Financial Assistant
4 weeks ago
Responsibilities:
• Assist in addressing finance-related cases and tickets, and responding to calls via the RingCentral telephone system.
• Collaborate with various internal departments such as Continuing Education, Sales, and Support to provide customer-related data and resolve customer billing issues in a timely manner.
• Contribute to the creation of Contracts, Sales Orders, and Invoices in NetSuite.
• Assist with the onboarding of new customers by setting up accounts and updating 4-digit LMS ID numbers in NetSuite.
• Participate in the preparation of finance-related reports, vendor form setups, sales tax exemption certificate reviews and internal/external audit activities.
• Take part in the development and revision of Standard Operating Procedures (SOPs) outlining finance processes and Support Center articles impacting customers.
• Research and prepare documentation for processes customer refunds, including those for Organizational Learners, Independent Learners, and Continuing Education Learners.
• Serve as a backup for posting customer payments made via check, credit card, or electronic funds transfer.
• Provide support for accounts receivable and collection activities as needed.
• Assist with high-volume cycles, special projects, new initiatives, and coverage for planned/unplanned employee time off.
• Collaborate closely with the Director of Revenue Management and team to execute planned finance activities and initiatives.• Possess a minimum of 1 year of experience in a Financial Assistant role or similar position.
• Proficient in Accounting Software Systems such as NetSuite and Salesforce Platform.
• Experience with ADP - Financial Services, Ceridian, and Concur.
• Knowledge of ERP - Enterprise Resource Planning is required.
• Familiarity with standard accounting functions, including Accounts Payable (AP) and Accounts Receivable (AR).
• Experience with auditing, billing functions, and coding invoices.
• Ability to manage contracts finance, approved invoices, and ring central.
• Proven customer service skills, including experience in a call center customer service environment.
• Track record of customer satisfaction measurement and improvement.
• Familiarity with customer service software and ability to provide customer support.
• Experience with billing processes, including correct billing and electronic billing.
• Experience with onboarding procedures.
• Knowledge of vendor management and handling vendor inquiries.
• Understanding of sales tax, audit processes, including annual internal and external audits and audit reviews.
• Familiarity with department SOP's and ability to maintain standard operating procedures.
• Experience with processing refunds, refund requests, and post payments.
• Knowledge of cash applications and EFT - Electronic Funds Transfer.
• Experience with monthly billing and collections, including consumer and B2B collections.
• Proficiency in Microsoft Excel, including use of advanced Excel formulas, VLOOKUP, and pivot tables.
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