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Performs commercial account bank reconciliations, investigates discrepancies, reconciles transactions across bank statements and general ledgers, prepares client reports and remittance calculations, maintains audit documentation, builds Excel reporting tools, and supports month-end close and process improvements.

Supports revenue reporting, reconciliation, variance analysis, financial modeling, and month-end and year-end close activities. Maintains Excel-based dashboards and reports, validates revenue data with cross-functional teams, documents reporting procedures, supports audit readiness, and identifies process improvements. Requires strong attention to detail, procedural discipline, communication, and independent workload management.

Owns hands-on operation, maintenance, security, and documentation of Azure infrastructure in a hybrid environment. Responsibilities include Azure networking, compute and platform services, identity and access management, compliance controls, vulnerability remediation, acquired-environment assessments, network integration, change management, troubleshooting, and on-call support. The role partners with architecture, DevOps, InfoSec, and systems administration teams while maintaining reliable, secure, and auditable cloud environments.

Provide helpdesk support by troubleshooting workstations, printers, networks, applications, software, and hardware. Install and upgrade technology, manage user accounts and access, configure email, maintain security, and resolve requests through a ticketing system. Identify user training opportunities and manage multiple support tasks professionally. The role may require lifting up to 45 pounds and accessing equipment in various locations.

Supports revenue reporting, reconciliation, variance analysis, and financial reviews. Builds Excel models, trackers, dashboards, and pivot reports; assists with month-end and year-end close; validates revenue data with cross-functional teams; maintains reporting procedures and audit readiness; and identifies process improvements while communicating findings to leadership.

Owner of revenue operations initiatives from definition through adoption: scope and deliver cross-functional programs, document and enforce revenue processes and governance, manage outbound and event-driven demand generation, build attribution and win-loss analytics, and present insights to senior revenue leadership. Hands-on CRM configuration, campaign execution, and measurement to scale pipeline generation in specialty finance.