Financial Operations Specialist
1 week ago
As a Financial Operations Specialist, you will play a vital role in supporting the Education team by providing expert financial services to internal and external customers. With a focus on entrepreneurship, this position requires skills as an effective liaison across multi-functional workgroups.
You will be responsible for initiating billing transactions from various documents and mediums, executing and assisting in the development of processes and procedures to ensure accurate reporting and processing of billing transactions. Your daily, weekly, and monthly tasks will have time sensitivities that impact other teams and/or processes.
- Review statements of work and set up payment accounts
- Review billing reports and submit transactions to the accounting team for invoicing
- Audit/validate correct accounting action or treatment on transactions/reports
- Scheduling deferred revenue
- Applying revenue carves
- Managing Time and Material or Fixed Fee items
- Verify data linked across systems to ensure data integrity is intact for future billing and customer account accuracy
- Communicate and coordinate with other dependent and supporting departments as needed to complete or share cross-functional information drawn from billing transactions
- Good commercial and financial awareness
- Understand accounting principles as related to the billing function
- Able to work effectively in a team environment
- High degree of initiative and motivation
- Knowledge of billing and revenue operations
- Experience working in revenue reports
- Excellent written and oral communication skills
- Must be flexible and able to work varying hours
- Ability to prioritize and handle multiple tasks
- Strong attention to detail and high level of accuracy required
This role offers a Bachelor's degree required, 4+ years experience in billing/revenue rec, ideally in a corporate education environment, and certifications like CPA, CMA, or finance/data analytics credentials would be advantageous.
OthersProficient in handling large Excel data, ERP tools knowhow (e.g., SAP, Oracle, Softrax), and Excellent Microsoft Office skills (Word, Excel, and Outlook).
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