Financial Operations Specialist I

Posted 22 Days Ago
Be an Early Applicant
Columbia, MO
Entry level
Insurance
The Role
The Financial Operations Specialist I will balance and reconcile bank accounts, investigate discrepancies, audit disbursement requests, and assist Accountants with various accounting functions. They will analyze data for management reports and communicate with different departments to resolve issues.
Summary Generated by Built In

A company built to serve you. It's your career, Shelter it!

Financial Operations Specialist I

$20.59 – $25.53 per hour

Job Level: Individual Contributor

What You Will Be Doing:

Balance and reconcile bank accounts, cash transaction reports, unprocessed cash slips, and agents leased offices for all Shelter Companies. Investigate problems and out-of-balance conditions, taking corrective action with banks, agents, vendors, auditors, and other departments. Audit disbursement requests and expense reports for compliance with company policies. Create travel management reports as requested. Process personal property reports in 12 states. Assist Accountants with accounting function activities. Analyze statistical data for preparation of management and statutory reports.

What We're Looking For:

  • Excellent analytical and problem-solving skills.
  • Ability to understand computer applications and reports to determine out-of-balance conditions and construct various types of reports.
  • Demonstrate the ability to communicate with Accountants, IS Accounting team and others in the Company.
  • Ability to accept supervision, follow instructions and work in a harmonious manner with co-workers, supervisors, and outside personnel.
  • Experience in Outlook, Teams, Excel, Adobe, Access, Workday, and Mainframe.
  • Ability to maintain schedules and work well with others.
  • Ability to perform the essential functions of the position, with or without a reasonable accommodation.

Shelter's uncompromising commitment to excellence doesn't stop with our customers. We recognize our employees are what make us a premier organization in the insurance industry. Shelter Employees enjoy such benefits as:

  • Health, Dental, Voluntary Vision and Prescription Drug Insurance
  • Savings and Profit Sharing 401(k)
  • Paid Time Off for Sick and Personal Leave, Vacation and Holidays
  • Vitality Wellness Program
  • "Dress for Your Day" Dress Code
  • Flexible Scheduling
  • And much more!

Shelter maintains broad salary ranges for its roles in order to account for variations in geographic location, education, training, skills, relevant work experience, business needs and market demands.  Please remember that this range is the starting base pay only and does not consider other components that make up the total rewards package for the position

#IND1#

If interested, please apply by:

02/17/2025

Top Skills

Access
Adobe
Excel
Mainframe
Outlook
Teams
Workday
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The Company
HQ: Columbia, Missouri
3,956 Employees
On-site Workplace
Year Founded: 1946

What We Do

Shelter Insurance® is a property casualty insurance company offering auto and home insurance in addition to several other insurance products, including:
Life Insurance
Renters Insurance
Motorcycle Insurance
RV Insurance
ATV Insurance
Boat Insurance
Umbrella Insurance
Personal Articles/Inland Marine Insurance
Farm Insurance
Business Insurance
Shelter Insurance® products are sold by agents in 15 states— Arkansas, Colorado, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Mississippi, Missouri, Nebraska, Nevada, Ohio, Oklahoma and Tennessee. We consistently receive high ratings from A.M. Best Company (a national firm that rates the financial strength and operating performance of insurance companies) and we are a mutual insurance company, which means we are owned by our policyholders rather than stockholders, and governed by a Board of Directors.
We believe integrity and a commitment to continuous improvement are essential, and we make customer service one of our top priorities. Our primary goal is to be a benefit to our customers, communities, employees and our nearly 1,400 licensed agents as we find ways to maintain our strong financial position and protect our policyholders. That view has served us well throughout our company’s history, and we expect it to carry us well into the future.
The Past to the Present
We opened our doors in 1946, but in those days, we were MFA Mutual Insurance® and we only offered auto insurance. We also only operated in Missouri. Through the years, the Shelter Insurance Group of Companies has expanded to 21 states and offers far more products than we did in 1946. The Group of Companies includes Shelter Life Insurance Company, Shelter Reinsurance® and AmShield Insurance®.
Our Vision
Redefine value in the insurance industry.
Our Mission Statement
Be a leader in our communities by providing daily value while we SHELTER what matters most.

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