Financial Operations Specialist

3 weeks ago


Waukesha, Wisconsin, United States Swipejobs Full time
Job Overview

The ideal candidate for this position will possess a strong background in accounting and financial operations, with the ability to accurately manage orders from receipt to entry into our SAP business system.

Collaboration with internal teams, such as sales and supply chain, is essential for delivering outstanding customer experiences. A keen eye for detail and organizational skills are necessary for reviewing customer Purchase Orders and project documents for key data points.

Key Responsibilities
  • Accurately process incoming orders from PO receipt or internal claim request to entry into our SAP business system.
  • Collaborate with the internal Sales team, financial partners, project management team, and supply chain to deliver exceptional customer service related to order processing.
  • Review and verify customer Purchase Orders and corresponding project documents for critical data points, including price, quantity, terms of sale, product, ship to/sold to, tax-exempt status, and obtain management approval.
  • Regularly review open orders to proactively resolve pending confirmations through follow-up with team members.
  • Maintain documentation retention by storing required documents in the appropriate locations.

$21-$23 per hour

This full-time position offers a hybrid schedule with 60% onsite and 40% remote work. Ideal candidates should have 2+ years of accounting experience, familiarity with revenue recognition, and knowledge of internal controls.



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