Financial Specialist

Epitec • Southfield, MI

3d

About The Position

The Financial Specialist is responsible for weekly billing and invoicing, accounts receivable collections, customer aging reports, and reconciliation of cash and unapplied payments. The role creates and distributes invoices, tracks outstanding balances, follows up on unapproved transactions and timesheet approvals, and reconciles incoming customer payments against invoices. It also involves preparing monthly bank reconciliation detail, assigning transactions to general ledger accounts, and importing them into the accounting system. The position requires organization, attention to detail, comfort with phone communication, and the ability to handle stress without compromising work quality.

Requirements

• Bachelor’s degree in Accounting or Finance.
• 0–2 years of experience in the accounting or finance field.
• Ability to endure stress without impacting work quality.
• Organized and attentive to detail.
• Comfortable making and answering phone calls.
• Professional appearance and manner.
• Punctual.
• Interpersonal skills, including maintaining confidentiality and remaining open to others’ ideas.
• Willingness to try new things.

Responsibilities

• Create invoices in the billing system and reconcile them to the weekly payroll batch.
• Send invoices promptly to the appropriate recipients, including timesheets when required by customers.
• Pull and update the aging report weekly, follow up on outstanding payments, contact employees to resolve discrepancies, and escalate issues when necessary.
• Follow up on unapproved transactions to ensure timely reimbursement, including managing timesheet approvals for Epitec customers.
• Check the bank account daily for customer payments and reconcile incoming cash against invoices to identify discrepancies.
• Pull monthly bank reconciliation detail, confirm listed transactions, assign transactions to the correct general ledger accounts, and import them into the accounting system.
• Perform other duties as directed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level