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Financial Operations Specialist
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We are seeking a skilled and experienced Financial Operations Specialist to join our team. The successful candidate will be responsible for managing and resolving receivables related queries received from customers, as well as supporting customers in resolving billing issues and reconciling accounts.
The ideal candidate will have a strong understanding of accounting principles and practices, excellent communication and problem-solving skills, and the ability to work effectively in an ambiguous environment.
Key Responsibilities- Monitor and collect accounts receivable for assigned portfolio by contacting customers via telephone, email, and other channels
- Work with cash application team to apply payments timely and accurately
- Maintain accounts receivable records to ensure aging is up to date, credits and collections are applied, uncollected amounts are accounted for, and miscellaneous differences are cleared
- Provide accurate forecasting of collection promises
- Work with Customer Service and Sales to resolve customer disputes and support correction of root causes and enable timely collections
- Identify slow-paying customers and escalate collection challenges to management and BizOps team
- Bachelor's degree in Accounting, Finance, or related field
- 5-7 years of relevant experience in Accounts Receivables
- Strong knowledge of accounting software and systems
- Excellent communication and problem-solving skills
- Ability to work effectively in an ambiguous environment
- Knowledge of Six Sigma defect reduction techniques and Lean methodology
- Experience using data to influence business decisions
- Fluency in Microsoft Excel and other accounting software