Finance Operations Specialist

About the role

A detail-oriented, proactive Operations Specialist is sought to join a client's growing financial services organisation in Wollongong. The role supports the day-to-day operations of the Dealer Stock and Floor Plan Financing business, managing operational processes with precision and efficiency. It suits someone who thrives in a fast-paced environment and values data accuracy, reporting and client relationship skills.

Key responsibilities

• Manage daily operational activities related to dealer financing and stock funding
• Maintain, update and validate operational records, databases, tracking reports and Excel forms
• Prepare MIS reports, operational dashboards and management reports to support business decisions
• Verify and process financing-related documents and transactions, and perform data reconciliation
• Coordinate with dealers, customers and internal stakeholders by email and phone
• Monitor pending cases to ensure timely closure and handle exceptions
• Support process improvement initiatives to improve operational efficiency

Required profile

• 2 to 3 years of operational experience in any industry; exposure to NBFC, banking or financial services is highly regarded
• Bachelor's degree in Commerce, Business Administration, Finance, Economics or a related discipline
• Excellent verbal and written communication, with confidence in making and receiving client calls
• Attention to detail, problem-solving ability and a process-driven mindset
• Ability to manage multiple tasks, meet deadlines and work independently with minimal supervision

Required skills

• Intermediate to advanced Microsoft Office, especially Excel (VLOOKUP, XLOOKUP, IF, SUMIF, COUNTIF, Pivot Tables, Data Validation, Conditional Formatting)
• Day-to-day operations using Excel-based trackers and financial reporting

What we offer

• Competitive salary package with clear career advancement opportunities
• Supportive, collaborative, process-driven team culture
• Exposure to specialised financial services, dealer financing and stock funding operations
• Continuous learning and development in a growing business
• Modern workspace with work-life balance initiatives