Financial Services Research Specialist

Specialist Financial Services Research

Job Summary

The Specialist Research Processor is responsible for researching payments, refunds and retractions while validating a balanced systematic cash-flow with precision. The associate is responsible for reviewing the systems for correct entry, mathematical accuracy, and proper codes. All cash postings done within the system are to be balanced daily.

In addition, the Specialist Research Processor is responsible for organizing, securing, performing regular audits, maintaining files, records, and cash equivalence in alignment with company policies and procedures. Financial information will be recorded, stored, and analyzed by the associate. The associate will maintain accurate electronic spreadsheets for financial and accounting data and assist with the completion of period-end and month-end closing procedures and reports as specified by the business.

Responsibilities

• Research a high volume of payments including credit card, ACH, wire transfers and other payment methods among multiple currencies and regions.
• §  Respond to and resolve questions, issues, or disputes from owners and internal clients to ensure proper allocation of funds to various accounts in a timely manner.
• §  Identify inefficiencies and areas for improvement in payment procedures. Prepare detailed reports and present findings to senior management.
• §  Develop and propose strategies to enhance payment accuracy and efficiency.
• §  Collaborate with cross-functional teams to implement payment solutions.
• §  Ensure compliance with financial regulations and industry standards.
• §  Verify and reconcile payment information, ensuring accuracy and completeness.
• §  Address and resolve payment discrepancies and issues promptly.
• §  Maintain and update payment records and documentation.
• §  Collaborate with the finance team to improve payment processes and systems.
• §  Provide exceptional customer service to clients and stakeholders. Monitor and respond to inbound and outbound communications in a timely manner.
• §  Ensure compliance with company policies, procedures, and regulatory requirements.
• §  Maintain knowledge of various systems to complete daily tasks.
• §  Check figures, postings, systems, and documents for correct entry, mathematical accuracy, and proper codes.
• §  Access financial information within various systems to answer general questions about payment allocation.
• §  Control and secure cash and cash equivalents for property according to cash handling policy and procedures.
• §  Communicate with teammates and management team using clear, appropriate, and professional language to effectively exchange information. Partner with and assist others to promote an environment of teamwork and achieve common goals.
• §  Develop and maintain positive and productive working relationships with other employees and departments. Support all co-workers and treat them with dignity and respect.
• §  Prepare and review written documents (e.g., daily logs, business letters, reporting, SOP’s, and Procedures), including proofreading and editing written information to maintain accuracy and completeness.
• §  Complete attainable yearly goals.
• §  Participate in cross training and company/department trainings.
• §  Complete period-end and month end closing procedures and reports as specified.
• Physical Tasks
• §  Enter and locate work-related information using computers, printers, and fax machines.
• §  Move, lift, carry, push, pull, and place objects weighing less than or equal to 10 pounds without assistance.
• Specific Candidate Profile
• Education/Experience
• §  High school diploma or equivalent required; additional education in finance or accounting is a plus.
• §  Minimum of 2-3 years of professional experience in accounting, audit, or financial services preferred.
• §  Knowledge of financial regulations and payment systems.
• §  Proficiency in data analysis tools and financial software.
• §  No supervisory experience is required.
• Skills & Attributes
• §  Excellent oral and written communication skills, including presentation skills.
• §  Strong critical thinking, problem solving and troubleshooting skills.
• §  Ability to seamlessly work and contribute to teams and various department projects.
• §  Knowledge of Microsoft Office; proficiency in excel preferred but not required.
• §  Strong attention to detail and accuracy.
• §  Ability to handle confidential information with integrity.
• Marriott Vacations Worldwide is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture.