Financial Operations Specialist

The Operations Reporting Specialist serves as a key bridge between operations, finance, and
leadership, maintaining the integrity of all operational billing, revenue, and cost data across Metro
Shore Services (MSS), Pacific Cruise Ship Terminals (PCST) and Terminal Security Solutions (TSS). This
role is designed for a detail-driven professional who takes pride in accurate reporting, organized
processes, and dependable month-end execution. The Specialist oversees recurring billing,
reconciliations, and trend summaries that feed directly into leadership reports and financial reviews.
Key Responsibilities & Requirements
• Creating MSS invoices using the Multi-Company Invoice (MCI) system or Excel billing templates based on
labor reports from the Regional Manager or Director of Operations.
• Maintain organized revenue log in Teams channels by business and location on a weekly basis.
• Cross-check calendars against revenue logs to ensure all jobs are invoiced weekly.
• Review calendars for holidays to ensure correct billing rates are applied.
• Pull monthly Payment Hub (POS system) revenue reports and split client commissions for the FR team to
post and accrue commissions.
• Compile client commissions check requests for Director review and submission to AP team.
• Compile Quarterly Mobility / Sales staff commissions for Director review and submission to HR for
payment. Send monthly reminder to ops team to update Teams files.
• Send Scootaround revenue by location to the FR team based on client remittance statements.
• Coordinate month end closing invoice submissions with FR contact, report number pending weekly
along with any delays to Directors to plan resolutions.
• Reconcile transportation equipment cost log against Bi360 to ensure accurate posting by location and
vendor.
• Reconcile MSS and TSS revenue in Bi360 to ensure proper posting by location and client.
• Prepare monthly reports and summaries for internal stakeholders, including:
o Accruals list (revenue and costs) for FR review and submission
o Posting errors and reclassification list for FR review and submission
o Monthly and quarterly financial summary reports by business and location for Directors and VP
of Operations, including revenue vs. actual, gross profit vs. actual, EBITDA vs. actual, and trend
analysis
• Assist with annual budget preparation and reforecast requests.
• Respond to ad hoc reporting requests related to labor, billing, revenue, and costs.
• Travel as required to support the management team.
• Perform additional duties as assigned.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Knowledge / Experience:
• A High School diploma or equivalent is required, Associate’s degree preferred
• 2-3 years’ experience in operational or administrative financial reporting
• Strong proficiency in Excel for financial reporting and model development (V-Lookups, Pivot Tables, etc...)
Skills:
• Strong attention to detail and organizational skills
• Proficiency in Excel or like spreadsheet and reporting systems (i.e. Google Sheets, Smartsheets)
• Comfort with cloud-based collaboration tools (i.e. Microsoft Teams, SharePoint)
• Preference for structured systems and long-term organizational growth
• Analytical mindset and problem-solving techniques
• Effective and elevated verbal and written communication skills
• Flexibility/adaptability to change while multi-tasking
• Integrity in all actions

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.