Finance Partner Operations Specialist 2

Job Summary

The Finance Partner Operations Specialist 2 is responsible for supporting finance partner processes by maintaining project pipelines, processing documentation, and ensuring accurate data management to facilitate timely payments. This role performs a higher volume and complexity of operational tasks, including coordinating across departments, resolving routine issues, and handling specialized assignments, while following established procedures and guidelines.

Supervisory Responsibilities:

• None

Duties/Responsibilities:

• Maintain finance partner pipeline by monitoring timelines and tracking project status.
• Review and update company CRM data to ensure accuracy and completeness.
• Complete assigned specialized or escalated operational tasks following established procedures.
• Coordinate with internal departments to resolve routine project issues and obtain required information.
• Review and process post-installation change orders in accordance with company guidelines.
• Revise post-installation contract pricing details and system designs based on approved updates.
• Enter and maintain contract and project data in internal systems.
• Review milestone documentation for completeness and accuracy prior to submission.
• Submit documentation through finance partner portals to support payment processing.
• Track and follow up on projects with missing documentation or outstanding items.
• Respond to communications (email, chatter, phone) in a timely and professional manner.
• Meet established deadlines and goals.
• Follow departmental policies, procedures, and updates.
• Perform other related duties as assigned

Required Skills/Abilities:

• Proficient in Microsoft Office Suite or similar software.
• Strong attention to detail with a focus on data accuracy and process compliance.
• Ability to follow established procedures and handle multiple tasks efficiently.
• Effective organizational and time management skills.
• Strong communication skills with the ability to coordinate across teams.
• Ability to identify issues and escalate appropriately within defined guidelines.

Education and Experience:

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• 1–2 years of administrative, operations, or office experience required.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Equal Employment Opportunity Policy

Trinity Solar provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.