administrator Specialist position requires a good understanding of work routines and procedures used to support the CCT staff or previous experience supporting similar operational procedures. These routines and procedures will vary for each Financial Administrator Specialist.
</li><li>Experience in performing analysis of documentation (credit agreement/term sheet. Trade packet).
</li><li>Should have experience in reconciliation of cash balances; transfer funds between accounts and post new trades into Cash logs.
</li><li>The role will operate within defined technical and operational procedures, which require proficient knowledge and awareness on how to apply them. Knowledge for the role will be acquired through on the job training and experience.
</li></ul>Rewards designed for you.
Health and wellbeing. Our health and wellbeing rewards are designed to support you and your family.
Paid time away from work. Our employees enjoy a competitive paid time off package.
Save for your future. We will support you along your retirement savings journey.
Parental leave . We offer paid parental leave, flexible working, and a caring and inclusive culture. 
#LI-Hybrid</div>

Financial Administrator Specialist - SAS

<div>Location: Hyderabad/Bangalore , India (Hybrid)
In this position, you&rsquo;ll be based in the Hyderabad/Bangalore office for a minimum of three days a week, with the flexibility to work from home for some of your working week. If you have a remote location recorded in Fusion this arrangement will continue to be honored if you are successful in your application, provided that:
<ul><li>You have a formal accommodation due to a disability, medical or legal reason that enables you to work remotely
</li></ul><ul><li>You&rsquo;re a redeployment candidate who is under notice of redundancy
</li></ul><ul><li>You were moved to a remote contract as your office closed, and you don't live near any of our current offices
</li></ul>We give you a world of potential.
Support is awesome in the way trust makes it work! When you join this dynamic team as a Financial Administrator Specialist II you will enjoy a career, teamwork, flexibility, and leadership you can trust to help accelerate your personal and professional goals. Come be a part of a world of potential at Computershare Business Support Services.
Corporate Trust is a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers as well as governments and institutions. We offer a wide range of services that fulfil our clients with a best-in-class reputation built on our high-touch approach to client service we are looking for people to join us and be a part of our exciting future as one of the top corporate trust firms globally.
If you&rsquo;re a match to those skills and have the passionate drive to be part of something truly amazing, while working on a diverse team and have the willingness to learn multiple tasks, then this is the perfect opportunity for you!
A role you will love.
The Financial Administrator II Specialist is responsible for the day-to-day delivery of high-quality service that meets service level expectations. Works closely with their Team Lead to ensure that daily, weekly, and monthly goals are met.
The role will have the following accountabilities:
<ul><li>Receives instruction on work from Team Lead and performs day to day operational activities in a timely manner with minimal errors and completes tasks within process specific TATs and SLAs.
</li><li>Coach and develop the skills and abilities of assigned associates.
</li><li>May assist team leads in managing and calibrating workload of assigned associates.
</li><li>May prepare daily, weekly, monthly, and annual metric reporting.
</li><li>Attends meetings and training sessions for operational topics.
</li><li>Handle projects as assigned by manager.
</li></ul>What will you bring to the role?
<ul><li>BCom / MBA or equivalent; 4-7 years related increasing experience in multinational business environments in India.
</li><li>The Financial Administrator Specialist position requires a good understanding of work routines and procedures used to support the CCT staff or previous experience supporting similar operational procedures. These routines and procedures will vary for each Financial Administrator Specialist.
</li><li>Experience in performing analysis of documentation (credit agreement/term sheet. Trade packet).
</li><li>Should have experience in reconciliation of cash balances; transfer funds between accounts and post new trades into Cash logs.
</li><li>The role will operate within defined technical and operational procedures, which require proficient knowledge and awareness on how to apply them. Knowledge for the role will be acquired through on the job training and experience.
</li></ul>Rewards designed for you.
Health and wellbeing. Our health and wellbeing rewards are designed to support you and your family.
Paid time away from work. Our employees enjoy a competitive paid time off package.
Save for your future. We will support you along your retirement savings journey.
Parental leave . We offer paid parental leave, flexible working, and a caring and inclusive culture. 
#LI-Hybrid</div>

Finacial Administrator Specialist II - SAS

TransGlobal Holdings Co.

