Top 18 Financial specialist Jobs in Birmingham, Al

Financial Operations Specialist
LUCA LLC —Birmingham, AL
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- QuickBooks
- Work from home
Financial Advisor / Financial Professional (Training Provided) | Hybrid | Birmingham, AL
New York Life —Birmingham, AL
- $83,001.56 - $120,000.00 a year
- Full-time
- Hybrid work
- Office
- Business development
- In-person
- Health savings account
- Disability insurance
Quick Apply
13h
Business Relationship Specialist
Publix Employees Federal Credit Union —Birmingham, AL
- Hybrid work
- Clean driving record
- Computer literacy
- Writing skills
- Profit sharing
- Paid holidays
Quick Apply
2d
Trust Relationship Specialist
Regions —Birmingham, AL
- $50,500 - $63,650 a year
- Overtime
- 5 years
- Word processing
- Research
- Health savings account
- Health insurance
Specialist Lead, Firm Financial Systems
Deloitte —Birmingham, AL
- $97,600 - $179,900 a year
- Full-time
- CPA
- Research
- Mid-level
9d
Financial Specialist Assistant - Payroll
Northway Health And Rehabilitation LLC —Birmingham, AL
- Full-time
- In person
- Background check
- 18 years or older
- Pass drug screening
Quick Apply
Financial Education Specialist
Americas First Federal Credit Union —Birmingham, AL
- Mid-level
- Travel
- Conflict management
Loss Prevention Specialist - Compliance
Americas First Federal Credit Union —Birmingham, AL
- High school
- Research
- Mid-level
Fiduciary Solutions Specialist
Renasant Bank —Birmingham, AL
- Customer service
- 5 years
- Writing skills
DE Certified Appraisal Review Specialist
Regions —Hoover, AL
- $46,750 - $57,270 a year
- Overtime
- Mid-level
- Office
- Residential
- Health savings account
- Health insurance
Medicare Broker Transition & Successorship Specialist
Advocate Health Advisors, LLC —United States
- Full-time
- Remote
- Microsoft Excel
- Marketing
- Mid-level
- Paid training
- Health insurance
Quick Apply

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Financial Advisor / Financial Professional (Training Provided) | Hybrid | Birmingham, AL
New York Life —Birmingham, AL
In 2023, agents operating under the N8 and N9 Agent Contract earned an average income of $116,000. *Educate clients on life insurance, retirement planning,…
$83,001.56 - $120,000.00 a year
Quick Apply
13h
OPERATIONS MANAGER-HSOM
University of Alabama at Birmingham —Birmingham, AL
Bachelor's degree in Business Administration or related field and seven (7) years of related experience required.
$67,070 - $92,000 a year

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Finance Specialist
Peak Retirement Planning, Inc. —Columbus, OH
Experience with financial data entry, reconciliations, and reporting. Assist with daily bookkeeping tasks including data entry, bank reconciliations, and…
$45,000 - $80,000 a year
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Patient Financial Specialist III
Mount Carmel —Columbus, OH
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Financial Operations Specialist

LUCA LLC
Birmingham, AL

Apply Now

Job Details

Full-time

Benefits

Work from home

Qualifications

Customer communication

Full Job Description

We are seeking a go-getter Financial Operations Specialist to join our team! If you are a detail-oriented, client-focused, and passionate about making a real impact, we'd love to have you on board! Open to work from home / hybrid schedule a portion of the week.

About LUCA LLC

At LUCA, we are seeking to redefine the way small- and medium-sized businesses connect with accountants and financial experts. Our clients trust us as their accounting and finance partners. In exchange, we work diligently to bring visibility, scale, and strategic advice to their businesses.

Description

Role Purpose

The Financial Operations Specialist serves as the technical foundation of client financial operations, ensuring accurate transaction processing, reconciliations, and financial data management. This role combines detailed technical execution with client communication skills to deliver reliable, timely financial services that enable informed business decisions and support client growth.

Primary Team

Client Pod

The Big Win

Should you excel in this role, the big win is to become a trusted financial operations expert who transforms raw financial data into accurate, organized information that supports both client success and team efficiency. You'll master the technical aspects of bookkeeping while developing the communication skills needed to explain your work's impact to clients and team members. By consistently delivering error-free, timely work with clear documentation, you'll create a foundation of trust that allows clients to focus on growing their businesses while positioning yourself for advancement within LUCA.

