Finance Operations Specialist

Stop searching. Start growing. It's time to build a meaningful career where you can grow, your ideas can thrive, and you are recognized and valued. Join a team committed to your excellence, and apply to Safety National today!

Ready for a rewarding career? Follow this link to view all of our available careers and apply: https://www.safetynational.com/careers-page/

This opportunity is in the Finance Department.

Our Accounting & Finance department is dynamic and collaborative. Providing best-in-class service to our internal and external customers within the expected timeframes, we actively support our co-workers, clients, and community. Many of our managers have a public accounting background or tenure within the industry and are eager to share their spirit and knowledge with our growing team.

About Us:
Safety National is a leading specialty insurance and reinsurance provider. Our culture is built upon relationships, which allow us to demonstrate our expertise gained through our rich 80-year history. As a wholly-owned subsidiary of Tokio Marine, Inc., we appreciate the benefits and support provided by our affiliation with one of the top 10 insurance companies in the world.

Role Description:
In the role of Financial Operations Specialist, you will be part of a dynamic and collaborative Finance and Accounting Department. You will work closely with department leadership and other team members to ensure efficient financial processes and compliance with policies. Your contributions will be instrumental in maintaining the integrity and accuracy of our financial operations.

Your day-to-day responsibilities will include:

• Processing expense reports in Concur, ensuring adherence to reimbursement policies and procedures.
• Escalating expense reporting anomalies or violations to Accounting Management.
• Setting up new Concur account users and assisting with related questions/issues.
• Processing bank deposits.
• Assisting with annual 1099 processes, including requesting W-9 forms.
• Preparing check requests as needed.
• Supporting the Corporate American Express Program and associated reporting.
• Preparing credit applications.
• Maintaining and updating policies and procedures relevant to your role.
• Supporting department leadership with administrative tasks such as document creation, retention/destruction, printing, scanning, filing, and meeting logistics.
• Assisting with various other administrative duties as needed.

Qualifications:

Education:

• Associate degree required; Bachelor's degree preferred.

Experience:

• A minimum of 3 years of relevant experience in a corporate setting.

Skills and Characteristics:

• Strong oral and written communication skills.
• Ability to prioritize tasks and manage multiple responsibilities simultaneously.
• Proficiency in Microsoft Outlook, Word, and Excel.
• Strong data entry skills and attention to detail.
• Dependable, organized, and accountable with a positive and mature attitude.
• Ability to maintain strict confidentiality regarding sensitive matters.
• A team player capable of adapting to ever-changing challenges and priorities in a fast-paced environment.

Preferred Skills:

• Familiarity with financial tools and platforms such as Concur and DocuSign.
• Experience with corporate credit card programs.

Protect the confidentiality, integrity and availability of information and technology assets against unauthorized disclosure, destruction and/or alteration, in accordance with Safety National policies, standards, and procedures.

Safety National is a leading specialty insurance and reinsurance provider. Our culture is built upon relationships, which allow us to demonstrate our expertise gained through our rich 80-year history. As a wholly-owned subsidiary of Tokio Marine, Inc., we appreciate the benefits and support provided by our affiliation with one of the top 10 insurance companies in the world.

Total Rewards That Put Employees First

In our vision to be First with Co-Workers, compensation that includes base salary, holiday bonus, and incentive awards is only a small portion of the comprehensive total rewards package we offer. Our total rewards approach recognizes and rewards the time, talents, efforts, and results of our valued employees. Highlights of our exceptional benefits include generous health, dental, and vision coverage, health savings accounts, a 401(k) retirement savings match and an annual profit sharing contribution. We proudly offer family forming benefits for adoption, fertility, and surrogacy, generous paid time off and paid holidays, paid parental and caregiver leave, a hybrid work environment, and company paid life insurance and disability. To support employees in their career journeys, we provide professional growth and development opportunities in addition to employee recognition and well-being programs. Apply today to learn more.

Safety National is committed to fair, transparent pay and we strive to provide competitive, market-based compensation. In our vision to be First with Co-Workers, compensation is only one piece of the comprehensive total rewards package we offer. The target salary range for this position is $52,000 to 82,000. Compensation for the successful candidate will consider the candidate's particular combination of knowledge, skills, competencies, experience and geographic location.

#LI-Hybrid