<div>GENERAL FUNCTION / SUMMARY
As a Regional External Specialist, your primary objective is to provide unwavering support internally and externally to our life insurance agents to promote our All-in-One financial services. You will serve as their trusted resource, empowering agents with the tools and guidance necessary to excel in their roles. Your main roles include recruiting agents, providing ongoing development and support. Your mission is to ensure our agents deliver exceptional service to their clients, navigating them through their financial journey with expertise and care.
MAJOR DUTIES AND RESPONSIBILITIES<ul><li>
Promote our All-in-One service platform for insurance agents and financial professionals as part of recruiting efforts.</li><li>
Approach potential prospects with outreach activities including cold calls, marketing events, and in-person visits to recruit agents and financial professionals.
</li><li>Serve as a point of contact to build business relationships and participate in various events, set up booths, and distribute promotion materials.
</li><li>Analyze product performance to assist agents in meeting clients' financial needs and optimizing their goals.</li><li>
Educate agents on new concepts in retirement preparation and wealth transition through financial planning.</li><li>
Support affiliated life agents with insurance sales and transactions, including scheduling medical exams and collecting insured data.</li><li>
Attend regular training sessions to stay updated on product knowledge across all insurance carriers.</li><li>
Support Regional Internal Specialist with assigned tasks to ensure smooth operations within the regional office.
</li></ul>BASIC QUALIFICATIONS<ul><li>
Licensing in Life, Health, and Accident Insurance is preferred. New hires must obtain proper licensing within the first 90 days.</li><li>
Bilingual in English and one of the following: Mandarin Chinese, Vietnamese, Japanese, or Korean.</li><li>
Minimum of 3~5 years of experience in sales, recruiting, networking, cold calling, or business promoting activities.
</li><li>Local and out-of-state traveling is required to attend events and visit potential prospects.
</li><li>Ability to work on weekends i.e., once a month to support local seminars and events.
</li><li>Ability to thrive in a fast-paced environment, with a career-oriented mindset, professional etiquette, and a positive learning attitude with a growth mindset.</li></ul>
OPPORTUNITIES FOR GROWTH
Experienced External Specialists may advance to the Regional Director and lead a branch.
Regional Director<ul><li>
Manage office operations within the stationed region.</li><li>
Oversee office production and development.</li><li>
Supervise Regional Internal and External Specialists.</li><li>
Motivate and enhance existing agent productivity.</li><li>
Collaborate with Regional Vice Presidents for overall sales results.</li></ul>
Regional Vice President<ul><li>
Oversee the entire region, including all offices within it.</li><li>
Responsible for overall production and development.</li><li>
Supervise Regional Directors, External Specialists, and Internal Specialists.</li></ul>
WHO WE ARE
With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.
WHY JOIN US<ul><li>
Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.</li><li>
MultilingualMulticultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.</li><li>
Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.</li><li>
Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.</li><li>
Impactful Work: Help individuals and families achieve financial security and generational wealth.</li></ul>
WHAT WE OFFER<ul><li>
Competitive salary and benefits package.</li><li>
Opportunity to work in a collaborative and innovative environment.</li><li>
Professional development and growth opportunities.</li><li>
Pay based on experience.</li></ul></div>

Regional External Specialist (Bilingual in Chinese)

Aswaar Consulting DMCC

Job Role : Financial SpecialistLocation : Abu DhabiOverview:We are looking for a highly analytical and detail-oriented Accountant / Financial Specialist to support the financial statement closing and statutory reporting processes across group entities. The ideal candidate will demonstrate strong technical accounting knowledge, excellent financial analysis and reporting capabilities, and a structured approach to problem-solving and documentation. This role requires a high degree of accuracy, ownership, and the ability to manage multiple deliverables within strict timelines.Job Profile:Financial Statement Closing Process<ul><li>Prepare and maintain detailed Excel templates for financial statement notes supporting quarterly and annual reporting</li><li>Assist in the preparation of consolidated cash flow notes and supporting schedules</li><li>Develop a deferred tax template for reviewing and reconciling deferred tax balances and related income statement impacts</li><li>Support monthly, quarterly, and annual close activities across multiple entities</li><li>Create monthly closing trackers, templates, and dashboards for process visibility and efficiency</li><li>Ensure all closing documentation is compliant with Internal Controls over Financial Reporting (ICoFR)</li></ul>Preparation of Financial Statements<ul><li>Prepare standalone financial statements in compliance with IFRS for various entities within the group</li><li>Draft detailed accompanying notes to the financial statements</li></ul>Audit Support<ul><li>Prepare detailed account breakups with supporting documentation for audit readiness</li><li>Assist in addressing and resolving internal and external audit findings</li></ul>Qualifications and Skills:&middot; Qualified Chartered Accountant (CA), Certified Public Accountant (CPA), or ACCA with Bachelors Degree.&middot; Minimum of 4 years&rsquo; post-qualification experience in preferably in a Big 4 environment at Assistant Manager or Manager level.&middot; ERP experience , preferably Oracle.. Prior experience in Big 4/ Big 10 is preferred.&middot; Strong technical accounting and financial reporting knowledge (IFRS)&middot; High proficiency in financial analysis, reconciliation, and documentation&middot; Advanced Excel skills for financial modeling, templates, and dashboards&middot; Excellent organizational skills and attention to detail&middot; Strong communication and stakeholder coordination capabilities&middot; Ability to work under pressure and manage multiple prioritiesSalary and Benefits:&middot; AED per month, depending on your experience and interview.&middot; Opportunities for professional development and training.&middot; Inclusive and dynamic work environment.Please submit your CV at careers@aswaarconsulting.comKindly note that only shortlisted candidates will be contacted for an interview.Job Type: Full-timePay: AED10,000.00 - AED12,000.00 per monthApplication Question(s):<ul><li>Are you able to join Immediately?</li><li>Do you have work experience in energy or power sector</li></ul>Experience:<ul><li>Post Qualification finance: 4 years (Required)</li></ul>License/Certification:<ul><li>CA/ACCA/CPA (Preferred)</li></ul>

