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Financial Operations Specialist

1 month ago

New York, New York, United States Wealthy Recruiting Full time

Wealthy Recruiting is seeking a highly skilled Financial Operations Specialist to join our team. This role combines accounts receivable duties with a focus on customer success, requiring a detail-oriented and proactive individual to excel in bookkeeping, managing invoices, and collecting payments while ensuring a positive client experience throughout the process.

Key Responsibilities:

  • Bookkeeping: Maintain accurate financial records and manage bookkeeping tasks.
  • Accounts Receivable: Oversee accounts receivable functions, including invoicing, payment collection, and reconciliation.
  • Customer Success: Ensure a positive client experience by addressing inquiries and resolving any issues related to invoicing and payments.
  • Application Processing: Manage and process client applications, ensuring accuracy and completeness.
  • Department Collaboration: Work closely with the applications department to streamline processes and resolve any application-related issues.

Qualifications:

  • Proven experience in accounts receivable, bookkeeping, or a related role.
  • Strong understanding of financial processes and invoicing procedures.
  • Excellent communication and customer service skills.
  • Ability to handle multiple tasks and manage time effectively.
  • Detail-oriented with strong organizational skills.
  • Experience with financial software and applications is a plus.

Compensation:

  • Base salary of $70,000, plus performance-based incentives.

What We Offer:

  • Remote possibilities.
  • Opportunity to contribute to a dynamic and growing company.
  • Supportive and collaborative work environment.