Financial Transaction Specialist
23 hours ago
Job Title: Financial Transaction Specialist
At the heart of our operations lies a crucial role, that of the Financial Transaction Specialist. This individual plays a pivotal part in maintaining the accuracy and efficiency of our financial transactions.
About the Job:
- Prepare and issue invoices to customers in a timely manner
- Meet invoice delivery deadlines with precision
- Enter invoices into customer invoicing systems
- Submit invoices electronically via data interchange platforms
- Understand key areas specific to customer invoicing requirements
- Verify each field on invoices before submission for accuracy
- Ensure all necessary support documents and backups are attached to invoices
- Provide regular updates on invoice submission status within Navision
- Maintain detailed logs and records of invoice submissions and customer processes
- Collaborate closely with the payroll and invoicing teams to streamline the invoice submission process
- Generate and distribute statements of accounts to customers
- Reconcile self-billed cases with approved timesheets and address any discrepancies in billing or payment
- Handle invoice rejections and credit/rebill requests efficiently
- Develop and maintain standard operating procedures for invoicing processes, including documentation and updates
- Contribute to the continuous improvement of invoicing platforms and processes
- Support the credit control team in invoicing and collections efforts
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