Financial Operations Specialist

1 week ago


Lowell, Massachusetts, United States Jobot Full time
Job Overview

We are seeking a detail-oriented Financial Operations Specialist to join our team at Jobot. As a key member of our operations team, you will be responsible for ensuring accurate and timely financial transactions, maintaining compliance with company policies and procedures, and driving business growth through process improvements.

Responsibilities
  • Financial Transaction Processing: Review booking documents and set up new projects, change orders, and ensure accurate and timely billing in the ERP system.
  • Billing and Invoicing: Process and ensure accurate and timely billing for solutions and MAC-related work, including ERP system invoices, AIA billing, and additional support required to meet customer billing requirements.
  • Estimate Management: Process changes in estimates for active projects accurately and on time in the ERP system.
  • Project Closure: Close out projects in the ERP system upon completion.
  • WIP Analysis: Assist with preparation and review of WIP analysis after each payroll cycle.
  • Monthly Charges: Review and validate monthly charges to active projects and resolve discrepancies.
  • Time Entry: Enter time charged to jobs from weekly timesheets.
  • Commission Management: Enter commission-related data into the CCT tracker monthly and manage all commissions activity (earned vs paid) by employee, by segment for Solutions and MAC.
  • Special Projects: Complete special department projects as directed.
Requirements

To succeed in this role, you should have excellent organizational skills, attention to detail, and strong communication skills. Proficiency in ERP systems and experience with financial transaction processing is highly desirable.

Benefits

We offer a competitive salary range of $80,000 - $100,000 per year, along with benefits such as paid time off plan and holidays, 401(k) matching, short-term and long-term disability, medical, dental, and vision plans, life insurance, and professional career development opportunities.



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