Summary/Objective:

We are seeking an organized and customer-focused Client Finance Specialist to handle day-to-day transactional financial operations for our Small Business Program. In this role, you will review and correct program transactions, manage payment processing, and ensure system accuracy across our core databases and accounting platforms. This position requires strong technical comfort with legacy systems, high attention to detail, and a professional communication style.

Required Education and Experience:

Associate's degree in accounting/finance/business or equivalent experience Minimum 2 years of experience in commissions. Other relevant experience includes accounts payable/receivable, billing, and/or bank reconciliation experience

Competencies:

Computer literacy; can navigate online systems used for business operations and use Microsoft Suite, advanced skills in Excel Experience with QuickBooks Excellent analytical skills to manage large amounts of data Strong attention to detail and accuracy Strong ability to understand, design and document processes Effectively flexes own communication style to varying personalities/styles Problem-solving skills Multi-tasking skills Strong organizational skills Ability to use sound judgement and discretion Handles confidential and proprietary information in a professional manner Effective verbal and written interpersonal communication skills Ability to take ownership of all job responsibilities, behaviors and actions

Client Finance Specialist Responsibilities:

Responsible for executing, tracking and processing monthly brokers and General Agent (GA) commissions Process commission files monthly by ensuring receipt and correct matching of premium files and associated payments Prepare agent commission statements and match up with payment for accuracy Research all requests received and communicate resolution within SLA. Address inquires via phone or by email (ticketing system) in a timely manner for various external parties including but not limited to brokers, GA's, carriers, client groups, parent company, etc.

Transaction Review & Correction:

Utilize IBM iSeries (AS400) to review financial data, investigate anomalies, and execute necessary corrections for the Small Business Program.

System Reconciliation:

Review and match transaction reports, bank statements, and credit card logs within QuickBooks to ensure accurate ledger records.

Work Environment:

On-site in

Oakland, CA EEO Statement:

The workplace and decisions made at the employer will be free of disparate treatment based on an employee's race, sex, national origin, color, sexual orientation, religion, disability, age (40 and over) or genetic information.

At Will Statement:

Employment is at will. This means employment is for an indefinite period and it is subject to termination by the employee or the employer, with or without cause, with or without notice, and at any time. Nothing in this job description or any other policy of the employer shall be interpreted to conflict with or to eliminate or modify in any way, the at will employment status of employees. The at will employment status of an employee may be modified only in a written employment agreement with that employee.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Job Types:

Full-time, Permanent Pay:

$50,000.00 - $60,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Professional development assistance Vision insurance

Compensation Package:

Bonus opportunities

Work Location:

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