Financial Operations Specialist
2 weeks ago
Position: Financial Operations Specialist
Key Responsibilities:
· Oversee the reconciliation of client-approved travel redemption records with billing documentation.
· Provide timely and professional responses to internal inquiries regarding discrepancies or items.
· Generate precise and prompt detailed billing files in Excel, along with final invoices for clients.
· Track and investigate outstanding receivables and support tickets to achieve performance targets.
· Compile and produce necessary reports for both internal and external stakeholders accurately and promptly.
· Keep process documentation up to date.
· Efficiently manage substantial data sets in an organized manner.
· Navigate and multitask across various systems and processes to streamline transaction reconciliation.
· Participate in training sessions for new program launches and ongoing training initiatives.
· Address day-to-day inquiries from team members regarding billing preparation procedures, system updates, and travel accounting practices.
· Review the defect log bi-weekly and guide team members on proper procedures.
Qualifications:
· Minimum of 3 years' experience in a detail-oriented environment, preferably in Billing, Accounts Payable, or Accounts Receivable.
· Proven ability to manage multiple priorities effectively.
· Strong proficiency in PC skills, particularly in handling large data sets; Intermediate Excel skills are essential.
· Capable of interacting professionally with staff at all levels, vendors, and external clients.
· Ability to work independently with minimal supervision.
· Strong independent thinking and reasoning skills.
· Excellent verbal and written communication abilities.
· Proven capability to manage multiple tasks efficiently and within deadlines.
· Demonstrates enthusiasm and collaboration as a proactive team member.
· Strong interpersonal skills.
· At least 2 years of experience in customer service.
· Effective problem-solving abilities and strong mathematical skills.
· Committed to meeting deadlines.
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