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Financial Operations Coordinator
2 months ago
Company Overview:
IntegriDATA is a leading financial technology firm focused on enhancing operational efficiency and minimizing risk within the investment management sector. Our innovative software solutions are utilized by major hedge funds and private equity firms managing assets exceeding $1.6 Trillion. Recognized as one of the fastest-growing private companies in America, IntegriDATA is an Inc 5000 company.
Position Details:
This is an hourly position starting at $22/hour, with a full-time commitment of 40 hours per week. The role is temporary with the potential for permanent employment, including a full-time salary and benefits after a designated period.
Work Environment:
Initial training will require in-office attendance three days a week for four weeks, followed by one day per week in the office. The remaining days will be remote. Our operational hours are Monday through Friday, from 9 AM to 6 PM.
Key Responsibilities:
- Accurately enter and process invoices using our accounts payable software, following established protocols and client-specific guidelines.
- Verify invoice details, ensuring accuracy in vendor information, purchase orders, quantities, and pricing.
- Conduct data validation and reconciliation to identify and resolve discrepancies in invoice processing.
- Collaborate with clients to address inquiries and resolve issues related to invoice processing in a professional manner.
- Coordinate with internal teams, including implementation, sales, and customer success, to ensure effective service delivery and client satisfaction.
- Maintain precise documentation of client interactions and resolutions within the support ticketing system.
- Contribute to the enhancement of our SaaS solution by providing feedback on usability and user experience.
- Develop procedure manuals and guides for clients to streamline processes.
Qualifications:
- A degree in accounting, finance, or a related field is preferred.
- Experience in accounts payable or invoice processing is highly desirable.
- Familiarity with SaaS platforms and experience in customer support within a software context.
- Strong attention to detail and the ability to manage large volumes of data efficiently.
- Excellent communication skills, with the ability to work collaboratively with clients and team members.
- Proficiency in accounting software and invoice processing tools; experience with popular accounts payable platforms is advantageous.
- Ability to prioritize tasks and manage multiple responsibilities while meeting deadlines.
- Problem-solving skills with the capability to independently resolve issues or escalate as necessary.
- Strong organizational skills, thriving in a fast-paced environment.
- Proficiency in Microsoft Office, particularly Excel, for data management and analysis.
About IntegriDATA:
IntegriDATA is committed to delivering innovative solutions that empower the investment management industry. Our software is trusted by the largest hedge funds and private equity firms, managing substantial assets. Join us in the dynamic field of financial technology.
