Financial Operations Specialist

4 weeks ago


Edison, New Jersey, United States ColdTrack Full time
Job Overview

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.
Requirements
  • 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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