Financial Operations Specialist

1 month ago

Los Alamitos, California, United States Aston Carter Full time

Job Summary:

Aston Carter is seeking a skilled Financial Operations Specialist to join their team. In this role, you will be responsible for establishing payment terms and collecting payment against those terms according to established standards.

Key Responsibilities:

  • Follow collection procedures established by the organization and assist with billing and payables as needed.
  • Make collection calls and/or send correspondence to solicit payment on overdue accounts and take all necessary actions to collect.
  • Provide customer service with updates regarding collection issues, process account adjustments, and resolve account discrepancies.
  • Process customer credit applications to determine credit worthiness.
  • Monitor and maintain all customer accounts, including customer calls, account adjustments, and small balance write-offs.
  • Perform customer reconciliation and process credit customers in a timely manner.
  • Reduce delinquency for assigned accounts and maintain records of all delinquent accounts, bankruptcies, and credit risks.
  • Prepare and file collections paperwork on approved accounts, enlisting the efforts of sales, program management, and management when necessary to accelerate the collection process.
  • Communicate and follow up effectively with sales and customer service departments regarding customer accounts on a timely basis.
  • Establish and maintain effective and cooperative working relationships with colleagues and customers.
  • Perform other assigned tasks and duties necessary to support the Accounting Department, including training as an Accounts Payable back-up.
  • Manage customers on the On Hold, COD, and Cash Advance List.
  • Reconcile customer disputes as they pertain to payment of outstanding balances and cash receipt postings.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service.

Diversity, Equity & Inclusion:

At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

  • Hiring diverse talent
  • Maintaining an inclusive environment through persistent self-reflection
  • Building a culture of care, engagement, and recognition with clear outcomes
  • Ensuring growth opportunities for our people

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.

  • Financial Operations Specialist

    1 month ago

    Los Angeles, California, United States Goldman, Magdalin, Straatsma LLP Full time

    We are seeking a skilled Financial Operations Specialist to provide financial, administrative and clerical services at Goldman, Magdalin, Straatsma LLP. The ideal candidate will have a solid understanding of basic accounting principles, fair credit practices and collection regulations.The Financial Operations Specialist will be responsible for ensuring...

  • Financial Operations Specialist

    4 weeks ago

    Los Angeles, California, United States notNeutral Inc Full time

    Financial Operations SpecialistWe are seeking a detail-oriented and highly organized individual to join notNeutral as a Financial Operations Specialist. In this role, you will be responsible for assisting in the day-to-day financial operations and maintaining accurate financial records within our organization 32 hours per week. This role plays a crucial part...

  • Financial Services Specialist

    4 weeks ago

    Los Angeles, California, United States 49 Financial Full time

    We're seeking a talented Financial Services Specialist to join our team at 49 Financial. As a comprehensive financial planning firm, we're passionate about developing the next generation of leaders in the financial services industry.Our Financial Advisors work closely with clients, helping them navigate the expected and unexpected in life, and offer...

  • Financial Operations Specialist

    4 weeks ago

    Los Angeles, California, United States Highgate Hotels Full time

    Job Summary:Highgate Hotels is seeking a skilled Financial Operations Specialist to join their team. As a key member of the accounting and finance department, this professional will be responsible for managing the general ledger and accounts payable functions. The ideal candidate will have a strong background in financial operations, excellent analytical...

  • Financial Opportunities Specialist

    3 weeks ago

    Los Angeles, California, United States 49 Financial Full time

    At 49 Financial, we're passionate about developing the next generation of leaders in the financial services industry. Our comprehensive financial planning firm implements a collaborative, team-based model that allows new professionals to work alongside seasoned experts, gaining valuable experience and development. We work closely with our clients, helping...

  • Financial Services Specialist

    4 weeks ago

    Los Angeles, California, United States BMO Financial Group Full time

    Job Summary:We are seeking a highly skilled Financial Services Specialist to join our team at BMO Financial Group. As a Financial Services Specialist, you will be responsible for providing financial and investment planning advice to clients, working collaboratively with other team members to deliver a comprehensive banking solution.Key...

  • Financial Operations Specialist

    4 weeks ago

    Los Angeles, California, United States Consultative Search Group Full time

    Job OverviewConsultative Search Group is seeking a highly skilled Financial Operations Specialist to oversee and ensure the accuracy and timely completion of the company's finance and accounting deliverables.This role will involve shadowing, reviewing, and preparing fund financials, property financials, and operating financials, as well as calculating...