Financial Specialist

Borusan Holding

<div>
 
 We are looking for a
 
 "Financial Affairs Specialist"
 
 to be assigned to the Financial Affairs department at Borusan Holding.
 
 
 
 
 
 
 GENERAL QUALIFICATIONS
 
 
 <ul>
 <li>
 Graduated from relevants departments of universities such as Business Administration, Economics etc.,
 </li>
 <li>
 Minimum 3 years of experience in the field,
 </li>
 <li>
 Proficient in the Uniform Chart of Accounts,
 </li>
 <li>
 Able to actively use SAP MM, FI, and TRM modules,
 </li>
 <li>
 Proficient in MS Office (especially Excel),
 </li>
 </ul>
 
 
 
 
 
 
 
 
 JOB DESCRIPTION
 
 
 <ul>
 <li>
 Daily tracking and entry of e-Invoices and e-Archive invoices,
 </li>
 <li>
 Checking and completing invoice entries via the system,
 </li>
 <li>
 Submission of e-Ledger certificates,
 </li>
 <li>
 Checking and recording bank transactions (proficient in the TRM module),
 </li>
 <li>
 Performing account reconciliations,
 </li>
 <li>
 Recording and checking employee expenses,
 </li>
 <li>
 Familiarity with the reporting process.
 </li>
 </ul>
 
 
</div>

Financial Affairs Specialist

Dassian Strategic Solutions

Job Summary:We are seeking a detail-oriented and analytical Financial Data Specialist with 4&ndash;5 years of experience in accounting to join our finance team. This role is responsible for managing accounting transactions, performing reconciliations, preparing financial reports, and supporting data-driven decision-making. The ideal candidate will have a strong business acumen, excellent communication skills, and a solid foundation in accounting principles.Key Responsibilities:<ul><li>Process and record daily accounting transactions in compliance with GAAP.</li><li>Perform monthly, quarterly, and annual account reconciliations.</li><li>Prepare and analyze financial statements and management reports.</li><li>Support budgeting and forecasting activities.</li><li>Collaborate with cross-functional teams to ensure accurate financial data flow.</li><li>Assist in internal and external audits by providing necessary documentation.</li><li>Identify and implement process improvements to enhance financial reporting accuracy and efficiency.</li><li>Maintain and update financial databases and systems.</li></ul>Qualifications:<ul><li>Bachelor&rsquo;s degree in Accounting, Finance, or a related field.</li><li>4&ndash;5 years of professional experience in accounting or financial analysis.</li><li>Strong understanding of accounting principles and financial reporting.</li><li>Proficiency in Excel and financial software (e.g., SAP, NetSuite, QuickBooks).</li><li>Excellent analytical, organizational, and problem-solving skills.</li><li>Strong verbal and written communication abilities.</li><li>Ability to work independently and as part of a team in a fast-paced environment.</li></ul>Preferred Skills:<ul><li>Experience with data visualization tools (e.g., Power BI, Tableau).</li><li>Knowledge of ERP systems and financial automation tools.</li><li>CPA or progress toward certification is a plus.</li></ul>Job Type: Full-timePay: $75,000.00 - $95,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Flexible schedule</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul>Work Location: Hybrid remote in Scottsdale, AZ 85258

Financial Data Specialist

Canvas Credit Union

<div>We&rsquo;re Canvas Credit Union

We&rsquo;re passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement, we believe in providing our members with education, support, and guidance to build strong financial futures.

Canvas &quot;It's About More&quot; Video - YouTube (Click here - or, visit https://www.youtube.com/watch?v=z8WAm_TDRdk )

Why Canvas?

At Canvas, we&rsquo;re dedicated to transforming financial services from the inside out. Our culture is a top priority and second to none. We strive to balance hard work and high achievement with a fun, supportive environment.

