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Financial Operations Associate

2 months ago

Frisco, Texas, United States Advantix Full time
Job Overview

Position: Financial Operations Associate
Company: Advantix
Location: Remote

About Us:

At Advantix, we are a rapidly expanding organization filled with passionate individuals including customer service experts, technology enthusiasts, analysts, and creative minds. Our mission is to redefine the connected experience, delivering innovative solutions and exceptional support to our partners and clients.

Role Summary:

We are looking for a meticulous and proactive Financial Operations Associate to become a vital part of our finance team. This role is crucial for ensuring the prompt, precise, and efficient processing of invoices and payments.

Key Responsibilities:
  • Invoice Management:
    • Authorize and generate invoices accurately using QuickBooks.
    • Oversee client implementation invoicing and guarantee timely dispatch.
    • Manage invoicing processes for THINaer.
  • Payment Handling:
    • Document cash, checks, and credit card transactions; reconcile and record deposits.
    • Ensure all cash receipts are posted by the end of the day.
    • Verify payment details including amounts and check numbers.
    • Investigate and resolve discrepancies in customer payments.
    • Engage with customers as necessary for accurate payment application.
    • Monitor customer accounts for overdue payments and irregularities.
    • Administer daily deposits and configure commissions in QuickBooks.
  • Collections Management:
    • Implement a systematic approach to collections.
    • Coordinate with other departments regarding payment receipts and overdue accounts.
  • Reporting Duties:
    • Generate specialized reports on client payments and overdue accounts.
    • Prepare client-specific payment reports for Accounts Payable.
    • Compile monthly collection reports for the Controller.
    • Create weekly forecasts for collections.
  • Client Setup and ACH Management:
    • Manage client payment drafts via ACH.
    • Establish new clients in QuickBooks.
  • Special Projects:
    • Execute special projects and ad hoc reporting by analyzing account data.
    • Perform additional duties as assigned.
Qualifications:
  • At least 2 years of college-level accounting education and 3-5 years of relevant professional experience; or 7 years of professional experience; or a suitable combination of education and experience.
  • Proficient in QuickBooks.
  • Exceptional attention to detail with strong multitasking and deadline management capabilities.
  • Able to work independently as well as collaboratively within a team.
  • Professional demeanor with robust analytical, organizational, and problem-solving skills.
  • Competent in Microsoft Office Suite and QuickBooks.
  • Familiarity with Financial Force is advantageous.
  • Valid driver's license is required.
Core Competencies:
  • Customer Service: Responds promptly to client needs and exceeds expectations.
  • Communication: Communicates clearly and effectively, both verbally and in writing.
  • Planning and Organization: Prioritizes tasks to maintain high standards.
  • Analytical Skills: Interprets and understands client account data.
  • Problem Solving: Develops innovative solutions based on feedback.
  • Written Communication: Produces clear and professional business correspondence.
  • Adaptability: Adjusts to changes in the work environment effectively.
  • Professionalism: Maintains integrity and confidence under pressure.
Education and Experience:
  • Minimum 2 years of college-level accounting and 3-5 years of professional experience; OR 7 years of professional experience; OR any equivalent combination of experience and/or education.
Benefits:
  • Comprehensive benefits package, including health insurance and retirement plans.
  • Competitive salary range.
Application Process:

If you are a dedicated accounting professional eager to contribute to our mission, we invite you to apply through our online application portal. Advantix is an equal opportunity employer, committed to fostering a diverse and inclusive workplace.