Revenue Specialist
Revenue Specialist role offers flexibility, internal mobility, and emphasizes well-being. If you have experience in finance and want purpose-driven work, this is for you.
What to Expect in the Revenue Specialist Role
The Revenue Specialist position is regular and onsite, focusing on financial operations. Flexible work culture and career advancement opportunities are highlighted, making it attractive for finance professionals seeking purpose-driven roles.
This position’s compensation is not specified, but it emphasizes internal mobility, meaning you can easily scale your career within the company. The environment fosters growth and prioritizes employee well-being.
A bachelor’s degree in finance or accounting is required, or equivalent relevant experience. FINRA fingerprinting is needed, reflecting the role’s integrity and compliance focus.
Applicants with one to two years of mutual fund operations experience are preferred. Proficiency with MS Excel and Access at an intermediate level is needed for daily tasks.
Your work environment will be professional, utilizing standard office equipment, with responsibilities carried out at a desk and computer for extended periods.
Responsibilities and Daily Tasks
The Revenue Specialist manages receiving and processing mutual fund fee payments, dealing with fund companies, and escalating discrepancies as necessary. Daily cash receipt reconciliation is required.
Other tasks include generating, quality controlling, and distributing fund-related invoices while maintaining contacts and distribution lists. Prepare client reports and assist with audit-related queries.
You must be able to organize and prioritize work, utilize your attention to detail, and communicate effectively, both verbally and in writing. Teamwork is essential.
The position also details expectations like maintaining focus, responding to inquiries, and solving problems, all while tolerating occasional stress. Adaptability is a must.
You’ll be evaluated on your completion of these duties, with the company maintaining the right to modify responsibilities as needed to match business needs.
Pros: Advantages of the Revenue Specialist Position
One standout benefit is clear opportunities for internal mobility. You are encouraged and supported to find new challenges within the organization, promoting career growth.
The company’s commitment to work-life balance and employee well-being means you can expect a supportive work environment that values flexibility and purpose.
Cons: Considerations Before Applying
This role operates onsite, which might not suit those seeking fully remote work. The repetitive, detail-focused tasks could feel monotonous to some individuals.
The requirement for FINRA fingerprinting and periodic additional duties means expectations may occasionally shift, demanding flexibility from you as an employee.
Final Verdict
The Revenue Specialist position offers notable career growth, inclusive culture, and the stability of regular onsite employment. Its purpose-driven work environment makes it an appealing choice for finance professionals.
If you value professional development, collaboration, and operational excellence, this role is well worth your application.
