The Finance Representative II answers questions and resolves accounting/finance problems for internal and external customers. Requires extensive analysis of system data and interaction with customers via phone or email. Performs a variety of routine and some non-routine clerical/accounting functions in accordance with standard procedures in one or more of the following areas: general accounting, accounts payable, payroll, accounts receivable, billing or related financial area. May perform some data entry. May contact other departments and/or outside agencies to resolve problems. Reconciles commissionable, activity, bank accounts, posts information and balances general or subsidiary ledgers and processes payments. Performs other duties as assigned by management. GENERAL DUTIES The essential functions listed below are representative of duties performed by this job title. Duties generally include but are not limited to the following: GENERAL ESSENTIAL FUNCTIONS WHICH ARE NORMALLY REQUIRED: Meet deadlines in a fast-paced, detail-oriented environment with limited supervision. Exhibit excellent interpersonal, time management, communication and organizational skills. Demonstrate reliability, integrity and confidentiality. Operate a personal computer and office equipment. Physical ability to sit, talk, listen and keyboard continuously for extended periods. Proficient in Microsoft Word and Excel. Exhibit active problem-solving skills for timely resolution of customer issues. Familiar with accounting and journal entry procedures. Strong analytical/logical thinker Strong customer service skills. Thorough research skills. ESSENTIAL FUNCTIONS WHICH MAY BE REQUIRED FOR A PARTICULAR JOB: Validate, investigate, research and resolve complex, advanced and in-depth customer inquiries. Complete all work accurately, efficiently and on time. Make good business decisions to minimize bad debt, churn and payment errors. Contact internal and external customers as appropriate and in a timely manner. Use all systems and applications available to service customer requests. Maintain a working knowledge of all department functions. Provide feedback to management regarding training needs. Support other team members in the completion of assigned job duties. Participate in training and development of self and others in department. Use computer to access company systems to perform work. Conduct reviews/audits and prepare reports to document work and results. May assist higher-level specialist and/or management in reporting, verification.
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Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree