Financial Transaction Coordinator

2 days ago


San Jose, California, United States Rosie Lara-ramirez Full time
Financial Transactions Coordinator Job Summary

Rosie Lara-Ramirez seeks a skilled Financial Transactions Coordinator to process customer payments accurately and efficiently. This role involves reviewing account information, correcting errors, creating invoices, and maintaining detailed records.

Responsibilities

Main Objectives:

  • Review account information and correct errors
  • Create invoices and maintain accurate records
  • Send reminders regarding overdue payments
  • Research any account discrepancies and resolve issues promptly
  • Develop and maintain accurate reports
  • Collaborate with other teams to ensure account accuracy and timely repayments
Qualifications

To succeed in this role, you'll need a Bachelor's degree in accounting or a related field, previous experience in a similar position, advanced Excel skills, and proficiency in accounting software. Strong analytical, problem-solving, and communication skills are essential.

Work Environment

This is a remote-friendly opportunity, offering flexibility and work-life balance. You'll have access to modern technology and tools to support your success.



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