Master the processes involved in accessing and editing data in the CRM Platform (OneBanker/Salesforce) Develop and maintain thorough knowledge of the data and workflows in the CRM platform Contribute to the efficient and accurate monthly reconciliation of financial data Provide user support to bankers and other staff that use the CRM Support COO Group colleagues as needed Requirements: 1-3 years of experience in finance or accounting Strong analytical and problem-solving skills Ability to quickl