Financial Services Specialist managing accounts receivable portfolio for Epicor. Ensuring timely payment collection, dispute resolution, and account reconciliation in a fast-paced team environment.
Responsibilities
Manage portfolio of accounts receivable for assigned territory.
Contact customers to obtain promises to pay and follow up on status of payments, or determine reasons for customer's non-payment and escalate if necessary.
Serve as liaison between customer and field sales and service to resolve disputes and initiate credit memos as needed.
Contact customers to resolve past due balances prior to release.
Secure Purchase Orders from customers when required.
AR/Collections reporting and analysis.
Enter electronic invoicing for customer accounts.
Account reconciliation: provide back-up detail; submit tie-offs and refund requests as needed to clean up account balances.
Review current account status, get payment commitment and document all relevant information in internal account systems
Requirements
2+ years applicable experience
Bachelor's degree in finance or related field preferred
Attention to detail, excellent analytical, communication, and problem-solving skills
Proficient in data entry
Excellent customer orientation
Work independently and with a team in a fast-paced and high-volume environment with emphasis on accuracy and timeliness
Ability to work and communicate with all levels of the organization
Adaptability and willingness to learn new skills/tasks
Comfortable working with targets
Speaks English fluently, advanced written English.
Benefits
Comprehensive health and wellness benefits designed to support your overall well-being.
Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.
Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.
Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development.
Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.
Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.
Comprehensive support for international relocations and permanent residency processes.
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