Financial Records Specialist

2 weeks ago

Sioux Falls, South Dakota, United States Sullivans Full time
Job Overview

The Financial Records Specialist is responsible for overseeing the financial documentation of the organization. This role involves logging financial transactions, processing payments, and reconciling accounts. The specialist will evaluate financial data, maintain precise and comprehensive records, assist with routine accounting functions, and provide timely and courteous responses to inquiries from clients and suppliers.

Key Responsibilities:

Accounts Payable Management:

  • Verify and process invoices, ensuring accuracy and prompt payment to suppliers.
  • Track and manage credit card transactions, expense reports, and vendor statements.
  • Reconcile accounts payable records and address discrepancies swiftly.
  • Prepare and execute payments, including ACH, wire transfers, and checks.
  • Maintain the vendor master file within the accounts payable system, ensuring compliance with tax reporting requirements.

Accounts Receivable Management:

  • Keep accurate records of incoming payments and ensure correct allocation.
  • Engage with customers via phone and email to resolve payment and billing discrepancies.
  • Process credit card transactions and manage recurring payments, including follow-ups with customers regarding declines.
  • Handle refunds, account adjustments, and write-offs in accordance with company policies.

Reporting and Reconciliation:

  • Generate regular financial reports, including aging reports, cash flow statements, and payment schedules.
  • Assist in month-end and year-end closing processes by reconciling accounts and preparing necessary documentation.
  • Collaborate closely with the accounting team to support audits and ensure adherence to financial regulations.

General Support:

  • Provide administrative support to the accounting team as required.
  • Continuously seek opportunities for process enhancements in billing and financial operations.
  • Work with other departments to ensure efficient financial processes.

Sullivan's is an equal opportunity employer dedicated to fostering diversity and inclusion in the workplace. We strictly prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as defined by federal, state, or local laws.

Qualifications:

  • Strong analytical skills, knowledge of basic accounting principles, documentation skills, research and resolution skills, data analysis, and the ability to multitask.
  • Excellent verbal and written communication abilities.
  • Highly organized, detail-oriented, and self-motivated.
  • A high degree of accuracy is essential.
  • Proficient in 10-key by touch, Excel, Word, and general accounting software.

Education and Experience:

  • A minimum of an associate's degree in accounting, bookkeeping, finance, or a related field is required. A bachelor's degree is preferred. Equivalent combinations of education, training, and experience may be considered.
  • 1-3 years of relevant accounting experience is preferred.

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