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Financial Operations Specialist

2 months ago

Ocala, Florida, United States KP DIRECT Full time
Job OverviewBenefits:
  • 401(k) plan
  • Competitive salary package
  • Dental coverage
  • Health insurance options
  • Paid time off policy
  • Vision care

POSITION SUMMARY

Key Responsibilities
In this role, you will play a crucial part in supporting the finance department by executing precise accounting procedures while ensuring exceptional customer service and confidentiality. This position demands a high level of consistency and attention to detail, along with the ability to address issues and engage with clients and colleagues in a professional manner.

Core Duties Include:
  • Managing Accounts Payable and Accounts Receivable processes
  • Invoicing and follow-up communications
  • Maintaining positive relationships with vendors, customers, and team members
  • Processing credit card applications
  • Daily payment postings
  • Reconciling discrepancies in accounts related to vendors and customers
  • Maintaining essential accounting records within stipulated timelines
  • Prioritizing tasks, meeting deadlines, and managing multiple responsibilities
  • Conducting credit reviews for new clients, establishing terms, and collecting overdue accounts
  • Assisting in tracking and completing monthly Pay Applications
  • Ensuring invoices are uploaded to required payment platforms for specific clients
  • Supporting month-end balancing of certain General Ledger accounts
  • Collaborating with other departments to ensure proper completion of various job functions
  • Invoicing all drop shipments, both domestic and international
  • Monitoring work-related reports monthly to guarantee accuracy and task completion

Qualifications and Educational Background:
A Bachelor’s degree in finance, accounting, or a related discipline is required.
Previous experience in bookkeeping or accounting is essential.
Preferred Skills:
  • Familiarity with Epicor/P21 Cloud-based systems is advantageous but not mandatory
  • Strong proficiency in Excel
  • Ability to sit for extended periods
  • Capability to lift weights ranging from 15 to 25 pounds occasionally