
Financial Transaction Manager
15 hours ago
The role involves managing financial transactions, maintaining accurate records, and ensuring timely collections.
Key Responsibilities- Billing & Invoicing
- Generate client invoices, review for accuracy, and distribute accordingly.
- Prepare customer statements and bills to maintain accurate financial records.
- Payment Processing & Account Management
- Process incoming payments, apply them to relevant accounts.
- Monitor receivable balances, track overdue accounts, and follow up with clients for timely collections.
- Investigate and resolve payment discrepancies, billing issues, and customer queries.
- Reporting & Reconciliation
- Prepare accounts receivable reports, including aging analysis and collection activities.
- Process account adjustments, issue credit memos, and support reconciliations with other departments.
- Assist with month-end and year-end closing activities.
- Customer Dispute Resolution
- Handle disputes, deductions, and chargebacks professionally.
- Ensure swift resolution to maintain positive client relationships.
- Compliance, Documentation & Controls
- Maintain organized and confidential records of invoices, receipts, and correspondence.
- Ensure compliance with internal controls and financial regulations.
- Provide necessary documentation and support for audits.
- Process Improvements & Collaboration
- Participate in process improvement initiatives within accounts receivable.
- Collaborate with cross-functional teams to enhance overall efficiency.
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