Financial Operations Associate

2 weeks ago


Orlando, Florida, United States Westbrook Service Corporation Full time
Position Overview

Exceptional individuals are drawn to exceptional organizations. Join Westbrook Service Corporation, a well-established mechanical services provider.

With over 70 years of expertise, we specialize in air conditioning, electrical, plumbing, and gas services for both residential and commercial clients across Central Florida. Our commitment to outstanding customer service, extensive technical knowledge, and a vibrant company culture positions Westbrook as the premier choice for clients and trade professionals alike.

We are currently seeking a Financial Operations Associate to enhance our construction services team.

Key Responsibilities:

  • Manage credit card transactions efficiently.
  • Conduct daily financial deposits.
  • Assist in bank reconciliation processes as a secondary support to the senior accountant.
  • Analyze aging reports to identify overdue accounts.
  • Engage with overdue clients through various communication channels.
  • Distribute monthly financial statements via traditional mail.
  • Verify and refresh accounts payable contact details within financial software.
  • Update collection notes in the accounts receivable system.
  • Review and maintain the aging report on a daily basis.
  • Document customer interactions meticulously on a master spreadsheet.
  • Address and resolve disputes effectively.
  • Send final notices for collections through traditional mail.
  • Collaborate with legal representatives to draft and send demand letters.
  • Manage severely overdue accounts by coordinating with collection agencies.
  • Work internally to implement account freezes for clients sent to collections.
  • Process credit adjustments and sales discount modifications.
  • Perform monthly reconciliations of the general ledger.
  • Support the Billing Clerk with additional administrative duties as time allows.
  • Assist the AR & Collections Manager with administrative tasks as needed.
  • Provide support to the CFO with various administrative responsibilities as time permits.

Ideal Candidates Will Possess:

  • A high school diploma or equivalent qualification.
  • A minimum of three years of professional experience in an office environment.
  • A valid driver's license with a clean driving and criminal record.
  • Experience with accounting software.
  • Proficiency in handling customer service inquiries and communications.
  • Excellent written and verbal communication skills.
  • The ability to analyze financial reports and customer accounts.
  • A collaborative spirit and the ability to work effectively in a team.
  • Strong numerical skills and attention to detail.
  • Proficiency in MS Office applications (Excel, Word, PowerPoint, Outlook) and online tools.
  • Effective time management skills and the ability to prioritize tasks.
  • The capability to follow established procedures and instructions.

At Westbrook, our people are our greatest asset, and we are committed to hiring only the most exceptional individuals. If you are ready to embark on a fulfilling career with a leading company, we invite you to submit your resume.



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