Financial Operations Specialist
4 days ago
Job Summary:
The Billing Specialist will be responsible for managing financial and operational tasks, including documentation, material requisition, job costing, status monitoring, invoicing, and administrative closeout of service activities.
This role requires close interaction with the Area Service Manager and assigned service staff to ensure timely and accurate completion of tasks.
The successful candidate will support business leaders through the creation and interpretation of financial and operations reports.
Key Responsibilities:
- Collects, validates, inputs, and reconciles cost data into system applications.
- Responsible for receiving and reconciling purchase orders.
- Ensures material and labor costs are posted to correct work order in a timely manner.
- Coordinates payroll activities for Service in the district and ensures technicians post their time on a daily basis.
- Reviews billing backlog and coordinates/communicates with Fulfillment Leaders, Field Technicians, other Service Leaders, customers, and process warranty claims as necessary to resolve obstacles.
- Research and resolve invoice disputes.
- Sets-up service agreements in system application based on transition documents.
- Perform the invoicing process for internal and customer applications.
Requirements:
- Ability to successfully manage multiple, competing priorities/task in a fast-paced work environment.
- Strong communication skills, verbal and written, required.
- Intermediate to advanced proficiency in Microsoft Office Suite.
- Strong organizational, time management skills.
- Flexibility to work outside normal working hours, as required.
- Working knowledge of basic refrigeration and/or knowledge of commercial refrigeration and HVAC is preferred.
- High level of professionalism and diplomacy.
- Strong customer focus skills.
What We Offer:
- This is a unique opportunity to support our client; one of the world's largest commercial refrigeration companies.
- Medical benefits and 401K are available.
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