Core Responsibilities (What You’ll Do)

Transaction Processing & Categorization

Code and categorize daily, weekly, and monthly transactions with accuracy and consistency
Prepare and review uncategorized transaction lists, applying critical thinking to proper classification
Maintain clean chart of accounts naming and numbering conventions
Ensure all transactions are processed within established timeframes
Identify and resolve discrepancies or unusual transactions proactively
Document transaction coding decisions for consistency and future reference

Reconciliation & Financial Controls

Complete accurate monthly bank, credit card, and balance sheet reconciliations
Reconcile loans, clearing accounts, and other balance sheet items consistently
Maintain supporting documentation for all reconciliation activities
Follow established control procedures and suggest improvements where appropriate
Ensure month-end close deadlines are met with accuracy and completeness

Client Communication & Relationship Building

Communicate clearly with energy and enthusiasm, focusing on work impact rather than just tasks
Build rapport with clients through professional, helpful interactions
Send proactive weekly updates to high-touch, white glove, or new clients when appropriate
Coordinate with clients on information requests and missing documentation
Provide clear explanations of financial processes and findings to clients
Maintain professional relationships that support long-term client satisfaction

Process Documentation & Improvement

Document all processes, sign-offs, and steps in Karbon, monthly workpapers, and control documents
Identify opportunities for process improvements and efficiency gains
Stay current with firm procedures and help develop additional procedures as needed
Challenge existing processes and suggest better approaches when appropriate
Maintain working knowledge of relevant software platforms (QBO, Xero, Bill, Melio, Dext, Gusto, etc.)
Share knowledge with team members and learn from others' expertise
Be willing to explore new solutions to problem solve, pursue new knowledge to become an effective user of relevant software platforms

Time Allocation & Metrics

Client work processing: 80% of time
Documentation and process improvement: 10% of time
Team collaboration and communication: 10% of time
Transaction accuracy: 98%+ accuracy rate
Reconciliation timeliness: 100% completion within established deadlines
Client response time: Within 24 hours for routine inquiries
Monthly close participation: Complete assigned tasks within timeline

Daily Responsibilities

Review assigned work items and update status in project management system
Review "My Week" priorities and plan daily activities accordingly
Triage emails appropriately and respond to time-sensitive requests
Process routine transactions and maintain work quality standards
Record time accurately in tracking systems
Communicate with Controller on any issues or questions that arise

Weekly Responsibilities

Review and update all assigned work items with detailed status and progress notes
Maintain "Your Week," "Triage," and work/task lists with relevant details
Send weekly updates to appropriate client teams when required
Offer assistance to team members when capacity allows
Update calendar and communicate availability changes to Controller
Complete weekly reconciliation tasks according to client-specific schedules

Monthly Responsibilities

Execute month-end close processes accurately and within established timelines
Complete all assigned reconciliations and resolve any outstanding items
Review and organize monthly workpapers for Controller review
Participate in month-end team coordination meetings

Key Performance Indicators (Warning Signs)

Accuracy Issues: Recurring errors in transaction coding, categorization, or reconciliations
Timeline Delays: Missing deadlines or consistently late completion of assigned tasks
Communication Gaps: Poor client feedback or lack of proactive communication with team
Documentation Deficiencies: Incomplete or unclear documentation of processes and decisions
Knowledge Stagnation: Failure to learn new systems, processes, or improve existing skills

Profile for Success (Who You Are)

2-5 years bookkeeping/accounting/financial management experience (preferred)
Bachelor's degree in Accounting or Business, or completion of certified bookkeeping course (preferred)
Cloud-based accounting software experience with QuickBooks, Xero, Karbon, Keeper, NetSuite, Intacct, Accounting Seed, or similar (preferred)
Strong attention to detail and organizational skills
Excellent written and verbal communication abilities

Career Path

This role leads to advancement as Lead Financial Operations Specialist, with potential pathways to Controller depending on demonstrated technical expertise, client relationship skills, and leadership capabilities. Specialists who excel in specific technical areas may also pursue specialized paths in systems implementation, process optimization, or client training.

Evaluation Framework

Your Controller and Director will evaluate Financial Operations Specialist performance based on:

Technical Excellence

Transaction processing accuracy and consistency
Reconciliation completeness and timeliness
Software proficiency and utilization
Problem identification and resolution

Client Service Quality

Communication effectiveness and professionalism
Response time to client inquiries
Client feedback and satisfaction
Proactive service delivery

Process Contribution

Documentation quality and completeness
Process improvement suggestions and implementation
Knowledge sharing and collaboration
Adaptability to new procedures and systems

Professional Growth

Technical skill development
Initiative and ownership demonstration
Learning agility and curiosity
Embodiment of LUCA values

Alignment with LUCA's Values

The Financial Operations Specialist embodies LUCA's values in specific ways:

Simplify the complicated: Organizes complex financial data into clear, understandable formats for clients and team members
Bring joy and light to every conversation: Approaches routine tasks with positive energy and enthusiasm for the impact on client success
Proactively problem solve: Identifies issues early and develops solutions before they impact client service
Ground confidence in competence: Builds technical expertise while maintaining accuracy and reliability in all work
Finish the job: Ensures all assigned tasks are completed thoroughly and within established timeframes
Be fanatically attentive to consistency and detail: Maintains meticulous standards in all financial processing and documentation

Apply Now

Refine Your Search

financial specialist jobs in birmingham, al

Financial Operations Specialist

Financial Advisor / Financial Professional (Training Provided) | Hybrid | Birmingham, AL

Business Relationship Specialist

Trust Relationship Specialist

Specialist Lead, Firm Financial Systems

Financial Specialist Assistant - Payroll

Financial Education Specialist

Loss Prevention Specialist - Compliance

Fiduciary Solutions Specialist

DE Certified Appraisal Review Specialist

Medicare Broker Transition & Successorship Specialist