Financial Specialist

Epitec Inc • Southfield, MI

2d • $50,000 - $55,000

About The Position

The Financial Specialist is responsible for weekly billing and invoicing, collecting accounts receivable payments, managing customer collections, and updating the customer aging report. The role includes reconciling cash and unapplied payments, reviewing incoming customer payments against invoices, and handling monthly bank reconciliation details. The position also supports timely reimbursement by following up on unapproved transactions and managing timesheet approvals for Epitec's customers.

Requirements

• Bachelor’s degree in Accounting or Finance.
• 0–2 years of experience in accounting or finance.
• Ability to endure stress without impacting work quality.
• Organized and attentive to detail.
• Comfortable making and answering phone calls.
• Professional appearance and manner.
• Punctuality.
• 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 the customer.
• Pull and update the aging report weekly, follow up on outstanding payments, contact employees to resolve discrepancies, and escalate issues as needed.
• Follow up on unapproved transactions to support timely reimbursement, including managing timesheet approvals for Epitec's customers.
• Check the bank account daily for customer payments and reconcile incoming cash against invoices to identify discrepancies.
• Pull monthly bank reconciliation details, 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