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Financial operations specialist

Santiago de Querétaro, Qro
beBeeCredit
Publicada el 23 julio
Descripción

Job overview

the ideal candidate will contribute to maintaining all implementation processes and coordinate the preparation and documentation of relevant materials as needed to support operational efficiency.

this role requires a high level of organizational skills, analytical thinking, and strong communication abilities to effectively manage customer relationships, process financial transactions, and maintain accurate records.


key responsibilities:

* analyse and update customer credit limits based on risk assessments and financial data to ensure responsible credit management.
* apply incoming cash payments accurately and promptly to customer accounts to support efficient accounts receivable operations.
* perform periodic reviews of uncleared items to identify discrepancies and ensure timely resolution of outstanding balances.
* manage sales orders effectively, ensuring compliance with credit terms and internal policies before order fulfilment.
* utilize effective time management skills to prioritize tasks and meet deadlines in a dynamic work environment.
* execute credit control activities, including monitoring customer payment behaviour and initiating collection efforts when necessary.
* maintain all implementation processes and coordinate the preparation and documentation of relevant materials as needed to support operational efficiency.
* monitor and manage overdue receivables by conducting regular reviews of aging reports to identify past-due balances and initiate appropriate collection actions.
* investigate and resolve discrepancies in customer accounts to ensure accurate financial records and timely recovery of outstanding amounts.


required skills and qualifications:

* bachelor's degree in accounting
* 1-3 years in similar position
* strong organizational, analytical and recording skills
* detail oriented
* proficient in microsoft office suite, sap (preferred)
* english advanced

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