Finance Operations Specialist - position no. 1648

About the Company

IBI is one of Israel’s leading and most innovative investment houses, providing a wide range of financial services including portfolio management, brokerage, mutual funds, and investment banking. With a strong emphasis on professionalism, innovation, and client service, IBI is a trusted partner for both individual and institutional investors.

Responsibilities:

• Working with ERP systems and supporting day to day financial operations.
• Managing and supporting cross-functional projects, including process improvements and implementation of work procedures.
• Producing, analysing and maintaining financial and management reports, dashboards, and control tools.
• Monitoring financial processes, including invoices, expenses, revenues, purchase orders, and budget tracking.
• Collaborating with internal departments, vendors, and stakeholders in Israel and abroad.
• Extensive Excel-based analysis, reporting, and data management.
• Full time position, Sunday- Thursday, 08:00- 17:00 or 09:00- 18:00.

Qualifications:

• At least 2 years of experience in Financial Control, Controlling, Financial Operations, or Commission Accounting - mandatory.
• Good English proficiency - mandatory.
• Advanced Excel skills, including formulas and Pivot Tables (such as VLOOKUP/XLOOKUP, IF, SUMIFS, COUNTIFS, and other functions) - mandatory.
• Experience working with BI systems - a significant advantage.
• Bachelor’s degree in economics, Business Administration, Finance, or a related field - an advantage.

Personal Skills:

• Strong analytical skills and attention to detail.
• Business oriented mindset with the ability to analyse data and generate insights.
• Excellent organizational skills and ability to work independently in a multi- stakeholder environment.
• High level of ownership and ability to manage tasks end to end.
• Strong service orientation and teamwork skills.
• Ability to manage multiple priorities simultaneously, learn quickly, and adapt to change.