Finance Specialist

About the Role

 

Perform routine financial processes and transactions for the Corporation. Apply basic financial or accounting principles to identify and accurately enter financial information. Support operational functions by assisting with Financial Services products including H&R Block Emerald Prepaid MasterCard®, Spruce, Refund Transfer, Emerald Advance Loan, Refund Advance, Savings and more. Research and respond to inquiries received from internal departments, as well as, external clients which are escalated via the Client Service Organization. Use cross-functional tools and resources to increase overall operating efficiencies, operational documentation and planning.  Partners with teammates and manager when standard procedures have been met and takes ownership over an issue until it is resolved and responded to in a timely fashion.

 

Day to day you'll... 

• Processes various forms of financial information and materials and enter financial information into accounting or other financial systems including working incoming ACH deposits, report exception items and account maintenance requests from clients. Daily general ledger balancing and reconciliation of financial transactions.                                           
• Interpret clients needs and utilize resources such as training, standard operating procedures, and systems to resolve client issues. Responds timely to inquiries and conducts all necessary research to resolve customer requests, including, contacting clients directly with resolution                            
• Responsible for validating accuracy of data from financial systems and resolving any discrepancies, exception items or unmatched reconciliation items.
• Executes established procedures within established service levels (SLA)
• Gathers and summarizes data; conducts research and analyzes information with the intention of resolving discrepancies or client inquiries
• Responsible for the creation and maintenance of standard operating procedures
• Serves as a contact for operational support by using professional and excellent customer service skills, demonstrating sensitivity or empathy for escalated client issues received from the Client Service Organization and Field Support Teams
• Obtains, researches, and processes confidential/legal information.
• Participates in the development, improvement, and implementation of current financial processes, as well as, new/acquired processes

Required Qualifications

 

• High School diploma or equivalent 
• College degree in Accounting, Finance or related field or equivalent relevant professional experience 
• Basic Excel knowledge 

Preferred Qualifications

•  Ability to work independently and maintain sensitive and confidential information.
• Ability to collect, analyze, and summarize data and to assimilate into a useful format.
• Working knowledge of banking processes and regulations                                         Effective oral, written, and interpersonal communication skills.                           Ability to work effectively in a diverse work group.                             
• Strong attention to detail and ability to handle multiple tasks and projects simultaneously.
• Ability to learn web-based systems and maneuver between multiple systems at one time
• Experience with SQL
• Ability to navigate on the Internet.

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

Pay Range

$18.41 - $27.64/Hr.