Financial Operations Specialist

Required Skills & ExperienceKnowledge / Experience:• A High School diploma or equivalent is required, Associate’s degree preferred• 2-3 years’ experience in operational or administrative financial reporting• Strong proficiency in Excel for financial reporting and model development (V-Lookups, Pivot Tables, etc...)Skills:• Strong attention to detail and organizational skills• Proficiency in Excel or like spreadsheet and reporting systems (i.e. Google Sheets, Smartsheets)• Comfort with cloud-based collaboration tools (i.e. Microsoft Teams, SharePoint)• Preference for structured systems and long-term organizational growth• Analytical mindset and problem-solving techniques• Effective and elevated verbal and written communication skills• Flexibility/adaptability to change while multi-tasking• Integrity in all actionsJob DescriptionThe Operations Reporting Specialist serves as a key bridge between operations, finance, andleadership, maintaining the integrity of all operational billing, revenue, and cost data across MetroShore Services (MSS), Pacific Cruise Ship Terminals (PCST) and Terminal Security Solutions (TSS). Thisrole is designed for a detail-driven professional who takes pride in accurate reporting, organizedprocesses, and dependable month-end execution. The Specialist oversees recurring billing,reconciliations, and trend summaries that feed directly into leadership reports and financial reviews.Key Responsibilities & Requirements• Creating MSS invoices using the Multi-Company Invoice (MCI) system or Excel billing templates based onlabor reports from the Regional Manager or Director of Operations.• Maintain organized revenue log in Teams channels by business and location on a weekly basis.• Cross-check calendars against revenue logs to ensure all jobs are invoiced weekly.• Review calendars for holidays to ensure correct billing rates are applied.• Pull monthly Payment Hub (POS system) revenue reports and split client commissions for the FR team topost and accrue commissions.• Compile client commissions check requests for Director review and submission to AP team.• Compile Quarterly Mobility / Sales staff commissions for Director review and submission to HR forpayment. Send monthly reminder to ops team to update Teams files.• Send Scootaround revenue by location to the FR team based on client remittance statements.• Coordinate month end closing invoice submissions with FR contact, report number pending weeklyalong with any delays to Directors to plan resolutions.• Reconcile transportation equipment cost log against Bi360 to ensure accurate posting by location andvendor.• Reconcile MSS and TSS revenue in Bi360 to ensure proper posting by location and client.• Prepare monthly reports and summaries for internal stakeholders, including:o Accruals list (revenue and costs) for FR review and submissiono Posting errors and reclassification list for FR review and submissiono Monthly and quarterly financial summary reports by business and location for Directors and VPof Operations, including revenue vs. actual, gross profit vs. actual, EBITDA vs. actual, and trendanalysis• Assist with annual budget preparation and reforecast requests.• Respond to ad hoc reporting requests related to labor, billing, revenue, and costs.• Travel as required to support the management team.• Perform additional duties as assigned.