REGIONAL FINANCIAL OPERATIONS ASSISTANT
About The Position
The Regional Financial Operations Assistant reports directly to the Regional Manager, with a dotted line to Corporate Finance / Collections. When field and corporate priorities conflict on an account, timely and accurate collection of validated receivables takes precedence. Genuine service or relationship exceptions should be escalated to the Regional Manager with a recommendation rather than resolved unilaterally. The role balances customer goodwill with accurate revenue capture. The position serves as the primary link between field branches and corporate billing and collections. It investigates billing and payment discrepancies, verifies field work against corporate invoices, manages disputes, supports regional and branch management with collections administration, and identifies recurring errors to improve the invoicing process.
Requirements
- 2–4 years of experience in bookkeeping, billing, accounts receivable, or operational administration.
- Strong facility with numbers, data reconciliation, and investigating financial discrepancies.
- Excellent written and verbal communication skills for working effectively with field crews and corporate staff.
- Ability to work independently, attend to detail, and determine why numbers do not match.
- Proficiency in Microsoft Excel, including VLOOKUPs and pivot tables, and standard corporate ERP or billing software.
Nice To Haves
- Construction or field-services accounts receivable experience.
- Familiarity with construction billing concepts, including AIA G702/G703 progress billing, retainage, lien waivers, and Florida Notice to Owner / lien statutes.
- Familiarity with construction accounting systems such as Sage 300 / 100 or Sage Intacct.
Responsibilities
- Serve as the primary point of contact between field branches and corporate billing and collections.
- Analyze billing discrepancies and payment variances between corporate accounts receivable and customer payments.
- Review work orders, job logs, and regional data to verify accuracy against corporate invoices.
- Manage disputes to correct payment errors and ensure accurate payment for completed work.
- Relieve Regional and Branch Managers of collections administration and keep them informed with concise updates.
- Identify recurring collection errors and partner with corporate to streamline the regional invoicing pipeline.
- Escalate genuine service or relationship exceptions to the Regional Manager with a recommendation.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
