Financial Resources Specialist (Entry-Level)
Position Information
Job Title: Financial Resources Specialist (Entry-Level)
Department: Operations
Reports To: Team Manager / Operations Manager
Location: Remote
Employment Type: Full-Time
Job Summary
The Financial Resources Specialist is responsible for reviewing and analyzing financial documentation to support eligibility and compliance processes within a structured program environment. This role involves examining financial statements, billing records, and supporting documents to ensure accuracy, completeness, and adherence to established guidelines.
This is an entry-level position ideal for individuals pursuing a career in Accounting, Finance, or related fields, offering hands-on experience in financial document review, data analysis, and compliance processes. The ideal candidate is detail-oriented, analytical, and capable of identifying discrepancies while maintaining a high level of accuracy.
Work Schedule
Essential Job Functions
(Listed in order of importance with approximate % of time. Total equals 100%.)
# | Function | % of Time |
1 | Financial Document Review – Review financial statements, billing records, and supporting documentation to ensure accuracy, completeness, and compliance with program requirements. | 35% |
2 | Discrepancy Identification & Analysis – Identify inconsistencies, missing information, or errors within financial records and flag them for further review or resolution. | 20% |
3 | Data Accuracy & Validation – Analyze financial information to ensure data integrity and alignment across multiple documents and systems. | 15% |
4 | Documentation & Record Maintenance – Maintain accurate and organized records of all reviews, findings, and supporting documentation. | 10% |
5 | Communication of Findings – Clearly communicate discrepancies and recommendations to internal teams to support timely resolution. | 10% |
6 | Administrative & Process Support – Assist with additional tasks and process-related duties to support overall team efficiency. | 10% |
Required Qualifications (Knowledge, Skills & Experience)
Preferred Qualifications
Work Conditions / Physical Demands / Travel Requirements
This position operates in a fully remote environment and requires:
Travel is not required.
Important Notes
Disclaimer
This job description outlines the general nature and level of work performed and is not intended to be an exhaustive list of duties. Responsibilities may be adjusted to meet business needs.
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