Financial Transactions Specialist
5 days ago
We are seeking a highly skilled Financial Transactions Specialist to join our team at Vserve Ebusiness Solution. In this role, you will be responsible for managing financial transactions, ensuring compliance with customer contracts, and providing exceptional customer service.
About the Role:
This is an exciting opportunity to work in a fast-paced environment where you will be handling various financial tasks, including order approval, payment postings, cash application, account reconciliation, research and resolution, compliance, and collections. As a Financial Transactions Specialist, you will be working closely with internal teams, such as AP and warehouse, to ensure smooth operations and resolve any discrepancies.
Key Responsibilities:
- Review and approve orders to ensure accounts are up-to-date before processing
- Post payments to customers from all bank accounts and reconcile with posted bank transactions
- Apply payments to customer invoices per customer remittance
- Prepare and record financial transactions for assigned accounts to accumulate and record accurate and timely financial history
- Research and accurately distribute payments with no apparent invoice number or date-of-service
- Ensure compliance with customer contracts by researching online portals and disputing issues with the warehouse team
What We Offer:
- Competitive salary of approximately $55,000-$65,000 per annum, based on location and experience
- Opportunity to work with a dynamic team in a fast-paced environment
- Professional development and growth opportunities
Requirements:
- 2+ years of experience in a similar role, preferably in a finance or accounting department
- Strong understanding of financial transactions, customer contracts, and compliance regulations
- Excellent communication and problem-solving skills
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office and Salesforce software
Benefits:
- Comprehensive health insurance package
- Retirement savings plan with employer matching
- Paid time off and holidays
- Professional development and training opportunities
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