
Financial Operations Specialist
3 days ago
We are seeking a detail-oriented accounting professional to oversee financial operations, ensure compliance and provide leadership.
This position plays a critical role in maintaining the company's financial health and operational efficiency.
Key Responsibilities- Retrieve and record cash receipts from banking transactions in billing and accounting systems.
- Post and allocate customer payments to corresponding invoices.
- Investigate unallocated cash receipts by coordinating with customers or internal teams to determine proper allocation.
- Reconcile discrepancies between the billing and accounting systems.
- Review and approve vendor invoices and payment schedules prepared by the accounting team.
- Oversee the reconciliation of vendor statements and address high-level discrepancies.
- Monitor overdue accounts using aging reports and initiate follow-ups with customers via phone or email.
- Escalate unresolved accounts to appropriate teams or management when necessary.
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, etc.).
- Experience with Great Plains or similar accounting/general ledger systems.
- Familiarity with SLA reporting and client-specific billing practices (preferred).
- Strong understanding of accounting principles, financial reporting, and regulatory compliance.
- Leadership and mentoring skills to effectively manage and develop junior staff.
- Excellent organizational and time-management abilities.
- Strong written and verbal communication skills in English, with the ability to engage with clients and internal stakeholders.
- Problem-solving skills and a proactive approach to improving processes.
- Up to 2-3 years of accounting experience.
- Hands-on experience in AR, AP, collections, or billing.
- Bachelor's degree in Accounting, Finance, or a related field.
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