Financial Operations Specialist
5 hours ago
ColdTrack is seeking a highly skilled Financial Operations Specialist to join our Finance team. As a key member of our team, you will be responsible for ensuring that fulfillment billing and related functional processes are performed in accordance with our Accounting Policies.
Key Responsibilities- Manage daily/weekly warehouse operations and fulfillment billing responsibilities, making effective decisions independently to ensure all orders and activity are billed timely and accurately.
- Oversee the fulfillment billing audit process and work with customers and operations to resolve billing issues.
- Prepare and present analytical weekly/monthly reporting to leadership to review operational activity.
- Act as a centralized point of contact with other departments related to billing issues, including new customers, new software, new procedures or processes.
- Provide accurate and timely responses to requests from internal customers, including accounting, sales, customer success, and senior management.
- Work closely with the account management team to ensure accuracy and resolve customer billing issues.
- Analyze daily fulfillment activity and provide operations & finance reconciliations and recommendations to leadership.
- Perform system & process audits to ensure that all invoicing procedures are being performed and transmitted accurately.
- Support the Sales function with ad hoc pricing analysis on new and prospective business.
- Analyze and validate billing, operational, & customer data for completeness and accuracy.
- Participate in improving internal controls, policies, procedures, and process documentation.
- Manage all historical Billing data in company systems.
- Create and upload data into the accounting system.
- Special projects and duties as assigned.
- Bachelor's degree preferred or equivalent experience.
- 1-3 years of experience in Accounting or a Financial Operations role preferred.
- Exposure to QuickBooks, Google Suite, Alteryx, and Tableau preferred.
- Proficiency in Microsoft Excel and ability to adapt to new software environments.
- Strong problem-solving, documentation, research, and data analysis skills.
- Desire to learn, grow, and take on increasing responsibility.
- Ability to think in terms of automation and process streamlining.
- Excellent communication skills, both written and verbal.
- Strong ownership and accountability.
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Edison, New Jersey, United States ColdTrack Full timeJob SummaryColdTrack is seeking a highly skilled Financial Operations Specialist to join our Finance team. As a key member of our team, you will be responsible for ensuring that fulfillment billing and related functional processes are performed in accordance with our Accounting Policies.Key ResponsibilitiesManage daily/weekly warehouse operations and...
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