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Financial Records Specialist
2 months ago
Department: Finance
Employment Type: Full Time
FLSA Classification: Non-Exempt
Supervisor: Finance Manager
Travel Requirements: No travel required
Work Hours: Monday-Friday (7:00am-4:00pm)
Supervisory Responsibilities: None
Compensation: Starting at $20.00 per hour or based on experience
Position Summary:
The role of the accounting clerk involves maintaining up-to-date financial records, generating reports, and reconciling bank statements. This position requires the use of accounting software to manage business transactions, including accounts payable, accounts receivable, disbursements, expense vouchers, and receipts.
Key Responsibilities:
- Record customer payments by processing cash, checks, and credit card transactions.
- Verify and enter transactions to post revenues accurately.
- Maintain updated receivables by totaling outstanding invoices.
- Investigate account discrepancies by collaborating with sales, trade promotions, customer service departments, and customers.
- Address invalid or unauthorized deductions by making necessary adjustments.
- Facilitate collections by reviewing customer payment plans, histories, and coordinating with the collections department.
- Summarize receivables by managing invoice accounts and preparing monthly transfers to the accounts receivable department.
- Safeguard the organization’s value by ensuring confidentiality of information.
- Enhance job knowledge through participation in educational opportunities.
- Support the accounting and organizational mission by achieving related results as required.
Qualifications:
- Active Listening: Ability to attentively understand and respond to the comments and inquiries of others.
- Assertiveness: Confidence in completing work assignments and defending ideas.
- Effective Communication: Proficient in conveying information clearly and effectively.
- Ethical Standards: Demonstrates conduct that aligns with established values and norms.
- Integrity: Maintains honesty and credibility in the workplace.
- Dependability: Exhibits reliability and trustworthiness.
- Stress Management: Capable of completing tasks under pressure.
- Attention to Detail: Ensures accuracy and thoroughness in work.
- Customer Focus: Prioritizes customer needs while adhering to company policies.
- Accountability: Accepts responsibility for actions and decisions.
- Responsibility: Acknowledges and answers for one’s conduct.
- Friendly Demeanor: Displays a positive attitude towards others.
- Patience: Remains calm and composed under stress.
Skills and Experience:
Education: High School Diploma or General Education Degree (GED) required; college degree preferred or equivalent experience.
Experience: Minimum of three (3) years in a related field.
Technical Skills: Proficient in Microsoft Office (Word, Excel), Teams, Great Plains, and Outlook.