At Canvas, there are 5 behaviors we live by each day that will continue to help us be known for our heart and our people:

What you'll do

The Lending Services Specialist II is responsible for creating an exceptional member experience by processing loan documents for home equity loans, auto loans, credit cards and signature loans in a timely and accurate manner. The Lending Services Specialist II will work with members and Canvas team members for all channels including the branches, communication center and online to collect documents, verify documents meet underwriting stipulations and create closing documents.

Essential Duties/Responsibilities
<ul>
<li>Contact members within agreed service level agreements to obtain needed documentation.</li>
<li>Process consumer loan applications within established guidelines, policies, procedures and timelines.</li>
<li>Provide an exceptional experience to our members and Canvas team members in alignment with Canvas&rsquo; core values.</li>
<li>Review each loan application to ensure that all required information has been recorded.</li>
<li>Consistently maintain Service Level Agreements for contacting members and scheduling loan closings.</li>
<li>Request and review residential appraisals to ensure documentation meets underwriting stipulations.</li>
<li>Request and review residential title policies to ensure correct lien position.</li>
<li>Request and review income documentation provided by borrowers.</li>
<li>Create accurate documentation for loan closings.</li>
<li>Accurately prepare documents for lien releases.</li>
<li>Facilitate the clearing of all underwriting conditions by working with branch Canvas team members, third party vendors, and Canvas members.</li>
<li>Research and resolve internal and external member issues in a timely, consistent and professional manner.</li>
<li>Serve as a lending point of contact for branches and communication center.</li>
<li>Actively promote and contribute to the achievement of organizational goals.</li>
<li>Comply with all related compliance requests and requirements.</li>
<li>Follow all safety and security guidelines to properly safeguard member and organization assets.</li>
<li>Recommend and help develop and implement new policies and procedures.</li>
<li>Embrace ongoing education and learn/apply new skills and software applications.</li>
<li>Maintain up-to-date and accurate filing system.</li>
<li>Regular attendance and punctuality are essential functions of the job</li>
<li>Perform other job duties as assigned.</li>
</ul>
Job Qualifications

Knowledge, Skill and Ability:
<ul>
<li>Excellent verbal, written and interpersonal communication skills with the ability to explain programs, loan terms, features, policies and benefits to members and business partners.</li>
<li>Strong relationship building and teamwork skills.</li>
<li>Excellent attention to detail.</li>
<li>Excellent organizational and time management skills with ability to work independently and manage multiple priorities.</li>
<li>Excellent analytical and problem solving skills.</li>
<li>Solid knowledge and understanding of Canvas&rsquo; financial products and services.</li>
<li>Proficient in MS Office (Outlook, Excel, Word).</li>
<li>Ability to calculate APR, debt to income ratios, loan values, discounts, interest, commissions, proportions, percentages, area, circumference, and volume.</li>
<li>Ability to maintain confidences.</li>
<li>Multi-lingual capabilities to include Spanish are a plus.</li>
<li>Current Canvas employees must be meeting performance expectations and consistently demonstrating HEART behaviors to be considered.</li>
</ul>
Education or Formal Training: High school diploma or GED; additional education and training is a plus.

Experience: One to three years of loan processing experience.

This position has a starting pay range of $23.00-$26.00/hourly, and final pay rate will be determined based on experience, education, skills, and internal equity factors. Canvas benefits include:
<ul><li>Medical/Dental/Vision Insurance</li></ul>
<ul><li>Paid Vacation</li></ul>
<ul><li>Paid Sick Time</li></ul>
<ul><li>Paid Holidays</li></ul>
<ul><li>Paid Wellness Day</li></ul>
<ul><li>Paid Volunteer Time</li></ul>
<ul><li>Flexible Spending Account</li></ul>
<ul><li>Health Savings Account</li></ul>
<ul><li>World Class 401(k) Plan</li></ul>
<ul><li>Tuition Reimbursement</li></ul>
<ul><li>Rate Discounts on Qualifying Loans</li></ul>
<ul><li>May be eligible for incentives or discretionary bonus based on results</li></ul> 


NMLS

This role at Canvas requires Nationwide Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008. This means we conduct background checks to ensure NMLS registration and Canvas requirements are met. Not meeting or staying current may result in removal from role.

Canvas also conducts pre-employment background reviews (components include criminal, employment, address, social security number, motor vehicle record, sex offender, and global sanctions).

Working Environment/Physical Activities

High volume, fast-paced, dynamic office environment with some travel. Must be able to work a flexible schedule Monday through Saturday and must be able to attend meetings and events outside of regular business hours. The job routinely uses standard office equipment such as computers, phones, printers, copiers, fax machines and filing cabinets. The position requires manual dexterity, the ability to lift files and open filing cabinets. The position requires bending, stooping, or standing as necessary.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Position will be open until filled, or if unable to fill until posting is canceled.

#LI-Hybrid
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</div>

Lending Services Specialist II (Hybrid)

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