  • Financial Planning Specialist

    4 weeks ago

    Los Angeles, California, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at BMO Financial Group. As a key member of our client relationship team, you will work closely with clients to understand their financial goals and develop personalized plans to achieve them.Key ResponsibilitiesProvide financial planning and investment advice to...

  • Financial Operations Specialist

    4 weeks ago

    Los Angeles, California, United States Beverly Hills Porsche Full time

    Job Title: Financial Operations Specialist - Collections and AccountingAt Beverly Hills Porsche, we're seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team. As a key member of our accounting department, you will play a vital role in ensuring the smooth operation of our financial processes, including collections and...

  • Client Support Operations Manager

    4 weeks ago

    Los Angeles, California, United States Specialist Direct Full time

    About Specialist DirectWe are a leading telehealth company specializing in organ transplant services. Our cloud-based diagnostic solutions have improved organ utilization and increased placements nationwide.The RoleAs our Client Support Manager, you will oversee our 24/7 Client Support team, ensuring seamless client interactions and efficient workflow...

  • Financial Planning Specialist

    4 weeks ago

    Los Angeles, California, United States Claire Myers Consulting Full time

    Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at Claire Myers Consulting. The ideal candidate will have a strong background in financial services and excellent communication skills.Key Responsibilities:Collaborate with advisors to develop and deliver consistent financial plans aligned with...

  • Financial Operations Specialist

    4 weeks ago

    Los Angeles, California, United States Sepulveda Sanchez Law Full time

    Job SummaryWe are seeking a highly skilled Bookkeeper to join our team at Sepulveda Sanchez Accident Lawyers. As a key member of our financial operations team, you will play a vital role in managing our financial operations and supporting our firm's growth and success.Key Responsibilities:Manage bank reconciliations for operating and client trust...

  • Financial Collector

    4 weeks ago

    Los Alamitos, California, United States Aston Carter Full time

    Job Title: Accounting Specialist- Accounts ReceivableReporting to the Accounting Manager, the Accounting Specialist will be responsible for establishing payment terms and collecting payment against those terms according to established standards.This role involves following the collection procedures established by the organization and assisting with billing...

  • Financial Management Specialist

    4 weeks ago

    Los Angeles, California, United States Bedford Staffing Full time

    Job DescriptionBedford Staffing is seeking a highly skilled Financial Management Specialist to oversee and manage the financial operations of the company.The ideal candidate will have at least 13 years of experience in financial management and be proficient in QuickBooks. They will be responsible for preparing and analyzing financial statements, reports, and...

  • Career Opportunities in Term Life Specialist

    1 month ago

    Los Angeles, California, United States Term Life Specialist Full time

    Job DescriptionAbout UsOur mission is to empower professionals to attain financial freedom, enabling them to not only secure their futures but also embrace and enjoy the personal lifestyle of their dreams. We are dedicated to providing the tools, resources, and support necessary for individuals to reach their financial goals while living a life filled with...

  • Financial Operations Specialist

    1 month ago

    Los Angeles, California, United States Jobot Full time

    About Us We are a private, vertically-integrated real estate investment and operating platform specializing in creating world-class commercial properties. Our team has shown continuous, steady growth, and we're looking for an experienced Assistant Controller to join us. Why Work with Us? We have a strong reputation in the real estate community and provide...

  • Financial Services Leader

    4 weeks ago

    Los Angeles, California, United States 49 Financial Full time

    Job OverviewAt 49 Financial, we're dedicated to developing the next generation of leaders in the financial services industry. Our comprehensive financial planning firm operates through a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable experience and development.Key...

  • Financial Services Specialist

    4 weeks ago

    Los Angeles, California, United States Bankers Life Full time

    Financial Services SpecialistAt Bankers Life, we're seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this opportunity.We provide...

  • Financial Planning Specialist

    4 weeks ago

    Los Angeles, California, United States AECOM Full time

    Financial Planning SpecialistAECOM is seeking a highly skilled Financial Planning Specialist to support the development and achievement of the organization's goals and objectives. The ideal candidate will have a strong background in finance and be able to provide accurate, insightful, and timely finance support, analysis, and collaboration. Key...

  • Financial Management Specialist

    3 weeks ago

    Los Angeles, California, United States Strategic Employment Full time

    A dynamic organization, Strategic Employment, is seeking a Financial Management Specialist to lead their accounting team.This role will oversee the General Ledger accounting function, supervise a team of four, and collaborate with other departments to ensure the financial well-being of the organization.Requirements:• Bachelor's degree in Accounting or a...