Strategy and Execution - Business Execution Consultant 1 - Contingent

Job Title:Financial Operations Specialist
Location: St.Louis,MO
Duration: 6 months+

Job Summary

We are seeking a Financial Operations Specialist to support account processing, data validation, reporting, and quality assurance activities within a financial services environment. The ideal candidate will have experience working with financial/account data, reviewing documents, identifying discrepancies, and using Excel for reporting and analysis.

Key Responsibilities

• Process and maintain financial or customer account information.
• Review scanned documents/images and identify missing or incorrect information.
• Perform data validation and quality checks to ensure accuracy and completeness.
• Identify defects, discrepancies, and gaps and document findings.
• Prepare and maintain operational reports and trackers using Excel.
• Review reports, analyze exceptions, and escalate issues to the appropriate teams.
• Support QA/UAT activities, including test execution, documentation, and capturing screenshots/evidence.
• Assist with data processing and account-related requests as they are received.
• Work across different phases of the project and support various operational functions as business needs evolve.
• Maintain accurate documentation and follow established financial operations and quality-control procedures.

Required Skills & Qualifications

• Experience in banking, brokerage, wealth management, or financial services operations.
• Experience with account processing, account maintenance, or data processing.
• Strong data validation and quality-checking skills.
• Good working knowledge of Microsoft Excel.
• Experience with reporting, discrepancy identification, and issue escalation.
• Strong attention to detail and ability to work with large volumes of information.
• Good written and verbal communication skills.
• Ability to work effectively in a process-driven environment.

Preferred Qualifications

• Experience with QA, UAT, or operational testing.
• Experience identifying and documenting defects.
• Experience reviewing financial documents or scanned images.
• Knowledge of banking, brokerage, securities, or wealth-management processes.
• Experience with reconciliation or exception management.