Financial Documentation Specialist

Financial Documentation Specialist

Hybrid - Charlotte, NC (3 days onsite)

6-month Contract to hire (W2), Weekly Pay (40 hours/week)

About this role

:Calculated Hire is seeking a Financial Documentation Specialist to support our Fortune 100 Banking and Financial Services client. This role is responsible for day to day support of various functional groups across enterprise print operations including billing cycle management, volume and financial reporting, vendor invoice oversight coordination, and production support activities. The individual in this role partners closely with operations, finance, lines of business, and third party print vendors to support accurate billing and forecasting, operational reporting, and ongoing process improvements

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In this role, you wil

• l:Generates monthly reports that are shared with Print Services management and various partner
• s.Perform monthly and cycle based billing activities, validating volume and financial data, producing recurring and ad hoc financial and volume reviews, and supporting forecast change reviews for Print Servic
• esCreates, validates, and submits Initial and Final CVR filings, including required adjustments and re submissions, and performs detailed job volume analysis, exception research, and data reloads following CVR resolutio
• n.Participate in planning and executing a variety of programs, services, and initiatives, and monitor key indicators to ensure effective performance and control management of assigned operations or business grou
• psReview basic initiatives including policy or process changes, process improvements, technology enhancements, and conduct regular reviews to identify efficiencies and cost savings opportuniti
• esReceive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, and initiativ
• esCollaborate and consult with mid-level managers or cross-functional business partne
• rsProvide work direction to less experienced Strategy and Execution sta

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Desired Qualificatio

• ns:Familiarity with risk, controls, or audit support activities in an operations environm
• entHighly organized with strong attention to detail and follow thro
• ughAbility to manage multiple recurring deadlines in a fast paced environm
• entStrong, proven skills with Excel, includi
• ng:Cleaning and preparing operational data using PowerQuery or other Excel-based to
• olsAbility to build and maintain Excel files that are easily refreshable each month with clear logic and minimal overh
• eadExperience with Pivot Tables and intermediate level formulas such as XLOOKUP, SUMIFS, or
• LETDemonstrated ability to validate numbers and reconcile across multiple fi