Financial Services Specialist

Responsibilities

• Manage a portfolio of accounts receivable for an assigned territory
• Contact customers to secure payment commitments and follow up on payment status
• Investigate reasons for non-payment and elevate issues when necessary
• Serve as a liaison between customers, sales, and service teams to resolve disputes and initiate credit memos as needed
• Contact customers to resolve past due balances prior to order release
• Secure purchase orders from customers when required
• Prepare and support accounts receivable and collections reporting and analysis
• Process electronic invoicing for customer accounts
• Perform account reconciliations, provide supporting documentation, and submit refund requests or tie-offs to resolve account discrepancies
• Review account status, obtain payment commitments, and document all relevant activity within internal systems

Requirements

• 2+ ...