Financial Operations Specialist

2 weeks ago


Glen Allen, Virginia, United States Veterans Sourcing Group Full time
Job Overview

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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